The Full-Stack Advantage: Why the US is Winning the AI Race
240
The US dominates the AI race by controlling the entire commercial ecosystem, from infrastructure and hyperscale clouds to the data platforms that drive global adoption.
Tech Geopolitics
The intersection of technology and international relations, including cross-border tech policy, foreign ownership of tech platforms, semiconductor export controls, and the broader geopolitical competition over technological dominance.
Reading List
Intel and Apple Reach Preliminary U.S. Chip-Making Deal
229
Intel and Apple reach a preliminary chip-making deal facilitated by the U.S. government to strengthen domestic manufacturing and diversify Apple's supply chain.
Palantir’s Dystopian Vision for a Conscripted Tech Sector
225
Palantir's 'Technological Republic' manifesto proposes a disturbing merger of Silicon Valley engineering and state military power, including a return to the draft.
AI: The Final Act of the Digital Revolution
186
AI is the final optimization phase of the digital age, not the start of a new technological surge.
The European AI Playbook: A Roadmap to Strategic Autonomy
201
Europe must unify its market and build sovereign AI infrastructure to secure its economic future and strategic autonomy.
Ending Palantir's Surveillance Grip on Europe
605
A European petition demands an end to government contracts with the US surveillance giant Palantir to protect public data and human rights.
Iran-Linked Hackers Breach FBI Director Kash Patel’s Personal Email
264
Iran-linked hackers breached FBI Director Kash Patel's personal email as retaliation for DOJ domain seizures and a $10 million bounty.
The End of the Consumer Hardware Era
652
The golden age of cheap consumer hardware is ending as AI demand shifts industry priorities toward enterprise data centers and subscription-based 'rented compute.'
Palantir in the UK: A Sovereign Security Threat?
673
MoD insiders warn that Palantir’s access to UK government data allows the US firm to infer state secrets and build a pervasive national profile, regardless of who technically 'owns' the data.
Qatar Helium Crisis Threatens Global Chip Supply
700
A helium shutdown in Qatar threatens the global chip supply chain with a critical two-week deadline.
U.S. Consortium Poised to Take 80% Control of TikTok’s U.S. Arm
439
A U.S.-led investor group is set to take an 80% stake in a new entity running TikTok’s U.S. business, with Trump and Xi poised to seal the deal.
Alibaba Pingtouge AI Chip Rivals Nvidia H20, Wins Major China Unicom Order
297
Alibaba’s new Pingtouge AI chip rivals NVIDIA’s H20 and is set for large-scale deployment in China Unicom’s Sanjiangyuan computing project.