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China

GTC 2026 Day 2 – Cementing Dominance

Telecom and enterprise. China – Stop, start, stop start Retail – OpenAI and Google onboarded. Take Home Message

Technology Newsround – Adobe & Cambricon

Adobe Q1 26 – Unnecessary uncertainty Cambricon – A rounding error.

USA vs. China – More of Same

15th 5-year plan will not solve the AI problem.

USA vs. China – The DeepSeek Effect

DeepSeek: 1, OpenAI: 5, Anthropic 4, Gemini: 9.

Research Publication – Reality Bytes – Clash of the Titans Vol. IX. Nvidia vs. Huawei

February 23rd 2026: Radio Free Mobile and Alavan Independent update their Clash of Titans series with the publication of Reality Bytes – Clash of the Titans Vol. IX. Nvidia vs....

Global Foundries Q4 25 – Good Timing

GlobalFoundries may have turned a corner.

USA vs China – Tit for Tat

Once again, China is the agent of US policy.

CES 2026 – Day 3 – Back in the Open

China is back in full force Smart Glasses – Almost as popular as robots

USA vs. China – All about Economics

New node is less economic than the old one.

USA vs China – Export Debate

Argument for exports is weaker.