Goldman Sachs has cautiously touted that ‘we are not in a bubble… yet’ - but companies like Google and Microsoft are at the core of the AI boom. China is gutting the profitability of A.I. systems,.

China is a one-party monopoly, 75 years of CCP rule… and yeah, the word Communist is baked right into the ruling partys name that controls everything. China will just pump out ever cheaper AI and companies wont be able to service their debt. Goldman Sachs has cautiously touted that “we are not in a bubble… yet,” and the reason for this is that companies like Alphabet (Googles parent company), Nvidia and Microsoft – all of which are at the core of the AI boom – are making hundreds of billions. China is doing lower load AI like machine learning. Computers and software are so widely used in mission critical systems throughout our society. PS contributors predict a year marked by escalating geopolitical risks and deepening economic fragmentation. China is gutting the profitability of A.I. systems. The last thing that China wants or the defective Euro wants i s to be the reserve currency. China was pulling out of its isolationist period with zero foreign reserves. More than two years after the arrival of ChatGPT, there is still no way of ensuring that these systems produce accurate information. The defining question of the 21st century is no longer whether humanity can build extraordinary systems, but whether we can align them – technically, institutionally, and morally – before they slip out of our control. Public and private actors must align on investments that regenerate natural systems, reduce climate risks, and empower local. China could employ a range of disruptive, punitive, and lethal military actions in a limited campaign against Taiwan. Success of such a campaign would be highly dependent on Taiwans resilience and will to resist Chinas coercion. China could use precision missile and air strikes against key government and military targets, including air bases and military. China Automotive Systems, Inc. is a leading supplier of power steering components and systems to the Chinese automotive industry. Chinas push to localise its semiconductor supply chain is increasingly playing out inside cars, analysts say. China EV100, a local industry think tank, has put chip localisation among Chinese automakers at about 15 per cent overall. Uneven uptake remains a key sticking point, with localisation strongest in core control components. China chipmakers to announce unaudited 2025 second quarter financial results on August 13, 2025. Semiconductors remain among the most sensitive and contested sectors in global. China has invented a whole new way to do innovation, says Noah Smith. Extreme vertical integration makes Chinas research system different than any other. Russia and China together are the real menace to Europe, says Noah Smith. China is a far bigger manufacturer than Europe, and can pour essentially infinite war production into Russia if it wants to. China also provides the Russians with battlefield intelligence and provides battlefield intelligence. China is the source of almost half of the top AI talent in the world. Only a small sliver of Chinese top AI researchers working in America has gone back to their home country. Since 2015, India has been the worlds fastest-growing major economy, taking the crown from China. Greenfield FDI seems to be powering this rise. China is trying to block engineers from going to India to train their replacements. The Second China Shock is another name for the flood of high-tech exports that China has been sending out around the world in the last few years. Frida Ghitis: China is selling a bounty of useful consumer goods to Europeans at cut-rate prices. She says many of Chinas fastest-growing exports to the EU are “green” technology that Europe has been promoting in order to fight climate change. The Second China Shock must be resisted, writes Noah Smith. China is making trade impossible. But how? FDI helped make China, Poland, Malaysia, Malaysia into export powerhouses. Japan is an obvious alternative production base — its smaller and more expensive than China.