US has slowed issuing of licenses to Nvidia and AMD for large-scale chip shipments to the Middle East. The goal is to give DC time to develop a comprehensive strategy that includes negotiating who manages and secures facilities used to train AI models

bloomberg.com/news/articles/…

Ukraine Situation Report: Claims Swirl Around Missile Strike On Kerch Ferries

Ukraine provided satellite imagery it says shows two Russian ships in Kerch damaged by U.S. donated ATACMS.

Our latest update: twz.com/news-features/…

My latest is up; Dmitri Alperovitch and Garrett M. Graff's book on diplomacy, technology, China, and America is a great contribution to very necessary conversations that we're mostly kind of avoiding.

Today: Guidance goes into effect. DoD officially tells Ukraine can use artillery and GMLRs to target Russian military targets across the border in the Belgorod region, including command and control, arms depots, Russian troops, Russian artillery, Russian missiles.

Ukraine Can Now Use U.S.-Supplied Weapons To Strike Inside Russia

The White House has officially granted Kyiv’s wish of allowing it to shoot back at Russian positions across the border with U.S. weapons.

Story: twz.com/news-features/…

Terrific analysis from (((James Acton))) on the Russian Armavir early warning radar that is part of Russian nuclear deterrence infrastructure and why it may have only a limited value for Russia in detecting Ukrainian strikes

John Williams (FOMC vice chair) dwells on how the recent inflation slowdown has been a global phenomenon

By one measure, inflation is 'nearly the same' in the U.S. as Sweden and Europe.
newyorkfed.org/newsevents/spe…

Great review of #WorldOnTheBrink from the The Economist

'A new book offers practical advice about how America can win against China'

economist.com/culture/2024/0…

New: President Macron is expected to unveil France’s plan to send army trainers to Ukraine when he hosts President Zelensky in Normandy along with other leaders, including President Biden, on the 80th anniversary of D-Day. Story w/ Leila Abboud Henry Foy.
ft.com/content/37ed69…

“according to people familiar with confidential defence plans drawn up last year, Nato states are able to provide less than 5% of air defence capacities deemed necessary to protect its members in central and eastern Europe against a full-scale attack” ft.com/content/595340…

The Frontelligence Insight assesses that Russia is very close to launching the new railroad line between Burne and Malovodne (Donetsk Oblast), likely within weeks or days. The satellite imagery confirms limited train movement

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Incidentally, if the (new?) standard is - Ukraine can strike Russian targets in Russia as long as they pose a threat - I don’t see why it makes any sense to limit it to just air defense systems. This likely means the restrictions on other weapons systems are going away too

There is no restriction on Ukraine using U.S.-supplied air defenses to shoot down Russian missiles or fighter jets over Russian territory “if they pose a threat to Ukraine,” the U.S. official

washingtonpost.com/national-secur…

'To keep Ukraine’s artillery crews supplied, the Pentagon set a production target last year of 100,000 shells per month by the end of 2025. Factories in Scranton and Wilkes-Barre, Pa., together make about 36,000 shells per month. The new General Dynamics facility in Mesquite,

Allies asked Sweden to pause plans on Gripens for Ukraine to focus on F-16s, says Swedish Defense Minister
kyivindependent.com/partners-asked…

【New Releases】
「World on the Brink: How America Can Beat China in the Race for the Twenty-First Century」
Author：Alperovitch, Dmitri, Graff, Garrett M.
Publisher：PublicAffairs
amazon.com/dp/1541704096?…

Just announced: Sweden will donate a new military capability to strengthen Ukraine’s air defence. Package 16 will be the largest 🇸🇪 military aid package yet at €1,16bln. Sweden will donate Airborne Surveillance and Control aircraft (ASC 890) to 🇺🇦. (1/6)

Alexei Dyumin has been appointed Secretary of the State Council.
themoscowtimes.com/2024/05/29/put…

‘To navigate the minefield of great-power rivalry, a growing number of Japanese firms are war-gaming how politics could disrupt their businesses. “Economic security” is the latest buzzword.’ economist.com/business/2024/…

Ukraine Situation Report: First Of 30 Belgian F-16s To Be Delivered This “This Year”

With the first group of pilots now trained on the F-16, Ukraine is now in line to receive around 85 F-16s from European allies.

Story: twz.com/air/ukraine-si…