DeepSeek V4: Chinese AI Bypasses Nvidia with Huawei Chip
DeepSeek V4, a 1.6T parameter AI model, now runs on Huawei chips, disrupting AI hardware. This shift unlocks cost savings & impacts global supply chains.
Tag
china
Brazil-China DDGS Deal: 62,000 Tons & Export Shift
Brazil’s 62,000-ton DDGS shipment to China signals a 15% export rise, challenging US dominance in animal feed. What’s the impact on global feed markets and DDGS marginal cost?
India (+1): The Paradox of ‘China Plus One’ – Rise, Constraints & External Shocks
India caught between the promise of ‘China Plus One’ and the Hormuz Strait crisis. Analysis of semiconductors, energy dependency, and active non-alignment in a blazing Middle East.
Brazil’s Agribusiness Boom and Industrial Stagnation Paradox
In 2026, Brazil faces a paradox: record agribusiness exports and hi-tech farming coexist with suffocating growth rates, sky-high interest rates, and chronic deindustrialization amid US-China geo-economic rivalry.
China: Commercial Space Tech for Military Use
China integrates commercial satellites into military systems. The challenge is ensuring national security amid rising geopolitical tension.