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From Washington to Beijing, leaders are pouring billions into AI but these efforts rest on a fundamental and increasingly scarce input: electricity.

China’s biotechnology stocks have shaken off a four-year slump to be among the hottest performers in Asia this year and funds are tipping further gains.The Hang Seng Biotech Index has surged more than 60% since the start of January amid investor enthusiasm over a pair of billion-dollar deals involving foreign firms licensing Chinese drugs.

Venture capitalist Marc Andreessen warns that the United States and China are now locked in a Cold War-style battle for AI supremacy.

ADAM SEGAL is Ira A. Lipman Chair in Emerging Technologies and National Security and Director of the Digital and Cyberspace Policy Program at the Council on Foreign Relations. From April 2023 to July 2024, he was a Senior Adviser in the U.S. State Department’s Bureau of Cyberspace and Digital Policy.

HWT.UL] is capable of producing no more than 200,000 advanced artificial intelligence chips in 2025, a top U.S. exports controls official told lawmakers on Thursday, warning that though the number is below the company's demand,

Oak Ridge's uranium enrichment facility supports America's AI ambitions amid concerns that China's aggressive nuclear reactor construction could give it an edge in powering data centers.

In the largest single foreign investment in US history, Taiwan Semiconductor Manufacturing Company (TSMC), the world’s “most powerful company” according to US President Donald Trump, unveiled a $100 billion investment,

Popular AI apps from Alibaba and ByteDance have disabled features like image recognition to prevent cheating.

Nvidia's AI leadership and potential China revenue recovery justify the current premium. Find out why NVDA stock is a Buy.

This is today's edition of The Download, our weekday newsletter that provides a daily dose of what's going on in the world of technology.

U.S. export controls on Nvidia have incentivized China to develop alternatives, while also making it more difficult for domestic firms to do so, experts say.