Category: China and Asia

America’s AI Blunder Is Europe’s Lesson: Run China’s Open-Weight Models

America financed AI with debt its buyers cannot service and chips it can switch off, so Europe should run open-weight models under European law.

Trump’s AI Bubble. You Pay.

Scott Ortkiese traces how cheaper AI, fixed payment obligations, and tightening credit transmit losses to lenders, jobs, and taxpayers in his forecast.

Trump Turned a Failed Russia Sanction Into a Loyalty Test for a Korean Shipyard

Trump’s Russia sanction never stopped the gas. It stopped a Korean shipyard from getting paid, and Arctic LNG 2 is now suing Hanwha Ocean for $1.02 billion.

Bessent’s Two Treasuries

One Treasury weaponizes the dollar system against Iran and the Chinese banks that clear its oil. The other suppresses the memo warning the AI bubble could take that same dollar system down. They share a Secretary.

The Multipolar Handoff: Trump in Denial, Bessent in the Vault

Trump denies. Bessent runs Treasury-side quantitative easing. Warsh refuses to cut. Japan weighs a Treasury sale. The multipolar order has already arrived.

American AI: The Race That Is Already Lost

No amount of American capital spending can beat the Chinese in artificial intelligence. A plain English primer on the prices, the chips, the credit, and who pays.

American AI Domination? Not So Fast.

US Tech Oligarchs, Bankers, and Lawyers Fed Their Greed with a Closed-Source Shakedown. China Built the Alternative.

Not an AI Cold War: Rather, A Market Rotation in Favor of China.

How U.S. Policy and Greed Broke America’s AI Empire in Twelve Months

The Kimi K3 Reckoning: The AI IPOs Didn’t See It Coming

Moonshot’s Kimi K3 beat U.S. rivals on coding benchmarks and price, exposing the political protection behind American AI IPOs.

The G7’s Relevance Problem: How Russia, China, India, and South Korea See the Club They’re Not In

Russia, China, India, and South Korea see a G7 whose shrinking GDP share and closed membership no longer match global power or demographics.