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Open →China's Huawei says AI chip demand outstrips supply as it steps up Nvidia challenge - Reuters via MarketScreener
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Open →Huawei plans Q1 2027 launch of new AI chip as it takes on Nvidia - TechCrunch
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Open →Reuters – “US Says China’s Huawei Can’t Make More Than 200,000 AI Chips in 2025”
www.reuters.com
Evidence registryArticle
Open →The World I’ve Been Mapping Is Taking Shape
I connect the developments now taking shape across AI infrastructure, private power, critical minerals, the Iran energy shock, digital dollars, machine commerce, robotics and productive ownership. The article explains the mechanisms for readers joining the di…
Long-Form Thesis Reports (📘🔥)Article
Open →The Patent Illusion: Why the U.S. Still Leads the AI Race (and Why That Tsinghua Chart Is Misleading)
This article breaks down why Tsinghua University’s surge in AI patents doesn’t mean China is winning the AI race. Patent charts measure universities—not compute, chips, cloud infrastructure, power, or frontier model leadership. Using real data, we explain why…
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →Global Power Shifts in 2025: U.S. Foreign Policy, Regional Flashpoints, and a World on the Brink
A deep dive into global geopolitics in late 2025: Trump clashes with Colombia’s Petro, U.S. pressure on Venezuela and Ukraine, China cyberclaims, Middle East unrest, a Pakistan-Afghanistan ceasefire, BRICS expansion, Arctic rivalry, and a humorous take on a m…
U.S. Strategic Posture (🦅🇺🇸)