Chipmakers Intel, Qualcomm, Xilinx, and Broadcom have told employees to stop supplying to Huawei until further notice, according to Bloomberg, which cited anonymous sources familiar with the matter. www.bloomberg.com/news/article...

If it were a national economy, cybercrime would be the third largest in the world, behind only the United States and China and growing by 15 per cent a year. www.lrb.co.uk/the-paper/v4...

Beijing eased restrictions on gallium, germanium, antimony, tungsten, and graphite for a year. The Ministry of Commerce did not provide any explanation on Sunday on why it had waited more than a week to suspend export controls on the five minerals. www.nytimes.com/2025/11/09/b...

Until recently, an obscure element often found in gold mines was considered detritus. Now, antimony is highly sought-after and at the center of the U.S.-China trade war. www.wsj.com/us-news/alas...

Elon Musk says building his own 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand — Nvidia CEO Jensen Huang warns against 'extremely hard' challenge www.tomshardware.com/tech-industr...

In a Skyscraper City, They Fix Cobblestone Streets by Hand www.nytimes.com/2025/11/08/n...

The Dutch government caved, plain and simple. Big win for Beijing.

“The question now is more one of when, not if, quantum computing becomes a technology worth investing in.” www.wsj.com/tech/quantum...

A Chinese E.V. Delivers the Host, and a Message, at the Global Climate Summit www.nytimes.com/2025/11/06/c...

“OpenAI is losing money at a faster pace than almost any other startup in Silicon Valley history…The company expects to spend roughly $600 billion on computing power…ChatGPT maker is on pace to generate $13 billion in revenue this year.” www.wsj.com/tech/ai/open...

Quantinuum unveils its latest system, Helios, inching the industry toward the day the technology will deliver meaningful commercial value www.wsj.com/articles/the...

Exclusive: China bans foreign AI chips from state-funded data centres - www.reuters.com/world/china/...

In contrast, xAI’s Colossus has 230k GPUs with plans to expand to 1 million.

The companies said they would renovate an existing data center in Munich, Germany, and power it with up to 10,000 Nvidia Blackwell graphics processing units…Deutsche Telekom said the facility would bolster AI computing power in Germany by around 50%. www.wsj.com/tech/ai/nvid...

What Trade War? China’s Export Juggernaut Marches On www.nytimes.com/interactive/...

“The result of the inexorable reticle limit is the end of chips. What’s next? A wafer-scale integration model, which bypasses chips altogether.” www.wsj.com/opinion/the-...

China waged a campaign of harassment and intimidation directed at a UK university to get it to shut down sensitive research into alleged human rights abuses, documents seen by the BBC show. www.bbc.com/news/article...

During a taped interview…and in comments to reporters aboard Air Force One, Trump said only U.S. customers should have access to the top-end Blackwell chips offered by Nvidia, the world's most valuable company by market capitalization. www.reuters.com/world/china/...

They haven’t taken over the streets yet, but robots are starting to be deployed in U.S. cities to do jobs like firefighting, lawn mowing and beach cleaning www.wsj.com/business/ent...

Silicon Valley’s biggest companies are already planning to pour $400 billion into artificial intelligence efforts this year. They all say it’s nowhere near enough. www.wsj.com/tech/ai/big-...

Xi got the better deal. Beijing conceded relatively little. www.nytimes.com/2025/10/30/b...

“The defining fight of the 21st century will be who controls artificial intelligence. It would be a tragic mistake for President Trump, in order to get some soybean orders out of China, to sell them these critical cutting-edge A.I. chips.” @coons.senate.gov www.nytimes.com/2025/10/29/u...

The United States will share closely held technology to allow South Korea to build a nuclear-powered submarine, President Donald Trump said on social media Thursday after meeting with the country’s president. apnews.com/article/nucl...

U.S. lawmakers have tried four times since September last year to close what they called a glaring loophole: China is getting around export bans on the sale of powerful American AI chips by renting them through U.S. cloud services instead. apnews.com/article/chin...

China has completed the first phase of construction of what it claims is the world's first underwater data center (UDC). www.wired.com/story/china-...

China must “seize the window of opportunity to consolidate and expand our strengths, break past bottlenecks and surmount weaknesses, to gain the strategic initiative in intense international competition,” Mr. Xi told the party’s Central Committee. www.nytimes.com/2025/10/29/w...

Substrate, a San Francisco company, is trying to take on powerhouses like the Dutch company ASML. www.nytimes.com/2025/10/28/b...

I'm thrilled to announce the NVIDIA-SCSP Task Force on AI and the Future of Work is officially launching. This collaboration will make a foundational contribution to keeping the U.S. workforce the most innovative and dynamic in the world. 🇺🇸 #AI #FutureofWork #NVIDIA #SCSPTech

Wow!: “Google’s machine ran this algorithm 13,000 times as fast as a top supercomputer executing similar code in the realm of classical physics” www.nytimes.com/2025/10/22/t...

Amazon says its goal is to improve safety and unload mundane tasks onto AI and robots…The company is also investing in training current workers, offering apprenticeships designed to teach them to manage these robots. www.wsj.com/tech/amazon-...

Several quantum-computing companies are in talks to give the Commerce Department equity stakes in exchange for federal funding www.wsj.com/business/ent...

The CCP is doubling down on decoupling. Western business leaders must abandon the illusion: meaningful access to China’s market is ephemeral. Any corporate strategy that depends on China for primary growth and profits is destined to fail.

The Chinese Communist Party’s new five-year plan emphasizes self-sufficiency and advanced manufacturing as a rivalry with America looms large www.wsj.com/world/china-...

A visit to a fulfillment center, where machines move merchandise and tell humans what to do with it. www.wsj.com/opinion/the-...

Is a US shipbuilding revival realistic? Yes, if we double down on robotics and automation. This will greatly expand capacity, maintain current shipyard employment, and create new many jobs. www.bloomberg.com/news/article...

Russia on Tuesday rejected Trump’s call to freeze the fighting in Ukraine on the current front line, signaling that the Kremlin has not significantly changed its demands for peace. www.washingtonpost.com/world/2025/1...

Trump, Australia's Albanese sign critical minerals agreement to counter China - www.reuters.com/world/asia-p...

Disgraceful, if true. Sadly, not surprising. “US side was said to have echoed Russian talking points at the "volatile" meeting. It also reported that Trump tossed aside maps of the frontline in Ukraine and insisted Zelensky surrender the entire Donbas region to Putin.” www.bbc.com/news/article...

A Rare Earths Alternative to China? Australia Eyes Timely Pitch to Trump www.nytimes.com/2025/10/20/w...

In an internal memo posted publicly on Sunday, Nexperia China told employees to follow the instructions of the domestic management team, which it said would “operate and make decisions independently as a Chinese enterprise”. on.ft.com/3WMAL73

Diplomacy with Chinese characteristics

Chinese lawmakers told members of the European Parliament that NATO shouldn’t exist, and spouted Russian talking points about the war in Ukraine at a rare meeting in Brussels on Thursday. www.euractiv.com/news/nato-sh...

A C.I.A. Secret Kept for 35 Years Is Found in the Smithsonian’s Vault www.nytimes.com/2025/10/16/s...

The AI race is driving an energy Wild West that is reshaping American power. “We want as much flexibility in our power supply as we can get.” www.wsj.com/business/ene...

China retaliates in response to Dutch seizure of Nexperia, blocking chipmaker's exports following takeover — 861,000 square foot assembly site in Guangdong affected www.tomshardware.com/tech-industr...

A group of non-revenue-generating energy companies have collectively ballooned in value to more than $45 billion in hopes that tech companies will one day pay for their yet-to-be-built power. www.wsj.com/tech/ai/ai-b...

In its trade standoff with the U.S., China thinks it has found America’s Achilles’ heel: President Trump’s fixation on the stock market www.wsj.com/world/china/...

How the U.S. pressured Netherlands to oust the CEO of Chinese-owned chip maker Nexperia www.wsj.com/tech/how-u-s...

How one of the longest dinosaur trackways in the world was uncovered in the UK www.bbc.com/news/resourc...

In China, the longest ultrahigh-voltage power line stretches more than 2,000 miles…That’s a single power line. China has 41 others. Each is capable of carrying more electricity than any utility transmission line in the United States. www.nytimes.com/2025/10/11/b...