The Wave

1. 2d agoSouth China Morning PostUS-China AI safety talks face hurdle over how to define ‘serious’ incidents: analystsAnalysts say US and Chinese views on what counts as a serious AI safety incident could complicate building a bilateral AI communication mechanism, after Treasury Secretary Bessent called for cooperation on AI risks.1 outletAIBessent calls for US-China AI risk cooperation before Trump-Xi Shenzhen meeting10 linked
2. 3d agoEuronewsTrump's upgrade of US-led AI alliance runs into European resistanceEuronews reports EU governments are pushing back on a draft US Pax Silica declaration that would broaden the AI supply-chain coalition into an economic security framework, with disputes over definitions and terminology ahead of a planned San Francisco signing.1 outletAI12 linked
3. 3d agoSemaforNvidia CEO's spy affair clouds US-China talksBeijing's dismissal of an Nvidia espionage scandal as a US tech blockade is threatening to derail next week's US-China summit and AI dialogue in Shenzhen.1 outletAICongress presses Nvidia and Commerce over Megaspeed chips and China ties12 linked
4. 2d agoSouth China Morning PostChina could tighten rare earths exports if US escalates chip curbs over Nvidia: analystsAnalysts expect a US media report on a suspected espionage targeting of Nvidia CEO Jensen Huang, combined with the Democratic midterm victory, to push Congress toward tighter China chip export curbs.

   3 articles

   1. 5d agoSouth China Morning PostPickupUS lawmakers push for tougher China export controls in defence bill amid Nvidia scrutiny
   2. 5d agoSouth China Morning PostEarliestHow Nvidia CEO’s troubles, US midterms may tighten China chip curbs: ‘adding fuel to fire’
   3. 2d agoSouth China Morning PostPickupChina could tighten rare earths exports if US escalates chip curbs over Nvidia: analysts

   AICongress presses Nvidia and Commerce over Megaspeed chips and China ties70 linked
5. 3d agoSouth China Morning PostCold War lessons for the AI age: how a US-China hotline could help stop a nuclear attackAnalysts urge a dedicated US-China hotline to reduce the risk of AI-induced nuclear attacks, as Rubio and Wang Yi agree on leader-level talks on denuclearisation.1 outletAIBessent calls for US-China AI risk cooperation before Trump-Xi Shenzhen meeting13 linked
6. 4d agoSouth China Morning PostChina, Russia and US try to nail down AI nuclear agenda in time for Apec talksSources report that China, the US and Russia are negotiating an agenda that could yield a commitment to keep AI out of nuclear arsenal control ahead of an Apec leaders' sideline meeting in Shenzhen.1 outletAI15 linked
7. 5d agoSTATOpinion: STAT+: BIO CEO: American biotech needs a coordinated plan to beat China — nowBIO's CEO urges a coordinated, ecosystem-wide U.S. biotech strategy in response to China's five-year plan naming biotechnology a pillar industry.1 outletBiotech5 linked
8. 6d agoSemaforNvidia's Chinese chipmaker rivals see opportunitySemafor reports that Nvidia espionage allegations and Democratic midterm gains against US data center buildout may shift the US-China AI race in China's favor, citing commentators.1 outletAI14 linked
9. 6d agoSemaforUS, Russia, and Ukraine to hold talks in Abu DhabiSemafor reports that US, Russian and Ukrainian officials are set to hold their first direct talks in nine months in Abu Dhabi on ending the Ukraine war, with experts skeptical of a breakthrough.1 outletWitkoff and Kushner meet Putin after Abu Dhabi Ukraine talks20 linked
10. 8d agoAtlantic CouncilPutin wants peace talks. He doesn’t want peace.Atlantic Council commentary argues Putin is using Abu Dhabi trilateral talks as a procedural gesture while offering no real concessions, and that Trump administration steps have eased pressure on Moscow.1 outletWitkoff and Kushner meet Putin after Abu Dhabi Ukraine talks35 linked
11. 10d agoSemaforChina calls on US and EU to reconsider tariffsChina urges the US and EU to reconsider tariffs on Chinese goods as its exports hit record highs and it links farm purchases to tariff cuts.1 outlet7 linked
12. 12d agoSemaforThe US-China thaw may not outlive the Trump eraSemafor's Andy Mills-style opinion column argues Trump's personal bond with Xi makes the US-China détente fragile and likely to reverse after his term.1 outlet19 linked
13. 6d agoITIFNational Economic Power Industry Series AnthologyITIF published an anthology compiling its 19-report National Economic Power Industry series, which argues the U.S. must adopt a strategic industrial policy to counter China's dominance in advanced industries.

    3 articles

    1. Oct 25ITIFPickupMobilizing for Techno-Economic War, Part 8: Establishing Policy and Programmatic Capabilities
    2. 6d agoITIFPickupMobilizing for Techno-Economic War, Part 9: Finding the Political Will to Transform America’s Economic System
    3. 6d agoITIFEarliestNational Economic Power Industry Series Anthology

    6 linked
14. Oct 27Atlantic CouncilFor Russia, Trump’s diesel deal was just the first askAtlantic Council analysis argues that Trump's General License 135 for Russian diesel imports faces legal tension and heavy compliance hurdles, and that possible RDIF delisting and other incentives signal sanctions permissiveness toward Moscow.1 outletWitkoff and Kushner meet Putin after Abu Dhabi Ukraine talks2 linked
15. Oct 26Centre for Research on Energy and Clean Air (CREA)US paying most for Hormuz oil shock with world’s largest fuel billCREA estimates the Hormuz oil shock has cost the world an extra $468 billion in fuel, with the US carrying the largest bill because of heavy oil-burning car use and slow electrification.1 outlet21 linked
16. CFROOct 16Centre for Research on Energy and Clean Air (CREA)September 2026 — Monthly analysis of Russian fossil fuel exports and sanctionsCREA's September 2026 monthly analysis finds Russia's fossil fuel export revenues flat at EUR 625 mn per day, with LNG revenue at a 44-month high, and recommends a USD 30 per barrel crude price cap.1 outlet2 linked
17. CMOct 2Canary Media · research by BloombergNEFDiesel prices are rising worldwide. So are electric truck sales.Canary Media reports that worldwide electric medium- and heavy-duty truck sales hit a record in the first half of 2026, citing BloombergNEF, with China dominating and the U.S. market stalling under federal policy headwinds.1 outletEnergy6 linked
18. CFROSep 10Centre for Research on Energy and Clean Air (CREA)August 2026 — Monthly analysis of Russian fossil fuel exports and sanctionsCREA's August 2026 monthly analysis finds Russia's fossil fuel export revenues fell 8% as Ukrainian drone strikes hit refineries and Novorossiysk, pushing Russia into record fuel imports.1 outlet2 linked

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