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3 min read

Why US and China are struggling to reach a consensus over the future shape of the relationship

China and the United States may have agreed to establish a “constructive” relationship characterised by “strategic stability” but deep-seated differences have left the future shape of the relationship looking uncertain,...

Why it matters: China and the United States may have agreed to establish a “constructive” relationship characterised by “strategic stability” but deep-seated differences have left the future shape of the relationship looking uncertain,...

3 min read

US strategic misread of China raises leverage and risk

China is such a giant player in the global economy that understanding how the US-China contest of the century for international primacy will evolve has become crucial.

Why it matters: China is such a giant player in the global economy that understanding how the US-China contest of the century for international primacy will evolve has become crucial.

3 min read

Nvidia’s stall in China: how domestic chipmakers and policy are shifting leverage

Shifts in who builds and controls AI infrastructure affect jobs, prices, regulatory oversight, and where large‑scale computing power is governed — changing economic opportunity and public accountability around powerful AI systems.

Why it matters: Shifts in who builds and controls AI infrastructure affect jobs, prices, regulatory oversight, and where large‑scale computing power is governed — changing economic opportunity and public accountability around powerful AI systems.

2 min read

Anthropic’s Mythos is fueling a new AI security race

Anthropic’s new Mythos model has set off alarms because it appears unusually capable of finding cybersecurity weaknesses. That matters because the people building frontier AI ar...

Why it matters: Anthropic’s new Mythos model has set off alarms because it appears unusually capable of finding cybersecurity weaknesses. That matters because the people building frontier AI ar...

2 min read

China’s new plasma mill could tighten the race for U.S. tech edge

China has opened a massive new plasma mill that could help it make the ultra-fine powders used in advanced military and tech manufacturing. That matters because control over the...

Why it matters: China has opened a massive new plasma mill that could help it make the ultra-fine powders used in advanced military and tech manufacturing. That matters because control over the...

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