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Latest updates and announcements from across the industry.

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US Mid Terms

THE UNCERTAINTY PRESIDENCY NOW WITH ADULT SUPERVISION

THE UNCERTAINTY PRESIDENCY
Nvidia AI semiconductor chip caught between US and Chinese geopolitical forces, representing the H200 export control dispute

Nvidia’s H200 Dilemma — The AI Chip at the Heart of the US–China Tech War
Google DeepMind London office workers voting to unionize over military AI ethics 2026

When AI Researchers Say No: The DeepMind Revolt Against Military AI
Straights od Hormuz

Hormuz Blockade and the Coming Semiconductor Price Storm

GeoTechNexus to Decode Geopolitical Risk in the Global Technology Industry

Insights

Expert perspectives, trends, and thought leadership.

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Everyone worries about who mines critical minerals. The real single point of failure is who refines them — and China controls around 90% of rare earth processing and 98% of refined gallium. Steve Carr argues the midstream, not the mine, is where the chokehold truly bites.

Beyond the Mine: The Refining Chokepoint Everyone Underestimates
Washington is pouring billions into reshoring chips while quietly sitting on a blacklist of 100+ Chinese firms including DeepSeek and CXMT. Steve Carr decodes what the restraint signals — and how technology leaders should read a US strategy that says one thing and does another.

Reading Washington’s Tells: The Dual-Track Subsidy-and-Sanctions Playbook
How Much Buffer Is Too Much in a Fractured Economy

The Inventory Paradox: How Much Buffer Is Too Much in a Fractured Economy?
Taiwan now makes over 90% of the world's most advanced chips and TSMC holds 72% of the foundry market. Steve Carr lays out the 'strait math' technology leaders need to price a Taiwan disruption into their risk models — exposure, lost output and the cost of doing nothing.

Strait Math: Pricing the TSMC Dependency Into Your Risk Model
AI infrastructure capital intensity, data centre power consumption, hardware depreciation AI, cost per gigawatt AI, AI factory economics, grid constraints AI, small modular reactor data centre, 800VDC power architecture, compute capacity 2030, energy geopolitics technology

The $47 Billion Gigawatt: What Vera Rubin’s Price Tag Tells Us About the AI Build-Out
erial view of the Bayan Obo open-pit rare earth mine in Inner Mongolia, China — the world's largest rare earth deposit

China’s Rare Earth Stranglehold: How Beijing Is Weaponising the World’s Most Critical Minerals

Reports

In-depth research, analysis, and downloadable resources.

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power electronics strategic control, power semiconductors SiC GaN supply chains, silicon carbide power devices, gallium nitride power devices, wide bandgap power semiconductors, power devices materials and packaging, power electronics export controls, gallium and germanium restrictions, power electronics manufacturing choke points, power electronics packaging and modules, EV SiC inverter demand, GaN server power supplies, renewable energy power devices, data center power electronics, industrial automation power semiconductors, telecom power conversion systems, critical minerals for power electronics, refining and substrate concentration risk, power electronics geopolitical risk, power electronics manufacturing footprint, upstream materials and processing for SiC and GaN, strategic control of power device ecosystems, GeoTechNexus power electronics report, Global Energy Landscape Part IV power electronics, Efficient Power Conversion EPC power electronics support

Power Electronics —Devices, Materials, and StrategicControl
Why electricity has moved from background condition to competitive core — and how generation, grids, and price now decide which nations can host dense computation and advanced manufacturing at scale.

The Global Energy Landscape and High-Tech
EPC Gan Report

EPC: The GaN Disruptor
Why Energy Now Sits at the Centre of the High-Tech Economy.

Part II — Why Energy Now Sits at the Centre of the High-Tech Economy.
Energy Report

Energy at the Core
JIT Under Pressure

JIT Under Pressure: Testing the Validity of Lean Inventory in a Fractured Global Economy

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