The surprise winner in the U.S.-China tech war? Vietnam’s chip industry, Vietnamese chip component suppliers are responding to growing market demands for products with no Chinese link, Lam Le, 28 July 2025, https://restofworld.org/2025/vietnam-chip-industry-us-china-trade-war/
How China Is Girding for an AI Battle With the U.S. As Washington tries to limit China’s progress, Beijing is spending more to build AI that doesn’t rely on U.S. technology, Raffaele Huang and Liza Lin, July 29, 2025, https://www.wsj.com/tech/ai/how-china-is-girding-for-an-ai-battle-with-the-u-s-5b23af51?mod=djem10point
China Is Quickly Eroding America’s Lead in the Global AI Race, Wall Street Journal, July 2025, https://www.wsj.com/tech/ai/artificial-intelligence-us-vs-china-03372176?mod=tech_lead_pos1
As Export Controls Fuel Domestic Innovation, China’s AI Industry Closes Gap With U.S. Arthur Kaufman, June 24, 2025, https://chinadigitaltimes.net/2025/06/as-export-controls-fuel-domestic-innovation-chinas-ai-industry-closes-gap-with-u-s/
Can the Gulf buy its way to AI supremacy? Divsha Bhat, Rest of world, June 2025, https://restofworld.org/2025/gulf-ai-investment-us-china-race/
Chinese AI Companies Dodge U.S. Chip Curbs by Flying Suitcases of Hard Drives Abroad: Engineers carry data to countries where Nvidia chips are available, frustrating Washington’s aims, Raffaele Huang, and Liza Lin, Wall Street Journal, June 2025 https://www.wsj.com/tech/china-ai-chip-curb-suitcases-7c47dab1?mod=hp_lead_pos5
Arm CEO joins Nvidia’s call to rethink chip curbs, Bloomberg, June 2025 https://kr-asia.com/pulses/154608
How to Gauge Whether Trump’s AI Chip Deals With Gulf Countries Are Any Good, Alasdair Phillips-Robins, Sam Winter-Levy, Carnegie Endowment for International Peace, May 2025, https://carnegieendowment.org/emissary/2025/05/ai-chip-trump-gulf-uae-saudi-security-risk-good-deal?lang=en
New U.S. chip guidance on Huawei reveals deeper fears, tougher realities, CGTN, 14-May-2025, https://news.cgtn.com/news/2025-05-14/New-U-S-chip-guidance-on-Huawei-reveals-deeper-fears-1DniqT0I33W/p.html
How China is still getting its hands on Nvidia’s gear, The Economist, May 5, 2025, https://www.economist.com/business/2025/05/05/how-china-is-still-getting-its-hands-on-nvidias-gear
This is how China skirts U.S. chip bans: Chinese tech companies use smugglers, loopholes, and innovation to work around U.S. chip restrictions, Viola Zhou , 1 April 2025, https://restofworld.org/2025/chinese-companies-skirt-us-chip-bans/
Malaysia to crack down on Nvidia chip flows under US pressure, Financial Times March 2025 https://www.ft.com/content/d0267fb8-36b2-41dc-9c0c-d493976812c7
The Trump administration can avoid a strategic misstep in the AI global race
Brad Smith, Microsoft, Feb 27, 2025 |
https://blogs.microsoft.com/on-the-issues/2025/02/27/trump-administration-ai-global-race
America Last? Relegating U.S. national security to leading from behind.
Ken Glueck, Executive Vice President, Oracle—February 2025
https://www.oracle.com/news/announcement/blog/america-last-relegating-us-national-security-to-leading-from-behind-2025-02-04
What DeepSeek taught us about the gaps in US tech strategy, Nathan Picarsic, Emily de la Bruyère, Hinrich Foundation, February 2025, https://www.hinrichfoundation.com/research/wp/tech/what-deepseek-taught-us-about-the-gaps-in-us-tech-strategy/
The AI Diffusion Framework: Securing U.S. AI Leadership While Preempting Strategic Drift, Barath Harithas, CSIS, February 18, 2025
https://www.csis.org/analysis/ai-diffusion-framework-securing-us-ai-leadership-while-preempting-strategic-drift
The new AI diffusion export control rule will undermine US AI leadership
John Villasenor, Brookings, January 23, 2025
The Final Countdown: Will Biden’s AI Diffusion Prevail?
Kayla Zipp, TecEx, January 15, 2025
With Its Latest Rule, the U.S. Tries to Govern AI’s Global Spread
Sam Winter-Levy, CEIP, January 13, 2025
https://carnegieendowment.org/emissary/2025/01/ai-new-rule-chips-exports-diffusion-framework?lang=en
NVIDIA Statement on the Biden Administration’s Misguided ‘AI Diffusion’ Rule
Ned Finkle, Nvidia, January 13, 2025
https://blogs.nvidia.com/blog/ai-policy
Export Controls on AI Chips: Biden’s Overreach Risks U.S. Leadership in Tech
By Stephen Ezell, ITIF, January 7, 2025https://itif.org/publications/2025/01/07/export-controls-on-ai-chips-bidens-overreach-risks-us-leadership-in-tech/