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The Microchip Cold War: The US-China Power Competition Over NVIDIA

US and China have long competed to become world powers, particularly in the technology sector. Since 2022, the US has systematically restricted the supply of high-performance NVIDIA chips to China. In today’s world, competition for power is no longer achieved through traditional means, such as military power. The US uses chips (semiconductors) as an instrument of political pressure. This policy is not just about economic or trade value, but has become part of technological statecraft designed to counter China’s military potential and its use of Artificial Intelligence (AI).

Semiconductors as a Provision of Power

The US policy of restricting high-end semiconductors to China shows a paradigm shift, chips (semiconductors) are not only industrial commodities, but have shifted to become a tool for achieving power. Export controls on high-performance chips and components that enable their production have been implemented by the Bureau of Industry and Security (BIS). These steps show that the US is restructuring the geopolitical arena of technology.

AI today relies heavily on chips that can process vast amounts of data. The US restricts the export of high-end chips, such as the NVIDIA H100 and A100. A country’s AI development capacity could be severely compromised without access to these chips. The H100 is more than just a technological component; it serves as a strategic enabler that determines a country’s ability to maintain military dominance.

NVIDIA and the Security Logic Behind Export Control

The Bureau of Industry and Security (BIS) on 2023 announcement expanded export oversight, not only targeting on specific chip models but also on component values, most notably in frontier algorithm development. The NVIDIA A100 and H100 are highly advanced datacenter and AI chips. The guidelines are particularly high for training complex AI models on supercomputers, even for military applications or demanding research.

To prevent misuse, the US government has implemented licensing requirements for chips like the A100 and H100 chips, which have put chips like the A300 and H800, made by NVIDIA, under increased scrutiny, despite being categorized as “weak service” chips. Export restrictions stem from concerns that NVIDIA GPUs could be used by China in training AI models related to the US military, not only to slow China’s technological progress but also to safeguard its own national interests.

The US understands very well that high-performance chips are “brain machines” that can accelerate the development of military superiority, intelligence analysis, and even autonomous systems. So it is very clear that limiting the capacity of computing and high-performance hardware is the way to go. To delay a rival’s capabilities without resorting to direct military confrontation. This is a concrete manifestation of the shift in the “battlefield” taking place in the technological and regulatory arenas.

Vulnerable Supply Chains and Dependence on Taiwan

In chip control, the US must recognize that there are undeniable realities. NVIDIA’s chip production goes through a fabrication process that is almost entirely carried out in Taiwan, a country that lies in the geopolitical conflict between Washington and Beijing. The Congressional Research Service (2024) shows that approximately 90% of global advanced semiconductor chip production is based in Taiwan, manufactured by the leading Taiwanese foundry, Taiwan Semiconductor Manufacturing Company Ltd. (TSMC). This creates a structural dependency that poses serious risks to US economic and technological security.

If semiconductor production were concentrated in a single region, it would create vulnerabilities that could destabilize the global technological system. Therefore, any tensions in the Taiwan Strait would disrupt US access to the computing infrastructure it maintains. Export restrictions are just one step in a much more complex strategy, requiring the US to diversify production locations and ensure that the chip supply chain is not concentrated in a single region.

Effectiveness and Adaptation Room for China

NVIDIA’s chip restrictions were intended to curb the pace of AI modernization in China, but China was still able to optimize the model’s efficiency. This demonstrates that limiting hardware performance doesn’t always equate to limiting innovation. On the other hand, unofficial market entities have emerged, allowing NVIDIA GPUs to remain accessible through third parties. This adaptation demonstrates that hardware control has limitations, especially when demand remains high and global distribution networks are not always transparent.

Looking at its overall effectiveness, US policy has been effective in slowing China’s computing capabilities, but it hasn’t stopped its strategic potential. Instead, it’s encouraging China to be self-sufficient in strengthening its technological foundation, even though the quality of local chips hasn’t yet matched NVIDA’s standards. In other words, restricting NVIDIA’s chip exports isn’t meant to end competition, but rather to transform it into a race toward technological independence. The policy’s effectiveness will only last as long as China finds a way to adapt, while China is working to fill that gap.

Policy Directions with Greater Strategic Opportunities

The effectiveness of the compute policy is based on a governance architecture that holds every allied country accountable to the same standards. Without a disciplined framework, export controls on China are merely an illusion that is easily penetrated by gaps in different economic and regulatory interests. By creating strategic alignment, which forces every democratic country to reduce the fragmentation of interests, it can open up greater policy opportunities to emerge. Many developing countries see this semiconductor race as a competition for dominance, not as an effort to maintain security.

In other words, a successful computing policy is not one that simply limits China’s space, but one that manages technological gaps without creating competing computing blocs. The geopolitical challenge is maintaining superiority without forcing the world into two technological divides that would be difficult to control. The US strategy to secure a leading position in future technologies requires flexibility in responding to global dynamics.

A Future Determined by Computational Capacity

The debate over NVIDIA chips demonstrates the growing integration of political and technological power. US policy aims not only to restrain the flow of strategic goods but also to build a new computing-based power architecture. However, this policy also presents challenges, including dependence on Taiwan, China’s flexibility, and economic pressure on US chip companies.

In a global world that continues to move toward an AI-driven economy, the future will be determined by who can manage geopolitical risks, understand supply chain dynamics, and design visionary policies. Ultimately, GPU regulation is no longer simply a matter of export control; it demonstrates how countries navigate a power struggle now measured in microchips.

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LAFD records show no sign of ‘cold trailing’ again at Lachman fire, as interim chief had claimed

In the weeks since federal investigators announced that the devastating Palisades fire was caused by a reignition of a smaller blaze, top Los Angeles Fire Department officials have insisted that they did everything they could to put out the earlier fire.

But The Times has obtained records that call into question the agency’s statements about how thoroughly firefighters mopped up the Jan. 1 Lachman fire in the days before it reignited.

In an interview last month, then-Interim Fire Chief Ronnie Villanueva said that firefighters returned to the burn area on Jan. 3 — due to a report of smoke — and “cold-trailed” an additional time, meaning they used their hands to feel for heat and dug out hot spots.

“We went back over there again. We dug it all out again. We put ladders on it. We did everything that we could do — cold-trail again,” Villanueva told The Times on Oct. 8. “We did all of that.”

A dispatch log obtained by The Times, however, shows that firefighters arrived at the scene that day and quickly reported seeing no smoke. They then canceled the dispatch for another engine that was on the way, clearing the call within 34 minutes. The log does not mention cold trailing. It’s unclear if crews took any other actions during the call, because the LAFD has not answered questions about it.

The Times has made multiple requests for comment to LAFD spokesperson Capt. Erik Scott by email, text and in person, but the agency has refused to explain the discrepancy. Villanueva also did not respond to an emailed request for comment and an interview request.

The conflict between the LAFD’s statements and its own records is likely to intensify frustration and anger among Palisades fire victims over contradictory and incomplete information about what was done to protect their community. With the first anniversary approaching, gaps remain in what the LAFD has told the public about what it did to prepare for and respond to the fire, which killed 12 people and destroyed thousands of homes.

The LAFD’s after-action report on the Palisades fire makes only a cursory reference to the Lachman blaze. Missing from the 70-page document, released last month, are the report of smoke in the area on Jan. 3 and a battalion chief’s decision to pull firefighters out of the scene the day before, even though they warned him that there were signs of remaining hot spots.

The head of the board that oversees the LAFD has maintained that information about the firefighter warnings — or any examination of the Lachman fire — did not belong in the after-action report.

“The after-action review that was presented to the commission is exactly what we asked for,” Genethia Hudley Hayes, president of the Board of Fire Commissioners, said at the board’s meeting on Tuesday. She said the review was only supposed to cover the first 72 hours after the Palisades fire erupted.

“It is not an investigation,” she said. “It should not include things that the newspaper seems to feel like should be included.”

The after-action report detailed missteps in fire officials’ response to the Palisades fire, including major failures in deployment and communications, and made recommendations to prevent the issues from happening again.

Two former LAFD chief officers said the report also should have provided an examination of what might have gone wrong in the mop-up of the Lachman blaze, which investigators believe was deliberately set, as part of its “lessons learned” section.

“A good after-action report documents what happened before the incident,” said former LAFD Battalion Chief Rick Crawford, who retired from the agency last year and is now emergency and crisis management coordinator for the U.S. Capitol. “The after-action report should have gone back all the way to Dec. 31.”

Patrick Butler, a former assistant chief for the LAFD who has worked on several after-action teams, including for the federal government, agreed.

“If you limit an after-action to an artificial timeline, you’re not going to uncover everything you need to learn from,” said Butler, who is the Redondo Beach fire chief.

He noted that the reports shape training and operational improvements for the Fire Department.

“To exclude the Lachman fire from the report gives the appearance of a coverup of foundational facts,” Butler added. “It’s not a harmless oversight. The consequences can be significant and far-reaching.”

The Jan. 3 report of smoke at the Lachman burn area came in shortly before noon, according to a dispatch log of the incident. Firefighters from Fire Station 23 — one of two stations in the Palisades — arrived on the scene about 10 minutes after they were dispatched.

A couple minutes later, they reported “N/S,” or nothing showing, according to the log. A few minutes after that, they canceled the dispatch for an engine from Fire Station 69, the other Palisades station.

The last entry in the log was from 12:20 p.m., indicating that an L.A. County crew was working in the area.

The L.A. County Fire Department said in a statement that the crew was at the scene for less than 30 minutes conducting an “informal ‘lessons learned’ discussion of their actions from the night of the fire.”

“They did not gear up or perform any work while there and they did not see anything of note,” the statement said.

The L.A. County crew left the scene about 12:40 p.m.

The Times previously reported that firefighters were ordered to roll up their hoses and leave the burn area of the Lachman fire on Jan. 2, even though they had complained that the ground was still smoldering and rocks remained hot to the touch. The paper reviewed text messages among three firefighters and a third party, sent in the weeks and months after the fire, in which they discussed the handling of the blaze.

LAFD officials also opted not to use thermal imaging technology to detect lingering hot spots. Despite warnings of extreme winds leading up to Jan. 7, they failed to pre-deploy any engines or firefighters to the burn area — or anywhere in the Palisades.

At least one battalion chief assigned to the LAFD’s risk management section has known for months that crews had complained about hot spots after the Lachman fire. But the department kept that information hidden from the public.

At the Tuesday fire commission meeting, newly appointed Fire Chief Jaime Moore — in an apparent reference to The Times reporting — slammed what he called media efforts to “smear” firefighters who battled the worst fire in city history.

“Something that’s been very frustrating for me as fire chief, and through this process, is to watch my friends in the media smear our name and the work that our firefighters did to combat one of the most intense fires, the Palisades, the wind-driven monstrosity that it was,” Moore, a 30-year LAFD veteran, said on his second day on the job.

He added: “The audacity for people to make comments and say that there’s text messages out there that say that we did not put the fire out, that we did not extinguish the fire. Yet I have yet to see any of those text messages.”

Moore made those remarks despite having been tasked by Mayor Karen Bass with conducting an investigation into The Times report about the LAFD’s response to the Lachman fire.

Bass had requested that Villanueva investigate, saying that “a full understanding … is essential to an accurate accounting of what occurred during the January wildfires.”

Critics have said it would be improper for the LAFD to investigate itself and called for an independent review.

Before the City Council confirmed his appointment as chief, Moore also had called for an outside organization to conduct the inquiry, describing the reports of the firefighters’ warnings on Jan. 2 as alarming.

On Tuesday, he said he would review the LAFD’s response to the Lachman fire.

“I will do as Mayor [Karen] Bass asked, and I will look into the Lachman fire, and we will look at how that was handled, and we will learn from it, and we’ll be better from it,” he said.

A Bass spokesperson said Wednesday that the mayor “has made clear to Chief Moore” that the investigation into the Lachman fire should be conducted by an independent entity.

The LAFD has not responded to a question about who will conduct the probe.

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More rain forecast for Saturday before cold snap hits UK

Ruth Comerford and BBC Weather

PA Media A woman dressed in a brown coat with a wide-brimmed brown felt hat clutches a black umbrella as she struggles through the wind at Cheltenham racecourse. She carries a brown handbag and has a fur stole around her neck. PA Media

Racegoers brave the rainy conditions during Countryside Day at Cheltenham Racecourse

Wet conditions are expected to continue for many on Saturday morning as the UK heads towards a cold snap next week.

Friday saw torrential rain across the much of the UK brought by Storm Claudia, which caused some flooding.

A Met Office yellow rain warning will remain in place early on Saturday for much of England and Wales and dozens of flood warnings have been issued.

Beyond the weekend, sub-zero temperatures are expected for some, with the UK Health Security Agency (UKHSA) issuing a cold weather alert from 08:00 GMT on Monday until the following Friday which covers the north of England and Midlands.

PA Media Several yellow and black plastic buckets collect rain water at Paddington Station in London as Storm Claudia hits the UK. PA Media

Buckets collect rain water in Paddington Station, London

Met Office chief meteorologist Matthew Lehnert said some areas were expected to see up to a month’s worth of rain between Friday and Saturday.

Flood defences have been implemented in Bewdley, West Midlands, with emergency services in Shrewsbury set to follow suit on Saturday.

The British Red Cross said it had placed its emergency response teams on standby to help communities most at risk.

South Wales Fire and Rescue Service has declared a major incident in Monmouth following severe and widespread flooding across the town and surrounding area.

Some businesses and homes in the town centre are under water after the river Monnow burst its banks – some locals have been evacuated to the local library. Monmouthshire County Council has urged motorists to avoid travelling in the local area, and said officials have worked overnight with emergency services to support residents.

Watch: Weather forecast as Storm Claudia passes over the UK

Friday’s downpours have caused some travel disruption, with National Rail warning delays and cancellations are expected over the weekend.

Avanti West Coast , Chiltern Railways , TransPennine Express, Northern and CrossCountry have warned services will be impacted.

The AA has advised against travelling in the “hazardous weather”, saying: “Safety comes first. Conditions may change quickly, so stay updated and make sure you’re prepared before you travel.”

The RAC urged drivers to take the amber weather warnings associated with Storm Claudia “extremely seriously”.

Network Rail Flooding over railway tracksNetwork Rail

Routes between London Paddington and Bristol and Swansea are closed due to flooding on the tracks, including here at Corsham near Bath

Some events have already been disrupted by the weather, including a Christmas event – Lapland UK – in Macclesfield being forced to shut because of falling trees.

Organisers have said they will examine the track at Prestbury Park, Cheltenham, on Saturday morning ahead of the scheduled seven-race Paddy Power Gold Cup card to decide whether racing was proceed.

Storm Claudia – named by the Spanish Meteorological Agency (AEMET) – has already brought heavy rain and strong winds to Spain and Portugal.

The storm comes as the Environment Agency warned that England will experience widespread drought next year without a wet winter.

The country has received only 83% of the average rainfall for January to October, and suffered the driest spring for 132 years and the hottest summer on record.

Despite recent rainfall, the situation remains “precarious”, it said.

Reuters Waves crash on a pier in the coastal village of Cushendall, Northern IrelandReuters

Storm Claudia reached Northern Ireland on Friday.

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‘SNL’ recap: Nikki Glaser makes hosting debut; Trump leads cold open

Since her breakout into the mainstream last year for her scorched-Earth set on “The Roast of Tom Brady” and a top-notch comedy special “Someday You’ll Die,” Nikki Glaser has become an A-lister in the stand-up comedy world. But did that success translate for her first time as “Saturday Night Live” host?

Not too surprisingly, Glaser did well given that her best qualifications for the gig are that she’s very good at delivering jokes for a living and that she’s not shy about pushing the boundaries of taste in her comedy. That’s a good fit for the current incarnation of “SNL,” which tends to have at least one gross-out scatological sketch per episode and lots of “Weekend Update” segments and jokes that either land in the “just dirty enough” or “way over the line” camp.

Apart from her go-for-broke monologue, Glaser’s sensibility locked in on sketches including one about family members performing karaoke who seem way too intimate with each other, a commercial about grown men obsessed with life-sized American Girl dolls, and a bizarre musical number about a mechanical bull that rides away with Glaser and Sarah Sherman. These, along with a funny ad for a Jennifer Hudson spirit tunnel drug and one about characters in a children’s book, were pieces that aligned well with what Glaser does and that she performed exceptionally well.

A sketch about a stalled plane and a chatty pilot (James Austin Johnson) was good, but only because of Johnson’s perfect impression of flight intercom chatter.

Less successful were a half-baked mashup, “Beauty and Mr. Beast,” about the popular YouTuber, and a sorority sketch with Mikey Day as an interloping man wearing a bad facial disguise.

Glaser’s lengthy monologue may not have been as perfect a fit as it should have been, but her sketch performances were spot-on.

Musical guest Sombr performed “12 to 12” and “Back to Friends.” There was also a sweet and funny animated short, “Brad and His Dad,” about a divorced father trying to connect with his video game-obsessed 11-year-old.

In this week’s cold open, President Trump (James Austin Johnson) commented on the bizarre White House incident where a pharmaceutical representative (Jeremy Culhane) collapsed in the Oval Office while Trump was captured on camera looking away. As Trump put it in the sketch, “Someone dying in my office, I stand there and stare like a sociopath.” “Each week I try to create a visual,” he said, that represents what’s going on in the country like last week’s White House demolition. Trump walked over the fallen man to deliver a monologue on the week’s events, starting with the New York City mayoral election and concluding with SNAP benefit cuts and rising food prices. He offered that the cancellation of flights caused by the government shutdown will help by keeping families apart for Thanksgiving. “Killing two birds with one bird. Can’t afford food? Have some cheap Ozempic,” he said. Next up: stealing Christmas. “We’re doing Grinch!” Trump said.

Like a lot of “SNL” monologues from stand-up comics, Glaser’s was a microdose of her comedy act. As such, it was full of jokes about race, politics, sex acts and, for one uncomfortable stretch, the idea that someone (not Glaser, but maybe!) might suddenly realize they’re a pedophile. Glaser began by calling New York City “Epstein’s original island” before discussing white women being cultural appropriators by spray tanning, Robert F. Kennedy Jr. (“I’m no health expert, but neither is he”), dating a short man with anger issues and PSAs in public bathrooms about human trafficking. In her 20s, Glaser joked, the only fear she had was “good old-fashioned rape.” The barrage of jokes was exactly what you expect from Glaser, but some of the jokes didn’t seem to land as well on the “SNL” stage as they typically would on roasts or in her own comedy specials.

Best sketch of the night: When declining a Jennifer Hudson spirit tunnel invite is the only option

“The Jennifer Hudson Show’s” signature bit, in which guests dance through a hallway while staffers clap and cheer them on, has become such a big deal that celebrities like Glaser, playing herself in this commercial, have major anxiety about their dancing. Glaser, a self-described “uncoordinated white woman” claims her dance moves are so bad they’re potentially career-ending. “I even tried to put my ass into it. But I don’t have one,” she laments. But luckily there’s a drug, Hudsacillin, that makes you so violently ill that the celebrity in question has to cancel their appearance. “What’s the alternative?” the ad asks, “lightening up and being fun?”

Also good: Maybe this pilot shouldn’t be texting, even on the tarmac

With all the flight delays and cancellations happening, this topical sketch was about a couple (Sherman and Andrew Dismukes) sitting on an airport runway waiting for their flight to take off while their pilot (Johnson) announces delays and also shares updates about a woman he’s texting that he met on a dating app. What really sells the piece is Johnson’s delivery as the pilot, but also the funny interactions he has with the co-pilot (Kam Patterson), Glaser as the disaffected flight attendant and a set of passengers who argue nonverbally about whether or not to get involved (Kenan Thompson and Bowen Yang).

‘Weekend Update’ winner: A way to visit Staten Island without going to Staten Island

As the only guest segment on “Weekend Update” this week, Pete Davidson’s check-in on the Staten Island Ferry he purchased a few years ago with Colin Jost wins by default. Davidson referenced a New York Times article about trouble with their business venture, but said, “I cant spend $5 on a paywall when I have a kid on the way.” He promised to give parenting, “all the enthusiasm I never had for this show.” Davidson revealed that the new plan for the ferry is to convert it to a city on the water, New Staten Island, with all the things that make Staten Island great: pizza (it turns out it’s just one thing). Davidson couldn’t resist getting in a dig at his old boss after saying he’s not giving up on the ferry. “If Lorne Michaels has taught us anything, it’s never give up even if everyone says the time has come and Tina Fey is ready to take over.”

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Banish travel sickness in seconds with 1 ‘life-saving’ common cold remedy

Travelling by car can make some people feel queasy, but one woman has uncovered a simple trick that might make your sickness vanish – and it involves one simple cold remedy

Travel sickness can make life incredibly difficult for those who struggle with it. It makes using public transport a chore as you have to make sure you’re not going to be sick on an unsuspecting stranger on the train, and even travelling by car can be a nightmare, as many people who suffer can’t drive themselves.

There are many products on the market that claim to tackle travel sickness, such as patches and tablets, but these may not work for everyone, and aren’t always accessible if you suddenly feel motion sick and need effective relief. One woman, however, has claimed that one product most of us have in our medicine cabinets is “life-saving” for travel sickness sufferers.

In a video on Instagram, Kiki Rough explained that she was recently “fighting for her life” while trying not to be sick in the back of a taxi that was taking her to the airport.

She told the taxi driver that if she was sick in the car she would pay for the car to be cleaned and would give the driver a hefty tip for having to deal with the unpleasant situation – but the driver did something unexpected.

Instead of getting angry that Kiki was at risk of vomiting, the driver reached into her pocket and pulled out some Vicks VapoRub, which she handed to Kiki and told her to “put it under her nose”.

Kiki explained: “When I tell you, three decades of my life where I have fought to not throw up on every long-form car trip just disappeared. My nausea? Out the window.”

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The kindness of the taxi driver didn’t stop there, as she also pulled out a small, empty container and scooped some of the VapoRub into it, handing it to Kiki for the rest of her journey, along with the sweet message: “Don’t get sick on your flight.”

Commenters on the video were blown away by the trick. Many said it would be “life-saving” for their upcoming trips if the smell of the Vicks product could keep them from feeling sick.

One person said: “I’m actually excited to try a long car ride now. Thank you for sharing this!”

Another added: “This is LIFE SAVING.”

A third wrote: “Did you just change my life with this?”

It’s believed that Vicks VapoRub works because the menthol scent blocks any strong smells that might be exacerbating your illness.

Getting fresh air and breathing in clean smells are proven ways to alleviate motion sickness, and the smell of Vicks could contribute to that.

Advice for dealing with motion sickness

Vicks is not designed to cure motion sickness, and the trick may not work for everyone, but there are other things you can try. According to the NHS, you can try these steps to ease the sickness yourself:

  • Reduce motion by sitting in the front seat of a car or the middle of a boat
  • Look straight ahead at a fixed point, such as the horizon
  • Breathe fresh air if possible – for example, by opening a car window
  • Close your eyes and breathe slowly while focusing on your breathing
  • Break up long journeys to get some fresh air, drink water or take a walk
  • Try ginger to settle the stomach, either as a tablet, in a biscuit, or in tea

The NHS also recommends that you do not do the following:

  • Do not read, watch films or use electronic devices
  • Do not look at moving objects, such as passing cars or rolling waves
  • Do not eat heavy meals, spicy foods, or drink alcohol shortly before or during travel
  • Do not go on fairground rides if they make you feel unwell

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