China
With the US summit behind it, China is squaring up for the next defining trade battle. It’s very confident that it will win.
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June 2, 2026
Who Will Govern AI?
Closing the gap between those who build AI and those who govern it is now a central challenge of the AI age.
May 29, 2026
Compute: AI Bubble or Bottleneck?
The artificial intelligence boom must overcome supply shortages — in both the US and China.
May 28, 2026
Reality Check: Breaking Free From China’s Drone Ecosystem is Harder Than You Think
China controls the global supply of drones. It will be challenging to cut this dependency.
May 28, 2026
The MATCH Act and Multilateral Cooperation
The MATCH Act would ask allies to follow the US on semiconductor equipment export restrictions. Unfortunately, key parts of this effort are divorced from reality.
May 27, 2026
China and the Hungarian Water Crisis
The days when Chinese industry received a free pass from the Budapest government are over. A water shortage has seen to that.
May 22, 2026
Russian Influence Drains Away in the South Caucasus
Armenia is building closer relations with the EU, underlining Russia’s diminishing influence in the South Caucasus.
May 19, 2026
The Putin-Xi ‘Shared Consciousness’ Requires a Robust Western Response
The debate about the China-Russia relationship is over. It’s clear the two are locked into an intimate and dangerous quest to change the world in ways inimical to the West.
May 13, 2026
A Global G2? Xi-Trump Summit Spurs Europe-Japan Jitters
Talks between the US and China will be anxiously observed by trading powers far from the summit venue.
May 13, 2026
What to Watch at the US-China Summit
President Trump and Chairman Xi both believe they hold the stronger hand.