Josh Zoffer / Financial Times:
Data centers offer US a chance to get ahead in the next key technologies and to build domestic supply chains based on demand rather than subsidies and tariffs — America must not repeat the mistakes that handed China rare-earth dominance … America's China policy over the past decade …
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Sunday, July 5, 2026
Data centers offer US a chance to get ahead in the next key technologies and to build domestic supply chains based on demand rather than subsidies and tariffs (Josh Zoffer/Financial Times)
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Analysis: Google DeepMind has lost frontier-model momentum amid leadership and RL talent departures, with Google Cloud emerging as a winner with more compute (SemiAnalysis)
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