Topic
china
2 articles
Briefings ·
Signal Briefing: May 29, 2026
A $6.8B+ single-day wave of data center financing closes alongside China's first government certification of domestic AI chips, marking parallel acceleration on both sides of the compute divide.
The Long View ·
The Long View: The Geopolitics of Compute
AI chips have become strategic resources as consequential as oil was in the twentieth century, and the scramble to control their production, distribution, and deployment is reshaping the global balance of power.