August 5, 2026

AI China

How to Stop China from Freeriding on American AI– warontherocks.com

pgnewser August 4, 2026 0

How to Stop China from Freeriding on American AI– warontherocks.com
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The release of the Chinese open-weight AI model Kimi K3 has compressed a year’s worth of unresolved AI policy debate into a single news cycle. On July 21, Treasury Secretary Scott Bessent threatened sanctions against Chinese labs found to have built their models on “theft,” reporting that the government is “finding watermarks of our U.S. large language models on many of the Chinese models.” The following day, White House science advisor Michael Kratsios clarified that the Chinese AI lab behind K3, Moonshot AI, had built a sophisticated platform to copy Anthropic’s Fable model while evading detection.

Industry has been vocal about its own views, with Nvidia’s Jensen Huang declaring that American companies should “absolutely” use Chinese models that outcompete American counterparts on price. In the Washington Post, investor Bill Gurley argued that treating open models as a danger to be licensed and contained runs afoul of the free-market principles that have long powered American innovation.

China Hits U.S., Europe With New Rare Earths Export Controls– legalinsurrection.com

pgnewser July 30, 2026 0

China Hits U.S., Europe With New Rare Earths Export Controls– legalinsurrection.com
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Early this year, the Trump administration unveiled a new minerals stockpile initiative called “Project Vault,” which prioritizes the development of mines and processing operations for more than 50 minerals deemed critical.

This move comes on top of Trump’s pursuit of new alliances to challenge China’s control over these essential resources. Additionally, the administration has been expediting mine openings, supporting new smelting operations, and exploring deep-sea options for these resources.

These developments are likely not making Chinese officials happy. Subsequently, it should not come as a surprise that China has now imposed new export controls on rare earths bound for this country.

China added MP Materials (MP.N) and USA Rare Earth (USAR.O) as well as eight other ​U.S. entities it said are linked to the U.S. military to its export ‌control list in retaliation for Washington placing several Chinese companies under restrictions this month.

Aveox, a motor manufacturer for mission-critical applications, was also among those placed on the list, which halts Chinese dual-use exports to the companies.

Pentagon-backed ​MP Materials, which operates the only active rare earth mine in the U.S., and ​USA Rare Earth are both involved in the mine-to-magnet supply chain.

USA Rare ⁠Earth said it did not have any comment on the matter. MP Materials and Aveox were ​not available for comment outside of business hours.

Graphics card prices jump by up to 20% in China as shops stockpile Nvidia and AMD GPUs– www.techspot.com

pgnewser July 29, 2026 0

Graphics card prices jump by up to 20% in China as shops stockpile Nvidia and AMD GPUs– www.techspot.com
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EXCERPT:

Ripple effect: Just when it seemed like graphics card prices couldn’t get much worse, the memory crisis has delivered another unpleasant surprise. Nvidia and AMD GPU prices have surged in China, with some models rising by as much as 20% in a single week and premium cards now selling for almost 60% above their official MSRPs.

Distributor lists from MSI and Colorful reveal the increases. MSI raised the RTX 5080 Shadow 3X OC and Ventus from 9,999 yuan ($1,477) to 11,999 yuan ($1,773), a 20% jump in seven days. Its RTX 5070 Ti Shadow 3X OC rose 19.5%, while the RTX 5090D V2 increased 13%. What’s worse is that these cards were already well above their suggested prices before the latest adjustment.

Comparing the new figures with Nvidia’s Chinese MSRPs makes the situation look even worse. MSI’s RTX 5070 Ti Gaming Trio OC is now 54% above the base MSRP, while the RTX 5080 Gaming Trio models are around 57% higher. Colorful’s RTX 5080 Vulcan W OC is priced at 13,199 yuan ($1,949), 59% above MSRP, and its RTX 5070 Ti Vulcan W OC carries a similar 58.7% premium.

The increases aren’t just limited to Nvidia. A market snapshot showed Radeon cards climbing across Chinese retailers, with some RX 9000 models seeing double-digit increases. AMD reportedly warned Asus, XFX, Sapphire, and other partners earlier this month that its GPU-and-memory bundles would become 10% more expensive.

The culprit is, of course, the continuing rise in GDDR6 and GDDR7 costs, combined with more expensive PCBs, coolers, and packaging. Nvidia supplies board partners with GPU and memory kits, so higher VRAM costs are passed directly to manufacturers. Reports claim the latest adjustment adds around 600 yuan ($89) to 8GB cards, 900 yuan ($133) to 12GB models, and 1,200 yuan ($177) to 16GB products.

China Explores Elevating Cognitive Effects into Its Vision of Warfare– warontherocks.com

pgnewser July 23, 2026 0

China Explores Elevating Cognitive Effects into Its Vision of Warfare– warontherocks.com
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EXCERPT:

In March 2025, China’s military researchers published a concept describing how to rapidly capture and subdue the city of Taipei. Distributed in restricted military channels, this approach argues Beijing can achieve victory “by blocking the city’s ability to receive external assistance, restricting its ability to enable operations, breaking its operational system, collapsing cognitive cohesion, and eliminating its ability to recover.” Its objective is to break the Taiwan people’s will to fight.

While this concept is not yet doctrine, it is an important and rarely seen example of how China’s military strategy and research inform the way it plans to fight a war over Taiwan. The authors’ framework operationalizes China’s new military strategy of “national total war,” referring to whole-of-nation mobilization, and “cognitive domain operations,” referring to influencing the mental space where people and organizations make decisions. Details on both remain sparse, particularly in the context of how they may support the Chinese military’s primary mission of capturing Taiwan.

“All-domain megacity incapacitation warfare” (大型城市全域失能战) describes in remarkable detail how China’s military might capture Taipei by integrating military firepower with cognitive effects. An article from the March 2025 edition of Military Art, China’s leading internal journal on military theory, proposes this idea. The Central Military Commission oversees and approves this journal, and its official circulation is limited to restricted military channels. Because the journal is closely held within China’s military, the article’s authors have liberty to speak in specifics and without varnish as they inject their concept into China’s internal debate on how to plan a war on Taiwan.

China Opens World’s First Wind-Powered Underwater Data Center– www.wired.com

pgnewser June 11, 2026 0

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China has become the first country in the world to operate an underwater data center, or UDC, powered by wind. Located off the coast of Shanghai, the complex represents a significant advance in the country’s strategy to secure energy supplies in the face of the accelerated growth of artificial intelligence, reduce dependence on fossil fuels, and reduce the environmental impact of its technology infrastructure.

The initiative is the result of a collaboration between private company HiCloud Technology and state-owned China Communications Construction, which involved an investment of 1.6 billion yuan, equivalent to about $236 million.

With an initial capacity of 24 megawatts, the facility is submerged at a depth of 10 meters in the Lin-gang Special Zone, within the China Pilot Free Trade Zone in Shanghai. This location allows seawater to be used as a natural cooling system, reducing the proportion of energy used to cool the infrastructure to less than 10 percent.