After a year of bans and reversals, the US approved limited H200 sales — then Beijing told firms to pause and pushed Huawei instead
Compute & Frontier
Semiconductors, AI as capex and energy, standards wars.
state of play
Compute is bifurcating on two fronts. In chips, the H200 standoff has both governments making the most advanced AI processors un-shippable — Washington licenses sales, Beijing tells firms to pause and pushes Huawei. In power, data centers drove 63% of a near-doubling in US wholesale electricity, forcing state-by-state tariff fights. AI's real constraints are silicon and megawatts. Watch Nvidia's China share and large-load tariff rulings.
tracking
Semiconductors
AI data centers
Standards & protocols
Biotech & synbio
Quantum & materials
latest
Wholesale power on the largest US grid nearly doubled year-over-year; states impose large-load tariffs while a foreign-influence subplot complicates the politics