Edoardo Grimaldi

Nokia & Ericsson get squeezed out of the few crumbs they still had on Chinese market.

All the while, Huawei & ZTE have retained 30 to 35 per cent of the European mobile infrastructure market. Huawei 50%+ of German 5G access network.

Absolute economic security folly.

www.ft.com/content/7d08...

TechStack #2 Questa settimana: Alibaba accelera sull’IA, Taiwan fa dei chip la sua arma geopolitica e Nvidia con OpenAI stringono un’alleanza da 100 miliardi per spingere la corsa alla "superintelligenza".

📰 È uscito il nuovo numero di TechStack.

Questa settimana:
🔹 Alibaba spinge su LLM e chip per l’IA
🔹 Taiwan usa i chip come leva geopolitica
🔹 Nvidia + OpenAI: alleanza da $100B per la superintelligenza

☕ 3 notizie, un po’ di contesto, il tempo di un caffè.

👉: open.substack.com/pub/politics...

📚 Through two case studies, 5G network infrastructure and cloud-related data centres, I analyse how these challenges are reshaping European policies and driving a shift from a market-liberal approach towards a more explicitly geoeconomic one.

🔗 europeanstudiesreview.com/wp-content/u...

🦾 At the same time, the EU is developing instruments to manage its technological and economic interdependence with the United States and China more strategically, such as the GAIA-X project and the 5G Cybersecurity Toolbox.

👉 Dependence on non-European providers in 5G networks and cloud data centres is not merely a technical or commercial issue, but a strategic vulnerability that constrains Europe’s ambitions for digital and technological sovereignty.

📢 New publication in European Studies Review

✍ My latest article, "The Geoeconomics of High-Tech Infrastructure: Europe’s Dependence on Foreign Technology", has just been published in the European Studies Review.

🔗 lnkd.in/e7ksQRGV

#Geoeconomics #DigitalSovereignty #5G #CloudComputing #TechPolicy

This is great. Being a political scientist at the moment is a bit like being a climate scientist a few years back. You can see clearly catastrophe is coming, but most people seem blithely unaware of it

TechStack #1 Questa settimana parliamo dell’alleanza tra Nvidia e Intel, delle contromosse di Pechino contro i chip americani e della nuova road-map di Huawei per i processori dedicati all’IA.

Nella prima edizione:
💸 NVIDIA investe 5 miliardi in Intel
🇨🇳 Pechino limita i chip americani
🤖 Huawei svela la nuova road map per l’AI

👉 Leggi qui:

🚀 Ho appena lanciato TechStack, la mia newsletter settimanale sull’intersezione tra tecnologia, sicurezza internazionale ed economia.

☕🚬 Ogni settimana: 3 notizie con il loro contesto, giusto il tempo di un caffè e una sigaretta.

"The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/" - @mims.bsky.social

My takeway is that The US has gone ALL IN BET OF THE 21st Century on AI, while China has gone all in on green tech

The Political Economy of AI: A Syllabus As I’ve noted occasionally before, one of the most potentially useful things that academics do is preparing syllabi, and hence organizing information about the world.

Original draft of syllabus is here - www.programmablemutter.com/p/the-politi... - still in need of a summary piece on the role of capital in shaping the AI economy

This Chip will Self-Destruct The U.S. wants to track the location of every AI microchip. And it also wants the power to remotely shut them down. Can the rest of the world stomach the risks?

A must-read on America’s threatened weaponisation of interdependence…..

This Chip will Self-Destruct open.substack.com/pub/mileskel...

New tools: How the EU can show China it means business Chinese policymakers are well used to ignoring European objections to decisions made in Beijing. With a new array of tools, the EU could finally cause them to think differently.

Catch up on the latest on EU-China relations ahead of tomorrow's BRICS Summit from Alicja Bachulska.
The EU needs to make clear to China that it is willing to use an array of tools, should China not agree to pare back its market dominance and economic coercion in Europe.
Read more 👉

Lutnick: "The big issue is you can't fight a war without steel and aluminum production in America. If you don't have the ability to make your own steel and aluminum, you can't fight a war. And that is what the president is doing."

China's export controls on rare earths and magnets are beginning to bite.

European companies' stockpiles are dwindling, and production is being throttled.

Beijing will want to leverage this chokehold with Europe in trade, investment and tech control talks

www.handelsblatt.com/politik/inte...

Watching Porco Rosso and my husband just commented “Miyazaki went where Franz Kafka couldn’t” 🪲☠️

From pipe dream to NATO pitch: Meloni tries to rescue long-awaited bridge to #Sicily  But with shaky ground beneath it and cracks in the military logic, critics fear it’s more spin than steel.

From pipe dream to NATO pitch: Meloni tries to rescue long-awaited bridge to #Sicily : But with shaky ground beneath it and cracks in the military logic, critics fear it’s more spin than steel.

Elon Musk used to be a political force on X. Now he’s back to business.

The shift mirrors Musk’s effort to revive his companies, which suffered reputational damage and, in Tesla’s case, steep declines in stock price.
wapo.st/3FnIq6P

Fact 1 "The spectacular acceleration in global renewable investment is, in fact, a story about 1 country: China"

Fact 2 "The renewable share of new capacity additions in electricity generation worldwide is 90%" -Tooze

Why are these 2 facts not known broadly?
adamtooze.substack.com/p/chartbook-...

Outsourcer in Chief: Is Trump Trading Away America’s Tech Future?

10/But in the long term, the US risks moving the AI ecosystem abroad, allowing sensitive technology to leak to third parties, or building an AI infrastructure based autocracies. To quote one RAND expert. "We’ve seen this movie before, and we should not repeat it".
www.nytimes.com/2025/05/15/b...

Trump administration rescinds Biden AI chip export rule The Commerce Department on Monday officially rescinded the former Biden administration’s artificial intelligence diffusion rule that would have placed caps on chip sales to most countries aro…

6/And that is exactly what the Biden Administration was trying to stop with its 'diffusion rule', which the Trump Administration overturned this week.
thehill.com/policy/techn...

Outsourcer in Chief: Is Trump Trading Away America’s Tech Future?

4/That is what makes the US-Middle East AI deals so unsettling. Its not just selling chips but building out a AI-led ecosystem based there. “Why would we want to offshore the infrastructure that will underpin the key industrial technology of the coming years?”

www.nytimes.com/2025/05/15/b...

To the cartoonist who drew this, well done.

Huawei bribery scandal: Belgium asks European Parliament to lift MEP immunities Belgian authorities want to investigate five MEPs over cash-for-influence case, officials say.

Updates on Huawei-gate

Belgian authorities have asked the European Parliament to strip the immunities of a group of EU lawmakers so they can be investigated for their alleged involvement in a cash-for-influence scandal linked to the Chinese tech firm Huawei.

www.politico.eu/article/belg...

"As Chinese firms move into Europe—and with no obligation to invest, create jobs locally or share technology and know-how—Europe’s industrial heartland risks shrinking and turning into assembly lines for components made in China."

Commission preliminarily finds TikTok\'s ad repository in breach of the Digital Services Act Today, the Commission has informed TikTok of its preliminary view that the company does not fulfil the Digital Services Act (DSA)\'s obligation to publish an advertisement repository.

🚨🚨 #EUTech law enforcement: Today, @ec.europa.eu has informed #TikTok of its preliminary view that the company does not fulfil the EU Digital Services Act (DSA)'s obligation to publish an advertisement repository. 🧵https://ec.europa.eu/commission/presscorner/detail/en/ip_25_1223

China's EU exports: +8.3%
China's German exports: +20.44%
China's French exports: +2.8%
China's Dutch exports: +5.28%
China's Italian imports: +4.97%

Photo of Robert Schuman, standing in the centre, was taken on 20 June 1950, at the opening of the intergovernmental negotiations for the implementation of the Schuman Plan. It is generally used to illustrate the declaration of 9 May 1950 as no photographer was present at the original press conference.

Photo of Robert Schuman.

🇪🇺 75 Years of the Schuman Declaration 🇪🇺

On 9 May 1950, Robert Schuman put forward a bold idea: unite Europe by pooling coal and steel production to make war ‘not merely unthinkable, but materially impossible.’

Trump’s destruction of the US economy & America's global standing is creating an opportunity for the EU to lead. My new piece @rielcano.bsky.social considers possible scenarios for the global economy now that we are at the end of the US-led order. 1/ 🧵

It is hard to run faster when talent runs away. The future of US innovation could be at risk. Government attacks on higher ed and research funding will only accelerate this trend.