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2/ Your website lists Inspur Electronic Information Industry Co., Ltd. (IEIT Systems) as an "elite" NVIDIA partner. IEIT is a major Chinese data center and supercomputer provider. You say you sell them GPUs for use in their supercomputers. They advertise your GPUs in their

Rush Doshi DoD did a bit to help out mountain pass, but we absolutely should be doing more. Samarium magnets are in fact national security critical so there really shouldn't be much of a debate

That's huge relative to a global market of 85-90m cars (and maybe 20-25m EVs, mostly in China). Very much agree with Rush Doshi and Kurt Campbell on the need for allied scale. 6/6 economicstrategygroup.org/publication/se…

My back and forth with SASC on why I think we needed much more than this bill did. Kudos to them, though, for the progress they made.

Kudos to my friends at SASC Republicans and other committee who made some of this happen. But as they’d probably admit, it’s only a start. OBBB provided a rare opportunity to address this issue once and for all, so why didn’t the Trump Administration seize it and do “Operation Warp

Scale is one of essential factors in geostrategy - pulling together. Wondering if US is genuinely trying to lose allies (and lose that scale) or actually bring a sense of urgency so everyone wakes up, and reinforces the scale (by becoming active and alert ally)?

Art of the deal in two WSJ stories. ➡️ We unilaterally indicate we’ll remove export controls on the H20 so Beijing can dominate AI and seemingly ask for nothing in return. ➡️ On the very same day, Beijing slaps export controls on battery technology.

As I said before Rare Earth export controls worked like wonders the EV export controls are meant to create a licensing regime where Chinese companies can't invest without Beijing's approval

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BREAKING NEWS: Massive shipbuilding changes in DC. None of them good. gCaptain has confirmed from a White House source that Trump has closed the shipbuilding office at the NSC. Reuters reports that Ian Bennitt, the President’s Special Assistant for Shipbuilding at the White

Between cowardice, incompetence, focus on culture wars, corruption, and isolationist tendencies, the Trump administration is simply not willing or able to stand up to China effectively. noahpinion.blog/p/trump-is-ena…

Thank you for your response, but I am afraid you are responding to a straw man argument. I never wrote that I opposed coercion. For months I have been on the record publicly saying it is needed in some cases to build allied scale. Both persuasion and coercion are important