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An FT opinion piece argues that China's approach to subsidies is more strategic and effective than other countries'.
The AI race is increasingly becoming a competition over electricity and infrastructure, as data centers consume massive power and utilities struggle to keep up, shifting focus from software to physical capacity.
Arthur Mensch, CEO of Mistral, warns that Europe has about two years to build independent AI infrastructure or face structural dependency on US tech companies for compute, chips, and models, similar to past gas dependency.
Recommends following @FengmingLuPE for insights on China's economy and EV industry; his new article argues that strategic alliances between local governments and private firms, not top-down policy, drove China's EV dominance.
An analysis of how China's property bust is being converted into a global manufacturing shock as Beijing redirects capital into advanced manufacturing, creating oversupply that affects global markets.
OpenAI releases a slate of people-first policy ideas for the Intelligence Age, proposing frameworks to expand opportunity and ensure advanced AI benefits everyone, accompanied by fellowship programs and a Washington DC workshop.