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Latest Articles

AI Energy Crunch: How Data Center Expansion Reshapes Global Power Markets and Geopolitics

AI data center energy consumption projected to double from 415 TWh in 2024 to 945 TWh by 2030, straining global...

bis-ai-semiconductor-export-2025
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BIS January 2025 Export Controls: How New AI, Semiconductor, and Connected Vehicle Regulations Reshape Global Tech Competition

BIS implemented sweeping January 2025 export controls targeting AI (1026+ computational operations threshold),...

semiconductor-supply-chains-2025
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Global Semiconductor Supply Chains Reshaped: 2025 Geopolitical Analysis & Strategic Implications

Record $630.5B semiconductor sales with 19.1% growth drive 2025 geopolitical reshaping as China's $47.5B fund, U.S....