Middle power balancing 👀 Singapore's big tender for data centers went to 2 Chinese-backed and 2 US-backed companies - US data center operator Equinix, CN rival GDS, Microsoft, and consortium with ByteDance. Australian operator AirTrunk asia.nikkei.com/Spotlight/The-… via Nikkei Asia

USCIS data show O-1A (extraordinary talent) visas awarded in the first year of revised guidance jumped 30%, to 4570, and held steady in FY23. STEM EB-2 visas approved in 2022 also steady after “national interest” waiver shot up by 55% over 2021, to 70,240 science.org/content/articl…

👀 geopolitical game of chicken being played out over oil rich Guyana as Venezuela uses referendum to assert claim over Essequibo. A reminder that economic chaos won’t necessarily deter territorial gambits .. bbc.com/news/world-lat…

Chinese outbound EV investment surged in 2022 and 2023. Reva Goujon Armand Meyer and I analyze what this means and what we expect going forward in a new Rhodium Group study. Read here: rhg.com/research/pole-…

Data security merging with ICT cybersecurity concerns in the IoT world. This is a very. big. deal. Latest here on the implications of new data security rules and ICTS investigation into connected vehicles Rhodium Group rhg.com/research/shut-…

In our latest Rhodium Group report on US-led tech controls, JP Kleinhans, Laura Gormley & I delve into the China legacy chip debate: what does the data show, what are the policy pathways, and how will US partners respond. Welcome your feedback! rhg.com/research/thin-…

My colleague Charlie Vest updated our 301 analysis now that we have the HS codes. Some notable carveouts (see critical materials, in particular), which could well inspire China's retaliatory target list...rhg.com/research/us-ch…

Cue Beethoven’s Ode to Joy. That was…Utterly. Everything. Bravo SpaceX.

$INTC “is the biggest recipient of CHIPS Act funding,” Rhodium Group director Reva Goujon says, adding: “Intel, as we've seen, also has some very big challenges internally and being able to deliver on its production pledges.”

Tensions are escalating in the US and China chip war. The US is reportedly weighing a ban on a Chinese-made router that is in millions of American homes. Rhodium Group director Reva Goujon to discuss the outlook for chips going into 2025:

“As the tenor of the global AI race grows existential, the high-stakes wagers of tech titans and world powers risk geopolitical combustion,” writes Reva Goujon. foreignaffairs.com/united-states/…