NEW: In the Sunday New York Times Opinion, Kurt Campbell and I argue America alone can’t match China’s scale. With "allied scale," it’s no contest. But if Trump keeps alienating US partners, we'll never get there—and the next century will be China's to lose.

A new CSET report finds that the PLA is sourcing AI-related goods and services from an emerging class of suppliers. State-owned enterprises continue to lead, but nontraditional vendors and research institutions are also prominent dual-use suppliers. cset.georgetown.edu/publication/pu…

Great paper. China’s industrial policy was most effective when decentralized. Since 2013, centralization rewarded compliance over innovation. Furthers my view that for some sectors, Beijing’s “anti-involution” drive is cleaning up distortions caused by its top-down guidance.

The veil is being removed from the PLA’s military procurement system, giving tidbits behind one of the main drivers of corruption and the purges taking place within the PLA. A long 🧵 on what a recent procurement announcement about errors in defense industry SOE bids for the PLA

Visa denials. Frozen grants. Whispers of disloyalty. Déjà vu, anyone? This week on Click Here: the saga of #QianXuesen — a #Chinese scientist who helped America win World War II… and was thanked by being shown the door. His exile isn’t just Cold War trivia. It’s a

The crossover point in AI hardware performance that Ray Wang and I predicted is happening faster than I thought. FT: China bans tech companies from buying Nvidia’s AI chips ft.com/content/12adf9…

In the last year we have gone from: BEIJING begging WASHINGTON to allow it to buy advanced semiconductors to... WASHINGTON begging BEIJING to allow it to sell advanced semiconductors I give up. 🤦‍♂️

My latest piece with Andrew Hanna is available on Council on Foreign Relations ! In it, we emphasize that American power depends on space. Satellites provide the intelligence, communications, navigation, and missile warning that underpin deterrence. To stay ahead, the US must prioritize space

My new piece with Andrew Hanna at Council on Foreign Relations: America’s power depends on space. To stay ahead, the US must invest in research, resilient capabilities, and global partnerships. Why this matters for Taiwan and beyond: cfr.org/blog/how-ameri…

Great piece by Michael C. Horowitz and my colleague Lauren Kahn. Beijing is all in on adoption. The USG should be as well.

“Many of the leading figures in China’s chip industry began their careers at Nvidia, AMD or Intel. Leading technical figures at Chinese chipmakers Moore Threads, Biren and Cambricon all worked previously at Nvidia.” Eleanor Olcott Zijing Wu on.ft.com/483wBPc

"The UAE government was scrambling to give the US something to make for their previous alliances with Huawei"

Read my recent Foreign Affairs piece with Lauren Kahn to learn about why the US should not base AI strategy around the dream of AGI.

Especially interesting is the article's contrast of heavy vs light rare earths. HREE mining (and processing) is highly concentrated in S. China + Myanmar, while LREEs are more geographically dispersed. Interesting response from Gerard DiPippo in thread as well.

🙃🫥😬 "...the default trajectory of American power is not a stalemate but strategic erosion. The Trump administration will likely continue to achieve tactical, transactional 'wins' that feel like successes in the moment but mask a deeper loss of strategic ground." - from

Sign up to stream CSET's big China event tomorrow! Featuring a keynote from Rep. John Moolenaar and insights from Dennis Wilder偉德寧, Kristen Gunness, James Mulvenon, Hanna Dohmen, Bill Hannas, Cole McFaul, Kyle Chan, Chris McGuire, and Helen Toner! cset.georgetown.edu/event/chinas-a…