A letter from the House Select Committee on the CCP named Day One Data Centers as a suspect entity due to its ability to build data centers suspiciously fast, likely by sourcing components from China.

Chinese-made transformers in the US power grid have been found to contain trojan components designed to enable remote shutdowns.

Jeremy Harris argues that the US AI industrial base is fundamentally insecure because it is built with components made in China and staffed by personnel who are often Chinese nationals.

A plausible scenario being taken seriously by the US intelligence community is that China could initiate a Taiwanese invasion by shutting down the US power grid.

Jeremy Harris predicts the US AI industry will be bottlenecked by energy availability around the end of 2024.

In a scenario where TSMC is disabled, the SMIC-Huawei complex is a plausible runner-up for leading-edge chip production, leveraging superior networking of less-efficient GPUs to achieve competitive sc...

Before DeepSeek's model was released, its CEO publicly stated that US export controls on chips were "killing" their ability to pursue AGI.

Jeremy Harris asserts that if Taiwan is invaded, TSMC's production capabilities will be lost, either through Chinese takeover or because the facilities would be booby-trapped to be destroyed.

Chinese AI labs are bottlenecked by a lack of R&D compute because their available resources are consumed by high inference demand from their large user populations.