Paul Triolo
@pstAsiatech
Unflinching look @ nexus: tech/geopolitics. Digital Econ, Semis, AI, Greentech, Partner, SVP China/Tech Policy Lead DGA ASG, ASPI CCA. Substack: AI Decrypted
Looking forward to this next week! #BrainstormAI Great panel with @ruima @hlntnr @RevaGoujon with the great @claychandler as moderator!

US, Japan agree trade deal, lowering threatened Trump tariff to 15% asia.nikkei.com/Economy/Trade-… via @NikkeiAsia
FuriosaAI, the Seoul-based startup seeking to design chips to compete with Nvidia, has sealed its first major contract months after rejecting an $800 million acquisition offer from Meta bloomberg.com/news/articles/…
Thanks to @claychandler and the team at Fortune for putting together a great panel today on China US AI competition as part of Brainstorm AI Singapore!!! And great fellow panelists @RevaGoujon @ruima and @hlntnr!!!
Thanks @FortuneMagazine for having me as part of the Brainstorm AI Singapore 2025 to talk about US-China AI competition! In esteemed company with @pstAsiatech @RevaGoujon and @hlntnr!
US Treasury chief says trade talks with China to continue next week in Sweden Beijing has yet to confirm Stockholm talks, but Swedish Prime Minister Kristersson said in a post on X his country would play host to the US-China negotiations next week. scmp.com/news/china/dip…
Has China’s Qianfan satellite network and Starlink rival run into trouble? scmp.com/news/china/sci…
Sanctioned German China expert visits Beijing in sign of easing restrictions Good sign. Impossible to do solid China research remotely... scmp.com/news/china/dip…
Significant...China warns of data theft via ‘back doors’ in imported chips, smart gadgets sc.mp/ppy4g?utm_sour… via @scmpnews
Trump may travel to China to meet Xi in 'not-too-distant future' On the one hand, November is in not too distant future, on the other, it is a long time to wait for presidential meeting... reuters.com/world/china/tr…
Why Apple Is Losing Ground in the AI Talent War (It’s Not Just Money) — The Information theinformation.com/articles/apple…
Return of Nvidia H20 chip to China clears AI bottleneck: Morgan Stanley Nvidia told its Chinese customers that the supply of the chips would be limited and that it did not plan to restart production of the model scmp.com/tech/article/3…
Moonshot’s Kimi K2 soars in popularity amid experts’ praise for Chinese AI scmp.com/tech/tech-tren…
Alibaba upgrades Qwen3 model to outperform OpenAI, DeepSeek in maths, coding scmp.com/tech/big-tech/…
Nvidia said it was working to support the RISC-V chip architecture on its CUDA software platform, a move expected to boost the open-source movement that China is betting on as part of its tech self-sufficiency drive. scmp.com/tech/big-tech/…
The Investors Set to Win Big From Meta's Scale AI Deal theinformation.com/articles/inves…
SoftBank and OpenAI’s $500 Billion AI Project Struggles to Get Off Ground The Stargate venture, introduced at White House event, is now setting the more modest goal of building a small data center by year-end wsj.com/tech/ai/softba…
#ChinaREEControls #USChinaTechColdWar
Indian Media: Foxconn's AirPods Production in India Affected by Rare Earth Shortage Due to Mainland China's Controls The Economic Times (ET) of India, citing sources, reported that Hon Teng Precision, a subsidiary of Hon Hai Technology Group, has been affected by a shortage of…
Agree....
AI has been chronically overhyped until about 4 years ago, but underhyped since then:
👇👇👇
If our retro-futuristic diner turns out well, which I think it will, @Tesla will establish these in major cities around the world, as well as at Supercharger sites on long distance routes. An island of good food, good vibes & entertainment, all while Supercharging!