Where technology runs into government. Industrial strategy, subsidies, the chip and AI rules, and the slow machinery that decides which sectors a country actually bets on. I cover it because the policy usually shapes the tech long before the market gets a vote.
Yesterday China’s market regulator and Xiaomi announced an over-the-air recall of 116,887 SU7 Standard sedans, every one built before August 30, to fix a…
Jensen Huang navigated U.S.-China trade dynamics as Nvidia's export licenses for the H20 chip were contingent on a rare earth deal. Unlike Nvidia’s precarious…
In spring 2025, Washington banned and then unbanned Nvidia's H20 chip, causing confusion in AI markets. Despite efforts, trade with China lagged. Amid a…
Qualcomm reported $959 million in automotive revenue for Q1 2025, marking significant growth. Its Snapdragon X line also gained share in premium laptops. With…
Nvidia's data center revenue surged to $115.2 billion in FY2025, reflecting a 142% year-over-year increase. The company is now financing data center projects, enhancing…
Malaysia's new 30-day permit window on H100-class accelerators is the part of the directive that actually changes procurement, and the same export coalition is…
Nvidia and AMD regained export licenses for China, reviving significant revenue potential after prior restrictions. Concurrently, a Senate vote ended a federal AI moratorium,…
France's AI narrative predates ChatGPT, rooted in foundational research and state-supported initiatives since 2006. Recent advancements, exemplified by Mistral, establish France as a key…
Google's Gemini 1.5 Pro extends AI context to 2 million tokens, OpenAI expands beyond Azure to multi-cloud deployment, and Microsoft releases its first AI…
SMIC 5nm means leading-edge logic on DUV at punishing cost, driven by China's need to build Huawei's Ascend AI chips after the US banned…
AT&T's recent $14 billion deal with Ericsson marks a significant commitment to Open RAN, aiming to shift 70% of wireless traffic to open platforms…
SMIC 7nm shipped in the Huawei Mate 60 Pro's Kirin 9000S, a DUV-built chip that proved export controls could not cap China at 14nm.…
In the past year, Europe has taken significant steps towards Open RAN, highlighted by a joint declaration from major operators like Telefónica and Vodafone.…
The saga of France's 5G rollout was characterized by prolonged debates over spectrum auctions and frustation, while neighboring countries advanced. Delays stemmed from political…
The France 2030 investment plan channels significant public resources into strategic technologies including semiconductors, AI, and energy transition.