China's tech and industrial policy: manufacturing, global supply chains, AI, clean tech, EVs, trade, economic competition. Click to read High Capacity, by Kyle Chan, a Substack publication with tens of thousands of subscribers.
Matt Rickard | Substack
Thoughts on engineering, startups, and AI. Click to read Matt Rickard, a Substack publication with thousands of subscribers.
AI boom means US is now ‘investing more’ in fossil-fuel power than China - Carbon Brief
The “data-centre boom” is driving a surge in gas investment in the US, pushing its fossil-power spending ahead of China, according to the IEA
More US firms turn to China’s DeepSeek over pricey Silicon Valley AI
DeepSeek takes top spot on ‘trending’ list as companies look for alternatives to OpenAI and Anthropic, spending tracker’s report says.
AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote
Silicon Valley has forgotten what normal people want
Did the tech industry get high on its own supply?
Chinese AI models are gaining ground with U.S. companies as OpenAI, Anthropic costs surge
Recent model releases from Chinese companies including DeepSeek and Z.ai are seen by many as highly competitive compared to leading U.S. frontier systems.
Exclusive-Beijing is looking at curbing overseas access to China's top AI models, sources say - AOL
By Fanny Potkin SINGAPORE, July 7 (Reuters) - Chinese authorities have held meetings with top tech firms over the past month about potentially restricting overseas access to China's most advanced AI
The Geopolitics of AI Infrastructure - Dylan Patel, SemiAnalysis
EXCLUSIVE: Beijing is looking at curbing overseas access to China's top AI models, sources say
Chinese authorities have held meetings with top tech firms over the past month about potentially restricting overseas access to China's most advanced AI models, including those yet to be released, three people familiar with the discussions said.
Is Big Tech's AI Gamble Starting to Look Riskier? - Slashdot
The Washington Post looks at giant tech companies "feeding every available dollar into the cash-incinerating maw of AI machines." They warn "Tech superstars that once had oodles of cash left over at the end of each year are now flipping into the red..." [While optimists expect] huge corporate p...
Over 60% of Asia-Pacific enterprises plan to increase sovereign AI spending - BusinessWorld Online
MORE THAN 60% of enterprises in Asia-Pacific (APAC) plan to increase their sovereign cloud and artificial intelligence (AI) investments over the next two years as countries in the region advance their digitalization goals, according to Accenture Research. In Southeast Asia alone, 64% of organizations said they will ramp up their spending on technologies to comply […]
AI Data Centers: Big Tech's Impact on Electric Bills, Water, and More via @ConsumerReports
Massive data centers are gobbling up resources across the United States. The boom has just begun—and you may be paying for it.
Don’t Believe the Hype — or Doom — About AI
For America’s VC-dominated tech industry, AI hype isn’t just a crazy by-product — it’s a structural part of the US economy in which capital tries to write our destinies. We shouldn’t let it.
The Great AI Divide: Navigating U.S. and Chinese dominance
At a Rest of World event during New York Tech Week, we explored the challenges and possible solutions to the dominance of American and Chinese AI companies.
1/7 Proud to share our paper, accepted as an oral at ICML '26! We highlight how Big Tech’s influence on AI R&D drives damaging outcomes, and what we as researchers can do about it. We also discuss underlying economic causes. See link for paper, and below for a brief summary arxiv.org/abs/2512.03077
1/7 Proud to share our paper, accepted as an oral at ICML '26! We highlight how Big Tech’s influence on AI R&D drives damaging outcomes, and what we as researchers can do about it. We also discuss underlying economic causes. See link for paper, and below for a brief summary arxiv.org/abs/2512.03077
