For decades, American and Chinese scientists collaborated on supercomputers. But Chinese scientists have become more secretive as the U.S. has tried to hinder China's technological progress, and they have stopped participating altogether in a prominent international supercomputing forum. From a report: The withdrawal marked the end of an era and created a divide that Western scientists say will slow the development of AI and other technologies as countries pursue separate projects. The new secrecy also makes it harder for the U.S. government to answer a question it deems essential to national security: Does the U.S. or China have faster supercomputers? Some academics have taken it upon themselves to hunt for clues about China's supercomputing progress, scrutinizing research papers and cornering Chinese peers at conferences.

Supercomputers have become central to the U.S.-China technological Cold War because the country with the faster supercomputers can also hold an advantage in developing nuclear weapons and other military technology. "If the other guy can use a supercomputer to simulate and develop a fighter jet or weapon 20% or even 1% better than yours in terms of range, speed and accuracy, it's going to target you first, and then it's checkmate," said Jimmy Goodrich, a senior adviser for technology analysis at Rand, a think tank. The forum that China recently stopped participating in is called the Top500, which ranks the world's 500 fastest supercomputers. While the latest ranking, released in June, says the world's three fastest computers are in the U.S., the reality is probably different.

Simon Sharwood reports via The Register: Chinese researchers have created a drone that weighs just over four grams -- less than a sheet of printer paper -- and may be able to fly indefinitely. Documented in a paper published last week in Nature, the drone uses an electrostatic motor that weighs just 1.52 grams and is powered by solar cells that produce 4.5V. The paper asserts that the drone's design has a lift-to-power efficiency two to three times better than that found in traditional drones. The authors suggested that if rechargeable batteries can be added, the craft could be capable of 24-hour flying operations.

The BBC reports that "while most of the world was grappling with the blue screen of death on Friday," there was one country that managed to escape largely unscathed: China. The reason is actually quite simple: CrowdStrike is hardly used there. Very few organisations will buy software from an American firm that, in the past, has been vocal about the cyber-security threat posed by Beijing. Additionally, China is not as reliant on Microsoft as the rest of the world. Domestic companies such as Alibaba, Tencent and Huawei are the dominant cloud providers.

So reports of outages in China, when they did come, were mainly at foreign firms or organisations. On Chinese social media sites, for example, some users complained they were not able to check into international chain hotels such as Sheraton, Marriott and Hyatt in Chinese cities. Over recent years, government organisations, businesses and infrastructure operators have increasingly been replacing foreign IT systems with domestic ones. Some analysts like to call this parallel network the "splinternet".

"It's a testament to China's strategic handling of foreign tech operations," says Josh Kennedy White, a cybersecurity expert based in Singapore. "Microsoft operates in China through a local partner, 21Vianet, which manages its services independently of its global infrastructure. This setup insulates China's essential services — like banking and aviation — from global disruptions."
"Beijing sees avoiding reliance on foreign systems as a way of shoring up national security."

Thanks to long-time Slashdot reader hackingbear for sharing the article.

In April the U.S. Space Force began testing "a new ground-based satellite jamming weapon to help keep U.S. military personnel safe from potential 'space-enabled' attacks" (according to a report from Space.com). The weapon was "designed to deny, degrade, or disrupt communications with satellites overhead, typically through overloading specific portions of the electromagnetic spectrum with interference," according to the article, with the miitary describing it as a small form-factor system "designed to be fielded in large numbers at low-cost and operated remotely" and "provide counterspace electronic warfare capability to all of the new Space Force components globally."

And now, Bloomberg reports that the U.S. is about to deploy them: The devices aren't meant to protect U.S. satellites from Chinese or Russian jamming but "to responsibly counter adversary satellite communications capabilities that enable attacks," the Space Force said in a statement to Bloomberg News. The Pentagon strives — on the rare occasions when it discusses such space capabilities — to distinguish its emerging satellite-jamming technology as purely defensive and narrowly focused. That's as opposed to a nuclear weapon the U.S. says Russia is developing that could create high-altitude electromagnetic pulses that would take out satellites and disrupt entire communications networks.

The first 11 of 24 Remote Modular Terminal jammers will be deployed in several months, and all of them could be in place by Dec. 31 at undisclosed locations, according to the Space Force statement... The new terminals augment a much larger jamming weapon called the Counter Communications System that's already deployed and a mid-sized one called Meadowlands "by providing the ability to have a proliferated, remotely controlled and relatively relocatable capability," the Space Force said. The Meadowlands system has encountered technical challenges that have delayed its delivery until at least October, about two years later than planned.

China has "hundreds and hundreds of satellites on orbit designed to find, fix, track, target and yes, potentially engage, US and allied forces across the Indo-Pacific," General Stephen Whiting, head of US Space Command, said Wednesday at the annual Aspen Security Forum. "So we've got to understand that and know what it means for our forces."
Bloomberg also got this comment from the chief director of space security and stability at the Secure World Foundation (which produces reports on counterspace weapons). The new U.S. Space Force jamming weapons are "reversible, temporary, non-escalatory and allow for plausible deniability in terms of who the instigator is."

The pace of China's clean energy transition "is roughly the equivalent of installing five large-scale nuclear power plants worth of renewables every week," according to a report from Australia's national public broadcaster ABC (shared by long-time Slashdot reader AmiMoJo): A report by Sydney-based think tank Climate Energy Finance (CEF) said China was installing renewables so rapidly it would meet its end-of-2030 target by the end of this month — or 6.5 years early.

It's installing at least 10 gigawatts of wind and solar generation capacity every fortnight...

China accounts for about a third of the world's greenhouse gas emissions. A recent drop in emissions (the first since relaxing COVID-19 restrictions), combined with the decarbonisation of the power grid, may mean the country's emissions have peaked. "With the power sector going green, emissions are set to plateau and then progressively fall towards 2030 and beyond," CEF China energy policy analyst Xuyang Dong said... [In China] the world's largest solar and wind farms are being built on the western edge of the country and connected to the east via the world's longest high-voltage transmission lines...

Somewhat counterintuitively, China has built dozens of coal-fired power stations alongside its renewable energy zones, to maintain the pace of its clean energy transition. China was responsible for 95 per cent of the world's new coal power construction activity last year. The new plants are partly needed to meet demand for electricity, which has gone up as more energy-hungry sectors of the economy, like transport, are electrified. The coal-fired plants are also being used, like the batteries and pumped hydro, to provide a stable supply of power down the transmission lines from renewable energy zones, balancing out the intermittent solar and wind.

Despite these new coal plants, coal's share of total electricity generation in the country is falling. The China Energy Council estimated renewables generation would overtake coal by the end of this year.
CEF director Tim Buckley tells the site that China installed just 1GW of nuclear power last year — compared to 300GW of solar and wind. "They had grand plans for nuclear to be massive but they're behind on nuclear by a decade and five years ahead of schedule on solar and wind." Last year China accounted for 16% of the world's nuclear-generated power — but also more than half the world's coal-fired power generation, according to this year's analysis from the long-running International Energy Agency. The IEA estimated that in 2023, China's electricity demand rose by 6.4%, and they're predicting that by 2026 the country will see an increase "more than half of the EU's current annual electricity consumption."

And yet in China "the rapid expansion of renewable energy sources is expected to meet all additional electricity demand..." according to the IEA analysis. "Coal-fired generation in China is currently on course to experience a slow structural decline, driven by the strong expansion of renewables and growing nuclear generation, as well as moderating economic growth."

There's also some interesting stats on the "CO2 intensity" of power generation around the world. "The EU is expected to record the highest rate of progress in reducing emissions intensity, averaging an improvement of 13% per year. This is followed by China, with annual improvements forecast at 6%, and the United States at 5%."

Long-time Slashdot reader Uncle_Meataxe shares a related article from Electrek ...

"If there is no alternative, then the whole thing can collapse around you," says Ron Delnevo. He's the chair of The Payment Choice Alliance, "which campaigns against the move towards a cashless society."

He's part of those arguing "the chaos caused by the global IT outage last week underlines the risk of moving towards a cashless society," writes the Observer: Authorities in China and the US have fined businesses for not accepting cash. Delnevo said the U.K. should have a law requiring all businesses to take cash. Martin Quinn, campaign director for the PCA, said using cash allowed for anonymity. "I don't want my data sold on, and I don't want banks, credit card companies and even online retailers to know every facet of my life," he said. Budgeting by using cash is also easier for some, he added.
The article includes some interesting statistics from a U.K. bank trade association. "The number of people who never use cash, or use it less than once a month, reached 23.1 million in 2021, but declined to 21.6m last year." The GMB [general trade] Union said the outage reinforced what it had been saying for years: that "cash is a vital part of how our communities operate". "When you take cash out of the system, people have nothing to fall back on, impacting on how they do the everyday basics."

Longtime Slashdot reader Uncle_Meataxe shares a report from the Sacramento Bee: California's power grid handled a nearly three week long record-setting heat wave with few issues. The heat wave was the hottest 20-day period on record around Sacramento and set an all-time temperature record of 124 degrees in Palm Springs. Emergency alerts and calls for voluntary conservation were avoided this time around. Officials credit years of investment in renewable energy, especially battery storage that store solar power for use when the sun stops shining.

CAISO last issued calls for voluntary conservation two years ago, during a 2022 bout of extreme heat. Since then, roughly 11,600 megawatts of new renewable energy sources have come onto California's electricity grid. That includes 10,000 megawatts of battery power, enough to power 10 million homes for a few hours. California is now home to the most grid batteries in the world outside of China, [said Elliot Mainzer, president and CEO of California Independent System Operator (CAISO)].

"Batteries performed very well in this event, they were charged and ready at the right times for optimization on the grid," he added. "That made a big, big difference." [...] Apart from battery storage, Mainzer also credited that success to less extreme temperatures in Southern California as well as noticeable slightly lower electricity consumption in the peak demand hours, from 4 p.m. to 9 p.m.

The U.S. Commerce Department plans to issue proposed rules on connected vehicles next month and expects to impose limits on some software made in China and other countries deemed adversaries, a senior official said Tuesday. From a report: "We're looking at a few components and some software - not the whole car - but it would be some of the key driver components of the vehicle that manage the software and manage the data around that car that would have to be made in an allied country," said export controls chief Alan Estevez at a forum in Colorado.

In May, Commerce Secretary Gina Raimondo said her department planned to issue proposed rules on Chinese-connected vehicles this autumn and had said the Biden administration could take "extreme action" and ban Chinese-connected vehicles or impose restrictions on them after the Biden administration in February launched a probe into whether Chinese vehicle imports posed national security risks.

An anonymous reader quotes a report from Wired, written by Chris Baraniuk: The buses struggling in China's muggy weather gave [Matt Jore, CEO of Montana Technologies] and his colleagues an idea. If they could make dehumidification more efficient somehow, then they could make air conditioning as a whole much more efficient, too. They headed back to the US wondering how to make this happen. [...] "I have here 50-gallon barrels of this stuff. It comes in a special powder," says Jore, referring to the moisture-loving material that coats components inside his firm's novel dehumidifier system, AirJoule. This is the result of years of research and development that followed his team's trip to China. The coating is a type of highly porous material called a metal-organic framework, and the pores are sized so that they fit around water molecules extremely well. It makes for a powerful desiccant, or drying device. "Just one kilogram can take up half or more than half -- in our case 55 percent -- of its own weight in water vapor," says Jore.

The AirJoule system consists of two chambers, each one containing surfaces coated with this special material. They take turns at dehumidifying a flow of air. One chamber is always drying air that is pushed through the system while the other gradually releases the moisture it previously collected. A little heat from the drying chamber gets applied to the moisture-saturated coating in the other, since that helps to encourage the water to drip away for removal. These two cavities swap roles every 10 minutes or so, says Jore. This process doesn't cool the air, but it does make it possible to feed dry air to a more traditional air conditioning device, drastically cutting how much energy that secondary device will use. And Jore claims that AirJoule consumes less than 100 watt-hours per liter of water vapor removed -- potentially cutting the energy required for dehumidification by as much as 90 percent compared to a traditional dehumidifier.

Montana Technologies wants to sell the components for its AirJoule system to established HVAC firms rather than attempt to build its own consumer products and compete with those firms directly -- it calls the approach AirJoule Inside. The firm is also working on a system for the US military, based on the same technology, that can harvest drinkable water from the air. Handy for troops stationed in the desert, one imagines. However, AirJoule is still at the prototype and testing stages. "We're building several of these pilot preproduction units for potential customers and partners," says Jore. "Think rooftops on big-box retailers." Montana Technologies isn't the only firm using cutting-edge technology to make air conditioning units more efficient. Rival firm Blue Frontier has developed a desiccant-based dehumidifying system using a liquid salt solution, with installations in various U.S. locations, that links to a secondary air-conditioning process and regenerates desiccant during off-peak hours to reduce peak electricity demand.

Then there's Nostromo Energy's IceBrick system, installed in California hotels, which freezes water capsules during off-peak hours and uses the stored coolth during peak times. This system can reduce cooling costs by up to 30 percent and emissions by up to 80 percent, according to Wired.

In a new analysis, research firm Bernstein challenges the conventional wisdom surrounding Apple's iPhone sales fluctuations, arguing that perceived market share shifts between Apple and Android devices are largely illusory. The report, which Bernstein sent to its clients, contends that the majority of iPhone buyers are existing users upgrading their devices, rather than switchers from Android platforms.

Bernstein posits that year-to-year changes in iPhone unit sales are predominantly driven by Apple's upgrade rates within its established user base. This dynamic creates the appearance of significant market share gains or losses, particularly in China, where consumers are highly sensitive to new features. The analyst notes that upgrade cycles in China tend to be more pronounced than in other markets, leading to exaggerated perceptions of market share volatility. He suggests that the company's struggles in the region are more likely attributed to poor upgrade rates within its existing customer base rather than a mass exodus to competitors like Huawei.

An anonymous reader quotes a report from The Guardian: The amount of wind and solar power under construction in China is now nearly twice as much as the rest of the world combined, a report has found. Research published on Thursday by Global Energy Monitor (GEM), an NGO, found that China has 180 gigawatts (GW) of utility-scale solar power under construction and 15GW of wind power. That brings the total of wind and solar power under construction to 339GW, well ahead of the 40GW under construction in the US. The researchers only looked at solar farms with a capacity of 20MW or more, which feed directly into the grid. That means that the total volume of solar power in China could be much higher, as small scale solar farms account for about 40% of China's solar capacity.

Between March 2023 and March 2024, China installed more solar than it had in the previous three years combined, and more than the rest of the world combined for 2023, the GEM analysts found. China is on track to reach 1,200GW of installed wind and solar capacity by the end of 2024, six years ahead of the government's target. "The unabated wave of construction guarantees that China will continue leading in wind and solar installation in the near future, far ahead of the rest of the world," the report said. Earlier analysis suggests that China will need to install between 1,600GW and 1,800GW of wind and solar energy by 2030 to meet its target of producing 25% of all energy from non-fossil sources. Between 2020 and 2023, only 30% of the growth in energy consumption was met by renewable sources, compared with the target of 50%.

An anonymous reader quotes a report from Reuters: The German government and mobile phone carriers have agreed in principle on steps to phase components by Chinese technology companies out of the nation's 5G wireless network over the next five years, two people familiar with the matter told Reuters on Wednesday. Newspaper Sueddeutsche Zeitung as well as broadcasters NDR and WDR earlier jointly reported the news, saying the agreement gives network operators Deutsche Telekom, Vodafone, and Telefonica Deutschland more time to replace critical parts. Under the preliminary agreement driven by security considerations, operators will initially rid the country's core network of 5G data centers of technology made by companies such as Huawei and ZTE in 2026, said the sources, adding that a final pact has yet to be signed. In a second phase, the role of Chinese makers' parts for antennas, transmission lines and towers should be all but eliminated by 2029, they added. "The government is acting on the basis of the national security strategy and China strategy to reduce possible security risks and dependencies," said a spokesperson for Germany's interior ministry.

A high-tech race is under way between the U.S. and China as both countries chase an elusive energy source: fusion. From a report: China is outspending the U.S., completing a massive fusion technology campus and launching a national fusion consortium that includes some of its largest industrial companies. Crews in China work in three shifts, essentially around the clock, to complete fusion projects. And the Asian superpower has 10 times as many Ph.D.s in fusion science and engineering as the U.S. The result is an increasing worry among American officials and scientists that an early U.S. lead is slipping away.

JP Allain, who heads the Energy Department's Office of Fusion Energy Sciences, said China is spending around $1.5 billion a year on fusion, nearly twice the U.S. government's fusion budget. What's more, China appears to be following a program similar to the road map that hundreds of U.S. fusion scientists and engineers first published in 2020 in hopes of making commercial fusion energy. Scientists familiar with China's fusion facilities said that if the country continues its current pace of spending and development, it will surpass the U.S. and Europe's magnetic fusion capabilities in three or four years.

Australia's government cybersecurity agency on Tuesday accused a China-backed hacker group of stealing passwords and usernames from two unnamed Australian networks in 2022, adding that the group remained a threat. From a report: A joint report led by the Australian Cyber Security Centre said the hackers, named APT40, had conducted malicious cyber operations for China's Ministry of State Security, the main agency overlooking foreign intelligence. "The activity and techniques overlap with the groups tracked as Advanced Persistent Threat (APT) 40," said the report, which included inputs from lead cyber security agencies for the United States, Britain, Canada, New Zealand, Japan, South Korea and Germany. U.S. and British officials in March had accused Beijing of a sweeping cyberespionage campaign that allegedly hit millions of people including lawmakers, academics and journalists, and companies including defense contractors. They said China-backed "APT31" was responsible for the network intrusion.

An anonymous reader quotes a report from Fortune: On February 1st last year, Montana residents gawked upwards at a large white object hovering in the sky that looked to be another moon. The airborne object was in fact a Chinese spy balloon loaded with cameras, sensors, and other high-tech surveillance equipment, and it set off a nationwide panic as it drifted across the midwestern and southern United States. How much information the balloon gathered -- if any -- remains unknown, but the threat was deemed serious enough that an F-22 U.S. Air Force jet fired a Sidewinder missile at the unmanned balloon on a February afternoon, blasting it to pieces a few miles off the coast of South Carolina. At the same time that the eyes of Americans were fixed on the Chinese intruder in the sky, around 30 cars owned by Chinese companies and equipped with cameras and geospatial mapping technology were navigating the streets of greater Los Angeles, San Francisco, and San Jose. They collected detailed videos, audio recordings, and location data on their surroundings to chart out California's roads and develop their autonomous driving algorithms.

Since 2017, self-driving cars owned by Chinese companies have traversed 1.8 million miles of California alone, according to a Fortune analysis of the state's Department of Motor Vehicles data. As part of their basic functionality, these cars capture video of their surroundings and map the state's roads to within two centimeters of precision. Companies transfer that information from the cars to data centers, where they use it to train their self-driving systems. The cars are part of a state program that allows companies developing self-driving technology -- including Google-spinoff Waymo and Amazon-owned Zoox -- to test autonomous vehicles on public roads. Among the 35 companies approved to test by the California DMV, seven are wholly or partly China-based. Five of them drove on California roads last year: WeRide, Apollo, AutoX, Pony.ai, and DiDi Research America. Some Chinese companies are approved to test in Arizona and Texas as well.

Fitted with cameras, microphones, and sophisticated sensors, self-driving cars have long raised flags among privacy advocates. Matthew Guariglia, a policy analyst at the digital rights nonprofit Electronic Frontier Foundation, called self-driving cars "rolling surveillance devices" that passively collect massive amounts of information on Americans in plain sight. In the context of national security however, the data-hungry Chinese cars have received surprisingly little scrutiny. Some experts have compared them to Chinese-owned social media site TikTok, which has been subjected to a forced divestiture or ban on U.S. soil due to fears around its data collection practices threatening national security. The years-long condemnation of TikTok at the highest levels of the U.S. government has heightened the sense of distrust between the U.S. and China.

Some Chinese self-driving car companies appear to store U.S. data in China, according to privacy policies reviewed byFortune -- a situation that experts said effectively leaves the data accessible to the Chinese government. Depending on the type of information collected by the cars, the level of precision, and the frequency at which it's collected, the data could provide a foreign adversary with a treasure trove of intelligence that could be used for everything from mass surveillance to war planning, according to security experts who spoke withFortune. And yet, despite the sensitivity of the data, officials at the state and federal agencies overseeing the self-driving car testing acknowledge that they do not currently monitor, or have any process for checking, exactly what data the Chinese vehicles are collecting and what happens to the data after it is collected. Nor do they have any additional rules or policies in place for oversight of Chinese self-driving cars versus the cars in the program operated by American or European companies. "It is literally the wild, Wild West here," said Craig Singleton, director of the China program at the Foundation for Defense of Democracies, a conservative-leaning national security think tank. "There's no one in charge."

NATO is helping finance a project aimed at finding ways to keep the internet running should subsea cables shuttling civilian and military communications across European waters come under attack. From a report: Researchers, who include academics from the US, Iceland, Sweden and Switzerland, say they want to develop a way to seamlessly reroute internet traffic from subsea cables to satellite systems in the event of sabotage, or a natural disaster. The North Atlantic Treaty Organization's Science for Peace and Security Programme has approved a grant of as much as $433,600 for the $2.5 million project, and research institutions are providing in-kind contributions, documents seen by Bloomberg show.

Eyup Kuntay Turmus, adviser and program manager at the NATO program, confirmed the project was recently approved and said by email that implementation will start "very soon." The initiative, which hasn't yet been publicly announced, comes amid intensifying fears that Russia or China could mine, sever or otherwise tamper with undersea cables in an attempt to disrupt communications during a military crisis. Data carried through cables under the sea account for roughly $10 trillion worth of financial transactions every day, and nearly all of the NATO's internet traffic travels through them, according to the treaty organization. As a result, NATO has been ramping up efforts to protect cables over the course of the past several months.

Microsoft told employees in China that from September they'll only be able to use iPhones for work, effectively cutting off Android-powered devices from the workplace. Bloomberg: The US company will soon require Chinese-based employees to use only Apple devices to verify their identities when logging in to work computers or phones, according to an internal memo reviewed by Bloomberg News. The measure, part of Microsoft's global Secure Future Initiative, will affect hundreds of workers across the Chinese mainland and is intended to ensure that all staff use the Microsoft Authenticator password manager and Identity Pass app.

The move highlights the fragmented nature of Android app stores in the country and the growing differences between Chinese and foreign mobile ecosystems. Unlike Apple's iOS store, Google Play isn't available in China, so local smartphone makers like Huawei and Xiaomi operate their own platforms. Microsoft has chosen to block access from those devices to its corporate resources because they lack Google's mobile services in the country, the message said.

"China may be the world's second-largest economy," writes Fortune's news editor, "but when it comes to startup funding, the U.K. is punching above its weight." Startups in the U.K. raised $6.7 billion in funding during the first half of 2024, helping dethrone China and propelling the U.K. to second place globally for funds raised, according to a new report. Crucial to the U.K.'s success were a dozen funding rounds worth over $100 million each, including those of digital bank Monzo ($620 million), lender Abound ($862 million), and automated driving startup Wayve ($1.05 billion).

While the overall U.K. figure was down 2% year on year, according to data from global market intelligence platform Tracxn, it remained more robust than that of China, whose funding sat at $6.1 billion in H1 2024, helping the U.K. move into the No. 2 spot globally. The win is a milestone for the U.K. tech sector, which has remained under pressure owing to a string of challenges, including Brexit, COVID-19, and the subsequent global economic slowdown.

Only the U.S. saw startups raise more capital in H1, with a combined $54.8 billion raised across some 2,654 funding rounds in the first half of the year.
The article's last line? "With the arrival of new U.K. Prime Minister Keir Starmer, many will be hoping that the first Labour government in 14 years will continue to support the U.K.'s position as a critical player in the global tech landscape."

"Images captured from space show the growth of Cuba's electronic eavesdropping stations," reported the Wall Street Journal this week, citing a new report from the Center for Strategic and International Studies, a Washington-based think tank.

But they added that the stations "are believed to be linked to China," including previously-unreported construction about 70 miles from the U.S. naval base at Guantanamo Bay. (The Journal had previously reported China and Cuba were "negotiating closer defense and intelligence ties, including establishing a new joint military training facility on the island and an eavesdropping facility.") At the time, the Journal reported that Cuba and China were already jointly operating eavesdropping stations on the island, according to U.S. officials, who didn't disclose their locations. It couldn't be determined which, if any, of those are included in the sites covered by the CSIS report.

The concern about the stations, former officials and analysts say, is that China is using Cuba's geographical proximity to the southeastern U.S. to scoop up sensitive electronic communications from American military bases, space-launch facilities, and military and commercial shipping. Chinese facilities on the island "could also bolster China's use of telecommunications networks to spy on U.S. citizens," said Leland Lazarus, an expert on China-Latin America relations at Florida International University... Authors of the CSIS report, after analyzing years' worth of satellite imagery, found that Cuba has significantly upgraded and expanded its electronic spying facilities in recent years and pinpointed four sites — at Bejucal, El Salao, Wajay and Calabazar... "These are active locations with an evolving mission set," said Matthew Funaiole, a senior follow at CSIS and the report's chief author.
The CSIS web site shows some of the satellite images. "Pinpointing the specific targets of these assets is nearly impossible," they add — but since Cuba has no space program, "the types of space-tracking capabilities observed are likely intended to monitor the activities of other nations (like the United States) with a presence in orbit." While China's own satellites could also benefit from a North America-based groundstation for communications, the Cuban facilities "would also provide the ability to monitor radio traffic and potentially intercept data delivered by U.S. satellites as they pass over highly sensitive military sites across the southern United States."

The think tank points out that one possibly-installed system would be within range to monitor rocket launches from Cape Canaveral and NASA's Kennedy Space Center. "Studying these launches — particularly those of SpaceX's Falcon 9 and Falcon Heavy reusable first-stage booster rocket systems — is likely of keen interest to China as it attempts to catch up to U.S. leadership in space launch technology."

Nvidia is expected to earn $12 billion from GPU sales to China in 2024, despite U.S. trade restrictions. Research firm SemiAnalysis says the GPU maker will ship over 1 million units of its new H20 model to the Chinese market, "with each one said to cost between $12,000 and $13,000 apiece," reports The Register. From the report: This figure is said by SemiAnalysis to be nearly double what Huawei is likely to sell of its rival accelerator, the Ascend 910B, as reported by The Financial Times. If accurate, this would seem to contradict earlier reports that Nvidia had moved to cut the price of its products for the China market. This was because buyers were said to be opting instead for domestically made kit for accelerating AI workloads. The H20 GPU is understood to be the top performing model out of three Nvidia GPUs specially designed for the Chinese market to comply with rules introduced by the Biden administration last year that curb performance.

In contrast, Huawei's Ascend 910B is claimed to have performance on a par with that of Nvidia's A100 GPU. It is believed to be an in-house design manufactured by Chinese chipmaker SMIC using a 7nm process technology, unlike the older Ascend 910 product. If this forecast proves accurate, it will be a relief for Nvidia, which earlier disclosed that its sales in China delivered a "mid-single digit percentage" of revenue for its Q4 of FY2024, and was forecast to do the same in Q1 of FY 2025. In contrast, the Chinese market had made up between 20 and 25 percent of the company's revenue in recent years, until the export restrictions landed.