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geopolitics

Illustration showing a grid of servers with the text No government backstop. AI capex stays private on the left, and a simplified government building icon on the right, separated by a faint boundary.

OpenAI CFO Sarah Friar rejects government backstop as AI capex expectations explode

November 6, 2025 Gavin Bonshor 0

OpenAI’s chief financial officer Sarah Friar has tried to shut down one of the most politically sensitive ideas around frontier AI – that the company […]

A green outlined computer chip and a red rectangular device with a grid of small squares, possibly symbolizing Nvidia or a Huawei affiliate, are connected by curved lines against a blue background dotted with small white stars.

US committee targets Nvidia over Chinese campus ties and Huawei affiliate presence

November 6, 2025 Gavin Bonshor 0

A US congressional committee has criticised Nvidia for operating on a shared campus in China with a Huawei affiliated company that is under US restrictions. […]

A stylized American flag on the left is set against a dark, starry background. On the right, a glowing green radar-like graphic overlaps a rectangular microchip design, evoking the innovation behind AI chips like Nvidia Blackwell.

Trump’s Blackwell doctrine: what “no Nvidia Blackwell for other countries” really means for AI chips

November 3, 2025 Gavin Bonshor 0

President Donald Trump has said that Nvidia’s most advanced Blackwell AI chips will be reserved for the United States, telling CBS that “the most advanced, […]

OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareOpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareNovember 7, 2025Gavin Bonshor
Landfall spyware quietly hit Samsung Galaxy phones with zero click image attacksLandfall spyware quietly hit Samsung Galaxy phones with zero click image attacksNovember 7, 2025Gavin Bonshor
Trump’s AI team rules out OpenAI bailout – what that really means for the industryTrump’s AI team rules out OpenAI bailout – what that really means for the industryNovember 6, 2025Gavin Bonshor
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