REALTECH News
Sam CashYour monthly technology guide on tech geopolitics
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 81 | Subscribers | Read | realtechnews.substack.com |
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America’s new Industrial-tech playbook
Hi all, this is the fourth write-up in the Networks of Power series, you can read the others here: The AI diffusion dilemma, lessons from China’s Nuclear deployment, The startups challenging ASML. If you’re enjoying these, please share with...
The magic of ASML and the startups looking to disrupt them
ASML builds the machines that enable the world’s most advanced chips. The Dutch company based in Veldhoven reported €28bn in net sales in 2024, driven primarily by its unique lithography systems, which enable leading-edge logic and memory.
What the West can learn from China's deployment of Nuclear power
tl;dr: Nuclear is back on the policy and technology agenda, pulled by AI’s vast electricity demand and pushed by net-zero constraints. Yet, Europe and the US face a diseconomy trap of bespoke, delayed, over-budget projects, while China has ...
The Diffusion Dilemma: Nvidia’s H20 and the Race for AI Hegemony
Hi all, I hope you’re enjoying what’s left of the summer. I’m marking the end of it by announcing a new research series, read it and give me your feedback 🙏🏼
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