The US transport secretary told Ford to cut its Chinese ties, including one in Valencia
THE SO WHAT
US and EU pressure on Ford’s CATL and Geely ties shows EV supply chains are being re-drawn by policy, not just cost curves. Auto and battery players need dual-track strategies — one stack that passes Western scrutiny on tech transfer, another optimized for Chinese and global markets.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechFinally, some good usage — this Danish data center is providing heat to power thousands of household radiators
Waste heat from hyperscale and AI data centers is becoming an energy asset, not just a byproduct. If you’re siting or expanding compute in cold-climate markets, district heating partnerships should now be on the table as both a cost offset and a political license-to-operate tool.
Deep & Emerging TechSouth Africans join Thais and Americans in rejecting data centers as clashes over water and power resources mount
Local resistance to data centers on water, power, and transparency grounds means AI infra is now a political project, not just a zoning exercise. If your roadmap assumes cheap, frictionless capacity expansion, start mapping community, water, and grid risk alongside your cloud and colo plans.
Deep & Emerging TechNvidia is the central bank of AI
If Nvidia is the "central bank of AI," then its pricing and allocation choices function like monetary policy for compute—tight or loose cycles will ripple straight into your model budgets and release timing. Treat GPU access and cost curves as macro variables in your planning, not line items you true-up at procurement time.
Deep & Emerging TechTrump is giving data centers a pass to pollute
Looser environmental rules for AI data centers trade local health and climate risk for faster capacity build-out. If your AI strategy depends on U.S. compute, you now have to price in reputational exposure and potential policy whiplash on power, water, and emissions over the next election cycle.