Technology Competition

AI Development US-China Relations China AI Sovereignty AI Dominance China vs USA AI Arms Race Semiconductor Industry U.S.-China Relations AI Leadership Regional Influence Space Technology China-US Relations United States and China Satellite Internet AI Race AI Technology Resource Allocation Sovereignty Issues AI Competition Semiconductor Race Chip Manufacturing US-EU Relations AI Infrastructure US vs Europe

4 ARTICLES

3w ago

Intel’s Sixfold Rally Hinges on 18A Ramp and Foundry Profitability

Investors have priced a successful conversion of $100 billion in foundry spending into external contracts so 18A yield timing and customer volume will decide whether the stock’s lofty valuation holds.

11 ARTICLES

last mo.

China Orders Meta to Unwind $2 Billion Manus Deal, Signaling New AI Investment Red Lines

18 ARTICLES

last mo.

OpenAI, Sur Energy Strike Deal to Advance Patagonia ‘Stargate’ as Argentina Seeks AI Hub Status

9 ARTICLES

9mo ago

UAE Releases K2 Think, an Open-Source 32B Reasoning Model

Technology Competition

Intel’s Sixfold Rally Hinges on 18A Ramp and Foundry Profitability

China Orders Meta to Unwind $2 Billion Manus Deal, Signaling New AI Investment Red Lines

DeepSeek Debuts V4 Preview and Slashes Prices to Win Users

Nvidia-Backed Reflection AI Seeks $2.5 Billion at $25 Billion Valuation

Baidu Unveils M100 and M300 AI Chips With 2026–27 Timelines

OpenAI, Sur Energy Strike Deal to Advance Patagonia ‘Stargate’ as Argentina Seeks AI Hub Status

UAE Releases K2 Think, an Open-Source 32B Reasoning Model