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Analysis Mar 6, 2026

China's 15th Five-Year Plan Bets Everything on AI: Robots for Elderly Care, Factories Without Workers, and Chips Without America

Beijing's new economic blueprint mentions AI over 50 times, commits to 'decisive breakthroughs' in semiconductors, and envisions AI agents and humanoid robots replacing human labor at scale.

Analysis Feb 27, 2026

DeepSeek V4 Lockout: Nvidia, AMD Cut Out; Huawei Gets Head Start

The Chinese AI lab is withholding its flagship model from US chipmakers while the Trump administration alleges it was trained on banned Blackwell chips.

Analysis Feb 24, 2026

The US Is Sending AI Volunteers Abroad. Can Tech Corps Actually Counter China?

The Peace Corps just launched Tech Corps to deploy American engineers across the developing world. The goal is ambitious: beat China in the global AI race. The plan has some serious problems.

Analysis Feb 20, 2026

75 Nations Sign Delhi Declaration as US Rejects AI Governance

India's AI Impact Summit ended with a multilateral declaration, a US-led supply chain alliance, and an American refusal to accept international AI regulation.

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