Beijing is tightening its grip on the Himalayas with hard power in Aksai Chin and soft power in Nepal.
https://open.substack.com/pub/globalwatcher/p/the-chinese-grip-on-the-himalayas
#China #Himalayas #AksaiChin #Nepal #Geopolitics #BeltAndRoad #Beijing #India #AsiaWatch
Forget gigawatts and nanometers. The AI race is about human capital.
https://open.substack.com/pub/globalwatcher/p/nvidias-openai-deal-and-chinas-huawei
#China #Nvidia #Huawei #technology #geopolitics #HumanCapital
While China breaks through with its own chips, Europe gets a cold shower from its auditors: ‘deeply disconnected from reality’.
https://globalwatcher.substack.com/p/the-chip-race-how-chinas-rise-forces
#CHINA #EUROPE #Geopolitics #Technology #Semiconductors #AIChips
The global chip race keeps sharpening:
While US tightens export curbs on AI chips to China, China doubles on subsidies and pushes RISC-V. Meanwhile Europe stays caught in between with ASML as the hinge.
Supple chains or battle lines ?
The chip race feel less "tech" and more "geopolitics".
Two headlines in 5 days:
• 11 Sep 2025 – US sanctions on a Houthi procurement network in China (UAV/missile parts).
• 16 Sep 2025 – Beijing calls on Houthis & Israel to show “restraint,” stressing Red Sea shipping lanes.
Coincidence or signs of a deeper China–Houthi dynamic?
Two headlines in 5 days:
• 11 Sep 2025 – US sanctions on a Houthi procurement network in China (UAV/missile parts).
• 16 Sep 2025 – Beijing calls on Houthis & Israel to show “restraint,” stressing Red Sea shipping lanes.
Coincidence or signs of a deeper China–Houthi dynamic?
