Government ❯ International Relations ❯ US-China Relations ❯ Technology Competition

Semiconductors

Executive Remarks Recast AI Race: Huang’s China Warning, Nadella’s Power Bottleneck, OpenAI’s Funding Clarification

Investors are recalibrating as power constraints eclipse chip counts.

Alibaba Ups AI Spend and Adopts Nvidia’s Physical-AI Stack as Compute Alliances Accelerate

Ren Zhengfei Says Huawei Can Match U.S. Chip Performance Despite Export Curbs

Trump Finalizes AI Export Deals with Gulf States, Sparking Debate Over U.S. Strategy