4 Comments
User's avatar
AquaVis Advisors's avatar

If you still think Semiconductors (notably leading-edge, like Nvidia GPUs) are not critical to National Security -- laying the Foundation for the Technology Pillar -- then wake up.

Check out this WSJ article talking about how Chinese AI companies have been circumventing US chip restrictions (https://www.wsj.com/tech/china-ai-chip-curb-suitcases-7c47dab1?reflink=desktopwebshare_permalink)

Expand full comment
AquaVis Advisors's avatar

China further doubling down on Production - notably of Critical Products.

Not surprising at all - particularly the Semiconductor side - as they look to reduce external dependencies

https://www.semafor.com/article/05/26/2025/beijing-reportedly-mulling-made-in-china-2035

Expand full comment
AquaVis Advisors's avatar

Apt timing of this article. Several interconnected items occurred today:

- Trump team tightening Semiconductor restrictions on China (https://www.reuters.com/technology/trump-team-seeks-toughen-chip-controls-over-china-bloomberg-news-reports-2025-02-25/)

- President Xi holds conversation with Putin, reaffirming 'no limits partnership' (https://x.com/vtchakarova/status/1894327276369580298?s=46)

- Trump lays out America First Investment Policy, aimed directly at blocking China (https://www.whitehouse.gov/presidential-actions/2025/02/america-first-investment-policy/)

Expand full comment
AquaVis Advisors's avatar

China further adding to its nuclear energy capacity, aiming to overtake the US by 2030.

Energy is a Pillar of Power. The race is on.

https://x.com/vtchakarova/status/1923085377260130404?s=46&t=Ay_vpS-Cy_QDCvezUUZaSQ

Expand full comment