Stack battles: the US-China artificial-intelligence rivalry is moving beyond chips alone
you are currently viewing::Stack battles: the US-China artificial-intelligence rivalry is moving beyond chips aloneJune 22, 2026--China is challenging US leadership in both AI hardware and software, with Europe unlikely to catch up Yet the early evidence suggests that the software gap, like the hardware gap, is no longer fixed or unbridgeable. The signs of Chinese catch-up are real: an open-sourced toolkit with a state-backed contributor pipeline, falling switching costs through PyTorch compatibility, flagship open-weight models running on Ascend and a protected domestic market large enough to sustain the ecosystem through its immature phase. None of these existed in meaningful form two years ago. Source: bruegel.org |
June 8, 2026-Marine ecosystems continue to degrade under pressure from warming seas, rising tides, pollution and overuse, undermining the long-term well-being of the communities and economies that depend on them. This report examines how to shift from the status quo- which perpetuates this decline -towards a regenerative blue economy.
June 4, 2026-The period spanning 2025 and early 2026 marked a turning point for the global trade and financial systems as states deployed economic statecraft on a scale not seen in the modern era, accelerating and deepening fragmentation.
This insight report offers new quantitative analysis that measures the economic drag of current trade and financial policies as well as the potential cost of an increasingly plausible worst-case scenario.
May 29, 2026--Overview
Global manufacturing activity gained some momentum in April and May, supported partly by stockpiling, but services activity remained subdued.
The conflict in the Middle East has increased transport costs and delivery times, with supply chain pressures in April reaching their highest levels since the COVID-19 period.
May 18, 2026-Advancing women's health requires not only scientific progress but an innovation ecosystem capable of translating discovery into evidence, technologies and scalable solutions that improve outcomes for women globally. Yet, despite growing attention, the landscape remains fragmented, and many high-impact conditions continue to receive insufficient targeted innovation.