Senior Director for Economy @scsp_ai | Personal views
Washington, DC
Joined December 2018
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“If the Americans are to be overtaken, one thing must be done: surpass them in science and technology.”
- Wang Huning, America Against America (1991)
Silicon Valley data centers totalling nearly 100MW could 'sit empty for years' due to lack of power — huge installations are idle because Santa Clara can't cope with surging electricity demands tomshardware.com/tech-indust…
"A new Dutch initiative assigns each chip a unique number, creating an unbreakable lock on the door to crucial networks. This protects the power grid, cell towers, and other infrastructure in (cyber) warfare."
nrc.nl/nieuws/2025/11/07/de-…
A startup aiming to build thousands of small nuclear reactors has raised $130 million from investors including Palmer Luckey. bloomberg.com/news/articles/…
Chipmakers Intel, Qualcomm, Xilinx, and Broadcom have told employees to stop supplying to Huawei until further notice, according to Bloomberg, which cited anonymous sources familiar with the matter. bloomberg.com/news/articles/…
If it were a national economy, cybercrime would be the third largest in the world, behind only the United States and China and growing by 15 per cent a year. lrb.co.uk/the-paper/v47/n20/…
Beijing eased restrictions on gallium, germanium, antimony, tungsten, and graphite for a year. The Ministry of Commerce did not provide any explanation on Sunday on why it had waited more than a week to suspend export controls on the five minerals.
nytimes.com/2025/11/09/busin…
Gerrard ascribed an existential quality to high-intensity driving. “We can help you find your actual potential as a human being,” he said. wsj.com/lifestyle/cars/formu…
Hegseth Vows to Put U.S. Weapons Production on Wartime Footing wsj.com/politics/national-se…
French spy agency DGSE has been accused of using a secret fund — set up for use in the event of a foreign invasion — to invest in a failing luxury goods group, losing more than €10 million and resorting to illegal methods to get the money back.
thetimes.com/world/europe/ar…
Until recently, an obscure element often found in gold mines was considered detritus. Now, antimony is highly sought-after and at the center of the U.S.-China trade war. wsj.com/us-news/alaskas-new-…
When Tesla shareholders approved Elon Musk’s 10-year, $1 trillion pay package, they voted to effectively remake the electric-car company into a robot powerhouse, @timhiggins writes wsj.com/tech/elon-musk-has-o…
Elon Musk says building his own 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand — Nvidia CEO Jensen Huang warns against 'extremely hard' challenge tomshardware.com/tech-indust…
In a Skyscraper City, They Fix Cobblestone Streets by Hand nytimes.com/2025/11/08/nyreg… via @NYTimes
“The question now is more one of when, not if, quantum computing becomes a technology worth investing in.” wsj.com/tech/quantum-could-b…
A Chinese E.V. Delivers the Host, and a Message, at the Global Climate Summit nytimes.com/2025/11/06/clima… via @NYTimes
“OpenAI is losing money at a faster pace than almost any other startup in Silicon Valley history…The company expects to spend roughly $600 billion on computing power…ChatGPT maker is on pace to generate $13 billion in revenue this year.”
wsj.com/tech/ai/openai-isnt-…
Quantinuum unveils its latest system, Helios, inching the industry toward the day the technology will deliver meaningful commercial value wsj.com/articles/the-next-bi…
Exclusive: China bans foreign AI chips from state-funded data centres - reuters.com/world/china/chin…
In contrast, xAI’s Colossus has 230k GPUs with plans to expand to 1 million.
The companies said they would renovate an existing data center in Munich, Germany, and power it with up to 10,000 Nvidia Blackwell graphics processing units…Deutsche Telekom said the facility would bolster AI computing power in Germany by around 50%. wsj.com/tech/ai/nvidia-deuts…