@pstAsiatech Paul Triolo

Paul Triolo posts on X about ai, china, anthropic, beijing the most. They currently have [-----------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

Engagements: [---------] #

[--] Week [-------] +66%
[--] Month [-------] +2.90%
[--] Months [---------] +17%
[--] Year [---------] -31%

Mentions: [--] #

[--] Week [---] +6.40%
[--] Month [---] -11%
[--] Months [-----] +64%
[--] Year [-----] -9.90%

Followers: [-----------] #

[--] Week [------] +0.21%
[--] Month [------] +0.92%
[--] Months [------] +11%
[--] Year [------] +22%

CreatorRank: [-------] #

Social Influence

Social category influence countries 38.67% technology brands 31.33% stocks 10% finance 8% automotive brands 7.33% travel destinations 7.33% social networks 0.67% vc firms 0.67% events 0.67%

Social topic influence ai 34%, china 24.67%, anthropic #883, beijing #1053, in the 4.67%, alibaba #442, byd 4.67%, this is 4.67%, business 4%, xiaomi #1108

Top accounts mentioned or mentioned by @scmpnews @dux_ie @ft @dawn2042 @peterliucasm @nikkeiasia @jackmon23472449 @tshirtnjeans2 @richardturrin @jdevere74 @business @ryanlhass @dalperovitch @cnevpost @potus @naragov @twittwoods @kristy_loke @iruletheworldmo @jonnycapitalist

Top assets mentioned Taiwan Semiconductor (TSM) Texas Instruments (TXN) Pony AI Inc. (PONY) Toyota Motor Corporation (TM)

Top Social Posts

Top posts by engagements in the last [--] hours

"Chinese universities ranked ahead of Oxbridge Caltech in quality research output by Nature Index Rankings based on published scientific papers show Chinese institutions overtaking the US and other Western counterparts Sun Yat-sen University overtakes Oxford with [--] per cent more contributions to world research in the past year rankings show https://www.scmp.com/news/china/science/article/3223810/nature-index-rates-chinese-universities-ahead-oxbridge-caltech-quality-research-output"
X Link 2023-06-13T16:23Z 32.2K followers, 330.6K engagements

"Huawei once almost crippled by US sanctions made a dramatic comeback. With unprecedented state support it's now leading China's efforts in chip independence via @business https://www.bloomberg.com/graphics/2023-china-huawei-semiconductor/sref=hlPcWKQW https://www.bloomberg.com/graphics/2023-china-huawei-semiconductor/sref=hlPcWKQW"
X Link 2023-12-01T13:09Z 32.2K followers, 81.4K engagements

"DeepSeeks success iintensifying pressure on Chinas quantitative hedge funds to embrace AI or risk becoming obsolete according to one of most aggressive users of AI in the industry @pstAsiatech suppose that fact China has hedge funds surprises many. https://www.bloomberg.com/news/articles/2025-02-26/china-quant-says-funds-must-adopt-ai-to-survive-after-deepseek https://www.bloomberg.com/news/articles/2025-02-26/china-quant-says-funds-must-adopt-ai-to-survive-after-deepseek"
X Link 2025-02-27T13:50Z 32.2K followers, [---] engagements

"So far no confirmation of this and it would be a big deal. Canon Nikon Mitsubishi Chemical and other Japanese giants have collectively "cut off supply" completely halting the provision of core photoresist materials to mainland China and suspending lithography machine maintenance services"
X Link 2025-11-21T16:08Z 32.1K followers, 362.8K engagements

"US lawmakers urgePentagon to add DeepSeek Xiaomi to list of firms allegedly aiding Chinese military Absurd. https://www.reuters.com/world/asia-pacific/us-lawmakers-urge-pentagon-add-deepseek-xiaomi-list-firms-allegedly-aiding-2025-12-19/ https://www.reuters.com/world/asia-pacific/us-lawmakers-urge-pentagon-add-deepseek-xiaomi-list-firms-allegedly-aiding-2025-12-19/"
X Link 2025-12-21T22:49Z 32.1K followers, 11.6K engagements

"TikToks Chinese owner plans $23bn AI spend to keep pace with US rivals ByteDance set to increase capital expenditure next year in effort to further build AI infrastructure Formidable company. via @ft https://www.ft.com/content/9f550bb6-5708-41e3-aef6-ce8d7bb405ad https://www.ft.com/content/9f550bb6-5708-41e3-aef6-ce8d7bb405ad"
X Link 2025-12-23T13:45Z 32.2K followers, [----] engagements

"China has told Alibaba and other top tech firms to ready orders for H200 AI chips a key step in Nvidia's goal to re-enter that market Yes this was clear from the beginning. https://www.bloomberg.com/news/articles/2026-01-23/china-tells-alibaba-top-tech-firms-to-prep-nvidia-h200-ordersutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-01-23/china-tells-alibaba-top-tech-firms-to-prep-nvidia-h200-ordersutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-01-23T15:53Z 32.2K followers, [----] engagements

"ByteDance Alibaba to Launch New Models in Race for AI Supremacy in China The two Chinese tech heavyweights are each launching new models around the time of the Lunar New Year holiday in mid-February intensifying their rivalry in AI. https://www.theinformation.com/articles/bytedance-alibaba-launch-new-models-race-ai-supremacy-chinautm_source=pushly&rc=hlqv2n https://www.theinformation.com/articles/bytedance-alibaba-launch-new-models-race-ai-supremacy-chinautm_source=pushly&rc=hlqv2n"
X Link 2026-01-29T19:35Z 32.2K followers, [----] engagements

"BYD: sales dropped 30% in January underscoring challenges facing efforts to boost sales just as a winding back of subsidies hurts demand in China. .carmaker wants to increase deliveries to markets outside China by nearly 25% with exports totaling [------] in January. https://www.bloomberg.com/news/articles/2026-02-01/byd-vehicle-sales-slump-30-in-january-as-china-demand-coolsutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-02-01/byd-vehicle-sales-slump-30-in-january-as-china-demand-coolsutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-02-02T13:09Z 32.1K followers, [----] engagements

"The Electric: Idle Chinese Plants Inviting Business With U.S. Battery Startups For years.have largely treated Western startups as nobodies and snubbed requests to conduct small runs of batteries. But now owners of those factories eager for outside business to keep at least some of their machines running. https://www.theinformation.com/newsletters/the-electric/electric-idle-chinese-plants-inviting-business-u-s-battery-startups https://www.theinformation.com/newsletters/the-electric/electric-idle-chinese-plants-inviting-business-u-s-battery-startups"
X Link 2026-02-02T20:03Z 32.1K followers, [----] engagements

"Nvidia and Apple focus very much on what theyre good at which is developing the product Tan said. And they let Taiwan Semiconductor Manufacturing Co. do the manufacturing they let Foxconn do the manufacturing. I think the battery industry is generally moving in that direction. You have innovators focusing on innovation and you have manufacturers focusing on manufacturing. https://twitter.com/i/web/status/2018415093604552866 https://twitter.com/i/web/status/2018415093604552866"
X Link 2026-02-02T20:03Z 32.1K followers, [----] engagements

"9/10 Because time horizons are long and market risk is real Xi calls for a support stack: fiscal/tax tools stronger tech finance () and fullchain talent work (training attraction utilization) plus a society that rewards experimentation"
X Link 2026-02-02T21:26Z 32.2K followers, [---] engagements

"SoftBank Fanuc turn to partners as robotics and AI merge Japan's robotics industry struggles to catch up to physical AI technology https://asia.nikkei.com/business/technology/artificial-intelligence/softbank-fanuc-turn-to-robotics-partners-to-compete-in-ai-era https://asia.nikkei.com/business/technology/artificial-intelligence/softbank-fanuc-turn-to-robotics-partners-to-compete-in-ai-era"
X Link 2026-02-02T22:22Z 32.2K followers, [---] engagements

"A lot in here.my fav: Put differently: the telos of the whole system is the amalgamation of what users/consumers/businesses want and tracking whether you're actually achieving that requires human input. This is already the case today with highly complex gigantic companies that make [----] opaque decisions a minute. 🐙 Mega-thread of freshly baked hot takes on AGI multi-agent systems models/scaffolds economics labour meaning and the future. [--]. Existing models will continue improving and getting better. And they will continue to be trained while accounting for all sorts of things like"
X Link 2026-02-02T22:27Z 32.1K followers, [----] engagements

"China's CXMT and YMTC to massively expand memory output amid global crunch And no export controls on memory did nothing only served as a jet fuel boost to the sector in China. https://asia.nikkei.com/business/tech/semiconductors/china-s-cxmt-and-ymtc-to-massively-expand-memory-output-amid-global-crunch https://asia.nikkei.com/business/tech/semiconductors/china-s-cxmt-and-ymtc-to-massively-expand-memory-output-amid-global-crunch"
X Link 2026-02-03T14:31Z 32.1K followers, [----] engagements

"Baidu unveils first-ever dividend and US$5 billion buy-back amid AI race via @scmpnews https://www.scmp.com/utm_source=twitter&utm_campaign=3342462&utm_medium=share_widget https://www.scmp.com/utm_source=twitter&utm_campaign=3342462&utm_medium=share_widget"
X Link 2026-02-05T21:22Z 32.1K followers, [---] engagements

"Canada eyes joint venture to build Chinese EVs for export Can the US be far behind https://financialpost.com/commodities/energy/electric-vehicles/canada-joint-venture-build-chinese-evs https://financialpost.com/commodities/energy/electric-vehicles/canada-joint-venture-build-chinese-evs"
X Link 2026-02-06T20:50Z 32.2K followers, [----] engagements

"Stung by Trumps policies German multinationals cautiously pivot towards China https://www.scmp.com/economy/china-economy/article/3342667/stung-trumps-policies-german-multinationals-cautiously-pivot-towards-china https://www.scmp.com/economy/china-economy/article/3342667/stung-trumps-policies-german-multinationals-cautiously-pivot-towards-china"
X Link 2026-02-07T03:31Z 32.1K followers, [----] engagements

"Trump wants China out of South America but Perus Beijing-backed port is abuzz https://www.scmp.com/economy/china-economy/article/3342512/trumps-south-america-threats-fizzle-chinas-trade-surges-powered-peru-port https://www.scmp.com/economy/china-economy/article/3342512/trumps-south-america-threats-fizzle-chinas-trade-surges-powered-peru-port"
X Link 2026-02-07T03:32Z 32.1K followers, [----] engagements

"TSMC Japan plan for advanced chips seen as hedge against pressure from US China Not really a major hedge. https://www.scmp.com/tech/tech-war/article/3342524/tsmc-japan-plan-advanced-chips-seen-hedge-against-pressure-us-china https://www.scmp.com/tech/tech-war/article/3342524/tsmc-japan-plan-advanced-chips-seen-hedge-against-pressure-us-china"
X Link 2026-02-07T03:36Z 32.1K followers, [----] engagements

"China Is Going All-In to Beat the U.S. on Humanoid Robots The White House has been working on an executive order aiming to boost the development of the American robotics industry. An EO won't do a whole lot here. https://www.wsj.com/tech/china-is-going-all-in-to-beat-the-u-s-on-humanoid-robots-b9c434d2st=vpKmgZ https://www.wsj.com/tech/china-is-going-all-in-to-beat-the-u-s-on-humanoid-robots-b9c434d2st=vpKmgZ"
X Link 2026-02-07T23:06Z 32.1K followers, [----] engagements

"Shenzhen-based UBTech is selling humanoids to companies including Texas Instruments and Airbus. Nothing to prevent massive imports"
X Link 2026-02-07T23:07Z 32.1K followers, [----] engagements

"Excellent session with @ryanl_hass on US China relations.particularly good take on why calculus of those who hope the relationship goes South again may be off base. https://api.substack.com/feed/podcast/2079154/private/0c6a3944-d2bd-4a0f-b6ea-20313c7e9f6a.rss https://api.substack.com/feed/podcast/2079154/private/0c6a3944-d2bd-4a0f-b6ea-20313c7e9f6a.rss"
X Link 2026-02-08T17:34Z 32.1K followers, [----] engagements

"Samsung Electronics mass production of HBM4 for the first time after the Lunar New Year holiday. https://www.yna.co.kr/view/AKR20260207018700003 https://www.yna.co.kr/view/AKR20260207018700003"
X Link 2026-02-09T01:32Z 32.2K followers, [---] engagements

"@PeterLiuCASM @DAlperovitch President Trump will become involved"
X Link 2026-02-09T01:38Z 32.1K followers, [--] engagements

"Pony AI and Toyota roll out robotaxis in Chinas autonomous drive push via @scmpnews https://sc.mp/fj7i8utm_source=twitter&utm_campaign=3342953&utm_medium=share_widget https://sc.mp/fj7i8utm_source=twitter&utm_campaign=3342953&utm_medium=share_widget"
X Link 2026-02-09T13:45Z 32.2K followers, [---] engagements

"ByteDances new model sparks stock rally as Chinas AI video battle escalates Seedance [---] thrills early adopters with cinematic realism and fuels debate over AIs role in filmmaking and content creation via @scmpnews https://sc.mp/tvwlmutm_source=twitter&utm_campaign=3342932&utm_medium=share_widget https://sc.mp/tvwlmutm_source=twitter&utm_campaign=3342932&utm_medium=share_widget"
X Link 2026-02-09T13:45Z 32.2K followers, [----] engagements

"Yes Bytedance is for real. Seedance [---] is blowing up on my X timeline. I have not seen any video models that have blown up to this degree. Also the most attention paid to a Chinese model since DeepSeek R1 came out. I can see Seedream [---] on CapCut now but Seedance [---] is not there yet. As long as Seedance [---] is blowing up on my X timeline. I have not seen any video models that have blown up to this degree. Also the most attention paid to a Chinese model since DeepSeek R1 came out. I can see Seedream [---] on CapCut now but Seedance [---] is not there yet. As long as"
X Link 2026-02-09T13:46Z 32.2K followers, [----] engagements

"TikTok deal good for Chinese owners but terrible for users in United States .social media platform now majority owned by Americans will herald a new era of state control and corporate manipulation of US citizens Wait.national emergency continues https://sc.mp/nve0futm_source=twitter&utm_campaign=3342846&utm_medium=share_widget https://sc.mp/nve0futm_source=twitter&utm_campaign=3342846&utm_medium=share_widget"
X Link 2026-02-09T14:36Z 32.2K followers, [----] engagements

"BYD to rev up Japan sales with EV mini-dealerships via @NikkeiAsia https://asia.nikkei.com/business/automobiles/electric-vehicles/byd-to-rev-up-japan-sales-with-ev-mini-dealerships https://asia.nikkei.com/business/automobiles/electric-vehicles/byd-to-rev-up-japan-sales-with-ev-mini-dealerships"
X Link 2026-02-09T14:36Z 32.2K followers, [---] engagements

"Chinese electric vehicle exports surge as competition intensifies The pressure to deliver both at home and abroad has never been higher Lei Xing a U.S.-based China auto industry consultant https://restofworld.org/2026/china-ev-exports-competition-price/utm_source=rss&utm_medium=rss&utm_campaign=feeds https://restofworld.org/2026/china-ev-exports-competition-price/utm_source=rss&utm_medium=rss&utm_campaign=feeds"
X Link 2026-02-09T14:45Z 32.2K followers, [----] engagements

"See how the Trump administration is using AI throughout the government The White House is accelerating AI adoption across government embedding the technology in policing health care defense and science. https://www.washingtonpost.com/technology/2026/02/09/trump-administration-ai-push/ https://www.washingtonpost.com/technology/2026/02/09/trump-administration-ai-push/"
X Link 2026-02-09T15:32Z 32.2K followers, [---] engagements

"OpenAI Is Hiring Hundreds of AI Consultants to Boost Enterprise Sales The Information https://www.theinformation.com/articles/openai-hiring-hundreds-ai-consultants-boost-enterprise-sales https://www.theinformation.com/articles/openai-hiring-hundreds-ai-consultants-boost-enterprise-sales"
X Link 2026-02-09T15:38Z 32.2K followers, [---] engagements

"Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions sources say Quiet quitting or natural progression https://www.bloomberg.com/news/articles/2026-02-09/china-urges-banks-to-limit-holdings-of-us-treasuries-citing-market-volatilityutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-02-09/china-urges-banks-to-limit-holdings-of-us-treasuries-citing-market-volatilityutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-02-09T17:22Z 32.2K followers, [----] engagements

"US commerce department is planning to provide US hyperscalers with tariff carve-outs which would be tied to investment commitments made by Taiwan-based chip group Taiwan Semiconductor Manufacturing Company (TSMC). https://giftarticle.ft.com/giftarticle/actions/redeem/0171cea7-bac3-488b-adac-ffe350ca0265 https://giftarticle.ft.com/giftarticle/actions/redeem/0171cea7-bac3-488b-adac-ffe350ca0265"
X Link 2026-02-10T04:36Z 32.1K followers, [---] engagements

"BYD says it has developed sodium batteries with cycle life up to [-----] via @CnEVPost https://cnevpost.com/2026/02/09/byd-has-developed-sodium-batteries-cycle-life-10000/ https://cnevpost.com/2026/02/09/byd-has-developed-sodium-batteries-cycle-life-10000/"
X Link 2026-02-10T04:48Z 32.2K followers, [----] engagements

"Anthropic's Data Center Ambitionand the Ex-Google Execs Who Could Make It Happen The Information https://www.theinformation.com/newsletters/ai-infrastructure/anthropics-data-center-ambition-ex-google-execs-make-happen https://www.theinformation.com/newsletters/ai-infrastructure/anthropics-data-center-ambition-ex-google-execs-make-happen"
X Link 2026-02-10T13:24Z 32.2K followers, [---] engagements

"Chinas AI arms race sees sector brace for major flagship model launch week A stealth model has emerged while advancements by Alibabas Qwen-3.5 and Zhipus GLM-5 aim to spur domestic competition following releases by US heavyweights via @scmpnews https://sc.mp/y4vb7utm_source=twitter&utm_campaign=3342951&utm_medium=share_widget https://sc.mp/y4vb7utm_source=twitter&utm_campaign=3342951&utm_medium=share_widget"
X Link 2026-02-10T13:37Z 32.1K followers, [----] engagements

"Addressing this year's annual "Taiwan Work Conference" a key meeting which sets the tone for China's policy towards the island Party's fourth-ranked leader Wang Huning said officials must advance the "great cause of national reunification". https://www.reuters.com/world/china/senior-chinese-official-calls-resolutely-cracking-down-taiwan-independence-2026-02-10/ https://www.reuters.com/world/china/senior-chinese-official-calls-resolutely-cracking-down-taiwan-independence-2026-02-10/"
X Link 2026-02-10T13:39Z 32.1K followers, [----] engagements

"Chinas Smart Authoritarianism I wrote something like this [--] years ago. https://www.foreignaffairs.com/china/chinas-smart-authoritarianism https://www.foreignaffairs.com/china/chinas-smart-authoritarianism"
X Link 2026-02-10T13:41Z 32.2K followers, [---] engagements

"Chinas Xi signals tech ambitions in 5-year plan with Beijing tour Visit comes as Beijing prioritises tech-driven development and achieving self-reliance in its latest socio-economic blueprin via @scmpnews https://sc.mp/x9cy9utm_source=twitter&utm_campaign=3342949&utm_medium=share_widget https://sc.mp/x9cy9utm_source=twitter&utm_campaign=3342949&utm_medium=share_widget"
X Link 2026-02-10T13:53Z 32.1K followers, [----] engagements

"Chinese EV maker Nio raises US$2.6 billion bet on battery swapping Company touts [---] million swaps but fast-charging batteries are eating into the technologys speed advantage analyst says via @scmpnews https://sc.mp/l9zalutm_source=twitter&utm_campaign=3342899&utm_medium=share_widget https://sc.mp/l9zalutm_source=twitter&utm_campaign=3342899&utm_medium=share_widget"
X Link 2026-02-10T13:55Z 32.2K followers, [----] engagements

"ICYMI BYD America LLC et al v. United States of America et al 1:2026cv00847 U.S. Court of International Trade Justia BYD first Chinese automaker to file a lawsuit against Trump Administration.pathway to Chinese EV imports https://dockets.justia.com/docket/circuit-courts/cit/1:2026cv00847 https://dockets.justia.com/docket/circuit-courts/cit/1:2026cv00847"
X Link 2026-02-10T14:55Z 32.2K followers, [---] engagements

"ICYMI Warren Van Hollen Kim and Slotkin Push for Vote on Senate Floor to Condemn Trump Chip Sales to UAE and Call for Reversal of Deal United States Committee on Banking Housing and Urban Affairs https://www.banking.senate.gov/newsroom/minority/warren-van-hollen-kim-and-slotkin-push-for-vote-on-senate-floor-to-condemn-trump-chip-sales-to-uae-and-call-for-reversal-of-deal https://www.banking.senate.gov/newsroom/minority/warren-van-hollen-kim-and-slotkin-push-for-vote-on-senate-floor-to-condemn-trump-chip-sales-to-uae-and-call-for-reversal-of-deal"
X Link 2026-02-10T14:59Z 32.1K followers, [---] engagements

"Warren: "Some of these chips would go to the G42 a UAE AI company that American national security officials have said could be a conduit for funneling technology to China. The CIA has reportedly warned about G42s working closely with blacklisted firms like Huawei that are tied to the Chinese military." https://twitter.com/i/web/status/2021237718152274282 https://twitter.com/i/web/status/2021237718152274282"
X Link 2026-02-10T14:59Z 32.1K followers, [---] engagements

"Why are Taiwan's Nvidia suppliers investing billions in the US CHIPS Act what https://asia.nikkei.com/business/technology/tech-asia/why-are-taiwan-s-nvidia-suppliers-investing-billions-in-the-us https://asia.nikkei.com/business/technology/tech-asia/why-are-taiwan-s-nvidia-suppliers-investing-billions-in-the-us"
X Link 2026-02-11T00:49Z 32.1K followers, [---] engagements

"This. Thanks to the mutual respect between @POTUS and President Xi the U.S.China relationship has reached a stable but competitive point. Our goal is fair competition and de-risking not decoupling. It is clear that China must rebalance and their persistent $1 trillion trade https://t.co/9Oy2R0ccQJ Thanks to the mutual respect between @POTUS and President Xi the U.S.China relationship has reached a stable but competitive point. Our goal is fair competition and de-risking not decoupling. It is clear that China must rebalance and their persistent $1 trillion trade https://t.co/9Oy2R0ccQJ"
X Link 2026-02-11T13:01Z 32.1K followers, [----] engagements

"Bessent: "We do not want to decouple from China but we need to de-risk. When I talked about at the beginning when I talk about our two G20 initiatives the first is growth but then the second is retaking sovereignty in strategic industries whether it's critical minerals whether it's semiconductors uh. medicines that the U.S. as we saw during COVID was very dependent on China for medical supplies." No the US has never been dependent on China for semiconductors other way around by a mile. https://twitter.com/i/web/status/2021570733080514880 https://twitter.com/i/web/status/2021570733080514880"
X Link 2026-02-11T13:03Z 32.2K followers, [---] engagements

"Judge demands investigation at Nexperia Chinese CEO remains suspended - NRC https://www.nrc.nl/nieuws/2026/02/11/rechter-eist-onderzoek-bij-nexperia-chinese-topman-blijft-geschorst-a4920124 https://www.nrc.nl/nieuws/2026/02/11/rechter-eist-onderzoek-bij-nexperia-chinese-topman-blijft-geschorst-a4920124"
X Link 2026-02-11T14:08Z 32.1K followers, [---] engagements

"@jackmon23472449 Nope.all cutting edge node R&D will remain on Taiwan. That involves many other critical players like the SME companies.can assure you that this is unlikely to change anytime soon"
X Link 2026-02-11T14:10Z 32.2K followers, [--] engagements

"Exclusive Cold shoulder China and EU in diplomatic stand-off ahead of Munich showdown From Friday all eyes are on the Bavarian city once again. There Wang may meet Secretary of State Marco Rubio but a meeting with Kallas had yet to be confirmed. https://www.scmp.com/news/china/diplomacy/article/3343198/cold-shoulder-china-and-eu-diplomatic-stand-ahead-munich-showdownmodule=top_story&pgtype=homepage https://www.scmp.com/news/china/diplomacy/article/3343198/cold-shoulder-china-and-eu-diplomatic-stand-ahead-munich-showdownmodule=top_story&pgtype=homepage"
X Link 2026-02-11T15:27Z 32.1K followers, [----] engagements

"#ChinaAIASICWatch Exclusive: ByteDance developing AI chip in manufacturing talks with Samsung sources say https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/ https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/"
X Link 2026-02-11T19:58Z 32.1K followers, [----] engagements

"Exclusive: Intel AMD notify customers in China of lengthy waits for CPUs https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/ https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/"
X Link 2026-02-11T20:07Z 32.1K followers, [---] engagements

"1/15 MIIT just operationalized Chinas national unified computing power network vision: a Feb [----] notice launches 1+M+N national compute interconnection nodesmoving from slogans about to real registries rules & plumbing"
X Link 2026-02-11T21:54Z 32.1K followers, [---] engagements

"2/15 Big picture: Beijing wants compute to behave like a networked utilitydiscoverable schedulable billableso workloads can move across regions (east-west) and across clouds/architectures not stay trapped inside single data centers"
X Link 2026-02-11T21:54Z 32.1K followers, [---] engagements

"3/15 Where China is now = 4-layer buildout: (1) hubs & clusters () (2) transport ( deterministic high-throughput optical) (3) standards/metrics/security (4) market + scheduling nodes. MIITs notice targets layer (4)"
X Link 2026-02-11T21:54Z 32.1K followers, [---] engagements

"4/15 The architecture: [--] national compute-internet service node + M regional nodes + N industry nodes. The goal is unified identification unified standards unified rules so compute from different owners and chips can interoperate"
X Link 2026-02-11T21:54Z 32.2K followers, [--] engagements

"9/15 This is how China tries to turn fragmented GPUs into a tradable pool: providers register get a compute ID resources become in-network & in-market users submit jobs platform matches compute + network parameters execution + monitoring roll up"
X Link 2026-02-11T21:54Z 32.1K followers, [--] engagements

"10/15 Network matters because distributed AI is network-bound. NDRCs national plan sets latency targets1ms city 5ms regional 20ms across national hubsand explicitly calls for 400G/800G and all-optical networks. MIIT also bakes in compute dedicated-line providers"
X Link 2026-02-11T21:54Z 32.1K followers, [--] engagements

"11/15 Shanghai shows the direction: 1ms city compute network projects are building mesh-like all-optical metro fabrics so computecompute is one-hop and predictable. The pitch: fix the comms bottleneck in large-model distributed training"
X Link 2026-02-11T21:54Z 32.1K followers, [--] engagements

"12/15 Translation for AI people: this is the infra needed for multi-DC training/inferencefast parameter sync low jitter high bandwidth plus orchestration that knows where data/compute/live links are. Without that east-west move training west is mostly PowerPoint"
X Link 2026-02-11T21:54Z 32.1K followers, [--] engagements

"13/15 China is also testing long-distance distributed training. Shanghai AI Labs DeepLink claims stable cross-domain mixed training across multiple centers over [----] km on China Unicoms AINet with 95% equivalent compute vs a single-cluster baseline"
X Link 2026-02-11T21:54Z 32.1K followers, [--] engagements

"14/15 Why the urgency: advanced GPU access is constrained so firms are leaning on heterogeneous clusters + distributed training. See Substack for detail on SiliconFlow Infinigence AI & Shanghai AI Lab; research like H2 targets training on 1000+ mixed chips"
X Link 2026-02-11T21:54Z 32.1K followers, [---] engagements

"15/15 Bottom line: MIITs node buildout is the registry + rules + market layer that makes a national compute network usableso fiber + AI frameworks can tap pooled cross-owner compute. Watch: node winners standard adoption real cross-region scheduling. For lots more on distributed AI training see: End thread https://pstaidecrypted.substack.com/p/china-ai-update-innovation-across https://pstaidecrypted.substack.com/p/china-ai-update-innovation-across"
X Link 2026-02-11T21:54Z 32.1K followers, [---] engagements

"China gives up on state-backed digital cash: The US and Europe should take notefor different reasons PIIE https://www.piie.com/blogs/realtime-economics/2026/china-gives-state-backed-digital-cash-us-and-europe-should-take-note https://www.piie.com/blogs/realtime-economics/2026/china-gives-state-backed-digital-cash-us-and-europe-should-take-note"
X Link 2026-02-11T23:18Z 32.2K followers, [----] engagements

"ICYMI China's Li inspects rare earth facilities hints at leverage in US rivalry Response to Pax Silica FORGE Vault CMM https://www.reuters.com/world/asia-pacific/chinas-li-inspects-rare-earth-facilities-hints-leverage-us-rivalry-2026-02-11/ https://www.reuters.com/world/asia-pacific/chinas-li-inspects-rare-earth-facilities-hints-leverage-us-rivalry-2026-02-11/"
X Link 2026-02-12T14:53Z 32.2K followers, [----] engagements

"A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce The Information https://www.theinformation.com/articles/new-ai-superagent-race-pitting-openai-anthropic-microsoft-salesforceutm_source=pushly&rc=hlqv2n https://www.theinformation.com/articles/new-ai-superagent-race-pitting-openai-anthropic-microsoft-salesforceutm_source=pushly&rc=hlqv2n"
X Link 2026-02-12T18:34Z 32.2K followers, [---] engagements

"Exclusive: Palo Alto chose not to tie China to hacking campaign for fear of retaliation from Beijing sources say https://www.reuters.com/world/china/palo-alto-chose-not-tie-china-hacking-campaign-fear-retaliation-beijing-sources-2026-02-12/ https://www.reuters.com/world/china/palo-alto-chose-not-tie-china-hacking-campaign-fear-retaliation-beijing-sources-2026-02-12/"
X Link 2026-02-12T20:05Z 32.1K followers, [----] engagements

"OpenAI says China's DeepSeek trained its AI by distilling US models memo shows https://www.reuters.com/world/china/openai-accuses-deepseek-distilling-us-models-gain-advantage-bloomberg-news-2026-02-12/ https://www.reuters.com/world/china/openai-accuses-deepseek-distilling-us-models-gain-advantage-bloomberg-news-2026-02-12/"
X Link 2026-02-12T23:27Z 32.1K followers, [----] engagements

"In a memo to the U.S. House Select Committee on Strategic Competition between the U.S. and the Chinese Communist Party OpenAI said: "We have observed accounts associated with DeepSeek employees developing methods to circumvent OpenAI's access restrictions and access models through obfuscated third-party routers and other ways that mask their source." https://twitter.com/i/web/status/2022090419987710040 https://twitter.com/i/web/status/2022090419987710040"
X Link 2026-02-12T23:28Z 32.1K followers, [---] engagements

"Exclusive: Trump pauses China tech bans ahead of Xi summit https://www.reuters.com/business/media-telecom/us-china-trade-detente-fuels-mothballing-key-china-tech-curbs-2026-02-12/ https://www.reuters.com/business/media-telecom/us-china-trade-detente-fuels-mothballing-key-china-tech-curbs-2026-02-12/"
X Link 2026-02-13T12:27Z 32.2K followers, [----] engagements

""At a moment when we are desperately trying to remove ourselves from Beijing's leverage over rare-earth supply chains it is ironic that we're actually letting Beijing acquire new areas of leverage over the U.S. economy in telecoms infrastructure in data centers and AI and EVs said Matt Pottinger who served as deputy national security advisor during Trump's first term. No Matt all these technologies are very very different and country of origin is not a very useful way to think about technology risks. https://twitter.com/i/web/status/2022286449853268232"
X Link 2026-02-13T12:27Z 32.2K followers, [----] engagements

"OpenAIs President Gave Millions to Trump. He Says Its for Humanity WIRED https://www.wired.com/story/openai-president-greg-brockman-political-donations-trump-humanity/ https://www.wired.com/story/openai-president-greg-brockman-political-donations-trump-humanity/"
X Link 2026-02-13T12:35Z 32.2K followers, [---] engagements

"OpenAI is releasing its first AI model that runs on chips from semiconductor startup Cerebras Wow. https://www.bloomberg.com/news/articles/2026-02-12/openai-debuts-first-model-using-chips-from-nvidia-rival-cerebrasutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-02-12/openai-debuts-first-model-using-chips-from-nvidia-rival-cerebrasutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-02-13T12:38Z 32.1K followers, [---] engagements

"Anthropic Says it Raised $30 Billion Led by GIC Coatue Management.Other large investors writing checks into the round included Dragoneer Investment Group Founders Fund Iconiq and MGX. https://www.theinformation.com/briefings/anthropic-says-raised-30-billionutm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124&rc=hlqv2n https://www.theinformation.com/briefings/anthropic-says-raised-30-billionutm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124&rc=hlqv2n"
X Link 2026-02-13T12:47Z 32.2K followers, [---] engagements

"Chinas MiniMax Launches New Flagship AI Model M2.5 Chinese AI models offering strong coding and agentic capabilities are gaining worldwide recognition from app developers. Compute governance and chokepoint strategies working https://www.theinformation.com/briefings/chinas-minimax-launches-new-flagship-ai-model-m2-5utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124&rc=hlqv2n"
X Link 2026-02-13T12:49Z 32.2K followers, [----] engagements

"Chinese AI models are gaining worldwide recognition. Beijing-based Zhipus latest flagship model GLM-5 also released this week has received positive reviews especially in coding. Earlier this month another Chinese competitor Beijing-based Moonshot AI launched its new model called Kimi K2.5 which last week became the most popular model by usage on LLM marketplace OpenRouter. https://twitter.com/i/web/status/2022292310193528969 https://twitter.com/i/web/status/2022292310193528969"
X Link 2026-02-13T12:50Z 32.2K followers, [---] engagements

"@TShirtnJeans2 See upcoming Substack.complicated.suspect this is old memo released for maximum effect including on H200 issue"
X Link 2026-02-13T12:51Z 32.2K followers, [--] engagements

"US finalizes tariff hike on battery material graphite from China Antidumping and countervailing duties expected to be imposed as early as next month Hmmm.does this make sense from an EV battery industry in US perspective via @NikkeiAsia https://asia.nikkei.com/economy/trade-war/trump-tariffs/us-finalizes-tariff-hike-on-battery-material-graphite-from-china https://asia.nikkei.com/economy/trade-war/trump-tariffs/us-finalizes-tariff-hike-on-battery-material-graphite-from-china"
X Link 2026-02-13T13:17Z 32.2K followers, [----] engagements

"This. The new Gemini Deep Think is achieving some truly incredible numbers on ARC-AGI-2. We certified these scores in the past few days. https://t.co/Q9qeJbCObK The new Gemini Deep Think is achieving some truly incredible numbers on ARC-AGI-2. We certified these scores in the past few days. https://t.co/Q9qeJbCObK"
X Link 2026-02-13T13:43Z 32.2K followers, [---] engagements

"Taiwan tensions poised to be primary flashpoint of Donald Trumps Beijing agenda via @scmpnews https://sc.mp/v9n2iutm_source=twitter&utm_campaign=3343363&utm_medium=share_widget https://sc.mp/v9n2iutm_source=twitter&utm_campaign=3343363&utm_medium=share_widget"
X Link 2026-02-13T13:44Z 32.2K followers, [---] engagements

"On 1260H: As noted last year: .despite the addition of Tencent last year by the Biden administration to the Defense Departments 1260H list there is no evidence nor is there likely to be of Tencent supporting WMD or military intelligence end uses/usersTencent is also likely challenging the 1260H designation. US expected to add Alibaba and others to list of firms allegedly aiding China's military sources say Again.this continues to quite a stretch and would amost certainly torpedo April visit to Beijing by Presidnt Trump. https://t.co/6qZbWbHCyQ US expected to add Alibaba and others to list of"
X Link 2026-02-13T13:50Z 32.2K followers, [----] engagements

"China US top diplomats Wang Yi Marco Rubio meet in Munich via @scmpnews https://sc.mp/qves7utm_source=twitter&utm_campaign=3343523&utm_medium=share_widget https://sc.mp/qves7utm_source=twitter&utm_campaign=3343523&utm_medium=share_widget"
X Link 2026-02-13T13:59Z 32.2K followers, [---] engagements

"Japan seizes Chinese fishing boat inside its economic zone amid Beijing rift Japan The Guardian https://www.theguardian.com/world/2026/feb/13/japan-seizes-chinese-fishing-boat https://www.theguardian.com/world/2026/feb/13/japan-seizes-chinese-fishing-boat"
X Link 2026-02-13T16:11Z 32.2K followers, [----] engagements

"Whats behind the mass exodus at xAI The Verge https://www.theverge.com/ai-artificial-intelligence/878761/mass-exodus-at-xai-grok-elon-musk-restructuring https://www.theverge.com/ai-artificial-intelligence/878761/mass-exodus-at-xai-grok-elon-musk-restructuring"
X Link 2026-02-14T00:03Z 32.2K followers, [----] engagements

"@dawn2042 @FT Yes looks like someone did the Xiaomi factory tour and came away with a new understanding of the future of his industry But it will be a hard sell to people in Washington who have never been to China"
X Link 2026-02-14T08:34Z 32.2K followers, [--] engagements

"Great panel on #Opensource AI and sovereign AI at #IndiaAIImpactSummitt"
X Link 2026-02-16T09:52Z 32.2K followers, [---] engagements

"US steps up Apec role after XiTrump call as ties with China show signs of thaw https://www.scmp.com/news/us/article/3342737/us-steps-apec-role-after-xi-trump-call-ties-china-show-signs-thaw https://www.scmp.com/news/us/article/3342737/us-steps-apec-role-after-xi-trump-call-ties-china-show-signs-thaw"
X Link 2026-02-07T03:23Z 32.2K followers, [---] engagements

"Smart device and EV maker Xiaomi challenged a previous version of the 1260H list and a US court found that that Department of Defense basically had no evidence of a link to Chinas military. As I have noted all the leading developers of AI models in China are private sector or private sector-backed companies developing applications for civilian purposes. This of course is also the case for companies such as SMIC Naura and others added to the Entity List using civ mil fusion as a justification"
X Link 2026-02-13T13:50Z 32.2K followers, [---] engagements

"For more see: https://pstaidecrypted.substack.com/p/whither-the-us-ai-diffusion-approach https://pstaidecrypted.substack.com/p/whither-the-us-ai-diffusion-approach"
X Link 2026-02-13T13:50Z 32.2K followers, [---] engagements

"Just happened officially.US expected to add Alibaba and others to list of firms allegedly aiding China's military Sorry but this is an absurd designation. https://www.reuters.com/sustainability/society-equity/us-expected-add-alibaba-others-list-firms-allegedly-aiding-chinas-military-2026-02-13/ https://www.reuters.com/sustainability/society-equity/us-expected-add-alibaba-others-list-firms-allegedly-aiding-chinas-military-2026-02-13/"
X Link 2026-02-13T13:52Z 32.2K followers, [----] engagements

"This has aged well. Just happened officially.US expected to add Alibaba and others to list of firms allegedly aiding China's military Sorry but this is an absurd designation. https://t.co/6qZbWbHCyQ Just happened officially.US expected to add Alibaba and others to list of firms allegedly aiding China's military Sorry but this is an absurd designation. https://t.co/6qZbWbHCyQ"
X Link 2026-02-13T15:08Z 32.2K followers, 11K engagements

"Wow: Editorial Note: An agency letter requesting withdrawal of this document was received after placement on public inspection. The document will remain on public inspection through close of business Tuesday February [--] [----]. You may request a copy of the agency's withdrawal letter and/or the withdrawn document by sending an email to fr.inspection@nara.gov. This has aged well. https://t.co/SWY5eyKFyb This has aged well. https://t.co/SWY5eyKFyb"
X Link 2026-02-13T15:26Z 32.2K followers, [----] engagements

"Ford's top executive spoke to Trump administration officials about a potential roadmap for Chinese automakers to build cars in America by partnering with US car companies Yes he did the tour of the Xiaomi facility. I love it when this is the result. https://www.bloomberg.com/news/articles/2026-02-13/ford-ceo-trump-officials-discussed-china-us-carmaking-venturesutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-02-13/ford-ceo-trump-officials-discussed-china-us-carmaking-venturesutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-02-14T08:29Z 32.2K followers, [----] engagements

"No decision has been made on the matter and the discussion was characterized as informal and preliminary with Trump officials giving it a cold reception due to potential opposition in Washington All those officials need to go to China and do the Xiaomi factory tour.it would open their eyes"
X Link 2026-02-14T08:31Z 32.2K followers, [----] engagements

"China Deploys a National Team of Investors to Keep AI Stock Boom in Check https://www.wsj.com/finance/stocks/china-deploys-a-national-team-of-investors-to-keep-ai-stock-boom-in-check-c3d9534ast=JKumUn https://www.wsj.com/finance/stocks/china-deploys-a-national-team-of-investors-to-keep-ai-stock-boom-in-check-c3d9534ast=JKumUn"
X Link 2026-02-14T12:30Z 32.2K followers, [----] engagements

"👇👇👇 Humans are cooked. 😳 China just hosted the world's first robot-led gala show [--] minutes of humanoid robots performing live on stage. Not a tech demo. Not a 30-second clip from a lab. A full entertainment show during the Chinese Spring Festival with [--] performances including https://t.co/Q0iRu5GfCZ Humans are cooked. 😳 China just hosted the world's first robot-led gala show [--] minutes of humanoid robots performing live on stage. Not a tech demo. Not a 30-second clip from a lab. A full entertainment show during the Chinese Spring Festival with [--] performances including"
X Link 2026-02-14T13:32Z 32.2K followers, [----] engagements

"One year Six months [--] months Weeks DeepSeek coming.No the export controls are not "working". The gap between open-weight and proprietary model intelligence is as small as it has ever been with Claude Opus [---] and GLM-5 https://t.co/x1ZER9pqzN The gap between open-weight and proprietary model intelligence is as small as it has ever been with Claude Opus [---] and GLM-5 https://t.co/x1ZER9pqzN"
X Link 2026-02-14T13:34Z 32.2K followers, [----] engagements

"We can only hope that officials in Washington see the light here as Farley during visit do China and Xiaomi. Otherwise US automakers will have no global market with all the economic and national security risks that implies.I suggest they visit China and Xiaomi BYD NIO and Xpeng. Here ignorance is not bliss. https://twitter.com/i/web/status/2022670876966326612 https://twitter.com/i/web/status/2022670876966326612"
X Link 2026-02-14T13:54Z 32.2K followers, [---] engagements

"Applied Materials to pay $252 million over illegal exports to China OK this is crazy. https://finance.yahoo.com/news/applied-materials-pay-252-million-013041374.html https://finance.yahoo.com/news/applied-materials-pay-252-million-013041374.html"
X Link 2026-02-12T12:46Z 32.2K followers, [---] engagements

"US expected to add Alibaba and others to list of firms allegedly aiding China's military sources say Again.this continues to quite a stretch and would amost certainly torpedo April visit to Beijing by Presidnt Trump. https://www.reuters.com/sustainability/society-equity/us-expected-add-alibaba-others-list-firms-allegedly-aiding-chinas-military-2026-02-13/ https://www.reuters.com/sustainability/society-equity/us-expected-add-alibaba-others-list-firms-allegedly-aiding-chinas-military-2026-02-13/"
X Link 2026-02-13T13:28Z 32.2K followers, [----] engagements

"👇👇👇 if you think this is impressive (it is) theres a whale coming. china. china. china. https://t.co/AhnRxYjN9G if you think this is impressive (it is) theres a whale coming. china. china. china. https://t.co/AhnRxYjN9G"
X Link 2026-02-14T13:35Z 32.2K followers, [----] engagements

"👇👇👇 how did we ever write all that code by hand how did we ever write all that code by hand"
X Link 2026-02-14T13:58Z 32.2K followers, [----] engagements

"Yup.sounds like world needs China's "overcapacity" in panels here Solar will utterly dominate future electricity production Solar will utterly dominate future electricity production"
X Link 2026-02-15T05:23Z 32.2K followers, [----] engagements

"Did Tencents New DBS and Tesla Tie-Ups Just Shift Tencent Holdings' Investment Narrative .deepened partnership with Tesla to embed WeChat-based services into in-car systems moves show Tencent extending fintech and digital services reach. https://simplywall.st/stocks/hk/media/hkg-700/tencent-holdings-shares/news/did-tencents-new-dbs-and-tesla-tie-ups-just-shift-tencent-ho https://simplywall.st/stocks/hk/media/hkg-700/tencent-holdings-shares/news/did-tencents-new-dbs-and-tesla-tie-ups-just-shift-tencent-ho"
X Link 2026-02-16T01:50Z 32.2K followers, [----] engagements

"First day at #IndiaAIImpactSummit was excellent Inaugurated the India AI Impact Expo [----] at Bharat Mandapam. Being here among innovators researchers and tech enthusiasts gives a glimpse of the extraordinary potential of AI Indian talent and innovation. Together we will shape solutions not just for India but for the https://t.co/G370iXYAXm Inaugurated the India AI Impact Expo [----] at Bharat Mandapam. Being here among innovators researchers and tech enthusiasts gives a glimpse of the extraordinary potential of AI Indian talent and innovation. Together we will shape solutions not just for India"
X Link 2026-02-16T17:35Z 32.2K followers, [----] engagements

"Chinas humanoid makers pivot from body to brain as commercial race heats up https://www.scmp.com/tech/tech-trends/article/3342505/chinas-humanoid-robot-makers-pivot-body-brain-commercial-race-heats https://www.scmp.com/tech/tech-trends/article/3342505/chinas-humanoid-robot-makers-pivot-body-brain-commercial-race-heats"
X Link 2026-02-07T14:16Z 32.2K followers, [----] engagements

"My latest on Substack. NVIDIA AMD Intel: Caught Between Effective Altruists Obstructionists and the Push for Self-Reliance" https://open.substack.com/pub/pstaidecrypted/p/h200-class-gpu-sales-to-china-somethingr=arvru&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/pstaidecrypted/p/h200-class-gpu-sales-to-china-somethingr=arvru&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-07T22:57Z 32.2K followers, [----] engagements

"Why Xi Jinping Keeps Purging Generals Chinas leader has created a system of permanent insecurity. Seems so. https://foreignpolicy.com/2026/02/09/china-xi-generals-military-zhang-youxia-liu-zhenli/ https://foreignpolicy.com/2026/02/09/china-xi-generals-military-zhang-youxia-liu-zhenli/"
X Link 2026-02-09T14:44Z 32.2K followers, [----] engagements

"POLITICO Pro Trumps NSA pick warns China is aggressively seeking AI-powered weapons No they are not and will not use Nvidia GPUs for this purpose. A ton of FUD in here without any detail or clarification of what the technology is or does. https://subscriber.politicopro.com/article/2026/02/trumps-nsa-pick-warns-china-is-aggressively-seeking-ai-powered-weapons-00776557 https://subscriber.politicopro.com/article/2026/02/trumps-nsa-pick-warns-china-is-aggressively-seeking-ai-powered-weapons-00776557"
X Link 2026-02-12T15:05Z 32.2K followers, [----] engagements

"1260H document.whoops"
X Link 2026-02-13T15:07Z 32.2K followers, [----] engagements

"Pentagon Used Anthropics Claude in Maduro Venezuela Raid Mil civ fusion You bet.but no similar case for Alibaba and Baidu for 1260H.the whole exercise makes little sense. https://www.wsj.com/politics/national-security/pentagon-used-anthropics-claude-in-maduro-venezuela-raid-583aff17st=eMcRdH https://www.wsj.com/politics/national-security/pentagon-used-anthropics-claude-in-maduro-venezuela-raid-583aff17st=eMcRdH"
X Link 2026-02-14T12:33Z 32.2K followers, [----] engagements

"You are missing a lot. There is no need to "destroy" the fabs. They cannot operate without constant flows of inputs from outside. The real question as I have written extensively about is what would the US and allies do if there is a peaceful transition to "unification." Here the choices are complex. Cutting off the fabs would destroy US companies and the AI revolution. The US would have to reverse the export control policies that drag in TSMC and negotiate an arrangement guaranteeing the ability of US and Chinese companies to use TSMC foundry services. This would be a whole new world. No one"
X Link 2026-02-14T14:08Z 32.2K followers, [----] engagements

"Chinas rising AI billionaires are challenging US dominance and building huge fortunes on the back of the nations quest for tech independence https://www.bloomberg.com/features/2026-china-ai-billionaires/utm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/features/2026-china-ai-billionaires/utm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-02-15T05:49Z 32.2K followers, [----] engagements

"This. 📁 Dario Amodei CEO of Anthropic says the real AI moats will not be in apps but in medicine and the physical world. Anyone can build on top of a model. Very few can navigate biology regulation and real world complexity. The biggest AI companies may not be addictive https://t.co/28McbGKK09 📁 Dario Amodei CEO of Anthropic says the real AI moats will not be in apps but in medicine and the physical world. Anyone can build on top of a model. Very few can navigate biology regulation and real world complexity. The biggest AI companies may not be addictive https://t.co/28McbGKK09"
X Link 2026-02-16T15:23Z 32.2K followers, [----] engagements

"From cats and dogs to Erds: AI groups chase progress through maths via @FT https://giftarticle.ft.com/giftarticle/actions/redeem/4178fe29-183d-40e6-ae1f-d0f793a7269a https://giftarticle.ft.com/giftarticle/actions/redeem/4178fe29-183d-40e6-ae1f-d0f793a7269a"
X Link 2026-02-17T07:13Z 32.2K followers, [---] engagements

"Rival labs are also increasingly pushing their models towards research-level mathematics and scientific discovery. DeepMind has developed tools such as AlphaProof and AlphaGeometry that are designed to help solve advanced mathematical questions while Anthropic has begun selling its AI systems to scientists. https://twitter.com/i/web/status/2023657462214373384 https://twitter.com/i/web/status/2023657462214373384"
X Link 2026-02-17T07:15Z 32.2K followers, [---] engagements

"Chinas ByteDance releases Doubao [---] AI model for 'agent era' https://www.reuters.com/world/asia-pacific/chinas-bytedance-releases-doubao-20-ai-chatbot-2026-02-14/ https://www.reuters.com/world/asia-pacific/chinas-bytedance-releases-doubao-20-ai-chatbot-2026-02-14/"
X Link 2026-02-15T05:22Z 32.2K followers, [----] engagements

"Exclusive: Pentagon threatens Anthropic punishment Civ mil fusion meets EA https://www.axios.com/2026/02/16/anthropic-defense-department-relationship-hegseth https://www.axios.com/2026/02/16/anthropic-defense-department-relationship-hegseth"
X Link 2026-02-17T07:44Z 32.2K followers, [---] engagements

"Defense Secretary Pete Hegseth is "close" to cutting business ties with Anthropic and designating the AI company a "supply chain risk" meaning anyone who wants to do business with the U.S. military has to cut ties with the company. Wow"
X Link 2026-02-17T07:46Z 32.2K followers, [---] engagements

"India AI Summit may issue declaration for democratised AI - The Economic Times https://m.economictimes.com/tech/artificial-intelligence/summit-may-issue-declaration-for-democratised-ai/articleshow/128444359.cms https://m.economictimes.com/tech/artificial-intelligence/summit-may-issue-declaration-for-democratised-ai/articleshow/128444359.cms"
X Link 2026-02-17T07:25Z 32.2K followers, [---] engagements

"Day 2: India has a lot of advantages across the AI Stack but where to focus resources.#IndiaAIImpactSummit2026. later more on secure deployments"
X Link 2026-02-17T07:18Z 32.2K followers, [---] engagements

"Inaugurated the India AI Impact Expo [----] at Bharat Mandapam. Being here among innovators researchers and tech enthusiasts gives a glimpse of the extraordinary potential of AI Indian talent and innovation. Together we will shape solutions not just for India but for the world"
X Link 2026-02-16T15:02Z 106.2M followers, 4M engagements

"Whoa. Thailand auto market in January had BYD climb to 13.9% behind just Toyota. Overall Chinese automakers surpassed Japanese automakers in total mkt share in Thailand for the first time. Sea change is happening in Southeast Asia. https://t.co/QoTUlC9ZEp Thailand auto market in January had BYD climb to 13.9% behind just Toyota. Overall Chinese automakers surpassed Japanese automakers in total mkt share in Thailand for the first time. Sea change is happening in Southeast Asia. https://t.co/QoTUlC9ZEp"
X Link 2026-02-16T17:34Z 32.2K followers, [----] engagements

"Thailand auto market in January had BYD climb to 13.9% behind just Toyota. Overall Chinese automakers surpassed Japanese automakers in total mkt share in Thailand for the first time. Sea change is happening in Southeast Asia"
X Link 2026-02-15T09:38Z 31.2K followers, 155.1K engagements

"📁 Dario Amodei CEO of Anthropic says the real AI moats will not be in apps but in medicine and the physical world. Anyone can build on top of a model. Very few can navigate biology regulation and real world complexity. The biggest AI companies may not be addictive software but systems that quietly extend human life"
X Link 2026-02-16T12:10Z 22K followers, 219.6K engagements

"Yup. WDs HDD business mix is clearly tilting toward cloud and enterprise customers. AI- and cloud-related revenue now accounts for 89% of total company revenue while consumer products contribute only 5%. At present HDD demand is being driven primarily by the expansion of hyperscale https://t.co/0AXRqoNrZp WDs HDD business mix is clearly tilting toward cloud and enterprise customers. AI- and cloud-related revenue now accounts for 89% of total company revenue while consumer products contribute only 5%. At present HDD demand is being driven primarily by the expansion of hyperscale"
X Link 2026-02-16T15:19Z 32.2K followers, [----] engagements

"WDs HDD business mix is clearly tilting toward cloud and enterprise customers. AI- and cloud-related revenue now accounts for 89% of total company revenue while consumer products contribute only 5%. At present HDD demand is being driven primarily by the expansion of hyperscale AI data centers worldwide with data center buildouts in the United States being particularly pronounced. The market expects a severe shortage of consumer HDDs in [----]. As HDD manufacturing capacity is difficult to expand in the short term this will pose a significant challenge to the consumer NAS market. With AI-driven"
X Link 2026-02-16T12:41Z [----] followers, [----] engagements

"Bridging the Pacific https://www.thewirechina.com/2026/02/15/bridging-the-pacific-qiming-venture-partners/ https://www.thewirechina.com/2026/02/15/bridging-the-pacific-qiming-venture-partners/"
X Link 2026-02-16T12:54Z 32.2K followers, [----] engagements

"Meet the One Woman Anthropic Trusts to Teach AI Morals https://www.wsj.com/tech/ai/anthropic-amanda-askell-philosopher-ai-3c031883st=FTj4bs https://www.wsj.com/tech/ai/anthropic-amanda-askell-philosopher-ai-3c031883st=FTj4bs"
X Link 2026-02-16T12:51Z 32.2K followers, [---] engagements

"👇👇👇 LOL These leaked DeepSeek v4 may be a bit ridiculous to believe 🤣 https://t.co/VMHaK8daTT LOL These leaked DeepSeek v4 may be a bit ridiculous to believe 🤣 https://t.co/VMHaK8daTT"
X Link 2026-02-16T12:51Z 32.2K followers, [----] engagements

"LOL These leaked DeepSeek v4 may be a bit ridiculous to believe 🤣"
X Link 2026-02-15T20:48Z 176K followers, 26.7K engagements

"Huge. Moonshot AI just made the smartest distribution play in the AI agent space. OpenClaw started as an independent open-source project (previously called ClawdBot then MoltBot). It exploded to 142K+ GitHub stars and millions of installations. People were buying dedicated Mac Minis Moonshot AI just made the smartest distribution play in the AI agent space. OpenClaw started as an independent open-source project (previously called ClawdBot then MoltBot). It exploded to 142K+ GitHub stars and millions of installations. People were buying dedicated Mac Minis"
X Link 2026-02-16T12:34Z 32.2K followers, [----] engagements

"Moonshot AI just made the smartest distribution play in the AI agent space. OpenClaw started as an independent open-source project (previously called ClawdBot then MoltBot). It exploded to 142K+ GitHub stars and millions of installations. People were buying dedicated Mac Minis just to run it 24/7. The project became the default agent framework for developers who wanted a personal AI assistant across WhatsApp Telegram Discord and Slack. Kimi was already winning on cost. Their K2.5 model runs at $0.58 per million input tokens vs Claudes $15. Thats 25x cheaper. OpenClaw made Kimi K2.5 its first"
X Link 2026-02-15T16:05Z 179.4K followers, 165.8K engagements

"This.no the connected vehicle rule should not be a barrier. Trump floats opening US market to Chinese cars so long as they're made here. If they want to come in and build the plant and hire you and hire your friends and your neighbors thats great. I love that." Trump's logic is the point of tariffs is jobs not fluffing GM https://t.co/QwXjJSBH1t Trump floats opening US market to Chinese cars so long as they're made here. If they want to come in and build the plant and hire you and hire your friends and your neighbors thats great. I love that." Trump's logic is the point of tariffs is jobs not"
X Link 2026-02-16T12:28Z 32.2K followers, [----] engagements

"Trump floats opening US market to Chinese cars so long as they're made here. If they want to come in and build the plant and hire you and hire your friends and your neighbors thats great. I love that." Trump's logic is the point of tariffs is jobs not fluffing GM shareholders paying Mexicans to build "American" cars. https://twitter.com/i/web/status/2023068237018100114 https://twitter.com/i/web/status/2023068237018100114"
X Link 2026-02-15T16:13Z 292.8K followers, 104.8K engagements

""What's in the best interest of China is for foreign companies to invest in China compete in China and they would also like to come out of China and participate around the world." Jensen Huang pushes back on common misconceptions about China's tech capabilities arguing the West is dangerously underestimating its competitor. He challenges three narratives he's heard: "They could never build AI chips. China can't manufacture. If there's one thing they https://t.co/T9h7T1U9aL Jensen Huang pushes back on common misconceptions about China's tech capabilities arguing the West is dangerously"
X Link 2026-02-16T12:27Z 32.2K followers, [----] engagements

"Jensen Huang pushes back on common misconceptions about China's tech capabilities arguing the West is dangerously underestimating its competitor. He challenges three narratives he's heard: "They could never build AI chips. China can't manufacture. If there's one thing they could do is manufacture. And they're years behind us Come on. They're nanoseconds behind us." Jensen explains why China is such a formidable competitor starting with talent and work ethic: "Don't forget that China has some of the best entrepreneurs in the world because they came from some of the best STEM schools in the"
X Link 2026-02-15T14:00Z [----] followers, 37.9K engagements

"👇👇👇 Codex weekly users have more than tripled since the beginning of the year Codex weekly users have more than tripled since the beginning of the year"
X Link 2026-02-16T12:23Z 32.2K followers, [---] engagements

"Codex weekly users have more than tripled since the beginning of the year"
X Link 2026-02-16T03:08Z 4.4M followers, 860K engagements

"#ChineseOpenWeightModelWatch Qwen [---] has been released. 397B parameters including 17B active ones. This is the flagship open sourced version. Looks to be reasonably better than Qwen3 235B. I've found larger Qwen models to not be all that great. Given the recent Minimax & GLM releases Qwen has to also have https://t.co/8pq4fhY0LZ Qwen [---] has been released. 397B parameters including 17B active ones. This is the flagship open sourced version. Looks to be reasonably better than Qwen3 235B. I've found larger Qwen models to not be all that great. Given the recent Minimax & GLM releases Qwen has"
X Link 2026-02-16T12:21Z 32.2K followers, [----] engagements

"Qwen [---] has been released. 397B parameters including 17B active ones. This is the flagship open sourced version. Looks to be reasonably better than Qwen3 235B. I've found larger Qwen models to not be all that great. Given the recent Minimax & GLM releases Qwen has to also have a new flagship version that's in the same ballpark in performance to remain competitive. mkt is really taking off on OpenRouter & other Chinese AI shops are taking huge mkt share. https://twitter.com/i/web/status/2023364746225897520 https://twitter.com/i/web/status/2023364746225897520"
X Link 2026-02-16T11:52Z 31.2K followers, [----] engagements

"Great panel on #Opensource AI and sovereign AI at #IndiaAIImpactSummitt"
X Link 2026-02-16T09:52Z 32.2K followers, [---] engagements

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