𝗧𝗿𝘂𝗺𝗽’𝘀 “𝗴𝗮𝗺𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝗿” 𝗴𝗶𝗳𝘁 𝘁𝗼 𝗖𝗵𝗶𝗻𝗮 Big news on the U.S.-China technology competition. Trump announced last week that he has approved sales of Nvidia’s H200 AI semiconductors to China (cont.) https://t.co/esbd6ovRUT

Bottom line, though, is that you cannot understand the impact China is having on the global economy without understanding that China once again is resisting pressure on its currency to appreciate -- and that it uses exports to substitute for domestic stimulus. 7/7

NEW report from @CFR_org evaluates Huawei’s overall AI chip production capabilities – and the data shows that Huawei massively trails Nvidia in AI chip production quality and quantity, and the gap is widening rapidly. China lags far behind the United States in AI hardware. The

China’s Economy Is Deteriorating on Several Fronts—Broad-based weakening spans consumer spending, investment, real estate @hannahmiao_ @ByXiaoXiao https://t.co/3q8jEdBFwD https://t.co/3q8jEdBFwD

China’s retail sales growth was the weakest since Covid while investment slumped further, underlining growing risks to the economy after several months of deterioration

As recently as last year, Chinese state media platforms (and no small amount of pro-China accounts on this platform) were attacking “Western commentators” for arguing that China had industrial overcapacity issues. That doesn’t seem to be aging well. Earlier today, major

While you were sleeping, it appears the Trump admin has taken another equity stake in another US-based company - and has two more in the works. https://t.co/m8qhrzG663

𝗧𝗿𝘂𝗺𝗽’𝘀 “𝗴𝗮𝗺𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝗿” 𝗴𝗶𝗳𝘁 𝘁𝗼 𝗖𝗵𝗶𝗻𝗮 Big news on the U.S.-China technology competition. Trump announced last week that he has approved sales of Nvidia’s H200 AI semiconductors to China (cont.) https://t.co/esbd6ovRUT

I'm stunned that this New York Times article, about the challenges faced by German Chancellor Friedrich Merz, neglects to mention China even once. Many Chinese companies are outcompeting German companies, the country's trade deficit with China is widening, Germany's supply chain

I was inside the courtroom for the verdict. Jimmy Lai appeared calm -- wearing glasses, a blazer and light green sweater. At one point he raised a hand and smiled at his wife and one of his sons who were sitting behind me in the gallery, alongside Cardinal Joseph Zen. Before

A terrible injustice. Free Jimmy Lai.

A Reuters investigation reveals the owner of Facebook, Instagram and Whatsapp decided to accept high levels of fraudulent advertisements from China. Internal company documents show Meta wanted to minimize "revenue impact" caused by cracking down on the scams.

The @PulitzerPrizes board is demanding @realDonaldTrump turn over his psychiatric and medical records in discovery as part of his lawsuit against the board.

My latest piece on @FT about the Chinese LLM open-source advantage. Contrasted with the secretive development of LLMs in the US competing in a winner-takes-all battle to reach AGI, Chinese models offer a distinct pathway for progress in AI when they are forced to play catch-up.

So hey, even a nice gift from Trump may get spurned by Beijing. 𝙒𝙖𝙣𝙩 𝙢𝙤𝙧𝙚 𝙣𝙚𝙬𝙨 𝙡𝙞𝙠𝙚 𝙩𝙝𝙞𝙨? 𝙎𝙞𝙜𝙣 𝙪𝙥 𝙛𝙤𝙧 𝙏𝙧𝙖𝙙𝙚 𝙒𝙖𝙧 𝙖𝙣𝙙 𝙩𝙝𝙚 𝘾𝙝𝙞𝙣𝙖 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙨𝙘𝙤𝙤𝙥 𝙞𝙣 𝙮𝙤𝙪𝙧 𝙞𝙣𝙗𝙤𝙭 𝙚𝙫𝙚𝙧𝙮 𝙬𝙚𝙚𝙠.

𝙍𝙚𝙢𝙚𝙢𝙗𝙚𝙧 𝙬𝙝𝙖𝙩 𝙝𝙖𝙥𝙥𝙚𝙣𝙚𝙙 𝙚𝙖𝙧𝙡𝙞𝙚𝙧 𝙩𝙝𝙞𝙨 𝙮𝙚𝙖𝙧 when Trump approved the H20. China forbid many of its companies from using it, accusing Nvidia of putting a “backdoor” and a “kill switch” in the chips, allowing US gov't control https://t.co/esbd6ovRUT

That’s the kind of bland officialese that leaves plenty of room for Beijing to impose restrictions on Chinese companies using Nvidia's H200 going forward. https://t.co/esbd6owpKr

𝘾𝙝𝙞𝙣𝙖’𝙨 𝙛𝙤𝙧𝙚𝙞𝙜𝙣 𝙢𝙞𝙣𝙞𝙨𝙩𝙧𝙮 𝙨𝙥𝙤𝙠𝙚𝙨𝙥𝙚𝙧𝙨𝙤𝙣 𝙂𝙪𝙤 𝙅𝙞𝙖𝙠𝙪𝙣 said that “we have noticed the reports. China always advocates that China and the United States achieve mutual benefit through cooperation.” https://t.co/esbd6owpKr

Warning that “on cost and price performance, Nvidia chips will not remain competitive forever.” https://t.co/esbd6ovRUT

𝘼𝙣𝙙 𝙩𝙝𝙚 𝙩𝙖𝙗𝙡𝙤𝙞𝙙 𝙂𝙡𝙤𝙗𝙖𝙡 𝙏𝙞𝙢𝙚𝙨, part of the People’s Daily, the mouthpiece of the Chinese Communist Party, last week cited expert Ma Jihua saying that “China is now building an increasingly independent and mature AI ecosystem”

The Financial Times has reported that China plans to put restrictions on which Chinese companies can actually buy and use the American firm’s semiconductors. https://t.co/esbd6ovRUT