The Red Chip Dilemma: China's New AI Strategy and the Global Tech Realignment

Picture this: you’re in a room with eight other people, participating in a simple perception test. The task is straightforward: you must identify which of the three lines on the right is the same length as the reference line on the left. You look at it, and the answer is as obvious as the sky is blue. You’re confident.

In the world of science, sometimes the most profound insights come from the simplest of experiments. In the early 1980s, at the dawn of the personal computing era, a political scientist named Robert Axelrod set up a digital arena to pit computer programs—each with its own "personality"—against each other in a classic game of strategy. The results were not just surprising; they were groundbreaking, offering a powerful new lens through which to view the evolution of cooperation itself.

In a previous analysis, we identified technological revolutions as the primary engine of the long economic waves known as Kondratiev cycles. The steam engine, railways, electricity, and the microchip were all fundamental innovations that reshaped the global economy in recurring 50-to-60-year cycles. However, this technology-centric view tells only one part of the story—albeit a spectacular one. Behind the scenes, other equally powerful forces are at play: the flow of financial capital, the shifting tides of social mood, and the realignment of global power.

As we navigate the daily flood of economic news—quarterly reports, market fluctuations, and short-term business cycles—it’s easy to get lost in the noise. But what if there’s a deeper, slower, and more profound rhythm shaping our world? A pattern that connects the age of the steam engine to the rise of railways, the era of electricity to the automobile, and the dawn of the computer to the rise of artificial intelligence?

The introduction of Google's AI Overviews marks a turning point in the evolution of the internet, catalyzing a paradigm shift from a referral-based web to an answer-centric ecosystem. This transformation, driven by generative artificial intelligence, is fundamentally changing the long-standing symbiotic relationship between search engines, content creators, and users.

How many friends do you really have? The number of your Facebook connections might run into the hundreds or even thousands, but with how many people do you maintain a truly deep and meaningful relationship?

Occam's Razor, the principle often summarized as "the simplest explanation is usually the best," is one of the most pervasive and practical heuristics in human thought.

The term "Singularity" has transcended niche scientific discourse to become a recurring motif in popular culture, featuring prominently in films, news articles, and public debate. Often depicted with dramatic flair, it evokes images of runaway artificial intelligence and fundamentally altered human existence. While sometimes sensationalized, the underlying concept warrants serious consideration, particularly as advancements in Artificial Intelligence (AI) accelerate.

A profound shift in sentiment is rippling through the technology industry, marking the end of a fervent, speculative era focused on the imminent arrival of Artificial General Intelligence (AGI). The breathless race that defined the AI landscape in early 2025 has given way to a more measured, skeptical, and ultimately pragmatic outlook.

OpenAI officially took the wraps off GPT-5 on Thursday, introducing what CEO Sam Altman described as having "PhD-level experts in your pocket." The new model, which will now be the default for all ChatGPT users, including those on free plans, marks the company's most ambitious effort yet to unify advanced AI capabilities into a single, adaptive system.

Have you ever seen a robot, an animated figure, or even a video game character that was so lifelike it felt almost... unsettling? Did you struggle to tell if it was human or not, and did this uncertainty create a strange, unnerving feeling? If so, you've likely experienced the phenomenon known as the "uncanny valley." But what exactly is it, and why does it trigger such a strong reaction in us?

The development of AI models has progressed at an astonishing pace in recent years, but how do these systems perform when tasked with solving a 5th-grade math competition problem? In this test, I not only examine the models' problem-solving abilities but also provide insight into how effectively they can handle optimization problems.

Tesla's Optimus robot can now fold laundry. Figure AI's Figure 01 can brew a cup of coffee after a simple verbal request. These are not scenes from a science fiction movie; they are the reality of 2024. The humanoid robotics revolution is at our doorstep, poised to fundamentally reshape our understanding of work, productivity, and technology itself.

The development of human-like robots has yielded impressive results in recent years, but it continues to raise numerous questions. Robotics researchers, including Hiroshi Ishiguro, are working to integrate robots more deeply into our daily lives, assisting with various tasks such as elder care, patient monitoring, or even performing household chores.

One of the greatest paradoxes of the 21st century is that while humanity has access to virtually infinite energy sources in the form of sun and wind, one of its most pressing challenges is ensuring the security of its energy supply.

The European Union has approved €2 billion in Italian government aid for STMicroelectronics to build a €5 billion microchip plant in Catania, on the island of Sicily. This investment is part of the EU's strategy to reduce dependence on Asian imports and strengthen its semiconductor supply chain.