# ![@pstAsiatech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::732964902273306624.png) @pstAsiatech Paul Triolo

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

### Engagements: [------] [#](/creator/twitter::732964902273306624/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732964902273306624/c:line/m:interactions.svg)

- [--] Week [---------] +1,228%
- [--] Month [---------] +247%
- [--] Months [---------] +50%
- [--] Year [---------] -21%

### Mentions: [--] [#](/creator/twitter::732964902273306624/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732964902273306624/c:line/m:posts_active.svg)

- [--] Week [---] +21%
- [--] Month [---] +3.40%
- [--] Months [-----] +72%
- [--] Year [-----] -10%

### Followers: [------] [#](/creator/twitter::732964902273306624/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732964902273306624/c:line/m:followers.svg)

- [--] Week [------] +0.02%
- [--] Month [------] +0.86%
- [--] Months [------] +11%
- [--] Year [------] +22%

### CreatorRank: [-------] [#](/creator/twitter::732964902273306624/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732964902273306624/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  44.96% [technology brands](/list/technology-brands)  31.78% [stocks](/list/stocks)  10.85% [finance](/list/finance)  8.53% [travel destinations](/list/travel-destinations)  8.53% [automotive brands](/list/automotive-brands)  6.2% [social networks](/list/social-networks)  1.55% [vc firms](/list/vc-firms)  1.55% [celebrities](/list/celebrities)  0.78%

**Social topic influence**
[china](/topic/china) #2582, [ai](/topic/ai) 27.91%, [alibaba](/topic/alibaba) #60, [beijing](/topic/beijing) #348, [xiaomi](/topic/xiaomi) #311, [list](/topic/list) #1106, [alibaba and](/topic/alibaba-and) #7, [byd](/topic/byd) #528, [model](/topic/model) #2248, [open ai](/topic/open-ai) 3.88%

**Top accounts mentioned or mentioned by**
[@scmpnews](/creator/undefined) [@dux_ie](/creator/undefined) [@dawn2042](/creator/undefined) [@ft](/creator/undefined) [@richardturrin](/creator/undefined) [@peterliucasm](/creator/undefined) [@nikkeiasia](/creator/undefined) [@jackmon23472449](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@oshihua](/creator/undefined) [@nytimes](/creator/undefined) [@dalperovitch](/creator/undefined) [@ryanlhass](/creator/undefined) [@potus](/creator/undefined) [@cnevpost](/creator/undefined) [@naragov](/creator/undefined) [@thomasdggeddes](/creator/undefined) [@jonnycapitalist](/creator/undefined) [@iruletheworldmo](/creator/undefined) [@drfrederickchen](/creator/undefined)

**Top assets mentioned**
[Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/pstAsiatech/status/1991901446590095615)  2025-11-21T16:08Z 32.1K followers, 362.8K engagements


"New Japan tech said to slash power use in making next-gen 1.4-nm chips Dai Nippon Printing has developed a technology expected to cut power use by 90% for manufacturing advanced semiconductors a step that could greatly reduce the cost of making AI chips. https://asia.nikkei.com/business/tech/semiconductors/new-japan-tech-said-to-slash-power-use-in-making-next-gen-1.4-nm-chips https://asia.nikkei.com/business/tech/semiconductors/new-japan-tech-said-to-slash-power-use-in-making-next-gen-1.4-nm-chips"  
[X Link](https://x.com/pstAsiatech/status/1998531798330966248)  2025-12-09T23:14Z 32.1K followers, [----] 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](https://x.com/pstAsiatech/status/2002874059957137862)  2025-12-21T22:49Z 32.1K followers, 11.6K engagements


"Price rises on horizon for Chinese cloud firms after Google and AWS set new rates Alibaba Cloud led Chinas AI cloud services sector in H1 of [----] with a 36% market share. ByteDances Volcano Engine Huawei Cloud Tencent Cloud followed with [--] [--] and 7%. https://www.scmp.com/tech/article/3341516/price-rises-horizon-chinese-cloud-firms-after-google-and-aws-set-new-ratesmodule=top_story&pgtype=section https://www.scmp.com/tech/article/3341516/price-rises-horizon-chinese-cloud-firms-after-google-and-aws-set-new-ratesmodule=top_story&pgtype=section"  
[X Link](https://x.com/pstAsiatech/status/2016583754999849230)  2026-01-28T18:46Z 32.1K followers, [----] engagements


"Huge.Pax Sinica Chinese tech giant Tencent plots Middle East cloud expansion as spending in the region booms https://cnb.cx/3O7II5C https://cnb.cx/3O7II5C"  
[X Link](https://x.com/pstAsiatech/status/2016625128340148308)  2026-01-28T21:31Z 32.1K followers, [----] engagements


"I Test Drove a Chinese EV. Now I Dont Want to Buy American Cars Anymore. Duh. https://www.wsj.com/tech/personal-tech/chinese-ev-test-drive-xiaomi-su7-c3e59282st=49Ktpc https://www.wsj.com/tech/personal-tech/chinese-ev-test-drive-xiaomi-su7-c3e59282st=49Ktpc"  
[X Link](https://x.com/pstAsiatech/status/2017059193342026165)  2026-01-30T02:16Z 32.1K followers, [----] engagements


"Huge.Alibaba AI chip push hits [------] mark beating local rival Cambricon: sources The milestone underscores Alibabas growing footprint in AI hardware as Chinese firms accelerate efforts to build home-grown processors via @scmpnews https://sc.mp/xtwlbutm_source=twitter&utm_campaign=3341860&utm_medium=share_widget https://sc.mp/xtwlbutm_source=twitter&utm_campaign=3341860&utm_medium=share_widget"  
[X Link](https://x.com/pstAsiatech/status/2017255581636014386)  2026-01-30T15:16Z 32.1K followers, [----] engagements


"Nvidia plans 3000-employee building at Santa Clara campus - Silicon Valley Business Journal https://www.bizjournals.com/sanjose/news/2026/01/30/nvidia-hq-campus-expansion-2026.html https://www.bizjournals.com/sanjose/news/2026/01/30/nvidia-hq-campus-expansion-2026.html"  
[X Link](https://x.com/pstAsiatech/status/2017372926425661442)  2026-01-30T23:02Z 32.1K followers, [---] engagements


"Profits rise for Chinas semiconductor firms on AI boom tech self-reliance push https://www.scmp.com/tech/tech-trends/article/3341834/chinas-semiconductor-firms-post-hefty-2025-profits-amid-ai-boom-tech-self-reliance-drive https://www.scmp.com/tech/tech-trends/article/3341834/chinas-semiconductor-firms-post-hefty-2025-profits-amid-ai-boom-tech-self-reliance-drive"  
[X Link](https://x.com/pstAsiatech/status/2017959093982339326)  2026-02-01T13:51Z 32.1K followers, [----] engagements


"Why China Cares About Being Cool All of a Sudden The hype around Chinese trinkets movies and video games is giving Beijings global profile some timely gloss just as American soft power is losing some of its sheen. https://www.wsj.com/world/china/labubu-youtube-influencers-gen-z-7271596ast=QGXwn3 https://www.wsj.com/world/china/labubu-youtube-influencers-gen-z-7271596ast=QGXwn3"  
[X Link](https://x.com/pstAsiatech/status/2017983737313550753)  2026-02-01T15:29Z 32.1K 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](https://x.com/pstAsiatech/status/2018310750368850184)  2026-02-02T13:09Z 32.1K followers, [----] engagements


"Latest on Substack.Great Power Competition and AI Safety in 2026: Analysis of New Essay from Anthropic CEO and more DeepSeek FUD US China AI competition in [----] cutting through the good the bad and the just ugly. https://open.substack.com/pub/pstaidecrypted/p/great-power-competition-and-ai-safetyutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/pstaidecrypted/p/great-power-competition-and-ai-safetyutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/pstAsiatech/status/2018431316266492251)  2026-02-02T21:08Z 32.1K followers, [----] engagements


"8/10 Enterprises still the growth engine: many future industries rise from firms incremental breakthroughs. Policy emphasis: make companies the innovation hub; cultivate techleading highinnovation leading enterprises and hightech firms to pull the frontier forward"  
[X Link](https://x.com/pstAsiatech/status/2018435933754794132)  2026-02-02T21:26Z 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](https://x.com/pstAsiatech/status/2018435934971187590)  2026-02-02T21:26Z 32.2K followers, [---] engagements


"WSJ: A better idea to counter Chinas rare-earth dominance is to coordinate development of mines/processing facilities with allies.mistake to imitate Chinas statist model. Government stakes in companies is wrong way to beat China. China model not just "statist" coordination with allies not sufficient neither are market forces. You need an actual 20-year strategy. https://www.wsj.com/opinion/usa-rare-earth-commerce-department-trump-administration-china-cd010507 https://www.wsj.com/opinion/usa-rare-earth-commerce-department-trump-administration-china-cd010507"  
[X Link](https://x.com/pstAsiatech/status/2018771547075363159)  2026-02-03T19:40Z 32.1K followers, [----] engagements


"Nvidia AI chip sales to China stalled by US security review via @FT https://giftarticle.ft.com/giftarticle/actions/redeem/deb1195e-8f66-4bd0-a841-c64fd414f2fa https://giftarticle.ft.com/giftarticle/actions/redeem/deb1195e-8f66-4bd0-a841-c64fd414f2fa"  
[X Link](https://x.com/pstAsiatech/status/2019030532093313186)  2026-02-04T12:49Z 32.1K followers, [---] engagements


"2026 Critical Minerals Ministerial - United States Department of State https://www.state.gov/releases/office-of-the-spokesperson/2026/02/2026-critical-minerals-ministerial https://www.state.gov/releases/office-of-the-spokesperson/2026/02/2026-critical-minerals-ministerial"  
[X Link](https://x.com/pstAsiatech/status/2019411444270555489)  2026-02-05T14:03Z 32.1K followers, [---] engagements


"Nvidia to Delay New Gaming Chip Due to Memory Chip Shortage https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortageutm_source=ti_app&rc=hlqv2n https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortageutm_source=ti_app&rc=hlqv2n"  
[X Link](https://x.com/pstAsiatech/status/2019420437050961974)  2026-02-05T14:38Z 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](https://x.com/pstAsiatech/status/2019522007097045259)  2026-02-05T21:22Z 32.1K followers, [---] engagements


"Tencents giveaway campaign for AI chatbot Yuanbao blocked by WeChat Units clash as super app blocks links from AI chatbots US$144 million promotion for impacting user experience and causing harassment via @scmpnews https://www.scmp.com/utm_source=twitter&utm_campaign=3342324&utm_medium=share_widget https://www.scmp.com/utm_source=twitter&utm_campaign=3342324&utm_medium=share_widget"  
[X Link](https://x.com/pstAsiatech/status/2019522201075232933)  2026-02-05T21:23Z 32.1K followers, [---] engagements


"Chinese AI firms defend safety practices push back on Western criticism Chinese developers stress cultural context in AI safety as domestic models narrow the gap with their US rivals to the closest level yet via @scmpnews https://www.scmp.com/utm_source=twitter&utm_campaign=3342279&utm_medium=share_widget https://www.scmp.com/utm_source=twitter&utm_campaign=3342279&utm_medium=share_widget"  
[X Link](https://x.com/pstAsiatech/status/2019522359275974856)  2026-02-05T21:23Z 32.1K followers, [---] engagements


"Carney Stakes Canadas Auto Future on E.V.s as It Pulls Away From the U.S. I see this as Carney showing the leadership that the U.S. should be showing the world right now said John Helveston a professor in the engineering department at George Washington University. I see this as Canada deciding someone needs to be an adult and start putting forth policies to embrace the future. via @NYTimes https://www.nytimes.com/2026/02/05/world/canada/carney-canada-electric-vehicles-trump-trade.htmlsmid=nytcore-ios-share"  
[X Link](https://x.com/pstAsiatech/status/2019597659766477023)  2026-02-06T02:22Z 32.1K followers, [----] engagements


"This. China LLM Deep Dive China LLM market looks far more fragmented than the US. Combined industry revenue is likely still subUS$500M. Chinese consumers dont pay. Enterprises resist paying up for API. A handful of model companies are targeting overseas markets. Taken together https://t.co/mHEiwssAer China LLM Deep Dive China LLM market looks far more fragmented than the US. Combined industry revenue is likely still subUS$500M. Chinese consumers dont pay. Enterprises resist paying up for API. A handful of model companies are targeting overseas markets. Taken together https://t.co/mHEiwssAer"  
[X Link](https://x.com/pstAsiatech/status/2019598141709062230)  2026-02-06T02:24Z 32.1K followers, [----] engagements


"Elon Musks SpaceX has been sounding out multiple Chinese solar suppliers in recent weeks as he advances his vision for space-based data centres powered by constant solar energy drawing fresh attention to Chinas solar supply chain. https://www.scmp.com/tech/article/3342557/space-computing-push-elon-musks-spacex-shines-beam-chinas-solar-supply-chain https://www.scmp.com/tech/article/3342557/space-computing-push-elon-musks-spacex-shines-beam-chinas-solar-supply-chain"  
[X Link](https://x.com/pstAsiatech/status/2019599365799575715)  2026-02-06T02:29Z 32.1K followers, [----] engagements


"The Car Industry Is Racing to Replace Chinese Code https://www.wsj.com/business/autos/the-car-industry-is-racing-to-replace-chinese-code-6b939e1fst=j6Jabx https://www.wsj.com/business/autos/the-car-industry-is-racing-to-replace-chinese-code-6b939e1fst=j6Jabx"  
[X Link](https://x.com/pstAsiatech/status/2019745947903823945)  2026-02-06T12:12Z 32.1K followers, [----] engagements


"The Week Anthropic Tanked the Market and Pulled Ahead of Its Rivals https://www.wsj.com/tech/ai/the-week-anthropic-tanked-the-market-and-pulled-ahead-of-its-rivals-ef59dff1st=hvyLB5 https://www.wsj.com/tech/ai/the-week-anthropic-tanked-the-market-and-pulled-ahead-of-its-rivals-ef59dff1st=hvyLB5"  
[X Link](https://x.com/pstAsiatech/status/2019748283095114003)  2026-02-06T12:21Z 32.1K followers, [---] engagements


"ICYMI Japan's TDK says affected by China rare earth curbs making diversification push https://www.reuters.com/world/china/japans-tdk-says-affected-by-china-rare-earth-curbs-making-diversification-push-2026-02-02/ https://www.reuters.com/world/china/japans-tdk-says-affected-by-china-rare-earth-curbs-making-diversification-push-2026-02-02/"  
[X Link](https://x.com/pstAsiatech/status/2019803639347663348)  2026-02-06T16:01Z 32.1K followers, [---] engagements


"This. You can't vibe code hardware (yet). The US is investing 2.2% of GDP in AI capex in [----] (700 billion). That's far above the annual expenditures for the Manhattan Project and Apollo Program (.4% annually). China's [----] capex is probably around $100 billion. So if there's a You can't vibe code hardware (yet). The US is investing 2.2% of GDP in AI capex in [----] (700 billion). That's far above the annual expenditures for the Manhattan Project and Apollo Program (.4% annually). China's [----] capex is probably around $100 billion. So if there's a"  
[X Link](https://x.com/pstAsiatech/status/2019844167548235975)  2026-02-06T18:42Z 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](https://x.com/pstAsiatech/status/2019876475886022926)  2026-02-06T20:50Z 32.1K 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](https://x.com/pstAsiatech/status/2019977341275885881)  2026-02-07T03:31Z 32.1K followers, [----] engagements


"US Treasury chief warns of Chinas push for digital asset dominance Bessent said he would not be surprised if China is already looking into ways to challenge the US pre-eminence in digital assets given Hong Kong's efforts to develop the industry. https://www.scmp.com/news/us/article/3342569/us-treasury-chief-warns-china-could-challenge-us-digital-asset-lead-hong-kong https://www.scmp.com/news/us/article/3342569/us-treasury-chief-warns-china-could-challenge-us-digital-asset-lead-hong-kong"  
[X Link](https://x.com/pstAsiatech/status/2019978073806938391)  2026-02-07T03:34Z 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](https://x.com/pstAsiatech/status/2019978580965384440)  2026-02-07T03:36Z 32.1K followers, [----] engagements


"From China chokehold to US stockpile Europe looks for least bad rare earth bet Hint: MOUs will not do it. https://www.scmp.com/news/china/diplomacy/article/3342494/chinas-chokehold-trumps-stockpile-europe-looks-least-bad-rare-earth-bet https://www.scmp.com/news/china/diplomacy/article/3342494/chinas-chokehold-trumps-stockpile-europe-looks-least-bad-rare-earth-bet"  
[X Link](https://x.com/pstAsiatech/status/2019978803355763137)  2026-02-07T03:37Z 32.1K followers, [----] engagements


"@PeterLiuCASM @DAlperovitch President Trump will become involved"  
[X Link](https://x.com/pstAsiatech/status/2020673636395302998)  2026-02-09T01:38Z 32.1K 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](https://x.com/pstAsiatech/status/2020856671669522543)  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](https://x.com/pstAsiatech/status/2020856804821831795)  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](https://x.com/pstAsiatech/status/2020869390493732873)  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](https://x.com/pstAsiatech/status/2020869484500721914)  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](https://x.com/pstAsiatech/status/2020871592545325462)  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](https://x.com/pstAsiatech/status/2020883464761860206)  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](https://x.com/pstAsiatech/status/2020884920294387799)  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](https://x.com/pstAsiatech/status/2020911113546629123)  2026-02-09T17:22Z 32.2K 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](https://x.com/pstAsiatech/status/2021217512659058987)  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](https://x.com/pstAsiatech/status/2021217883057975792)  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](https://x.com/pstAsiatech/status/2021220886112596434)  2026-02-10T13:53Z 32.1K 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](https://x.com/pstAsiatech/status/2021960947829473764)  2026-02-12T14:53Z 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](https://x.com/pstAsiatech/status/2022292310193528969)  2026-02-13T12:50Z 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](https://x.com/pstAsiatech/status/2022309613945725249)  2026-02-13T13:59Z 32.2K followers, [---] 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](https://x.com/pstAsiatech/status/1895109222242685160)  2025-02-27T13:50Z 32.1K 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](https://x.com/pstAsiatech/status/2014728102715523446)  2026-01-23T15:53Z 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](https://x.com/pstAsiatech/status/2018415092165914845)  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](https://x.com/pstAsiatech/status/2018415093604552866)  2026-02-02T20:03Z 32.1K 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](https://x.com/pstAsiatech/status/2018449889974460627)  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](https://x.com/pstAsiatech/status/2018451208906633619)  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](https://x.com/pstAsiatech/status/2018693741217828896)  2026-02-03T14:31Z 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](https://x.com/pstAsiatech/status/2019977583748583848)  2026-02-07T03:32Z 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](https://x.com/pstAsiatech/status/2020273057496010922)  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](https://x.com/pstAsiatech/status/2020273299331379260)  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](https://x.com/pstAsiatech/status/2020551912505085998)  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](https://x.com/pstAsiatech/status/2020672119734944241)  2026-02-09T01:32Z 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](https://x.com/pstAsiatech/status/2021080912448876913)  2026-02-10T04:36Z 32.1K 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](https://x.com/pstAsiatech/status/2021213735017140430)  2026-02-10T13:24Z 32.1K 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](https://x.com/pstAsiatech/status/2021217075654431097)  2026-02-10T13:37Z 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](https://x.com/pstAsiatech/status/2021221529007071275)  2026-02-10T13:55Z 32.1K 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](https://x.com/pstAsiatech/status/2021236701104861634)  2026-02-10T14:55Z 32.1K 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](https://x.com/pstAsiatech/status/2021237716025811220)  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](https://x.com/pstAsiatech/status/2021237718152274282)  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](https://x.com/pstAsiatech/status/2021386018109170102)  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](https://x.com/pstAsiatech/status/2021570234218316273)  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](https://x.com/pstAsiatech/status/2021570733080514880)  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](https://x.com/pstAsiatech/status/2021587085812007156)  2026-02-11T14:08Z 32.2K 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](https://x.com/pstAsiatech/status/2021587706434789854)  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](https://x.com/pstAsiatech/status/2021606927143166008)  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](https://x.com/pstAsiatech/status/2021675171057119422)  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](https://x.com/pstAsiatech/status/2021677458806686158)  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](https://x.com/pstAsiatech/status/2021704374309851608)  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](https://x.com/pstAsiatech/status/2021704375756865684)  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](https://x.com/pstAsiatech/status/2021704377145106777)  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](https://x.com/pstAsiatech/status/2021704379108118909)  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](https://x.com/pstAsiatech/status/2021704385957335144)  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](https://x.com/pstAsiatech/status/2021704387760996748)  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](https://x.com/pstAsiatech/status/2021704389023412298)  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](https://x.com/pstAsiatech/status/2021704390399197539)  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](https://x.com/pstAsiatech/status/2021704391787438311)  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](https://x.com/pstAsiatech/status/2021704393159061600)  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](https://x.com/pstAsiatech/status/2021704394668912788)  2026-02-11T21:54Z 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](https://x.com/pstAsiatech/status/2022090237535547664)  2026-02-12T23:27Z 32.1K 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](https://x.com/pstAsiatech/status/2022016500614541820)  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](https://x.com/pstAsiatech/status/2022039361546748370)  2026-02-12T20:05Z 32.2K 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](https://x.com/pstAsiatech/status/2022286448267801020)  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](https://x.com/pstAsiatech/status/2022286449853268232)  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](https://x.com/pstAsiatech/status/2022288586414911883)  2026-02-13T12:35Z 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](https://x.com/pstAsiatech/status/2022299147739562099)  2026-02-13T13:17Z 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](https://x.com/pstAsiatech/status/2022307368332079592)  2026-02-13T13:50Z 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](https://x.com/pstAsiatech/status/2022327121566457863)  2026-02-13T15:08Z 32.2K followers, 10.8K 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](https://x.com/pstAsiatech/status/2022461567414002035)  2026-02-14T00:03Z 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](https://x.com/pstAsiatech/status/2022588979707781272)  2026-02-14T08:29Z 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](https://x.com/pstAsiatech/status/2022590239404109970)  2026-02-14T08:34Z 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](https://x.com/pstAsiatech/status/2022649620707631292)  2026-02-14T12:30Z 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](https://x.com/pstAsiatech/status/2022650314097401940)  2026-02-14T12:33Z 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](https://x.com/pstAsiatech/status/2022665248571035736)  2026-02-14T13:32Z 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](https://x.com/pstAsiatech/status/2022665974391148832)  2026-02-14T13:35Z 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](https://x.com/pstAsiatech/status/2020270807751016647)  2026-02-07T22:57Z 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](https://x.com/pstAsiatech/status/2021928867812753913)  2026-02-12T12:46Z 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](https://x.com/pstAsiatech/status/2022292151078465969)  2026-02-13T12:49Z 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](https://x.com/pstAsiatech/status/2022301949828174096)  2026-02-13T13:28Z 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](https://x.com/pstAsiatech/status/2022305724143955997)  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](https://x.com/pstAsiatech/status/2022305876988526686)  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](https://x.com/pstAsiatech/status/2022307365698052410)  2026-02-13T13:50Z 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](https://x.com/pstAsiatech/status/2022665660007092638)  2026-02-14T13:34Z 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](https://x.com/pstAsiatech/status/2022671734575599776)  2026-02-14T13:58Z 32.2K followers, [---] 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](https://x.com/pstAsiatech/status/2003461870586568730)  2025-12-23T13:45Z 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](https://x.com/pstAsiatech/status/2016958433870643301)  2026-01-29T19:35Z 32.2K 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](https://x.com/pstAsiatech/status/2021083874705776840)  2026-02-10T04:48Z 32.2K 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](https://x.com/pstAsiatech/status/2022090419987710040)  2026-02-12T23:28Z 32.1K followers, [---] engagements


"@TShirtnJeans2 See upcoming Substack.complicated.suspect this is old memo released for maximum effect including on H200 issue"  
[X Link](https://x.com/pstAsiatech/status/2022292542205649230)  2026-02-13T12:51Z 32.2K followers, [--] engagements


"U.S. capital has the highest propensity to invest in breakthrough technology and this pocket of capital has been hesitant about China said Duane Kuang founding managing partner of Qiming Venture Partners an early backer of smartphone maker Xiaomi food-delivery giant Meituan and video app BiliBili. But he notes that investors from other markets such as Europe the Middle East and other parts of Asia are already jumping in. https://www.theinformation.com/articles/u-s-investors-return-china-says-top-chinese-venture-capitalistutm_source=pushly&rc=hlqv2n"  
[X Link](https://x.com/pstAsiatech/status/2017274668873638313)  2026-01-30T16:32Z 32.2K 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](https://x.com/pstAsiatech/status/2021725511169273885)  2026-02-11T23:18Z 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](https://x.com/pstAsiatech/status/2022289191560691720)  2026-02-13T12:38Z 32.2K followers, [---] engagements


"1260H document.whoops"  
[X Link](https://x.com/pstAsiatech/status/2022326863549677820)  2026-02-13T15:07Z 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](https://x.com/pstAsiatech/status/2022589542130422035)  2026-02-14T08:31Z 32.2K 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](https://x.com/pstAsiatech/status/2020856570754539839)  2026-02-09T13:45Z 32.2K 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](https://x.com/pstAsiatech/status/2022291532984746313)  2026-02-13T12:47Z 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](https://x.com/pstAsiatech/status/2022307370307653924)  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](https://x.com/pstAsiatech/status/2022307938979680532)  2026-02-13T13:52Z 32.2K followers, [----] 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](https://x.com/pstAsiatech/status/2022331436720599194)  2026-02-13T15:26Z 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](https://x.com/pstAsiatech/status/2022342955034345657)  2026-02-13T16:11Z 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](https://x.com/pstAsiatech/status/2022670876966326612)  2026-02-14T13:54Z 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](https://x.com/pstAsiatech/status/2022674345517371509)  2026-02-14T14:08Z 32.2K followers, [----] engagements

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