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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 9 of 9
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 9 of 9
_Chips: The Biggest AI Bottleneck by Marion Laboure & Camilla Siazon_
> "what is the cost of killing every Russian you would be surprised but the cost of killing every Russian is less than $1,000 now that's why they send so many people to die on the front line they don't count them they don't value them" - **Oleksandr Kamyshin** [[00:04:21](https://youtu.be/SHLgNencz3o?t=261)] > "a Patriot missile battery cost about a billion dollars to procure one system each missile cost about $4…
Chips: The Biggest AI Bottleneck by Marion Laboure & Camilla Siazon
"what is the cost of killing every Russian you would be surprised but the cost of killing every Russian is less than $1,000 now that's why they send so many people to die on the front line they don't count them they don't value them" - Oleksandr Kamyshin [00:04:21]
"a Patriot missile battery cost about a billion dollars to procure one system each missile cost about $4…
When they allude to Mark Twain's prescient but overused quote :- "History Doesn't Repeat Itself, but It Often Rhymes” , this is what they mean:- The following article appears in The New York Times' print on Oct. 12, 1986. Yes, 1986 - not the 2020s. Such uncanny resemblance today:-
Article:-
*THIS is another story of the loss of a manufacturing industry to Japan, of protectionism that backfired, and…
Backed by Beijing, Huawei and SMIC lead efforts on 7-nm and 5-nm-like production tech.
Nikkei Asia: "Huawei itself plans to roll out several Ascend chipsets in 2026, including the Ascend 950 PR and Ascend 950DT, along with related computing solutions for AI infrastructure, as part of its efforts to further strengthen domestic AI computing capabilities. Its share of China's AI computing chip market was about…
"Price is Right": oil is the best performing asset in 2026 on US Iran, and geopolitical shocks. Following geopolitical shocks in past 90 years oil is the best performer over 3 months (up 18%), then gold (6%) US stocks (4%); but 6 months after geopolitical shocks gold keeps outperforming (up 19%), stocks stall, while oil reverses all gains. Or "Rock the Geopolitics = trade oil, own gold."
"It was the government that created the large demand that facilitated mass production of the microchip." - Fred Kaplan, author of 1959: The Year Everything Changed (Discussing the role of the US Department of Defense in early microchip adoption)
"Before Silicon Valley became today's hub, or central processing unit, for technology, there were numerous foundational discoveries dotting the US landscape…
New AI Stars : Nittobo, founded in 1923, was originally a spinner of cotton and silk + Ajinomoto, the Japanese food company best known for commercializing monosodium glutamate...Yes, a textile and food company.
WSJ TOKYO—Imagine a sheet made of microscopic glass fibers, woven by a former silk maker and thinner than a human hair. A shortage of this material—essential in artificial-intelligence…
"[Is it the same level as Nvidia?] No, but it's pretty close and it's getting better every generation." — Naveen Rao (Discussing Huawei’s Ascend line) [14:14]
*"It forced the DeepSeek folks to think very creatively and write a lot of low-level optimized software to make it happen... they had to be efficient because they only had so many chips…
Co-incidence?
