This should surprise exactly no one.
#China #AI #Cybersecurity #TechColdWar
washingtontimes.com/news/202…
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This would be huge if #singularity is soon.
The implications for the #AI race & #TechColdWar could not be higher.
Context:
Keeping Anthropic in line
Soft nationalization
Preparing the ground for a US equity stake in all AI companies
Out of context; Singularity (even a few months head start is everything)
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Jun 13
No one knows where #AI is going but the fear is there...
#Cybersecurity #TechColdWar #Anthropic #Mythos #Fable
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Jun 12
The question of bleeding edge innovation at the frontier of #AI vs. good enough & diffusion is a critical variable in the #AI race & #TechColdWar with #China.
Jun 11
My colleagues and I just published a new report on U.S.-China AI competition, taking a holistic view of AI leadership. We argue that the competition is about more than who has the best models and chips. It's a contest of energy, data, talent, capital, industrial capacity, diffusion, and national resilience.
The U.S. remains ahead in frontier model development and advanced compute deployment, but China's deep bench of AI engineers, low-cost models, control over critical nodes in the hardware supply chain, vast energy infrastructure, and aggressive push to diffuse AI make it a formidable competitor.
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Jun 12
Arguably, the decisive theater in our geopolitical competition & #TechColdWar with #China will be the home front as well outlined in this @TheNatlInterest piece.
nationalinterest.org/feature…
This can certainly be seen with recent amplification of concerns over #DataCenters.
Excerpt,
"China’s influence activity has increasingly shifted toward softer targets: social media ecosystems, local politics, diaspora organizations, campaign finance networks, universities, and state-level institutions. Most worryingly, these campaigns now appear to reflect organic American community sentiment.
Beijing’s influence campaigns manifest in both the digital and physical realms. In the run-up to the 2024 presidential election, social media analytics firm Graphika revealed Chinese influence operations that masqueraded as US voters on X and TikTok. These users claimed to be US citizens or US-focused advocates for peace, human rights, and information integrity, frustrated by American politics. By flooding social networks with 'spamouflage'—political messaging created by fake American users—China is trying to disguise coordinated influence operations as authentic online discourse."
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Jun 12
A reminder #China will do what it takes to hobble American innovation in the #AI race & win the #TechColdWar.
Jun 11
🚨 OpenAI has identified and disrupted two clusters of PRC-linked operations that used ChatGPT to generate content targeting U.S. debates over AI infrastructure, data centers, and wider tech policies.
China is working to shape America's AI future. openai.com/index/prc-linked-…
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Jun 10
Again, there are legitimate concerns over #DataCenters. Much opposition starts organically, BUT it is becoming increasingly clear that #China is intentionally using technology to manipulate our open system of debate & attempt to hamstring us in the #AI race.
The below from @OpenAI should be mandatory reading.
#TechColdWar
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Jun 9
Jun 9
China is preparing to spend $295 billion on AI infrastructure and plans to rely heavily on Chinese technology firms.
The message from Beijing is clear: they want to build their own ecosystem, replace American technology, and lead in AI.
➡️ bloomberg.com/news/articles/…
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Bernard Gress retweeted
Jun 8
The US military has officially branded China’s most powerful civilian tech giants as military entities.
In a massive escalation of the tech cold war, the Pentagon finalized its annual Section 1260H update, formally designating Alibaba, Baidu, and BYD as "Chinese military companies" operating directly or indirectly within the United States. Washington asserts that these corporate giants are deeply entangled in Beijing’s military-civil fusion strategy, serving as conduits for the People’s Liberation Army to access cutting-edge civilian innovations in artificial intelligence, e-commerce, and electric vehicles.
While the designation does not impose immediate blocking sanctions on the private sector, it triggers a severe operational countdown for defense contractors and global supply chains. Beginning June 30, 2026, the Department of Defense is legally barred from securing or renewing contracts with any of the listed firms. Simultaneously, strict new defense regulations will penalize any US entities that engage lobbyists for these blacklisted Chinese firms, setting the stage for a sweeping indirect procurement ban in 2027 that will target any products containing their components.
The reputational and financial fallout is already vibrating through global markets, triggering an immediate drop in Alibaba’s stock as institutional investors scramble to reassess compliance risks. Although Alibaba, Baidu, and BYD have forcefully rejected the Pentagon's classification, asserting they are strictly independent commercial enterprises, Beijing is poised for a fierce diplomatic and economic response. The line between Chinese commerce and military power has been officially erased by Washington, forcing global enterprises to rapidly purge these entities from their networks.
#NationalSecurity #TechWar #Alibaba #Baidu #BYD #Pentagon #SupplyChain #Geopolitics2026
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Jun 8
Jun 8
Microsoft is quietly helping launch an incubator for Chinese tech startups focused on AI and global expansion, according to a new report.
Beijing is racing for AI dominance. Why is an American company helping?
➡️ nypost.com/2026/06/08/busine…
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Jun 8
This is correct from @Policy_Solution regarding the risks of red tape inhibiting our ability to stay ahead in the #AI race & #TechColdWar with #China.
Democrats’ AI playbook is the same playbook they use for everything: Tax it. Regulate it. Slow it down.
While we debate permission slips for the Pentagon, China is building the infrastructure to own the next century.
America can’t win the AI race by tying its own hands.
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Jun 7
An important @nfergus
piece in @TheFP on the dangers of the new #AI race & #TechColdWar with #China.
thefp.com/p/niall-ferguson-a…
Excerpt,
"In 1957, Henry Kissinger published Nuclear Weapons and Foreign Policy. The book clearly identified the central problem of the nuclear age: that any strategy of brinkmanship based on the threat to use strategic nuclear weapons created such a high risk of Armageddon that it lacked credibility. Though flawed in the eyes of its many critics, it was a seminal work that established his reputation as a strategic thinker at a time of public uncertainty as the Cold War escalated.
Seven decades later, at another moment of uncertainty and escalation, we desperately need someone like Kissinger to write Artificial Intelligence and Global Security.
The unfolding history of artificial intelligence has now arrived at what may be its most dangerous moment. There are two barely controlled AI races, one between around five American companies—Anthropic, Google, Meta, OpenAI, and xAI lead the field—and the other between the two geopolitical superpowers: the United States and China, with its own competing companies...
"But unless such steps are taken—unless the unconstrained races among the companies and between the superpowers are slowed down—then humanity is in grave danger of destruction at the hands of an alien intelligence that did not have to invade Earth, because we created it. This was the great preoccupation of Kissinger’s final years, inspiring him to write two books and numerous essays. Nearly three years after his death, we badly miss Kissinger’s distinctive kind of human intelligence.
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Jun 7
The Tech Cold War
Three private technology blocs are carving up the future of artificial intelligence — not through product launches, but through energy contracts, chip allocations, satellite networks, and regulatory warfare.
Bloc A (Cyber-Physical Stack): Musk’s vertical empire (X Starlink Tesla/Optimus xAI) backed by Google, Amazon, and Intel’s strategic foundries.
Bloc B (Distribution Monopoly): Microsoft OpenAI Apple controlling the interfaces where AI meets a billion users.
Bloc C (Hardware Axis): Nvidia’s unbreakable ecosystem, Meta’s open-source strategy, and the critical Korean memory supply chain.
While these blocs compete fiercely, three states shape the battlefield: the fast and schizophrenic United States, the slow and procedural European Union, and the patient, state-directed China.
This is no longer a technology race. It is a geopolitical partition with hundred-billion-dollar capital expenditures, circular capital flows, and supply chain dependencies that may already be irreversible.
Full analysis in the article below.
#AI #TechColdWar #Geopolitics #NVDA #FutureOfTech #GOOG #AAPL #OPENAI #INTC #AMZN
linkedin.com/pulse/tech-cold…
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Jun 5
I live in Central Ohio & we are now at the heart of the transformations chaging the world. We should not step back.
nytimes.com/2026/06/05/busin…
BTW, if we try, we will not just hurt Ohio's economy, we will hamstring ourselves against #China in the #TechColdWar. The stakes are the highest they have been since the end of the Soviet Union a generation ago.
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Jun 5
Make no mistake the #AI arms race is here & it won't be going anywhere soon...
The #TechColdWar with #China is a dangerous game but one that cannot but be played.
Today, @POTUS signed a National Security Presidential Memorandum on AI in the national security enterprise. The men and women who defend our nation deserve the best, most secure, and most reliable AI in the world, and our citizens deserve to know it is handled responsibly with the care and seriousness they expect.
The NSPM accelerates AI adoption from multiple vendors to prevent single points of failure, updates @DeptofWar’s guidance on autonomy in weapons systems to keep pace with the frontier, and ensures no entity can disable or degrade an AI system our warfighters depend on without prior approval.
Under @POTUS’s leadership, we are putting our AI dominance to work to defend the American people.
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Jun 4
Fascinating given the seeming breakdown between @anthropic & the @DeptofWar.
But probably necessary under the circumstances.
The #AI #TechColdWar could easily go hot anytime & we must be prepared.
scoop: Anthropic has installed forward deployed engineers in the US National Security Agency to help deploy Claude Mythos for cyber offensive operations w/ @AsiaLens
84
Jun 4
Important @RCPolitics
piece on the future of #tech from #AI to #quantum computing.
If American companies step back from keeping America at the innovative edge due to "moral" concerns, they will only help #China win the #TechColdWar & dominate the world. realclearpolitics.com/articl…
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Jun 4
Well, this probably will scare a lot of people. But this is why we are in an #OppenheimerMoment.
Even if the US could put the genie back in the box, the world cannot & #China can it be allowed to get ahead in both innovation & diffusion...
#AI #TechColdWar
Jun 4
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.
It’s happening faster than we thought, and the implications deserve greater attention. anthropic.com/institute/recu…
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Jun 4
A very good piece on how #China remains atop the strategic high ground when it comes to #rareearths.
In a crisis, China retains remarkable leverage over the US until the US can diversify both its #supplychains & refining capacity.
#TechColdWar
investornews.com/critical-mi…
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