Posts for: #Geopolitics

Washington Tried to Starve China’s AI. It Fed It.

2026-08-05

#AI chips #export controls #CUDA #Huawei #DeepSeek #geopolitics

Gonzo ink on aged parchment. A lone figure in a long coat stands on a low rise, watching a flood of dark ink and glowing amber light pour over the top of a massive wall built of stacked stone and circuit boards. The flood cascades through widening cracks and spreads past the wall into open ground. The figure's raised hand holds a pen whose single ink line ends mid-air while the flood ignores it. Paper sheets dissolve into birds flying over the wall. No text.

US export controls on AI chips were meant to slow China. They funded Huawei’s silicon, CANN’s software, and a parallel AI ecosystem.

Borrowed Structure

2026-04-18

#ai-infrastructure #trade-policy #geopolitics #data-centers #tariffs #rare-earths #enterprise-ai

Borrowed Structure

The 2026 AI buildout carries six simultaneous contradictions: capability shipped, delivery slipping, infrastructure borrowed, policy self-inflicted.