Tech Decoupling
NVIDIA’s Zero Market Share in China Marks Point of No Return in Tech Decoupling
Jensen Huang's confirmation that US export controls drove NVIDIA from 95% to 0% market share validates containment strategy—but may have irreversibly accelerated China's chip self-sufficiency agenda.
China Orders Meta to Unwind $2 Billion AI Deal, Testing Extraterritorial Regulatory Reach
Beijing's retroactive intervention in a completed acquisition of Singapore-incorporated Manus sets a precedent for economic coercion in the AI arms race.
China Blocks Meta’s $2 Billion Manus Acquisition, Bars Founders From Leaving Country
Beijing's veto of Meta's largest China AI deal marks a strategic shift from semiconductor restrictions to active gatekeeping of frontier AI talent and intellectual property.
What Is a VIE Structure and Why Are Chinese AI Companies Abandoning Them?
The offshore financing architecture that powered two decades of Chinese tech growth is collapsing under regulatory pressure—reshaping how AI unicorns raise capital.
US Moves to Sever Critical Infrastructure Ties with China in Sweeping Telecom Ban
FCC's April 30 vote targets equipment imports, carrier interconnections, and testing labs—marking shift from vendor restrictions to infrastructure segregation.
Huawei Restrictions Endure as US-China Tech Decoupling Hardens
Existing federal bans remain firmly in place as the Chinese telecom giant posts record revenue despite years of American sanctions.
NIST Bars Foreign Scientists from Labs in Sharp Escalation of U.S. Tech Decoupling
New three-year cap on international researchers threatens to expel 500 scientists and erode America's position at the centre of global standards-setting.