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2026: The Year the Global Semiconductor Industry Split in Two
By mid-2026, US-China decoupling has split the semiconductor industry into two ecosystems. Nvidia's China share collapsed to zero, SMIC reached 5nm, and China mandated domestic AI compute. Deloitte projects $975B in chip sales...
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AI Power Crunch: Data Centers Rewire Global Energy Markets
AI data center electricity demand hits 1,000 TWh in 2026, triggering a nuclear renaissance and ratepayer backlash. Tech giants restart Three Mile Island and invest billions in SMRs while grid operators face historic...
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EU-China EV Price Undertaking: New Trade War Template?
In January 2026, the EU and China replaced anti-subsidy tariffs on Chinese EVs with a price undertaking framework featuring minimum import prices. Learn how this 'Great EV Truce' could reshape global trade in clean technologies.
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Big Tech's Nuclear Bet: SMRs Fuel AI Data Center Boom
Big Tech has committed over 9.8 GW of nuclear capacity through SMR deals in 2026, including the Three Mile Island restart, to power AI data centers. This analysis explores the strategic, economic, and regulatory dimensions of...
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Meta-Anthropic $10B AI Compute Deal: What It Means
Meta and Anthropic are negotiating a $10 billion AI compute deal over two years. Meta would lease computing power to Anthropic, helping both companies scale amid surging AI demand.
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Critical Minerals 2026: The New Resource War Reshaping Global Alliances
As lithium demand surges 353% by 2040 and over 100 export restrictions enacted since 2020, the US, EU, China, and Gulf states compete for critical minerals. Analysis of how this scramble is redrawing geopolitical alliances in 2026.