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WEEK IN REVIEW: Nvidia China Deal Tests U.S. Export Rules

China convened representatives from 43 countries at the United Nations in New York to establish the Group of Friends of Global Governance, a group dedicated to the implementation of China’s Global Governance Initiative. In a joint statement, the group said: “We emphasized that the international community must address ...

WEEK IN REVIEW: Bessent: U.S. “Happy” With Current Tariffs on China

U.S. Treasury Secretary Scott Bessent said his government is “very happy” with the current level of tariffs on China. The comments show that the Trump administration would like to maintain stability with Beijing, at least until the current trade truce expires in November. “I think right now the ...

WEEK IN REVIEW: China, Russia Set Joint Sea 2025 Drills Near Japan

Two gatherings in Beijing on Wednesday set the scene for China’s response to ongoing global economic disruptions. A meeting of the CPC’s Politburo pledged to maintain current macroeconomic policy, to “stabilize the fundamentals of foreign trade and investment,” and to support companies impacted by economic shocks. Chinese President ...

Malaysia Clamps Down on Export, Transit of U.S.-Made AI Chips

Malaysia clamped down Monday on the export, transshipment, and transit of all U.S.-made artificial intelligence chips, seeking to stop illegal trade to countries including China. "Effective immediately, all exports, transships, and transits of high-performance AI chips of U.S. origin are subject ...

Malaysia Verifying Report of Chinese Firm Bypassing U.S. Tech Curbs

Malaysia's government is verifying media reports that a Chinese company may be circumventing U.S. export curbs on high-end AI chips by using servers housing Nvidia chips based in the Southeast Asian country. The Wall Street Journal reported that Chinese engineers had ...

Analysis from Cobus van Staden

2026: Africa-China Relations in a World Shaped by North-South Geopolitics

When talking about Africa–China relations, one is always moving along a sliding scale. There are myriad interactions with Chinese entities that concern only individual African countries, segueing into trends affecting the whole continent and sliding further into global dynamics shaping the developing world, of which Africa is the heart.

The Africa-China relationship is its own thing, but Africa’s fate can’t easily be separated from factors affecting the wider Global South, ...

WEEK IN REVIEW: Chinese Mining Company CMOC Urges Congo to Lift Cobalt Ban

The Chinese mining company CMOC has called on the government of the Democratic Republic of Congo to lift its export ban on cobalt. The country imposed a four-month ban on exports in the hope of raising prices. The ban is scheduled to expire next month. CMOC’s Vice President ...

WEEK IN REVIEW: U.S. Plans to Use Tariff Talks to Curb China Ties

The U.S. chip manufacturer Nvidia said it could face a $5.5 billion loss from new restrictions on the sale of its H20 chips to China, communicated by the Trump administration to the company last week. The H20 (released in 2024) was designed around already stringent U.S. export rules ...

Singapore Probes Final Destination of Possible Nvidia Chip Servers

Servers that may contain AI-powering Nvidia chips shipped from the United States to Singapore ended up in Malaysia, but their actual final destination remains a mystery, the city-state's interior minister said Monday. The United States is cracking down on exports of ...

Nvidia Teams Up With Vietnam on AI Amid U.S.-China Tensions

Nvidia, the U.S. maker of advanced computer chips, signed an agreement to set up an advanced research and development center dedicated to artificial intelligence in Vietnam. Jensen Huang, founder and CEO of Nvidia said in a statement: “We are delighted to open ...

U.S. Counts on Tech Firms Like Nvidia and Apple to Improve Its Standing in Vietnam

The United States is laggard when it comes to foreign investment in Vietnam, not even among the top ten and far behind countries like South Korea, Japan and China. But that may soon change as more U.S. tech companies like Nvidia ...