Tag: #geopolitics
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 9 posts
9 posts are tagged #geopolitics; the most recent was published on 2026-06-21.
Often tagged together: #2026-03 5 #semiconductor 3 #current-affairs 2 #history 2 #india 2
Most read in the last 90 days:
The Cold War — A Clash of Two Worlds ♪ Listenable
From the moment the Second World War ended to the dissolution of the Soviet Union in 1991, two superpowers split the world in two without ever firing directly at each other. This essay traces roughly half a century of nu
2026-06-21 · 41 min read #cold-war#history#geopolitics#nuclear#world-historyThe Energy Transition — A World After Fossil Fuels ♪ Listenable
In a single generation the cost of solar and wind has collapsed, and the world is moving toward an energy system beyond fossil fuels. This essay examines the rise of renewables, intermittency and storage, the nuclear deb
2026-06-21 · 45 min read #energy#climate#renewable-energy#nuclear#technologyDefense Stocks and Geopolitics — The 2026 Security Investment Theme Guide
Rising global defense budgets, European rearmament, the defense value chain, major companies and K-defense exports, new frontiers and the ethics debate — a balanced look at the 2026 security investment theme from both bu
2026-06-18 · 18 min read #finance#defense-stocks#geopolitics#investing#etfChina and Emerging Markets 2026 — Between Risk and Opportunity ♪ Listenable
A look at China and emerging markets in 2026 through the lenses of economy and policy, real estate, technology self-reliance and regulation, geopolitics and de-risking. We weigh alternative markets such as India, a diver
2026-06-18 · 20 min read #china-stock#emerging-markets#india#geopolitics#diversificationUS-Iran War and Tech: Hormuz Blockade, Semiconductor Crisis, and What Developers Need to Know ♪ Listenable
The US-Iran war that began February 2026 has pushed Brent crude to $126/barrel, effectively blockaded the Strait of Hormuz (20% of global oil), doubled helium prices threatening semiconductor fabs, erased $200B+ from SK
2026-03-22 · 20 min read #geopolitics#us-iran#oil-prices#semiconductor#cybersecurityKorean Peninsula Security Crisis: Geopolitical Transformation in 2026
Analysis of North Korea military cooperation with Russia, South Korea political transition, US-ROK alliance dynamics, nuclear program, China role, and prospects for the Korean peninsula.
2026-03-17 · 6 min read #korea#security#north-korea#geopolitics#peninsulaUS-China Semiconductor Tech War 2026: Deepening Decoupling and Its Global Impact
The US-China tech cold war deepens in 2026. China closes the cloud loophole with Remote Access Security Act, commits to 10% annual R&D growth, and intensifies semiconductor restrictions. Analysis of Samsung, SK Hynix, an
2026-03-16 · 8 min read #geopolitics#semiconductor#tech-war#china#usaIndia's Semiconductor Revolution 2026: Will the $120B Fund Create a New Chip Superpower?
India's government is backing a $120 billion semiconductor manufacturing fund with TATA Electronics and Foxconn India to challenge Taiwan, South Korea, and Japan's semiconductor dominance. Can India capture 10-12% of glo
2026-03-16 · 6 min read #semiconductor#india#chips#geopolitics#supply-chainMiddle East History Overview - Civilizations, Empires, and Modern Conflicts
A comprehensive overview of Middle Eastern history from Mesopotamian civilization to modern geopolitical conflicts, covering ancient civilizations, the rise of Islam, the Ottoman Empire, the formation of modern nation-st
2026-03-07 · 13 min read #history#middle-east#civilizations#geopolitics#ottoman-empire