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The release of Nvidia’s H20 chip to China feeds directly into the PLA’s combat modernization—powering autonomous weapons, military drones, and AI models like DeepSeek. China’s inference rates are stuck at ~50% of U.S. levels—but not for long. Trading rare-earth magnets for AI
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由
🇺🇸 Kyle Bass 🇹🇼
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Could the fuel crisis in Russia break the back of the Russian war economy? It has already evolved from a problem into a systemic vulnerability. Strikes on oil refineries have put at risk the domestic infrastructure essential to the day-to-day functioning of the Russian state.
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Could the fuel crisis in Russia break the back of the Russian war economy? It has already evolved from a problem into a systemic vulnerability. Strikes on oil refineries have put at risk the domestic infrastructure essential to the day-to-day functioning of the Russian state.
A
时政
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twitter.com)
00:02:38
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