“As the tenor of the global AI race grows existential, the high-stakes wagers of tech titans and world powers risk geopolitical combustion,” writes @RevaGoujon.
foreignaffairs.com/united-states/…
Tensions are escalating in the US and China chip war.
The US is reportedly weighing a ban on a Chinese-made router that is in millions of American homes.
Rhodium Group director @RevaGoujon to discuss the outlook for chips going into 2025:
$INTC “is the biggest recipient of CHIPS Act funding,” Rhodium Group director @RevaGoujon says, adding: “Intel, as we've seen, also has some very big challenges internally and being able to deliver on its production pledges.”
My colleague @cvest88 updated our 301 analysis now that we have the HS codes. Some notable carveouts (see critical materials, in particular), which could well inspire China's retaliatory target list...rhg.com/research/us-ch…
My colleague @cvest88 updated our 301 analysis now that we have the HS codes. Some notable carveouts (see critical materials, in particular), which could well inspire China's retaliatory target list...rhg.com/research/us-ch…
In our latest @rhodium_group report on US-led tech controls, @JPKleinhans, Laura Gormley & I delve into the China legacy chip debate: what does the data show, what are the policy pathways, and how will US partners respond. Welcome your feedback!
rhg.com/research/thin-…
Data security merging with ICT cybersecurity concerns in the IoT world. This is a very. big. deal.
Latest here on the implications of new data security rules and ICTS investigation into connected vehicles @rhodium_grouprhg.com/research/shut-…
👀 geopolitical game of chicken being played out over oil rich Guyana as Venezuela uses referendum to assert claim over Essequibo.
A reminder that economic chaos won’t necessarily deter territorial gambits .. bbc.com/news/world-lat…
USCIS data show O-1A (extraordinary talent) visas awarded in the first year of revised guidance jumped 30%, to 4570, and held steady in FY23. STEM EB-2 visas approved in 2022 also steady after “national interest” waiver shot up by 55% over 2021, to 70,240 science.org/content/articl…
Middle power balancing 👀
Singapore's big tender for data centers went to 2 Chinese-backed and 2 US-backed companies - US data center operator Equinix, CN rival GDS, Microsoft, and consortium with ByteDance. Australian operator AirTrunk asia.nikkei.com/Spotlight/The-… via @NikkeiAsia
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