I was the deputy assistant secretary of State handling US-India ties at a time when many worked to depoliticize relations. That's now being reversed, with consequences that could be catastrophic. This piece tries to capture the danger of re-politicization. carnegieendowment.org/emissary/2025/…

Important document for understanding US AI foreign policy. Three takeaways: 1. Not a zero sum outlook on S&T diplomacy! 👍 2. First time I've seen the US govt use "Sovereign AI" 👍 3. Kratsios says "AI race has no finish line." I agree, but does the rest of the WH?🧵 1/8

This article by Christian Whiton is getting a lot of attention. I agree with some points. For eg, Taiwan should increase defense spending significantly beyond its current 2.5% level & consider extending the life of the Maanshan-2 nuclear power plant. But I also have

I read a bunch of WeChat articles on the h20 repeating the sourceless (almost certainly wrong) assertion that a U.S. chip company would put trackers on even though the bill requiring them has not been passed. Beijing clearly want its labs focused on helping homegrown chipmakers

Successive U.S. and Indian administrations worked hard to build a reservoir of trust. It wasn't always easy, but leaders felt the strategic and commercial prize was worth it. We are spiraling. Damage could last a long time. But- it's still reversible. csis.org/analysis/after…

We are saddened by the passing of Jim Lovell, commander of Apollo 13 and a four-time spaceflight veteran. Lovell's life and work inspired millions. His courage under pressure helped forge our path to the Moon and beyond—a journey that continues today. go.nasa.gov/41tbrpq

Trump’s Tariffs Won’t Solve U.S. Chip-Making Dilemma | The Wall Street Journal wsj.com/tech/trumps-ta… Like much of President Trump’s tariff policy regime, this one is contradictory to its stated objectives. Increasing costs for chip manufacturers, including for sub components = not good.

SCOOP - @Nvidia has done deal with Trump administration to pay US government 15% of revenues from #China H20 sales, in unprecedented quid pro quo for export licenses. ft.com/content/cd1a07…

Nvidia, AMD agree to pay U.S. government 15% of A.I. chip sales to China | The Washington Post wapo.st/41shniw Extremely concerning. Aside from broader nat sec implications of having to pay the USG to export critical & emerging commercial tech it’s not clear this is legal.

🇺🇸🇨🇳 US & China avoid triple-digit tariffs, extend trade truce by 90 days. What it means for global trade & India. Parikshit Luthra speaks with Scott Kennedy of CSIS on #GlobalLens #uschinatrade #TrumpTariff

Despite understandable doom & gloom over U.S.-India trade talks, at least through June- doing pretty well in real terms. $141b in bilateral goods trade over the last 12 months, up 11% year-on-year. census.gov/foreign-trade/…

US embeds trackers in AI chip shipments to catch diversions to China, sources say | Reuters reuters.com/world/china/us… Trackers embedded in shipping containers and boxes to monitor large GPU and AI accelerator shipments. Much easier and less costly than geofencing.

Beijing demands Chinese tech giants justify purchases of Nvidia’s H20 chips This should not be that hard.... ft.com/content/a29bab… via @ft

Google announces Tennessee as site for first small modular nuclear reactor for data centers reuters.com/sustainability… via Reuters

Great read, and equally relevant to policymakers in Europe and Indo-Pacific. “China’s industrial and technological strength is now a permanent feature of the world economy. The United States should compete with China to keep its overall technological leadership and sustain the

China Is Winning the Cyberwar | Foreign Affairs by Anne Neuberger foreignaffairs.com/china/china-wi…

China turns against Nvidia’s AI chip after ‘insulting’ Howard Lutnick remarks. China’s internet regulator CAC issued an informal notice to major Chinese tech companies instructing them to halt new orders for Nvidia’s H20 chips. ft.com/content/b8e30c…

Amazing finish! But I’d take Tim Cahill for consistency and volume. Viduka & Scharwzer were both excellent in their prime. I never saw him play but Robbie Slater made 18 league appearances for Blackburn the year they won the Prem. Sam, who’s your Socceroo top 5 all time?

TSMC cuts Chinese tools from cutting-edge chip production to avoid US ire asia.nikkei.com/business/techn…

China seeks to triple output of AI chips in race with the US ...smaller Chinese chip designers such as Cambricon, MetaX and Biren will be able to get much larger allocations of SMIC’s capacity, spurring competition for a fast-growing China market. on.ft.com/4m6OyzT