Interconnected
Kevin XuOn the intersections of tech, investing, geopolitics, and US-Asia relations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 126 | Subscribers | Read | interconnect.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
($) Huawei's Global AI Ambition: The Core Depends on The Soul
A version of this essay was first written a few weeks ago as a contribution to a closed-door workshop hosted by a leading DC think tank on Huawei’s global AI strategy.
NVIDIA: Made in America (by Taiwan)
NVIDIA made a major announcement in its efforts to onshore advanced chip manufacturing to the US this week, by leading (demanding?) its ecosystem of partners to produce its Blackwell products in Texas and Arizona. This move, combined with r...
($) This Time is NOT like Covid
It's worse...
CoreWeave vs Nebius
This post is a collaboration with Howe Wang, who writes the ProcureFYI substack which is one of the best sources of alt data when it comes to US government procurement contracts and data center construction. I highly recommend his work!
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Authors
The writers behind this newsletter.
Founder, Investor, Author at Interconnected, ex GitHub, PingCAP, Obama White House
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