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			<title>Strait Math: Pricing the TSMC Dependency Into Your Risk Model</title>
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			<title>Beyond the Mine: The Refining Chokepoint Everyone Underestimates</title>
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			<title>Reading Washington&#8217;s Tells: The Dual-Track Subsidy-and-Sanctions Playbook</title>
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			<title>Power Electronics —Devices, Materials, and StrategicControl</title>
			<pubDate><![CDATA[Mon, 13 Jul 2026 13:36:23 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/the-inventory-paradox-how-much-buffer-is-too-much-in-a-fractured-economy/]]></guid>
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			<title>The Inventory Paradox: How Much Buffer Is Too Much in a Fractured Economy?</title>
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			<pubDate><![CDATA[Fri, 21 Aug 2026 09:29:02 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/the-47-billion-gigawatt-what-vera-rubins-price-tag-tells-us-about-the-ai-build-out/]]></guid>
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			<title>The $47 Billion Gigawatt: What Vera Rubin&#8217;s Price Tag Tells Us About the AI Build-Out</title>
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			<title>Part II — Why Energy Now Sits at the Centre of the High-Tech Economy.</title>
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			<pubDate><![CDATA[Tue, 02 Jun 2026 08:57:57 +0000]]></pubDate>
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			<pubDate><![CDATA[Fri, 21 Aug 2026 09:28:48 +0000]]></pubDate>
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			<title>Insights</title>
			<pubDate><![CDATA[Mon, 01 Jun 2026 13:33:46 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/executive-brief-nvidia-in-china-from-growth-market-to-strategic-liability/]]></guid>
			<link><![CDATA[https://geotechnexus.com/executive-brief-nvidia-in-china-from-growth-market-to-strategic-liability/]]></link>
			<title>Executive Brief: Nvidia in China – From Growth Market to Strategic Liability</title>
			<pubDate><![CDATA[Thu, 07 May 2026 10:50:47 +0000]]></pubDate>
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			<title>News</title>
			<pubDate><![CDATA[Mon, 01 Jun 2026 13:33:11 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/geopolitics-is-now-the-operating-system-the-2026-global-technology-outlook/]]></guid>
			<link><![CDATA[https://geotechnexus.com/geopolitics-is-now-the-operating-system-the-2026-global-technology-outlook/]]></link>
			<title>Geopolitics Is Now the Operating System: The 2026 Global Technology Outlook</title>
			<pubDate><![CDATA[Tue, 12 May 2026 13:30:10 +0000]]></pubDate>
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					<item>
			<guid><![CDATA[https://geotechnexus.com/top-10-steps-for-managing-the-emerging-policy-driven-semiconductor-cycle/]]></guid>
			<link><![CDATA[https://geotechnexus.com/top-10-steps-for-managing-the-emerging-policy-driven-semiconductor-cycle/]]></link>
			<title>Top 10 Steps for Managing the Emerging Policy-Driven Semiconductor Cycle</title>
			<pubDate><![CDATA[Tue, 12 May 2026 12:54:54 +0000]]></pubDate>
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					<item>
			<guid><![CDATA[https://geotechnexus.com/as-the-semiconductor-cycle-shifts-under-policy-pressure-what-will-replace-it/]]></guid>
			<link><![CDATA[https://geotechnexus.com/as-the-semiconductor-cycle-shifts-under-policy-pressure-what-will-replace-it/]]></link>
			<title>As the Semiconductor Cycle Shifts Under Policy Pressure, What Will Replace It?</title>
			<pubDate><![CDATA[Tue, 12 May 2026 12:53:31 +0000]]></pubDate>
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					<item>
			<guid><![CDATA[https://geotechnexus.com/the-tech-iron-curtain-how-the-us-and-china-are-splitting-the-digital-world-in-two/]]></guid>
			<link><![CDATA[https://geotechnexus.com/the-tech-iron-curtain-how-the-us-and-china-are-splitting-the-digital-world-in-two/]]></link>
			<title>The Tech Iron Curtain: How the US and China Are Splitting the Digital World in Two</title>
			<pubDate><![CDATA[Tue, 12 May 2026 12:52:17 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/is-intels-recovery-built-to-last/]]></guid>
			<link><![CDATA[https://geotechnexus.com/is-intels-recovery-built-to-last/]]></link>
			<title>Is Intel&#8217;s Recovery Built to Last?</title>
			<pubDate><![CDATA[Tue, 12 May 2026 12:50:59 +0000]]></pubDate>
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					<item>
			<guid><![CDATA[https://geotechnexus.com/chinas-chokehold-a-supply-chain-and-geopolitical-risk-map-for-critical-materials-in-electronics/]]></guid>
			<link><![CDATA[https://geotechnexus.com/chinas-chokehold-a-supply-chain-and-geopolitical-risk-map-for-critical-materials-in-electronics/]]></link>
			<title>China&#8217;s Chokehold: A Supply-Chain and Geopolitical Risk Map for Critical Materials in Electronics</title>
			<pubDate><![CDATA[Tue, 12 May 2026 12:48:58 +0000]]></pubDate>
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					<item>
			<guid><![CDATA[https://geotechnexus.com/nvidias-h200-dilemma-the-ai-chip-at-the-heart-of-the-us-china-tech-war/]]></guid>
			<link><![CDATA[https://geotechnexus.com/nvidias-h200-dilemma-the-ai-chip-at-the-heart-of-the-us-china-tech-war/]]></link>
			<title>Nvidia’s H200 Dilemma — The AI Chip at the Heart of the US–China Tech War</title>
			<pubDate><![CDATA[Sun, 31 May 2026 08:55:36 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/chinas-rare-earth-stranglehold-how-beijing-is-weaponising-the-worlds-most-critical-minerals/]]></guid>
			<link><![CDATA[https://geotechnexus.com/chinas-rare-earth-stranglehold-how-beijing-is-weaponising-the-worlds-most-critical-minerals/]]></link>
			<title>China’s Rare Earth Stranglehold: How Beijing Is Weaponising the World’s Most Critical Minerals</title>
			<pubDate><![CDATA[Sun, 31 May 2026 08:48:49 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/knowledge-hub/]]></guid>
			<link><![CDATA[https://geotechnexus.com/knowledge-hub/]]></link>
			<title>Knowledge Hub</title>
			<pubDate><![CDATA[Mon, 01 Jun 2026 13:31:56 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/the-iran-war-and-electronic-components-why-this-conflict-changes-everything/]]></guid>
			<link><![CDATA[https://geotechnexus.com/the-iran-war-and-electronic-components-why-this-conflict-changes-everything/]]></link>
			<title>The Iran War and Electronic Components: Why This Conflict Changes Everything</title>
			<pubDate><![CDATA[Thu, 07 May 2026 10:50:31 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/jit-at-the-edge-why-electronic-component-distributors-can-no-longer-live-on-speed/]]></guid>
			<link><![CDATA[https://geotechnexus.com/jit-at-the-edge-why-electronic-component-distributors-can-no-longer-live-on-speed/]]></link>
			<title>JIT at the Edge: Why Electronic Component Distributors Can No Longer Live on Speed</title>
			<pubDate><![CDATA[Mon, 01 Jun 2026 12:06:39 +0000]]></pubDate>
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					<item>
			<guid><![CDATA[https://geotechnexus.com/geotechnexus-to-decode-geopolitical-risk-in-the-global-technology-industry/]]></guid>
			<link><![CDATA[https://geotechnexus.com/geotechnexus-to-decode-geopolitical-risk-in-the-global-technology-industry/]]></link>
			<title>GeoTechNexus to Decode Geopolitical Risk in the Global Technology Industry</title>
			<pubDate><![CDATA[Wed, 08 Apr 2026 07:44:10 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/arm-agi-cpu-arm-everywhere/]]></guid>
			<link><![CDATA[https://geotechnexus.com/arm-agi-cpu-arm-everywhere/]]></link>
			<title>Arm AGI CPU: “Arm Everywhere”</title>
			<pubDate><![CDATA[Tue, 07 Apr 2026 18:11:59 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/geopolitics-is-changing-the-technology-landscape/]]></guid>
			<link><![CDATA[https://geotechnexus.com/geopolitics-is-changing-the-technology-landscape/]]></link>
			<title>Geopolitics is Changing the Technology Landscape</title>
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			<guid><![CDATA[https://geotechnexus.com/tech-firms-are-getting-stuck-in-the-politically-exposed-revenue-trap/]]></guid>
			<link><![CDATA[https://geotechnexus.com/tech-firms-are-getting-stuck-in-the-politically-exposed-revenue-trap/]]></link>
			<title>Tech Firms Are Getting Stuck in the &#8216;Politically Exposed Revenue&#8217; Trap</title>
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			<guid><![CDATA[https://geotechnexus.com/tech-cold-war-from-tariffs-to-techno-statecraft/]]></guid>
			<link><![CDATA[https://geotechnexus.com/tech-cold-war-from-tariffs-to-techno-statecraft/]]></link>
			<title>Tech Cold War: From Tariffs to Techno-Statecraft</title>
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			<guid><![CDATA[https://geotechnexus.com/politically-exposed-revenue-now-weapon-of-first-choice-in-china-america-tech-war/]]></guid>
			<link><![CDATA[https://geotechnexus.com/politically-exposed-revenue-now-weapon-of-first-choice-in-china-america-tech-war/]]></link>
			<title>&#8216;Politically Exposed Revenue&#8217; Now Weapon of First Choice in China-America Tech War</title>
			<pubDate><![CDATA[Tue, 07 Apr 2026 18:10:42 +0000]]></pubDate>
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					<item>
			<guid><![CDATA[https://geotechnexus.com/geopolitical-risk-in-the-electronics-supply-chain-why-china1-is-no-longer-enough/]]></guid>
			<link><![CDATA[https://geotechnexus.com/geopolitical-risk-in-the-electronics-supply-chain-why-china1-is-no-longer-enough/]]></link>
			<title>Geopolitical Risk in the Electronics Supply Chain: Why China+1 Is No Longer Enough</title>
			<pubDate><![CDATA[Tue, 07 Apr 2026 16:54:35 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/when-ai-researchers-say-no-the-deepmind-revolt-against-military-ai/]]></guid>
			<link><![CDATA[https://geotechnexus.com/when-ai-researchers-say-no-the-deepmind-revolt-against-military-ai/]]></link>
			<title>When AI Researchers Say No: The DeepMind Revolt Against Military AI</title>
			<pubDate><![CDATA[Thu, 07 May 2026 10:37:06 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/hormuz-blockade-and-the-coming-semiconductor-price-storm/]]></guid>
			<link><![CDATA[https://geotechnexus.com/hormuz-blockade-and-the-coming-semiconductor-price-storm/]]></link>
			<title>Hormuz Blockade and the Coming Semiconductor                                                        Price Storm</title>
			<pubDate><![CDATA[Mon, 13 Apr 2026 14:21:18 +0000]]></pubDate>
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			<guid><![CDATA[https://geotechnexus.com/jit-under-pressure-testing-the-validity-of-lean-inventory-in-a-fractured-global-economy/]]></guid>
			<link><![CDATA[https://geotechnexus.com/jit-under-pressure-testing-the-validity-of-lean-inventory-in-a-fractured-global-economy/]]></link>
			<title>JIT Under Pressure: Testing the Validity of Lean Inventory in a Fractured Global Economy</title>
			<pubDate><![CDATA[Mon, 01 Jun 2026 12:03:19 +0000]]></pubDate>
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