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Geopolitics

315 summarised stories about Geopolitics, each linking back to the original source. Browse all topics →

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Monday, 28 September 2026

Experts worry about Nvidia's AI chip sales in China and influence over Trump

Ars Technica 2 weeks ago 12

Nvidia’s RTX Pro 5500 chips may be getting a path into China as China’s oversight ministry asks major AI firms to share plans to buy them. The Ministry of Industry and Information Technology is considering allowing imports of “perhaps millions” more banned chips over the next year. This could increase access to Nvidia hardware for China’s AI workloads while the broader US–China trade and potential rare-earth retaliation risks remain unresolved.

Cohere’s chief AI officer: US and China will hold us ‘by the throat’ if we don’t develop local capabilities

Sifted 2 weeks ago 19

Cohere’s chief AI officer Joëlle Pineau said smaller AI players outside the US and China should team up to build credible alternatives to dominant model makers. She warned that the US and China will “hold us by the throat” if local capabilities aren’t developed, noting Cohere had signed a merger agreement with Aleph Alpha about a week earlier. As a result, the focus shifts from competing alone to forming alliances aimed at strengthening local AI production and reducing dependency.

The U.S. economy is running hot and stuck on a hamster wheel as GDP growth must outpace borrowing costs—or risk getting sucked into a debt spiral

Fortune 31

The U.S. economy is growing faster than the interest costs of its debt, but rising Treasury yields and Fed hikes have increased the risk of a debt spiral if GDP growth falls behind borrowing rates. The 10-year Treasury yield has been around 5.16%, and the article warns that a decisive move above 5% could signal tighter funding that makes AI mega projects harder to finance. If that happens, it could cool AI-driven capital spending and worsen fiscal stress tied to debt servicing and budget deficits.

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