Best Thing to Happen for China is Jensen Out of the Picture, Says Ives
THE SO WHAT
With Jensen — a vocal critic of US chip controls — out, Washington has more political room to tighten AI export rules, which could accelerate China’s push for domestic alternatives. If you rely on cross-border chip flows, start modeling scenarios where US-origin AI hardware into China is further constrained or delayed.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationFed’s Jefferson Says Inflation Will Determine Rate Decisions
The Fed is telling you the only real variable in your 2026–2027 cost of capital model is the inflation print. If you’re planning large AI or infra capex, tie your deployment schedule and debt appetite to your own inflation view, not consensus chatter.
Tech & InnovationBest early Amazon Black Friday tech accessory deals: Hubs, chargers, and more
Accessory pricing is now a year-round algorithmic game, not a one-week event—“deals” that barely beat price history are the norm. If you sell hardware or peripherals, assume customers are checking historical pricing and optimize for bundles and convenience, not headline discounts.
Tech & InnovationFAA ground stop: When will it end? Not as soon as youd like.
A nationwide FAA ground stop shows how brittle critical infrastructure becomes when software and operations are tightly coupled. Any operator running centralized control systems — logistics, grid, trading — should be stress-testing failure modes that look more like airspace freezes than routine outages.
Tech & InnovationFAA ground stop updates: What we know so far
The evolving FAA ground stop story underlines how little real-time visibility most enterprises have into upstream digital infrastructure risk. Map your own dependencies on federal systems, major carriers, and shared networks now — not when your operations are already frozen.