Amodei Speaks Plainly: Don't Sell Chips and Data Centers to China — AI Autocracy Is Humanity's Greatest Threat
Among five major AI risks, Anthropic CEO Dario Amodei ranks 'authoritarian regimes using AI to …
Geopolitics & Economy
41 articles
地緣政治與經濟
TSMC at Full Capacity, Google and NVIDIA Shift Orders to Intel: The AI Chip Supply Chain Is Being Rebuilt
TSMC's order book is full for years out, with capacity nowhere near meeting demand. Google has …
地緣政治與經濟
Operation Causeway: The WWII Plan to Invade Taiwan and What It Teaches Today's Defenders
Operation Causeway was a 1944 U.S. plan to invade Taiwan with 500,000 troops. Professor Ian Easton …
地緣政治與經濟
Why China Keeps Jensen Huang Up at Night: When Semiconductors Become a National Movement
SemiAnalysis founder Dylan Patel argues that NVIDIA's most feared competitor isn't AMD — it's …
地緣政治與經濟
When America Says 'No': The Power Vacuum in UN AI Governance and China's Strategic Opportunity
The White House Office of Science and Technology Policy director publicly declared a 'total …
地緣政治與經濟
A Chinese-American Chip CEO's Dilemma: The Real Cost of US-China Semiconductor Decoupling
Leo Li, former CEO of Spreadtrum Communications, is a US citizen who founded an AI chip company in …
地緣政治與經濟
Open vs Closed, China vs US: The New AI Cold War Has Begun
Nathan Lambert and Sebastian Raschka discuss the geopolitical contest over AI's open-source …
地緣政治與經濟
An American Who Lived in China for 15 Years Unpacks the West's Seven Biggest Misjudgments of China's AI Ambitions
An in-depth conversation between GSA CEO Jodi Shelton and China expert Zak Dychtwald. From the …
Decoding the 2026 U.S. National Defense Strategy: First Island Chain Takes Center Stage, but Why Did Taiwan 'Disappear'?
The U.S. Department of War released its 2026 National Defense Strategy, explicitly designating …
U.S. Naval War College Study Reveals: How Taiwan Can Build Communication and Energy Resilience Against Digital Blockade
Researchers at the U.S. Naval War College's Cyber and Innovation Policy Institute used wargames at …
Defense's Tesla Moment: How Anduril Went From Drones to Autonomous Fighter Jets in 8 Years
Anduril's product line has expanded from small drones to low-cost cruise missiles, large autonomous …
Xi Jinping's Calculus and America's Two-Year Gap — Why China Might Actually Move
Western analysts habitually use economic growth to predict Chinese behavior, but this may be a …
Is the Grid Dead? Casey Handmer: Batteries Are Replacing It
The grid does spatial arbitrage; batteries do temporal arbitrage. Terraform Industries founder Casey …
One Square Meter of Solar = One Human Brain's Computing Power? Casey Handmer's Vision of the Post-Human Form
Terraform Industries founder Casey Handmer derives AI's ultimate form from first-principles physics: …
Why Are Meta and xAI Building Gas-Powered Data Centers? Casey Handmer: They Have No Choice
Why did Meta choose natural gas over solar for its 5GW data center? Terraform Industries founder …
The Energy Arms Race of the AI Era — Why Solar Is the Real Battleground
The US uses chip export controls to hold back China, but China leads in solar manufacturing by 20x. …
A Playbook for Decoupling Your Supply Chain from China: Palmer Luckey's 'Ideological Zealot' Strategy
Anduril founder Palmer Luckey shares how to truly break free from Chinese supply chain dependence. …
Semiconductors and Tariffs — Why Isn't TSMC's $100 Billion Investment Enough?
TSMC announced a $100 billion investment in the US, and the White House rolled out the red carpet. …
Taiwan's Strategic Message to the Trump Administration — From Defense Budget to Values Alliance
Mainland Affairs Council Minister Chiu Chui-cheng chose to deliver his public address at the …