Alibaba is banning its workers from using Claude Code as US v China AI battle heats up
THE SO WHAT
Alibaba blocking Claude Code over data tracking and geopolitics shows that AI dev tools are now entangled with national security and data-sovereignty policy. Multinationals need a country-by-country matrix for which AI services are allowed, plus clear internal alternatives when a tool gets geo-blocked overnight.
READ THE SOURCE
MORE FROM THE WIRE
Applied AIMicrosoft is spending $2.5bn on deploying AI engineers to its customers
A $2.5B forward-deployed AI engineer program—days after Amazon’s $1B move—confirms that hyperscalers see hands-on implementation as the control point, not just model access. If you’re an SI or AI platform, assume you’re competing with subsidized, embedded hyperscaler teams on your largest accounts.
Applied AIWhat billions of AI predictions taught Expedia before the age of AI agents
Expedia’s experience with billions of predictions underscores that durable AI advantage comes from disciplined experimentation, not just model access. If you’re chasing agents, first audit whether your data, feedback loops, and governance can even support reliable “dumb” predictions at scale.
Applied AITeraWulf’s stock surges after a $19 billion deal with Anthropic
A $19B AI deal landing on a former crypto miner is another data point that cheap power and existing energy permits are now strategic AI assets. If you control low-cost electrons or stranded energy, you’re no longer just an infra vendor—you’re in the AI capex conversation.
Applied AIHow the United States and China shape complementary competition in global AI
The fact that OpenAI, Anthropic, Google, and Nvidia are framed as core to global AI architecture reinforces that national AI strategy is now routed through a handful of corporate platforms. For operators, that means geopolitical risk is effectively vendor risk—multi-cloud and multi-model aren’t just technical hedges, they’re policy hedges.