Edoardo Grimaldi
@edog.bsky.social
📰 È uscito TechStack #6 🚀
🤝 Partnership NVIDIA–Nokia: unite per portare l’intelligenza artificiale nelle reti mobili 📡💥
💰 NVIDIA ha annunciato un investimento da 1 miliardo di dollari in Nokia.
🤝 Partnership NVIDIA–Nokia: unite per portare l’intelligenza artificiale nelle reti mobili 📡💥
💰 NVIDIA ha annunciato un investimento da 1 miliardo di dollari in Nokia.
November 7, 2025 at 8:02 AM
📰 È uscito TechStack #6 🚀
🤝 Partnership NVIDIA–Nokia: unite per portare l’intelligenza artificiale nelle reti mobili 📡💥
💰 NVIDIA ha annunciato un investimento da 1 miliardo di dollari in Nokia.
🤝 Partnership NVIDIA–Nokia: unite per portare l’intelligenza artificiale nelle reti mobili 📡💥
💰 NVIDIA ha annunciato un investimento da 1 miliardo di dollari in Nokia.
Reposted by Edoardo Grimaldi
1/ As Trump goes to Asia, EU leaders threaten to take action on China. Rare earth restrictions may have finally brought the EU out of its slumber. At the same time, Europe pushing for greater free trade agreements with the rest of the world. Will action match words?
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Von der Leyen Says EU Ready to Act on China Rare-Earth Threat
European Commission President Ursula von der Leyen said Brussels is considering all options to react to China’s rare-earth threat.
www.bloomberg.com
October 25, 2025 at 12:14 PM
1/ As Trump goes to Asia, EU leaders threaten to take action on China. Rare earth restrictions may have finally brought the EU out of its slumber. At the same time, Europe pushing for greater free trade agreements with the rest of the world. Will action match words?
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reposted by Edoardo Grimaldi
ec.europa.eu/commission/p... #WeaponizedInterdependence, as they say, it is happening.
October 25, 2025 at 12:51 PM
ec.europa.eu/commission/p... #WeaponizedInterdependence, as they say, it is happening.
📰 È uscito il nuovo numero di TechStack #4
🇳🇱 sotto la pressione americana, il governo olandese prende il controllo di Nexperia, produttore di chip controllato dalla cinese WingTech.
🍏 Apple continua a camminare sulla sottile fune tra Washington e Pechino, annunciando nuovi investimenti in Cina.
🇳🇱 sotto la pressione americana, il governo olandese prende il controllo di Nexperia, produttore di chip controllato dalla cinese WingTech.
🍏 Apple continua a camminare sulla sottile fune tra Washington e Pechino, annunciando nuovi investimenti in Cina.
TechStack #4
Questa settimana: sotto pressione americana, il governo olandese prende il controllo di Nexperia, azienda produttrice di chip. Tim Cook in visita in Cina, annunciati nuovi investimenti nel paese.
open.substack.com
October 22, 2025 at 9:52 AM
📰 È uscito il nuovo numero di TechStack #4
🇳🇱 sotto la pressione americana, il governo olandese prende il controllo di Nexperia, produttore di chip controllato dalla cinese WingTech.
🍏 Apple continua a camminare sulla sottile fune tra Washington e Pechino, annunciando nuovi investimenti in Cina.
🇳🇱 sotto la pressione americana, il governo olandese prende il controllo di Nexperia, produttore di chip controllato dalla cinese WingTech.
🍏 Apple continua a camminare sulla sottile fune tra Washington e Pechino, annunciando nuovi investimenti in Cina.
🇮🇹 L’Italia sogna di diventare un hub digitale europeo…
ma c’è un piccolo problema: i nostri data center li costruiscono Amazon, Google e Microsoft 🏗️
🌍 Tra accordi milionari, contraddizioni governative e Big Tech USA, ho provato a capire cosa sta succedendo nel mercato dei data center italiani.
ma c’è un piccolo problema: i nostri data center li costruiscono Amazon, Google e Microsoft 🏗️
🌍 Tra accordi milionari, contraddizioni governative e Big Tech USA, ho provato a capire cosa sta succedendo nel mercato dei data center italiani.
October 16, 2025 at 7:11 AM
🇮🇹 L’Italia sogna di diventare un hub digitale europeo…
ma c’è un piccolo problema: i nostri data center li costruiscono Amazon, Google e Microsoft 🏗️
🌍 Tra accordi milionari, contraddizioni governative e Big Tech USA, ho provato a capire cosa sta succedendo nel mercato dei data center italiani.
ma c’è un piccolo problema: i nostri data center li costruiscono Amazon, Google e Microsoft 🏗️
🌍 Tra accordi milionari, contraddizioni governative e Big Tech USA, ho provato a capire cosa sta succedendo nel mercato dei data center italiani.
📰 È uscito il nuovo numero di TechStack #3
Questa settimana:
🔹 La Cina mette sotto controllo Nokia ed Ericsson
🔹 Gli USA chiudono i loophole tecnologici verso Pechino
☕️ Due storie, un po’ di contesto, il tempo di un caffè.
open.substack.com/pub/politics...
Questa settimana:
🔹 La Cina mette sotto controllo Nokia ed Ericsson
🔹 Gli USA chiudono i loophole tecnologici verso Pechino
☕️ Due storie, un po’ di contesto, il tempo di un caffè.
open.substack.com/pub/politics...
TechStack #3
Questa settimana: la Cina mette sotto controllo Nokia ed Ericsson, mentre gli USA aggiornano il regime di export control per eliminare i loophole.
open.substack.com
October 15, 2025 at 2:25 PM
📰 È uscito il nuovo numero di TechStack #3
Questa settimana:
🔹 La Cina mette sotto controllo Nokia ed Ericsson
🔹 Gli USA chiudono i loophole tecnologici verso Pechino
☕️ Due storie, un po’ di contesto, il tempo di un caffè.
open.substack.com/pub/politics...
Questa settimana:
🔹 La Cina mette sotto controllo Nokia ed Ericsson
🔹 Gli USA chiudono i loophole tecnologici verso Pechino
☕️ Due storie, un po’ di contesto, il tempo di un caffè.
open.substack.com/pub/politics...
Reposted by Edoardo Grimaldi
Nokia & Ericsson get squeezed out of the few crumbs they still had on Chinese market.
All the while, Huawei & ZTE have retained 30 to 35 per cent of the European mobile infrastructure market. Huawei 50%+ of German 5G access network.
Absolute economic security folly.
www.ft.com/content/7d08...
All the while, Huawei & ZTE have retained 30 to 35 per cent of the European mobile infrastructure market. Huawei 50%+ of German 5G access network.
Absolute economic security folly.
www.ft.com/content/7d08...
October 2, 2025 at 6:15 AM
Nokia & Ericsson get squeezed out of the few crumbs they still had on Chinese market.
All the while, Huawei & ZTE have retained 30 to 35 per cent of the European mobile infrastructure market. Huawei 50%+ of German 5G access network.
Absolute economic security folly.
www.ft.com/content/7d08...
All the while, Huawei & ZTE have retained 30 to 35 per cent of the European mobile infrastructure market. Huawei 50%+ of German 5G access network.
Absolute economic security folly.
www.ft.com/content/7d08...
📰 È uscito il nuovo numero di TechStack.
Questa settimana:
🔹 Alibaba spinge su LLM e chip per l’IA
🔹 Taiwan usa i chip come leva geopolitica
🔹 Nvidia + OpenAI: alleanza da $100B per la superintelligenza
☕ 3 notizie, un po’ di contesto, il tempo di un caffè.
👉: open.substack.com/pub/politics...
Questa settimana:
🔹 Alibaba spinge su LLM e chip per l’IA
🔹 Taiwan usa i chip come leva geopolitica
🔹 Nvidia + OpenAI: alleanza da $100B per la superintelligenza
☕ 3 notizie, un po’ di contesto, il tempo di un caffè.
👉: open.substack.com/pub/politics...
TechStack #2
Questa settimana: Alibaba accelera sull’IA, Taiwan fa dei chip la sua arma geopolitica e Nvidia con OpenAI stringono un’alleanza da 100 miliardi per spingere la corsa alla "superintelligenza".
open.substack.com
October 1, 2025 at 12:39 PM
📰 È uscito il nuovo numero di TechStack.
Questa settimana:
🔹 Alibaba spinge su LLM e chip per l’IA
🔹 Taiwan usa i chip come leva geopolitica
🔹 Nvidia + OpenAI: alleanza da $100B per la superintelligenza
☕ 3 notizie, un po’ di contesto, il tempo di un caffè.
👉: open.substack.com/pub/politics...
Questa settimana:
🔹 Alibaba spinge su LLM e chip per l’IA
🔹 Taiwan usa i chip come leva geopolitica
🔹 Nvidia + OpenAI: alleanza da $100B per la superintelligenza
☕ 3 notizie, un po’ di contesto, il tempo di un caffè.
👉: open.substack.com/pub/politics...
📢 New publication in European Studies Review
✍ My latest article, "The Geoeconomics of High-Tech Infrastructure: Europe’s Dependence on Foreign Technology", has just been published in the European Studies Review.
🔗 lnkd.in/e7ksQRGV
#Geoeconomics #DigitalSovereignty #5G #CloudComputing #TechPolicy
✍ My latest article, "The Geoeconomics of High-Tech Infrastructure: Europe’s Dependence on Foreign Technology", has just been published in the European Studies Review.
🔗 lnkd.in/e7ksQRGV
#Geoeconomics #DigitalSovereignty #5G #CloudComputing #TechPolicy
October 1, 2025 at 7:59 AM
📢 New publication in European Studies Review
✍ My latest article, "The Geoeconomics of High-Tech Infrastructure: Europe’s Dependence on Foreign Technology", has just been published in the European Studies Review.
🔗 lnkd.in/e7ksQRGV
#Geoeconomics #DigitalSovereignty #5G #CloudComputing #TechPolicy
✍ My latest article, "The Geoeconomics of High-Tech Infrastructure: Europe’s Dependence on Foreign Technology", has just been published in the European Studies Review.
🔗 lnkd.in/e7ksQRGV
#Geoeconomics #DigitalSovereignty #5G #CloudComputing #TechPolicy
Reposted by Edoardo Grimaldi
This is great. Being a political scientist at the moment is a bit like being a climate scientist a few years back. You can see clearly catastrophe is coming, but most people seem blithely unaware of it
An outstanding interview. Patrick Iber of Dissent Magazine has interviewed the legendary Polish political scientist Adam Przeworski about de-democratisation in the USA, and what lessons he’s gleaned from Chile, Peru & beyond.
Iber’s questions are stellar. Przeworski’s answers, chillingly candid.
Iber’s questions are stellar. Przeworski’s answers, chillingly candid.
September 28, 2025 at 6:39 AM
This is great. Being a political scientist at the moment is a bit like being a climate scientist a few years back. You can see clearly catastrophe is coming, but most people seem blithely unaware of it
🚀 Ho appena lanciato TechStack, la mia newsletter settimanale sull’intersezione tra tecnologia, sicurezza internazionale ed economia.
☕🚬 Ogni settimana: 3 notizie con il loro contesto, giusto il tempo di un caffè e una sigaretta.
☕🚬 Ogni settimana: 3 notizie con il loro contesto, giusto il tempo di un caffè e una sigaretta.
September 24, 2025 at 7:33 AM
🚀 Ho appena lanciato TechStack, la mia newsletter settimanale sull’intersezione tra tecnologia, sicurezza internazionale ed economia.
☕🚬 Ogni settimana: 3 notizie con il loro contesto, giusto il tempo di un caffè e una sigaretta.
☕🚬 Ogni settimana: 3 notizie con il loro contesto, giusto il tempo di un caffè e una sigaretta.
Reposted by Edoardo Grimaldi
"The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/" - @mims.bsky.social
My takeway is that The US has gone ALL IN BET OF THE 21st Century on AI, while China has gone all in on green tech
My takeway is that The US has gone ALL IN BET OF THE 21st Century on AI, while China has gone all in on green tech
Original draft of syllabus is here - www.programmablemutter.com/p/the-politi... - still in need of a summary piece on the role of capital in shaping the AI economy
The Political Economy of AI: A Syllabus
As I’ve noted occasionally before, one of the most potentially useful things that academics do is preparing syllabi, and hence organizing information about the world.
www.programmablemutter.com
August 1, 2025 at 7:03 PM
"The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/" - @mims.bsky.social
My takeway is that The US has gone ALL IN BET OF THE 21st Century on AI, while China has gone all in on green tech
My takeway is that The US has gone ALL IN BET OF THE 21st Century on AI, while China has gone all in on green tech
Reposted by Edoardo Grimaldi
Original draft of syllabus is here - www.programmablemutter.com/p/the-politi... - still in need of a summary piece on the role of capital in shaping the AI economy
The Political Economy of AI: A Syllabus
As I’ve noted occasionally before, one of the most potentially useful things that academics do is preparing syllabi, and hence organizing information about the world.
www.programmablemutter.com
August 1, 2025 at 1:33 PM
Original draft of syllabus is here - www.programmablemutter.com/p/the-politi... - still in need of a summary piece on the role of capital in shaping the AI economy
Reposted by Edoardo Grimaldi
A must-read on America’s threatened weaponisation of interdependence…..
This Chip will Self-Destruct open.substack.com/pub/mileskel...
This Chip will Self-Destruct open.substack.com/pub/mileskel...
This Chip will Self-Destruct
The U.S. wants to track the location of every AI microchip. And it also wants the power to remotely shut them down. Can the rest of the world stomach the risks?
open.substack.com
August 1, 2025 at 4:56 PM
A must-read on America’s threatened weaponisation of interdependence…..
This Chip will Self-Destruct open.substack.com/pub/mileskel...
This Chip will Self-Destruct open.substack.com/pub/mileskel...
Reposted by Edoardo Grimaldi
Catch up on the latest on EU-China relations ahead of tomorrow's BRICS Summit from Alicja Bachulska.
The EU needs to make clear to China that it is willing to use an array of tools, should China not agree to pare back its market dominance and economic coercion in Europe.
Read more 👉
The EU needs to make clear to China that it is willing to use an array of tools, should China not agree to pare back its market dominance and economic coercion in Europe.
Read more 👉
New tools: How the EU can show China it means business
Chinese policymakers are well used to ignoring European objections to decisions made in Beijing. With a new array of tools, the EU could finally cause them to think differently.
buff.ly
July 5, 2025 at 8:24 AM
Catch up on the latest on EU-China relations ahead of tomorrow's BRICS Summit from Alicja Bachulska.
The EU needs to make clear to China that it is willing to use an array of tools, should China not agree to pare back its market dominance and economic coercion in Europe.
Read more 👉
The EU needs to make clear to China that it is willing to use an array of tools, should China not agree to pare back its market dominance and economic coercion in Europe.
Read more 👉
Reposted by Edoardo Grimaldi
Lutnick: "The big issue is you can't fight a war without steel and aluminum production in America. If you don't have the ability to make your own steel and aluminum, you can't fight a war. And that is what the president is doing."
June 4, 2025 at 3:25 PM
Lutnick: "The big issue is you can't fight a war without steel and aluminum production in America. If you don't have the ability to make your own steel and aluminum, you can't fight a war. And that is what the president is doing."
Reposted by Edoardo Grimaldi
China's export controls on rare earths and magnets are beginning to bite.
European companies' stockpiles are dwindling, and production is being throttled.
Beijing will want to leverage this chokehold with Europe in trade, investment and tech control talks
www.handelsblatt.com/politik/inte...
European companies' stockpiles are dwindling, and production is being throttled.
Beijing will want to leverage this chokehold with Europe in trade, investment and tech control talks
www.handelsblatt.com/politik/inte...
Handelsblatt
www.handelsblatt.com
June 4, 2025 at 6:41 AM
China's export controls on rare earths and magnets are beginning to bite.
European companies' stockpiles are dwindling, and production is being throttled.
Beijing will want to leverage this chokehold with Europe in trade, investment and tech control talks
www.handelsblatt.com/politik/inte...
European companies' stockpiles are dwindling, and production is being throttled.
Beijing will want to leverage this chokehold with Europe in trade, investment and tech control talks
www.handelsblatt.com/politik/inte...
Reposted by Edoardo Grimaldi
Watching Porco Rosso and my husband just commented “Miyazaki went where Franz Kafka couldn’t” 🪲☠️
May 25, 2025 at 6:25 PM
Watching Porco Rosso and my husband just commented “Miyazaki went where Franz Kafka couldn’t” 🪲☠️
Reposted by Edoardo Grimaldi
From pipe dream to NATO pitch: Meloni tries to rescue long-awaited bridge to #Sicily : But with shaky ground beneath it and cracks in the military logic, critics fear it’s more spin than steel.
From pipe dream to NATO pitch: Meloni tries to rescue long-awaited bridge to #Sicily
But with shaky ground beneath it and cracks in the military logic, critics fear it’s more spin than steel.
dlvr.it
May 22, 2025 at 5:31 AM
From pipe dream to NATO pitch: Meloni tries to rescue long-awaited bridge to #Sicily : But with shaky ground beneath it and cracks in the military logic, critics fear it’s more spin than steel.
Reposted by Edoardo Grimaldi
Elon Musk used to be a political force on X. Now he’s back to business.
The shift mirrors Musk’s effort to revive his companies, which suffered reputational damage and, in Tesla’s case, steep declines in stock price.
wapo.st/3FnIq6P
The shift mirrors Musk’s effort to revive his companies, which suffered reputational damage and, in Tesla’s case, steep declines in stock price.
wapo.st/3FnIq6P
May 21, 2025 at 8:54 PM
Elon Musk used to be a political force on X. Now he’s back to business.
The shift mirrors Musk’s effort to revive his companies, which suffered reputational damage and, in Tesla’s case, steep declines in stock price.
wapo.st/3FnIq6P
The shift mirrors Musk’s effort to revive his companies, which suffered reputational damage and, in Tesla’s case, steep declines in stock price.
wapo.st/3FnIq6P
Reposted by Edoardo Grimaldi
Fact 1 "The spectacular acceleration in global renewable investment is, in fact, a story about 1 country: China"
Fact 2 "The renewable share of new capacity additions in electricity generation worldwide is 90%" -Tooze
Why are these 2 facts not known broadly?
adamtooze.substack.com/p/chartbook-...
Fact 2 "The renewable share of new capacity additions in electricity generation worldwide is 90%" -Tooze
Why are these 2 facts not known broadly?
adamtooze.substack.com/p/chartbook-...
May 20, 2025 at 12:56 PM
Fact 1 "The spectacular acceleration in global renewable investment is, in fact, a story about 1 country: China"
Fact 2 "The renewable share of new capacity additions in electricity generation worldwide is 90%" -Tooze
Why are these 2 facts not known broadly?
adamtooze.substack.com/p/chartbook-...
Fact 2 "The renewable share of new capacity additions in electricity generation worldwide is 90%" -Tooze
Why are these 2 facts not known broadly?
adamtooze.substack.com/p/chartbook-...
Reposted by Edoardo Grimaldi
10/But in the long term, the US risks moving the AI ecosystem abroad, allowing sensitive technology to leak to third parties, or building an AI infrastructure based autocracies. To quote one RAND expert. "We’ve seen this movie before, and we should not repeat it".
www.nytimes.com/2025/05/15/b...
www.nytimes.com/2025/05/15/b...
Outsourcer in Chief: Is Trump Trading Away America’s Tech Future?
www.nytimes.com
May 16, 2025 at 11:10 AM
10/But in the long term, the US risks moving the AI ecosystem abroad, allowing sensitive technology to leak to third parties, or building an AI infrastructure based autocracies. To quote one RAND expert. "We’ve seen this movie before, and we should not repeat it".
www.nytimes.com/2025/05/15/b...
www.nytimes.com/2025/05/15/b...
Reposted by Edoardo Grimaldi
6/And that is exactly what the Biden Administration was trying to stop with its 'diffusion rule', which the Trump Administration overturned this week.
thehill.com/policy/techn...
thehill.com/policy/techn...
Trump administration rescinds Biden AI chip export rule
The Commerce Department on Monday officially rescinded the former Biden administration’s artificial intelligence diffusion rule that would have placed caps on chip sales to most countries aro…
thehill.com
May 16, 2025 at 11:04 AM
6/And that is exactly what the Biden Administration was trying to stop with its 'diffusion rule', which the Trump Administration overturned this week.
thehill.com/policy/techn...
thehill.com/policy/techn...
Reposted by Edoardo Grimaldi
4/That is what makes the US-Middle East AI deals so unsettling. Its not just selling chips but building out a AI-led ecosystem based there. “Why would we want to offshore the infrastructure that will underpin the key industrial technology of the coming years?”
www.nytimes.com/2025/05/15/b...
www.nytimes.com/2025/05/15/b...
Outsourcer in Chief: Is Trump Trading Away America’s Tech Future?
www.nytimes.com
May 16, 2025 at 11:02 AM
4/That is what makes the US-Middle East AI deals so unsettling. Its not just selling chips but building out a AI-led ecosystem based there. “Why would we want to offshore the infrastructure that will underpin the key industrial technology of the coming years?”
www.nytimes.com/2025/05/15/b...
www.nytimes.com/2025/05/15/b...
Reposted by Edoardo Grimaldi
To the cartoonist who drew this, well done.
May 18, 2025 at 3:33 AM
To the cartoonist who drew this, well done.