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DeepSeekV4 1.6T day 0 to day 43 performance over time - Huawei, GB300 NVL72, MI355X, b200

Dylan Patel · SemiAnalysis ·Jun 9, 2026 · 31 min read · China
DeepSeekV4 1.6T day 0 to day 43 performance over time - Huawei, GB300 NVL72, MI355X, b200

China's unitree will dominate global robotics

Dylan Patel · SemiAnalysis ·Jun 8, 2026 · 27 min read · China
China's unitree will dominate global robotics

Import AI 460: Reward hacking society, rsi data from Anthropic; and RL-based quadcopter racing

Jack Clark · Import AI ·Jun 8, 2026 · 14 min read · China
Import AI 460: Reward hacking society, rsi data from Anthropic; and RL-based quadcopter racing

Qin hui on why condemning the administration is not enough

Various · Sinification ·Jun 8, 2026 · 17 min read · China
Qin hui on why condemning the administration is not enough

How local China built the EV boom

Zichen Wang · Pekingnology ·Jun 6, 2026 · 23 min read · China
How local China built the EV boom

Why Europe should put up trade barriers against Chinese goods

Noah Smith · Noahpinion ·Jun 6, 2026 · 12 min read · China
Why Europe should put up trade barriers against Chinese goods

The blood cancer that became solvable

Various · Works in Progress ·Jun 5, 2026 · 17 min read · China
The blood cancer that became solvable

WarTalk: The view from africom

Jordan Schneider · ChinaTalk ·Jun 5, 2026 · 36 min read · China
WarTalk: The view from africom

Jia min: Beijing’s new language for managing competition with the U.S

Zichen Wang · Pekingnology ·Jun 4, 2026 · 33 min read · China
Jia min: Beijing’s new language for managing competition with the U.S

Strategic stability, structural strain

Various · Sinification ·Jun 2, 2026 · 31 min read · China
Strategic stability, structural strain

Highway to hell: Ukraine's logistics lockdown, Taiwan’s littoral command and China’s evolving…

Mick Ryan · Mick Ryan ·May 30, 2026 · 18 min read · China
Highway to hell: Ukraine's logistics lockdown, Taiwan’s littoral command and China’s evolving…

Arizona's abundance playbook

Jordan Schneider · ChinaTalk ·May 28, 2026 · 39 min read · China
Arizona's abundance playbook

China's "father of robotics"

Jordan Schneider · ChinaTalk ·May 27, 2026 · 20 min read · China
China's "father of robotics"

Taiwan’s drone pilots don’t wait for the administration's help

Tim Mak · The Counteroffensive ·May 25, 2026 · 14 min read · China
Taiwan’s drone pilots don’t wait for the administration's help

The hopeless cause of the Russian dissidents

Jordan Schneider · ChinaTalk ·May 24, 2026 · 26 min read · China
The hopeless cause of the Russian dissidents

The interdiction war: How Ukraine is cutting Russia's Southern lifelines, plus XI's big week and a…

Mick Ryan · Mick Ryan ·May 23, 2026 · 21 min read · China
The interdiction war: How Ukraine is cutting Russia's Southern lifelines, plus XI's big week and a…

Hormuz and the global order: From maritime chokepoints to continental corridors

Various · Sinification ·May 22, 2026 · 13 min read · China
Hormuz and the global order: From maritime chokepoints to continental corridors

China’s AI optimism isn’t what it seems

Jordan Schneider · ChinaTalk ·May 22, 2026 · 23 min read · China
China’s AI optimism isn’t what it seems

China and the USA, the (im)possible balance

Kaiser Kuo · Sinica ·May 20, 2026 · 14 min read · China
China and the USA, the (im)possible balance

The empire of wuxi

Jordan Schneider · ChinaTalk ·May 19, 2026 · 19 min read · China
The empire of wuxi

Prestige on the cheap

Jordan Schneider · ChinaTalk ·May 18, 2026 · 45 min read · China
Prestige on the cheap

China’s g2 dilemma

Various · Sinification ·May 17, 2026 · 13 min read · China
China’s g2 dilemma

Russia has no sanctuary left. Ukraine's deep strike, the Beijing summit and the shape of a…

Mick Ryan · Mick Ryan ·May 16, 2026 · 18 min read · China
Russia has no sanctuary left. Ukraine's deep strike, the Beijing summit and the shape of a…

Acf voices on the the administration-Xi Beijing summit

Kaiser Kuo · Sinica ·May 16, 2026 · 18 min read · China
Acf voices on the the administration-Xi Beijing summit

The anarchists who thought mao was on their side

Various · Reason ·May 16, 2026 · 10 min read · China
The anarchists who thought mao was on their side

Crosspost: Ilari mäkelä, steven broadberry, & bishnupriya gupta: The big picture: Measuring the…

Brad DeLong · DeLong's Grasping Reality ·May 15, 2026 · 13 min read · China
Crosspost: Ilari mäkelä, steven broadberry, & bishnupriya gupta: The big picture: Measuring the…

A U.S. Economic security “latency fund”

Jordan Schneider · ChinaTalk ·May 15, 2026 · 15 min read · China
A U.S. Economic security “latency fund”

The efficiency moat: Why China is beating the U.S. On AI… and everything else

Matt Stoller · BIG by Matt Stoller ·May 14, 2026 · 18 min read · China
The efficiency moat: Why China is beating the U.S. On AI… and everything else

Xi-the administration to talk AI safety, huh?

Jordan Schneider · ChinaTalk ·May 13, 2026 · 18 min read · China
Xi-the administration to talk AI safety, huh?

The administration actually started to decouple America from China

Noah Smith · Noahpinion ·May 13, 2026 · 12 min read · China
The administration actually started to decouple America from China
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