#china News & Analysis

Nvidia CEO warns China’s “ghost datacenters” can rival U.S. AI power

Ian Bremmer: A US political revolution is imminent, AI poses systemic risks to global security, and China’s investments are reshaping economic power | The Diary of a CEO

China’s largest military purge disrupts PLA readiness amid Taiwan tensions

Nvidia CEO urges US-China dialogue on AI safety after Anthropic breakthrough

US-China tensions rise as Trump visit odds decline

Petroyuan Rises as Physical Oil, Yuan Settlements, and Rare Earth Markets Decouple From Dollar Systems

China steps forward into world leadership role on Iran war, crisis as America looks on with disinterest

Bitcoin Mining Nationalized? US Senators Float Bold New Reserve-Backed Bill

Global M2 Hits New Highs as Central Banks Quietly Expand Money Supply Across Six Major Economies

Washington and Silicon Valley have found their common enemy: China

Washington lawmakers and Silicon Valley tech executives have found common ground in viewing China as a shared adversary, despite their ongoing disagreements over AI regulation. This bipartisan consensus on China policy represents a rare area of alignment between government and tech industry leaders.

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context | Forward Guidance

Eric Wallerstein discusses how geopolitical shifts are emphasizing natural resources as strategic assets, with the US maintaining significant geoeconomic leverage. US tariffs on China are rising sharply, demonstrating America's strategic position in global economic realignments.

Raoul Pal: Superintelligence will reshape society, rising oil prices threaten economic cycles, and China’s solar dominance is changing energy dynamics | Forward Guidance

Raoul Pal discusses how superintelligence will reshape global society and create new geopolitical power dynamics. He warns that rising oil prices could disrupt economic cycles while China's dominance in solar energy is fundamentally changing global energy markets.

Nvidia (NVDA) Stock Gains as $82B in Unreported Revenue Emerges

Nvidia stock gains momentum following Arm's AI CPU launch, a massive 1 million GPU order from AWS, and the restart of China chip operations, collectively revealing over $82 billion in previously undisclosed revenue streams.

Alibaba delivers RISC-V server chip optimized to run China’s top AI models

Stablecoins Surpass Nations as Major U.S. Treasury Holders After GENIUS Act

It’s looking like Trump’s war created a private oil lane for China and other countries willing to play ball with Iran

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

An interview with Nvidia CEO Jensen Huang covers his upcoming GTC 2026 keynote presentation and discusses the company's strategic navigation of Chinese markets and regulatory challenges in Washington DC. The conversation also touches on Nvidia's fundamental identity and core business nature in the accelerated computing space.

Trump suggests postponing his key meeting with Xi Jinping by ‘a month or so,’ as Iran overtakes China on the U.S.’s agenda

Trump suggests delaying his planned meeting with Chinese President Xi Jinping by about a month as Iran becomes a higher priority on the U.S. agenda. Analysts attribute this shift to the Iran conflict and the need to address its impact on energy markets.

Asia scrambles to respond to Trump’s sweeping Section 301 trade probes, which could pave the way for new tariffs

Trump has initiated new Section 301 trade probes targeting Asian countries, potentially leading to additional tariffs. China condemned the probes as protectionist measures, while Malaysia declared its U.S. trade deal 'null and void' in response.

Iran says it’s giving some countries access to the Strait of Hormuz, while Trump’s call for others to send warships is met with no promises

Iran announces it's granting selective access to the Strait of Hormuz while Trump calls on multiple countries including China, France, Japan, South Korea, and Britain to deploy warships to keep the strategic waterway open and safe. The international response to Trump's call for naval support remains uncertain with no concrete commitments reported.

Crude Prices Spike Past $100 Mark Following Iraq Tanker Strikes and Oman Terminal Shutdown

Oil shock rattles risk appetite as Iran-China crude pipeline stays open

Geopolitical tensions involving Iran are creating oil supply uncertainties that are increasing market volatility and negatively impacting risk assets. The market stress is driving cryptocurrency investors to seek safety in stablecoins as risk appetite deteriorates.

China Plays the Long Game in AI While US Chases Superintelligence: Brookings

A Brookings report reveals China's AI strategy focuses on efficiency, open-source adoption, and practical real-world implementation, contrasting with the US approach of pursuing superintelligence. This strategic difference highlights divergent philosophies in AI development between the two major powers.

OpenAI investor Vinod Khosla, a vocal Trump critic, agrees with the president on AI and China: ‘We are in a techno-economic war’

OpenAI investor Vinod Khosla, despite being a Trump critic, agrees with the president on AI and China competition. Khosla states that winning the AI race will determine global economic power and influence, framing the situation as a 'techno-economic war.'

China just set its lowest economic growth target since 1991

China's Premier Li Qiang announced an economic growth target of 4.5% to 5% for the year, marking the lowest growth target the country has set since 1991. This reflects China's acknowledgment of economic headwinds and could signal continued challenges for the world's second-largest economy.