Person
Researcher at the Brookings Institution who studies China's technology and industrial policy, including its strategy for artificial intelligence.
China supplies about 5% of the equipment and materials US chipmakers buy but over 90% of certain rare earths, the Semiconductor Industry Association says. Headquarters-based supplier counts understate the upstream dependency, so decoupling is harder to plan than the 5% suggests.
Reality
Twenty-two countries adopted a UN declaration on human oversight of AI systems this week. The United States and China spent Sunday discussing a bilateral risk-notification channel of their own.
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Asked this week if he backed slowing AI development, Donald Trump said no and named China. Anthropic's Dario Amodei used the same argument to cap the pause he was himself proposing.
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Humain-m3 is based on an open-source system from Chinese startup MiniMax, while Humain buys its computing capacity from Nvidia. Other buyers are splitting the stack the same way.
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The quant fund that seeded DeepSeek with cash and compute now farms state-favored listings, where a fivefold debut and a 460% opening day outran a trading book that lost money in eight of nine products in July, while DeepSeek raises capital elsewhere.
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Global Energy Monitor's mid-2026 count nearly doubled in six months. Behind-the-meter gas moves fuel-price and permit risk onto whoever signs the compute contract.
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Taiwan is heading for double-digit growth and Korea's July exports rose more than 60 percent, while the economies below sell power, land and back-end packaging that rivals can also supply.
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