Does China’s world AI coalition change the global order? – JNS.org
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AI Geopolitics
Warnings that China’s AI Boom Could Swamp the Country with Misinformation as Disaster Lies Prompt Arrests – BBC
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Graphics card prices jump by up to 20% in China as shops stockpile Nvidia and AMD GPUs– www.techspot.com
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Ripple effect: Just when it seemed like graphics card prices couldn’t get much worse, the memory crisis has delivered another unpleasant surprise. Nvidia and AMD GPU prices have surged in China, with some models rising by as much as 20% in a single week and premium cards now selling for almost 60% above their official MSRPs.
Distributor lists from MSI and Colorful reveal the increases. MSI raised the RTX 5080 Shadow 3X OC and Ventus from 9,999 yuan ($1,477) to 11,999 yuan ($1,773), a 20% jump in seven days. Its RTX 5070 Ti Shadow 3X OC rose 19.5%, while the RTX 5090D V2 increased 13%. What’s worse is that these cards were already well above their suggested prices before the latest adjustment.
Comparing the new figures with Nvidia’s Chinese MSRPs makes the situation look even worse. MSI’s RTX 5070 Ti Gaming Trio OC is now 54% above the base MSRP, while the RTX 5080 Gaming Trio models are around 57% higher. Colorful’s RTX 5080 Vulcan W OC is priced at 13,199 yuan ($1,949), 59% above MSRP, and its RTX 5070 Ti Vulcan W OC carries a similar 58.7% premium.
The increases aren’t just limited to Nvidia. A market snapshot showed Radeon cards climbing across Chinese retailers, with some RX 9000 models seeing double-digit increases. AMD reportedly warned Asus, XFX, Sapphire, and other partners earlier this month that its GPU-and-memory bundles would become 10% more expensive.
The culprit is, of course, the continuing rise in GDDR6 and GDDR7 costs, combined with more expensive PCBs, coolers, and packaging. Nvidia supplies board partners with GPU and memory kits, so higher VRAM costs are passed directly to manufacturers. Reports claim the latest adjustment adds around 600 yuan ($89) to 8GB cards, 900 yuan ($133) to 12GB models, and 1,200 yuan ($177) to 16GB products.
China Hits U.S., Europe With New Rare Earths Export Controls– legalinsurrection.com
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Early this year, the Trump administration unveiled a new minerals stockpile initiative called “Project Vault,” which prioritizes the development of mines and processing operations for more than 50 minerals deemed critical.
This move comes on top of Trump’s pursuit of new alliances to challenge China’s control over these essential resources. Additionally, the administration has been expediting mine openings, supporting new smelting operations, and exploring deep-sea options for these resources.
These developments are likely not making Chinese officials happy. Subsequently, it should not come as a surprise that China has now imposed new export controls on rare earths bound for this country.
China added MP Materials (MP.N) and USA Rare Earth (USAR.O) as well as eight other U.S. entities it said are linked to the U.S. military to its export control list in retaliation for Washington placing several Chinese companies under restrictions this month.
Aveox, a motor manufacturer for mission-critical applications, was also among those placed on the list, which halts Chinese dual-use exports to the companies.
Pentagon-backed MP Materials, which operates the only active rare earth mine in the U.S., and USA Rare Earth are both involved in the mine-to-magnet supply chain.
USA Rare Earth said it did not have any comment on the matter. MP Materials and Aveox were not available for comment outside of business hours.
At this point, U.S. AI policy toward China has become a motivational speaker with sanctions.
U.S. pledges $5 billion to boost AI in government-backed scientific research– www.scientificamerican.com
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Overall federal funding for scientific research is set to decline in 2027, the most senior White House science figure said on Wednesday. The government, however, pledged to spend $5 billion on promoting artificial intelligence in science.
Michael Kratsios, the White House’s science and technology adviser, told the House Committee on Science, Space, and Technology that the money will be drawn from the National Science Foundation (NSF) and NASA, as well as other federal agencies.
The goal is to produce “the premier AI for science ecosystem in the world,” he said. The funding will be earmarked for “research awards, funding opportunities, specialized scientific datasets and research facilities,” the White House said in a statement.
Trump to steer billions from universities to AI and individual scientists – South China Morning Post
Trump to steer billions from universities to AI and individual scientists – South China Morning Post– news.google.com
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China Explores Elevating Cognitive Effects into Its Vision of Warfare– warontherocks.com
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In March 2025, China’s military researchers published a concept describing how to rapidly capture and subdue the city of Taipei. Distributed in restricted military channels, this approach argues Beijing can achieve victory “by blocking the city’s ability to receive external assistance, restricting its ability to enable operations, breaking its operational system, collapsing cognitive cohesion, and eliminating its ability to recover.” Its objective is to break the Taiwan people’s will to fight.
While this concept is not yet doctrine, it is an important and rarely seen example of how China’s military strategy and research inform the way it plans to fight a war over Taiwan. The authors’ framework operationalizes China’s new military strategy of “national total war,” referring to whole-of-nation mobilization, and “cognitive domain operations,” referring to influencing the mental space where people and organizations make decisions. Details on both remain sparse, particularly in the context of how they may support the Chinese military’s primary mission of capturing Taiwan.
“All-domain megacity incapacitation warfare” (大型城市全域失能战) describes in remarkable detail how China’s military might capture Taipei by integrating military firepower with cognitive effects. An article from the March 2025 edition of Military Art, China’s leading internal journal on military theory, proposes this idea. The Central Military Commission oversees and approves this journal, and its official circulation is limited to restricted military channels. Because the journal is closely held within China’s military, the article’s authors have liberty to speak in specifics and without varnish as they inject their concept into China’s internal debate on how to plan a war on Taiwan.
AI shortens drug discovery to around 1 year in China, Insilico CEO says – Reuters
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China’s New AI Breakthrough Shows Tim Cook’s Risky Final Bet Might Actually Be Genius – Yahoo Finance
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US and China to hold AI talks in September led by Treasury Secretary Scott Bessent – Crypto Briefing
US and China to hold AI talks in September led by Treasury Secretary Scott Bessent – Crypto Briefing
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Israel’s AI Advantage Is Talent Density – Israel Defense– news.google.com
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Israel’s AI Advantage Is Talent Density Israel Defense
Chinese AI agent outperforms Anthropic’s Claude Code in autonomous research – South China Morning Post
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The TikTok playbook is now China’s AI strategy – Washington Examiner
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China’s robot firms’ lament: if we only had a ‘brain’, and more data – South China Morning Post– news.google.com
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China’s robot firms’ lament: if we only had a ‘brain’, and more data South China Morning Post
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The US government has lifted restrictions on powerful AI models, such as Fable 5 and Mythos 5, according to Anthropic, the AI firm behind
The company will soon begin restoring global access to its most powerful AI models, it said on Tuesday.
Posting on X, Anthropic said: “We’ve received notice that the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5,” adding, “We’ll begin restoring access tomorrow.”
Earlier this month, US authorities blocked access to the models on national security grounds.
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The U.S. government’s decision to stop Anthropic from offering its Mythos and Fable 5 models to non-U.S. nationals may end up providing a big boost to the adoption of open-source models, including those from Chinese AI labs like DeepSeek and Moonshot AI.
Users can download open-source models and run them on their own computers or cloud networks, effectively sidestepping the ability of both AI developers and governments to control access. These models can also be more easily fine-tuned by developers to tailor them for specific needs.
Chinese labs are already claiming a public relations win from the Anthropic controversy.
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A “Build with Claude” poster at Anthropic’s Code with Claude developer conference in San Francisco on May 6, 2026.Don Feria/AP
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On Friday night, the AI giant Anthropic said that the US government had ordered it to suspend foreign nationals, including employees, from all use of its most advanced products.
To comply with the Friday directive, the company announced that it disabled access to Fable 5 and Mythos 5, the latest models of Claude, for all customers.
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Senior Anthropic technical staff are in Washington to meet with White House officials to try resolving a dispute that has taken the company’s most advanced AI models offline, Axios reported on Sunday, citing a source close to the company.
Reuters could not immediately verify the report. Anthropic and the White House did not immediately respond to requests for comment.
Anthropic’s technical staff have held virtual meetings with White House officials since the Trump administration’s initial outreach on Friday, the report said.