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3 min read

Chinese AI chip start-up exits stealth mode, bets on 3D stacking to bypass US controls

A China-based AI chip start-up led by Wei Shaojun announced it will pursue 3D chip-stacking to achieve high system performance while avoiding reliance on US-controlled lithography, signaling a potential supply-chain and policy challenge to export-control effectiveness.

Why it matters: A China-based AI chip start-up led by Wei Shaojun announced it will pursue 3D chip-stacking to achieve high system performance while avoiding reliance on US-controlled lithography, signaling a potential supply-chain and policy challenge to export-control effectiveness.

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

What America gets right

We're alive at the single greatest moment in U.S. and human history. By a lot. Why it matters: It's not even close, by almost every empirical measure.

Why it matters: We're alive at the single greatest moment in U.S. and human history. By a lot. Why it matters: It's not even close, by almost every empirical measure.

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

Merz pushes back after Trump mocks Germany’s defence spending — signalling, leverage, and alliance management

Germany ⁠does not have to shy ⁠away from talking up its record on defence spending, Chancellor Friedrich Merz said on Friday, when asked about US President Donald Trump calling Germany’s past efforts “ridiculous”.

Why it matters: Germany ⁠does not have to shy ⁠away from talking up its record on defence spending, Chancellor Friedrich Merz said on Friday, when asked about US President Donald Trump calling Germany’s past efforts “ridiculous”.

3 min read

Lawmakers Turn the Tax Code into Industrial Policy to Wean U.S. Firms off Chinese Tech

A growing number of US lawmakers see the tax code as a way to shift corporate America’s reliance on Chinese technology, framing economic ties as a national security risk, seen most recently in a congressman’s comments...

Why it matters: A growing number of US lawmakers see the tax code as a way to shift corporate America’s reliance on Chinese technology, framing economic ties as a national security risk, seen most recently in a congressman’s comments...

ReportingPower Games
3 min read

Trump puts allies on notice: AI power comes first

President Trump is redefining what it means to be a U.S. ally in the AI era. Why it matters: For the White House, it's now about how partners can help the U.S. win the AI race.

Why it matters: President Trump is redefining what it means to be a U.S. ally in the AI era. Why it matters: For the White House, it's now about how partners can help the U.S. win the AI race.

3 min read

U.S. Steel, one year after the sale to Japan's Nippon Steel

It's been just over a year since Japan's Nippon Steel bought U.S. Steel, after agreeing to invest $11 billion into the Pittsburgh-based icon by the end of 2028. Thus far, almost all of that money remains a promise.

Why it matters: It's been just over a year since Japan's Nippon Steel bought U.S. Steel, after agreeing to invest $11 billion into the Pittsburgh-based icon by the end of 2028. Thus far, almost all of that money remains a promise.

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

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...

2 min read

Trump Backs $50 Million U.S. Investment in South African Rare Earths

The U.S. government is backing a $50 million rare earths investment in South Africa to help reshape a supply chain dominated by China. This matters because critical minerals sit...

Why it matters: The U.S. government is backing a $50 million rare earths investment in South Africa to help reshape a supply chain dominated by China. This matters because critical minerals sit...

4 min read

Week of: March 29, 2026

State of the Oligarchy — NOLIGARCHY.US const DATA = [{ newsletter_json: {"week_of":"March 29, 2026","week_theme":"the billionaire shadow play: power, profits, and control collid...

Why it matters: State of the Oligarchy — NOLIGARCHY.US const DATA = [{ newsletter_json: {"week_of":"March 29, 2026","week_theme":"the billionaire shadow play: power, profits, and control collid...

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