China

Don’t bet against Nvidia – yet

Last night revealed another set of outstanding results from Nvidia. Its quarterly revenues were up by 105 percent year-on-year, comfortably ahead of expectations. Its earnings per share doubled. Its gross margin remained at an impressive 75 percent. And its guidance for the third quarter was for another significant rise in revenues. The chip manufacturer's founder Jensen Huang bullishly declared that the Artificial Intelligence industry had reached its “golden age” without risking ridicule. Nvidia's share had been flat-lining for much of the past few months, and rival chipmakers have been crashing, as investors started to doubt whether the massive investment in AI, and the data hubs that power it, could be sustained. And yet, once again, the company proved its critics wrong.

‘We pretend to teach, they pretend to learn’: the reality of lecturing Chinese students

From our UK edition

Shanghaiing, the practice of drugging and kidnapping men on the US West Coast for service on ships bound for China, was made a federal offence in 1915, but every summer the university where I teach draws reverse inspiration from it when the Dean flies to China to round up students. Though it’s unlikely that he cruises the teen hangouts of Yichang or Xingtai, slipping laudanum into school leavers’ bubble teas, the demand for Chinese freshers is such that the use of press gangs by British universities would be neither unexpected nor much out of character. More than one in 20 students in Britain are Chinese. They contribute billions to the UK economy annually and without them several universities would go bankrupt and most would struggle.

Can General Bessent win the war? 

At a much-anticipated press conference Monday, Secretary of the Treasury Scott Bessent minced no words. The United States, he said, is now imposing unprecedented sanctions not only on Iran but on every country, corporation, bank, and shipping company that does business with that regime.   Thanks to these US policies, Bessent said, all Iran’s facilitators must now choose between economic ties with the US and those with the Islamic Republic of Iran. Do business with Iran and you will be severed from the US market and the entire dollar-based trading system, the centerpoint of the world economy.  That policy can be summed up in two words: “economic asphyxiation.

Could China colonize Mars before America?

A 20-year-old Chinese researcher dressed in a red crayfish costume has become a symbol of Beijing’s ambition. At a scientific conference in Paris last fall, he explained that he was working on an important project. His plans would enable his country’s astronauts to prepare spicy crayfish soup, a Chinese favorite, on Mars. “That’s what we’re competing with. The vibe is good in Beijing,” Drew Endy, associate professor of bioengineering at Stanford University, said in evidence to a Senate hearing last month. The hearing examined whether the US is losing its innovation advantage to China. Concerned senators saw the big red crayfish as further evidence of the scale of Chinese ambition when it comes to Mars.

There’s still time to save the West

When The Spectator asked me whether I would write an essay on ‘Why we need to strengthen the West’, I was delighted – and bemused. Why is this even up for debate? That we must explain and justify ‘the West’ at all indicates just how weak it has become. It would be better if it did not need strengthening at all but the truth is that the West has become an invalid. What exactly, though, needs to be strengthened? The West is an idea, not a location. It is not a matter of geography, it is a way of life. The idea of the West rests on four pillars: Athens – where democracy was born. Rome – the cradle of the rule of law. Jerusalem – where Judeo-Christian values placed the inviolable dignity of the individual at the centre.

Politicians’ contempt for the press is contempt for the public

From our UK edition

I was hacked by the Chinese a few years ago. Security at News UK, where I was employed on the Sunday Times, told around 20 journalists that our emails had been compromised. An agency of the Chinese state was searching for information on our coverage of Chinese issues, including Beijing’s crushing of Hong Kong and the decision to sanction members of parliament. To be honest, I’d have been pretty offended if I hadn’t been on the list. Frankly, if the Chinese want to know what I know, they can take out a subscription to The Spectator, just as they could have bought a copy of the Sunday Times. But this is what you expect from the Chinese, isn’t it?

Why does anyone take Ai Weiwei seriously?

When Ai Weiwei (b.1957) arrived in Europe in 2015, fresh from state-imposed house arrest, he was greeted as a hero. Museums and galleries fell over themselves to host exhibitions devoted to the West’s new favourite dissident – even while those galleries continued, mysteriously, to participate in Chinese art fairs. Nobody dared say it at the time, but his actual art – vast, chaotic installations and whimsical sculptures that drew on Chinese folklore – was even then just a bit dull. Soon enough, the artist was positioning himself as the voice of the global dispossessed, in the process (to borrow someone else’s phrase) morphing into a kind of Chinese Banksy. His work became self-aggrandising in tone and ever more naff in form, in the process losing any trace of subtlety.

China has subverted the AI race

Representatives of the largest American artificial intelligence laboratories met in the White House on August 4. OpenAI, Anthropic, Google and Meta were called in to review a framework, recently completed and largely classified, that would give the government 30 days to review AI models before the public sees them and test how well they break into computers. Participation is voluntary, but the timing is not. Twice in two weeks, AI systems built to test how well they could break into computers broke into real companies instead.

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Are we on the brink of World War Three?

Last month, an Iranian cargo ship in the Caspian Sea was struck by a Ukrainian drone. Kyiv claimed the vessel was carrying military equipment heading toward Russia. “The regime in Tehran is a direct accomplice to Russian aggression against Ukraine, fueling Moscow’s criminal war with weapons,” Kyiv’s foreign minister said. Tehran reportedly contemplated a counterstrike on one of Ukraine’s Black Sea ports, then thought better of it. But the threat of a conflagration is higher now than at any point since the end of the Cold War. Conflicts that are currently contained risk spilling out and engulfing whole regions, perhaps the world. If the Iran and Ukraine conflicts were to merge, we’d see a war that runs from Poland to the edges of India.

world war three

Who funds the DSA?

On July 18, Hasan Piker – a Twitch streamer who has made millions denouncing capitalism – addressed the national convention of the Democratic party’s student wing in a gray tunic suit of the kind Mao Zedong wore. Days later, a stream resurfaced in which Piker, broadcasting from China, called Mao “one of the great leaders of this world.” His clarification, that there were “a lot of excesses, let’s be real,” is the tone of a man returning a fish that a restaurant served over-salted, not of one contemplating tens of millions dead. Nobody would need to care if the socialists were losing.

China understands The Odyssey better than we do

China will inherit Homer, and not because the Communist party has decided to take him. The evidence arrived last week in Beijing, where a doctoral candidate in political theory named Yiyang Zhuge sat down with Christopher Nolan to talk about The Odyssey. She reads Greek and has translated Plutarch’s Moralia into Chinese. She learned her Greek in the United States. Zhuge told Nolan that the concept of atonement does not exist in Greek culture, in the Greek language, or in Homer’s Odyssey. It is in the film. Then she asked him: “Did you Christianize the Odyssey?” Nolan said he had focused on xenia, the ancient obligation between host and guest. As for atonement, he said it was “what we bring as viewers to the story,” and that he had not intended to Christianize the poem.

the odyssey china

The West has become its own worst enemy

From our UK edition

On 27 January 2024, Iranian-backed militants launched a one-way attack drone at the US base known as Tower 22 in the Syria-Iraq borderlands. It hit and killed three American soldiers and injured many other members of the 350-strong garrison. The attack was a pivotal moment. Before it, no US ground troops had been killed by an enemy aircraft since the Korean War. But they had been now, and would be again. Two years later, a similar attack, this time by Iran itself, evaded US air defences, hit a US command centre in Kuwait and killed six personnel. It was the deadliest Iranian strike of the recent conflict. Steve Feldstein is a senior fellow at the Carnegie Endowment for International Peace, an expert on technology, democracy and national security and an award-winning author.

Is Tainan the world’s most dangerous city?

In a country full of brilliant food, the Garden Night Market in sultry Tainan, southwest Taiwan, is still a standout: a cheerful riot of steam, umami, deep-fried tofu and loud, vivacious chatter. Families drift past in loose formation, grandparents hefting toddlers with fruit ices, flirting teenagers orbiting bubble-tea stalls, couples sharing hot skewers of squid, pork and chicken gizzards. Almost everyone plays lurid and inexplicable games involving teddy bears and claw machines. I eat sublime oyster omelettes slick with sweet chili pepper sauce, then hot soup dumplings that collapse into scalding, savory bliss. Someone presses popcorn chicken into my hand. It is dangerously moreish. The next morning, Tainan feels sun-blessed and unhurried.

Hugging Face OpenAI

The real threat in the rogue AI agent case

Hugging Face is the online warehouse of artificial intelligence. Anyone can download a working AI model from it, free, and most open models have passed through it. Earlier this month, its engineers sat down to work out what had spent a weekend crawling through their systems – and asked an AI model to read the logs. To investigate a break-in you have to hand a model the break-in: the intruder's code, the commands it ran, the tools it used. So the American frontier model refused. There was a risk, it reasoned, that it was being tricked into hacking Hugging Face. The request to scan the servers for vulnerabilities is indistinguishable from what an attacker would ask for. So the engineers downloaded GLM 5.2, a model from the Chinese laboratory Z.

China has Russia over a barrel

Vladimir Putin just can’t keep away. Having visited Beijing in May on the heels of Donald Trump, it has been announced that the Russian leader – who has been to China more than two dozen times during his tenure as president – will lead his country’s delegation to the 33rd Asia-Pacific Economic Cooperation (APEC) summit in November. This apparent sign of amity, though, is actually an expression of Russia’s growing dependence on China – and Putin’s growing frustration with its refusal to green-light a new gas pipeline project.

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Why Elbridge Colby’s NATO warning shots will backfire

It is hardly news that US relations with the rest of NATO (“rNATO” hereafter) are at an unprecedentedly low ebb. But they took a new and interesting twist last week when the US Under Secretary of War for Policy, Elbridge Colby, issued a curious statement via social media, opining that “middle powers” have no coherent basis for alignment independent of the United States, and that they would therefore be foolish to try. The “middle powers” in question here are erstwhile US allies with enough of their own wealth and technological capacity to pursue meaningful sovereign capabilities, but not enough to independently rival systemic great powers such as the United States (the likes of Germany, Japan, Britain, Canada, Australia and so forth). Colby is a serious strategic mind.

Colby

The real Chinese election plot

China’s political interference is in many ways worse than President Trump asserts, but the true nature and scale of Beijing’s activities may be obscured by his efforts to use it for partisan gain. Whatever Trump’s motives in accusing China of meddling in the 2020 presidential election – “the largest compromise of election data in history,” as he put it – Beijing has undoubtedly become more aggressive in its political interference. Beijing has adopted Russian-style disinformation operations in its attempts to undermine its western rivals, and the United States in particular. The pandemic was a turning point.

Trump

Trump looks like a spent force

Pete Hegseth has announced that the US military will test soldiers over 30-years old for low testosterone. But judging by President Trump’s pallid performance on Thursday night during his election integrity speech, the testing should commence with him. Trump appeared to be a spent force, slurring many of his words and rehashing old grievances ad nauseam. His principal complaint: starting in 2019, China engaged in machinations to make it look like “your president wasn’t so hot.” This speech wasn’t a show of strength, but a confession of weakness Last night, Trump himself never brought the heat. The American left went into overdrive, fretting that Trump would fire an opening salvo to seize control of the midterm elections in November.

Hunter Biden, Substackistador

Hunter Biden has worn many hats in his 56 years on Earth. Scion, serviceman (briefly), attorney, businessman, crack addict, painter and, lately, influencer. The former first son burnished his online credentials by joining Substack this week – and Cockburn welcomes his comrade. Hunter’s first meaningful post on “Where’s Hunter,” his blog on the platform, is called “It’s Dad.” The piece reads like something any other wealthy aspiring artist might shuffle up to read at an open-mic night. The sentences are short, the metaphors heavy. He muses – there is no other word for it – on the voicemail his father Joe left him and how it was heard around the world after the contents of his infamous laptop were published: The late hour. The quiet room.

Britain will need China to survive the AI revolution

From our UK edition

Professional players of Texas hold ’em, the most popular variant of poker, go to great lengths to play a balanced, unexploitable strategy. They mix value bets and bluffs in every single hand. The bluffs are not usually to make money. They are there to stop other players adjusting profitably to the game. If another player over-folds to avoid losing to your value bets, only then do your bluffs go from break-even to hugely profitable. Against strong opponents, a balanced strategy is essential. National strategy likewise should strive for balance, particularly from the perspective of a weaker country.