Never interrupt your enemy when he is committing serial suicide (in reverse American gore-style, when the serial killer always resurrects). In the case of the EU kakistocracy, serial self-destruction is always a given, and always skyrocketing.

So the EUrocrats in Brussels have just adopted their 17^th round of sanctions against Russia – the sky is the limit – targeting nearly 200 tankers of the so-called Russian shadow fleet. The package, endorsed by EU member states, includes proverbial scores of asset freezes and visa bans.

The EU + UK combo is also scheming how to tighten the oil price cap on Russia to $50 a barrel, aiming to “hurt” Russia’s energy revenue.

Cue to a monster pipeline of laughter from the whole Global South, especially India and China. As if they would impeach any vessels of the shadow fleet, or if OPEC+ would care about a puny unilateral EUrocrat oil price cap.

To qualify EU actions as self-destructive anti-intellectualism is actually benign. The IQ of people at the top in Brussels is at dismembered worm level, exemplified by the Estonian batshit crazy chick in theory representing the foreign policy of 450 million EU citizens. Brussels has been reduced to a pathetic Estonian propaganda snake pit with a whiff of British accent.

The SVR has noted how there is a groundswell of despair in Brussels for the “mistake” of appointing the imbecile Estonian, universally known for “absolute incompetence” and a cringing “inability to build bridges” with EU leaders. She has already been removed from EU strategic defense policy planning.

Still, the sanctions package dementia will keep rollin’ on – redacted by careerists with fat salaries who only care about their own retirement gold package.

The next, the 18^th, is supposed to be the largest sanctions package in History, according to the Brussels rumor mill, not only accusing Russia of multiples stances of Hybrid War and alleged use of chemical weapons (when it’s actually the neo-nazis of country 404 who resort to it) but targeting several Russian defense sector companies plus companies and intermediaries from third countries supplying sanctioned products to Russia.

Add to it the German BlackRock chancellor actively lobbying for an EU ban on the Nord Stream pipeline – blocking any possibility of a U.S.-Russia business cooperation, already signaled by Trump. This ban will be part of the 18th package.

Cue to Grandmaster Sergey Lavrov, who recently felt the need to emphasize that political EUro-trash banning the return of NordStream are “either sick or suicidal.”

Stealing Russia blind: good luck with that

On the Baltic front, there’s more, of course – in a “Pirates of the Baltics” register: that’s the SIGINT-heavy Baltic Sentry mission, which aims to block Russian maritime activity. France is on it – which implies a non-regional NATO member directly involved, unlike, for instance, Norway.

The Russians are unfazed. A strong possibility is that they will escort Russian ships with multi-functional naval and aerial drones fully equipped with reconnaissance and combat gear.

Yet on the Orwellian front, nothing beats the anti-Russian “tribunal” announced on May 9 by EU foreign ministers in Lviv, together with Kiev, to “hold top representatives of the Russian leadership accountable.” That involves 30 partner countries, incuding UK and Australia. The U.S. is out.

The scam was minutely deconstructed by Thomas Roper, who is now viciously demonized and censored by the EU, even though he is a journalist and EU citizen of German nationality. Yes, Brussels now sanctions its own citizens capable of critical thinking, to the point of freezing their assets and forbidding them to visit their home country. And this is just the beginning.

The new EU kangaroo “court” will be set up by the Council of Europe – and will issue judgments even in absentia, via 15 judges elected for 9 years each, the whole thing costing the EUrocracy around 1 billion euros.

Needless to add that this kangaroo “court” has absolutely no basis in international law, as it’s not approved by the UN; instead, it’s a private club of the fragmented West. Follow the money to understand the rationale.

Few people today remember that last year the European Commission (EU) gave a $50 billion loan to Kiev; actually $35 billion by the EU and $15 billion by the G7. The problem is only Brussels is responsible for repaying this joint EU-G7 loan. And the loan is supposed to be paid from the annual revenues generated by Russian assets frozen – i.e. stolen – in the EU, which Brussels refuses to release before the next 45 years.

These are all official EU decisions, enshrined in Regulation 2024/277. Translation: no, I repeat, no European mainstream media has informed taxpaying citizens across the union that the EU has formally decided to be at war with Russia for at least the next 45 years.

Brussels has done everything trying to steal for good the “confiscated” Russian assets. The problem is the EC EUrocrats have not found a mechanism to bypass international law.

Enter the “court”. The EUrocracy will force the kangaroo “tribunal” to blame Russia for everything related to the war and the SMO; sentence Russian government members to long-term prison sentences – in absentia; and then decide that Russia has to pay reparations. Endgame: the kangaroo “court” decides to steal for good the frozen Russian assets.

Once again: under international law, this is a robbery. Key inevitable consequence: no one across the Global South will trust the euro and European financial centers anymore.

This Russian demonization EUro-dementia scenario is in play just as Trump 2.0 still bets on some sort of normalization with Russia via a solution for Ukraine. Yet the key factor here is the cowardly collective fear of the EU kakistocracy: if they don’t rob Russia blind, they have no means to repay that fateful $50 billion loan to the Kiev goons.

That should be the main factor explaining why this collection of political mutts needs, badly, to non-stop escalate what is a de facto Forever War against Russia.

So expect only dementia coming from Brussels in the foreseeable future. Like the brilliant idea of setting up a single military bank to alocate loans for weapons production, a replica of the World Bank with a HQ in London. Since they could not find 120 billion euros to come up with a single European military fund – the German economy, for instance, continues to collapse – their plan B is this bank.

For all that cornucopia of sound and fury, Russia remains, once again, unfazed. Putin top aide and former National Security Adviser Nikolai “Yoda” Patrushev has noted how NATO has been “conducting exercises at our borders at a scale unseen in decades. … They are training for conducting a broad offensive from Vilnius to Odessa, seizing Kaliningrad region, imposing a naval blockade in the Baltic and the Black Seas and executing preventive strikes on the staging locations of Russian nuclear deterrence forces.”

Good luck with that. Good luck with the military bank. And good luck with stealing Russia blind with no blowback.

On the road in Iran – The International North South Transportation Corridor (INSTC) is one of the most crucial geoeconomic/infrastructure projects of the 21st century. It unites at its core three key BRICS nations – Russia, Iran and India – branching out to the Caucasus and Central Asia.

When fully operational, the INSTC will offer a full trade/connectivity corridor sanctions-free, cheaper and faster than the Suez canal to a great deal of Eurasia. The geoeconomic consequences will be staggering.

To re-visit Iran in these times of geopolitical trouble, relentless “maximum pressure”, red lines on uranium enrichment and bombing threats could not be more pressing – and enlightening.

Total Connectivity: Highway, Mosque, Bazaar

By an auspicious turn of events, the old school reportage/investigation actually became the plot line of a documentary, produced in Iran, shot by an outstanding crew, and to be broadcast in several parts of Eurasia, including Russia. Here we offer the broad strokes of our travel to the heart of the INSTC.

We started with a series of interviews in Tehran, with Central Asia analysts and most of all Mostafa Agham, the top expert of Behineh Tarabar Azhour, a transportation and logistics firm specialized in Eurasia railway corridors. These analyses offered contrasting points of view on where the INSTC should go next and what are its main challenges.

Travel along Iran’s main artery, from Tehran to Bandar Abbas, was a must – as it will conform the trans-Iran north-to-south highway axis of the corridor. That doubles of course as a cultural and spiritual pilgrimage, which in our case featured plenty of auspicious overtones.

We arrived at fabled Isfahan past sunset, which allowed us to visit the Masjed-e Shah – or “Royal” – mosque virtually undisturbed. The Royal mosque – one of the highlights of Islamic architecture – sits on the south side of the Naghsh-e square in Isfahan, one of the most extraordinary public squares in the history of art and architecture, rivaling, and arguably surpassing San Marco in Venice.

A visit to the Isfahan bazaar is also inevitable. I was looking for an old friend who sold nomad carpets – in the end, because of slow business, he relocated to Portugal – just to find his sort of heir, young, energetic, who apart from pointing me to a spectacular, rare tribal rug from northeast Iran close to the Afghan border, gave me a crash course on the effects of sanctions and the perpetual demonization of Iran in the West (“Turkey has 40 million tourists; we have two or three”). Isfahan’s neat and extremely organized bazaar offers quality handicrafts to rival Istanbul, but there’s essentially domestic tourism, sprinkled with a few foreigners mostly from Central and South Asia and some from China.

On the way back to Tehran we learned that, being a Tuesday, the revered Haram of Fatima Masumeh, the daughter of the 7th Imam Musa, in Qom was open all night. Nothing prepares the pilgrim for an arrival at nearly two in the morning to an apotheosis of gold and crystals in the heart of Qom, Iran’s second most sacred city after Mashhad. Only a few pilgrims paying their respects, some strolling around the shrine with their families or reading the Quran. A moment of quiet illumination.

Afterwards it was time to hit the Caspian, and the port of Bandar Anzali, the proverbial “international bridge” where, in theory, cargo ships from Astrakhan in the Russian Caspian, as well as other Caspian-bordering states will start arriving ern masse via the INSTC. In Bandar Anzali, Iran essentially imports petrochemicals, construction materials, minerals, and iron products and exports grains (soybeans, corn, barley, wheat) and crude oil.

In Tehran, Mostafa Agham, the connectivity expert, had explained in detail that perhaps the multimodal drive of the INSTC across the Caspian may not be the best idea. The Russians prefer to build a railway bordering the western margins of the Caspian; and another possibility is to use a network of already functioning railways from southcentral Russia, across Kazakhstan all the way to Aktau, by the Caspian, and then connecting across Turkmenistan to Tehran.

It’s only via a close up on Bandar Anzali that one understands the Russian rationale. One of our cameramen, in delightful broken English, coined an instant hit: “Port no exist”. Translation: the infrastructure has not been upgraded in decades, which brings us to the devastating effects of sanctions, visible in several nodes of Iran. China will have a lot of work to do as part of their 20-year strategic partnership, where energy-for-infrastructure is a central plank.

Break To The Border!

Bandar Abbas, in the Persian (italics mine) Gulf, is a completely different story. That’s Iran’s main port, and a key node of the INSTC, to be connected to Mumbai and already connected to the big ports in eastern China. We had all the hard-to-get necessary permits to explore Shahid Rajae-i Special Economic Zone, crammed with containers from shipping firms such as West Asia Express and unloading scores of Chinese container cargos. The uber-strategic Strait of Hormuz is only 39 km to the south. A few days after our visit, Iranian President Masoud Pezeshkian went straight to the point, referring to proverbial Trump threats: “Block our oil, and we’ll block the world’s energy.” Iran can do it – in a flash; were that to happen, the collapse of the global economy is guaranteed.

Additionally, port authorities explained that the recent explosion on Shahid Rajae-i – attributed to “negligence”, still under investigation and somewhat mired in controversy – was not in the port itself, but in a storage area 10 km away.

From the Persian Gulf we fly to the Sea of Oman – and infrastructure problems ride again: there are only two flights a week. We arrive at a minuscule military airport outside the future superstar of the INSTC: the port of Chabahar in Sistan-Baluchistan province. Baluchis are exceedingly cool, cousins to the ones on the other side of the border, in Pakistan. In bustling Chabahar, the lineaments of a boom town are quite visible.

A long walk in the port side by side with Alireza Jahan, a logistics expert and then a conversation with Mohammad Saeid Arbabi, the Chairman of the Board and Managing Director of the Chabahar Free Trade Zone could not be more enlightening.

Jahan explains how Chabahar is essential to Iran’s East Axis, serving over 20 million people not only in huge Sistan-Baluchistan but also three other Khorasan provinces, and further on to Kerman. So Chabahar is the port for an enormous hinterland, while its competitor, Gwadar in the Arabian Sea in Pakistan, only 80 km away or so, is virtually isolated.

Jahan also explains Indian investment. Tehran is investing heavily in the infrastructure and superstructure of Chabahar port, while India is investing in equipment: the Italian cranes around the port came from India. Arbabi, at the Free Trade Zone, expands on the international profile of Chabahar, which will be an absolutely key node not only for landlocked Afghanistan but also the Central Asian “stans”.

And that brings us to the local highway saga: Chabahar to Zahedan, in the Afghan border, 632 km, already an “acceptable road”, and with a companion railway to be built within the next three years, everything 100% financed by the Iranian government.

For all the alarming seriousness of two South Asian nuclear powers coming to the razor’s edge of a lethal exchange, the 2025 India–Pakistan war could not but contain elements of a Bollywood extravaganza.

Frantic dancing indeed, which risked getting out of control pretty fast. Forget dodgy, plodding UN mediation or any serious investigation of the suspicious attack out of the blue on tourists in India-held Kashmir.

Right off the bat, on 7 May, India’s Modi government dramatically launched ‘Operation Sindoor’ against Pakistan, a missile offensive billed as “counter-terrorism.” Pakistan immediately launched a counterpunch codenamed ‘Operation Bunyan al-Marsus’ against the “Indian invasion.”

Culture is key. Sindoor is classic Hindu culture, referring to the vermillion mark applied on the forehead of married women. No wonder the Chinese immediately translated it as ‘Operation Vermillion.’

Yet what the whole planet retained from the alarming escalation, irrespective of any attempt at contextualization, not to mention color-coded cultural practices, was the Top Gun element with a Bollywood twist: the Pakistani Air Force (PAF) and the Indian Air Force (IAF), on the night of 7 May, directly involved in the largest, and most high-tech air battle of the young 21^st century, lasting a full hour and featuring scores of 4^th and 4.5 generation fighter jets.

Dramatic entertainment value was provided, quirkily enough, not by Indians, but by a Chinese netizen, notorious internet blogger Hao Gege, and his hilarious global blockbuster parody video “The newly bought plane was shot down.” He was, of course, referring to the IAF’s French Rafales decimated by Chinese J-10C fighters, which have fully mastered electronic warfare and are equipped with cheap, precise, and brutally efficient PL-15 air-to-air missiles.

Add to it Chinese hardware such as the HQ-9 air defense system and ZDK-03 AWACS. A J-10C, which, incidentally, costs only $40 million, roughly six times less than a Rafale.

Inevitably, the whole thing turned into a public relations nightmare, not only for New Delhi, but mostly for the French military-industrial complex, complete with a cornucopia of spin from all sides. Islamabad claimed it destroyed six Indian fighter jets (including as many as three Rafales, with a collective price tag of $865 million, plus one Russian Su-30, one MiG-29, and one Israeli Heron UAV); paralyzed 70 percent of India’s power grid; and smashed India’s made-in-Russia S-400 defense system. India, for its part, fiercely denied all of the above over and over again.

Then, after so much sound and fury, Pakistan on 10 May announced it had won the war. Two days later, India announced the same.

The sound and fury though continued unabated, ranging from the J-10C basking in Top Gun superstar status and Chinese stocks skyrocketing in a much-vaunted “DeepSeek moment” in modern warfare to the ridiculous sight of US President Donald Trump claiming he was responsible for the India–Pakistan ceasefire, which as it stands, looks more like a pause.

Get a Rafale for the price of six J-10Cs

The fact is both Islamabad and New Delhi deployed a fast and furious arsenal of ballistic missiles, cruise missiles, glide bombs, and suicide drones to attack each other in a series of cross-border strikes, while at the same time confronted with the startling inneffectiveness of a great deal of their own air defense and anti-missile systems. No wonder both needed a ‘ceasefire’ – fast.

The predominant interpretation all across the globe does stand on solid facts. And those facts are profoundly game-changing: For the first time ever, Made-in-China weapons and equipment defeated similar-grade western weapons and hardware, not in a war gaming scenario, but in high-intensity air battle conditions. No amount of spin and glossy ads can compare with this practical demonstration by the Chinese military-industrial complex.

The J-10C, by the way, is not even a latest generation Chinese fighter; those would be the J-20 and J-35 (both 5^th generation stealth fighters); the J-16 and J-15 (4.5 generation multirole fighters); and the 6^th generation fighters (J-36 and J-50) still being tested.

Arguably, one of the best, concise explanations of the PAF/Chinese accomplishment was written by former PLA Air Force Colonel and strategist Professor Wang Xiangsui. He attributes it to a triad: mastery of systems warfare – as in highly integrated and synchronized Chinese air combat systems, Pakistani pilot competence, and preparedness for war. What PAF did, he reasons, emulates what China has been doing: investing in 6th-generation fighters, DF-17 missiles, and quantum satellites.

Further solid analyses by military expert Zhang Xuefeng and military expert Bai Mengchen complement in detail Wang’s conceptual framework.

When Hindutva meets Zionism

So what was this lightning war all about? It was not only about the intractable Kashmir problem inherited from the British Raj. As much as there are plenty of repulsive aspects inherent to both the Hindutva fanatics around Indian Prime Minister Narendra Modi and the ghastly Pakistani junta-in-charge who – illegally – imprisoned Pakistan’s sitting Prime Minister Imran Khan, such a war can only profit those usual suspects bent on unleashing various degrees of Hybrid War and Divide and Rule across the Global South.

Both India and Pakistan are permanent members of the Shanghai Cooperation Organization (SCO). Their dispute could have been managed at the SCO table, with Russia, China, and Iran present to mediate and placate. Instead, Moscow and Tehran acted independently and bilaterally, both trying their own way to instill some sense in the belligerents as mediators. Their success is debatable.

India is also – in theory – a top BRICS member, one of the founders of the multipolar powerhouse. It boasts an excellent strategic relationship with Russia and a geoeconomic relationship with the new BRICS+ West Asian power, Iran. To pit India against Pakistan is to pit New Delhi against Beijing, which fully supports Islamabad via the flagship New Silk Roads project, CPEC (China-Pakistan Economic Corridor). So the war can also be viewed as an attack on BRICS from the inside.

It was so easy to have both India and Pakistan’s so-called “elites” fall into the trap. One just needs to manipulate cheap “national pride” emotions – and the usual suspects are masters of that domain.

The Big Picture gets even murkier when we see that New Delhi, always insecure because, unlike the Chinese, it has not buried its own “century of humiliation” vis a vis Anglo power, is still wobbling between deeper geoeconomic integration with Russia – and China – while relying on defense and security from the Washington–Tel Aviv axis.

Hindutva and Zionism meet in more ways than one. India uses Heron and Searcher Israeli drones to patrol its borders, as well as Spike anti-tank missiles. Israeli advisors have trained Indian intel ops. Israeli cybersecurity firms help New Delhi track espionage threats and assorted “insurgencies.”

Welcome to “Ruler of the World” does Wonderland – to the sound of that hypnotic ‘Kashmir’ riff.

Two overarching taboos reign on the – now shattered – collective West:

1. Can’t define the Ukraine regime as Nazi.
2. Can’t condemn the psychopathological Israeli genocide in Gaza.

The taboos happen to be inextricably linked to the Forever Wars deployed non-stop by the Empire of Chaos/Zionist axis.

Lesser Hybrid Wars though – even carrying the horrifying prospect of turning nuclear – are allowed to come and go. Especially if they are part of the current war on BRICS, a sub-section of the war of factions of the West against the Global Majority.

So let’s go to Kashmir – to the sound of Jimmy Page’s hypnotic riff. Both India and Pakistan are escalating the war of decibels. Turkey is offering weapons – to Pakistan. Iran offered a mediator role: no takers.

The motive for the war is as dodgy as they come. An all-male tourist bus packing a bunch of merry tourists is roaming around Indian-held Kashmir. Passengers include a just married 26-year-old lieutenant of the Indian Navy – but without his wife (what kind of honeymoon is that?) Another passenger is Nepalese. The bus is attacked by shady splinter goons loosely affiliated with the Salafi-jihadi Lashkar-e-Taiba outfit.

The Empire has been all over the Indian front. The current US Director of National Intelligence (DNI) Tulsi Gabbard was previously fully funded by Prime Minister Modi’s circles. Eyeliner-loaded VP J.D. Vance recently visited India – complete with family Taj Mahal photo op. Then Modi went to visit Saudi Arabia – invited by MbS. After the Kashmir bus terror attack, Hindutva fanatics went on a cyber-attack spree.

The crude tactics spell out classic Divide and Rule. Double whammy: revamped weaponization of India, and destabilization of a key Belt and Road Initiative (BRI) China front: the China-Pakistan Economic Corridor (CPEC). A thing of beauty: splitting BRICS from the inside.

None of that, of course, legitimizes the ghastly Pakistani military, which have thrown in jail, on spurious charges, the man who was trying to bring Pakistan to respectability: Imran Khan.

It’s up, once again, to the adults in the room, any room – Russia – to de-escalate. This could be ideally performed inside the SCO – where both India and Pakistan are members, side by side with Iran. Moscow chose to take the initiative, by itself.

Deputy Foreign Minister Andrey Rudenko met with both India’s Ambassador to Russia, Vinay Kumar, and Pakistan’s Ambassador to Russia, Muhammad Khalid Jamali.

Russian terminology is essential: not only there was a call for both parties to “engage in constructive dialogue”. Moscow stressed, “we are ready to counter the global terrorist threat together.” The operative word is “global”. Delhi and Islamabad don’t seem to be getting the message – yet.

Kashmir as a volatile war lab

An infernal machine is predictably on. It’s as if the Anglo-Zionist axis is using Kashmir as a volatile lab for a series of live tests – including pushing nuclear powers to the brink of confrontation. And all that dealt with casual insouciance – practically as a sideshow.

Nothing coming from Sultan Erdogan and his intel apparatus could possibly be seen as trustworthy. In Syria, the MIT’s assets – the Headchopper Inc. congregated in Greater Idlibistan – ended up being installed in power in Damascus with their Zionist-friendly gang leader now posing as President.

The comprador Yankee junta in Islamabad, for its part, may be facing the abyss – which in itself qualifies as auspicious news. In parallel, suspense accrues on whether Modi will show up for the Victory Day parade on May 9 in Moscow – and what he will tell his Russian hosts.

BRICS members Russia and Iran want the International North South Transportation Corridor (INSTC) running smoothly to India sooner rather than later. The game gets even more complex when we see that the Iranian investigation is finally starting to consider that the horrendous explosion at the Shahid Rajaee port may have been an act of sabotage or an FPV strike.

Extra pressure on China is a real motivator for setting up this war lab. Now Beijing not only needs to start worrying about an explosively renewed India-Pakistan front but also extra CIA/MI6 mischief pushing the Pak connection to Uighur Salafi-jihadis.

There’s no chance in hell Delhi will really understand Beijing’s geopolitical predicaments. A perfect scenario for the Hybrid War gang.

Meanwhile, at the BRICS front, at least there are some signs of rationality – coming, once again, from Grandmaster Lavrov.

Even before the BRICS Foreign Ministers meeting early this week in Rio, Lavrov cut to the chase on the financial and geoeconomic front. He stressed that BRICS are working hard on the 2024 Kazan summit-approved “Trans-Border Payment Initiative”; a “payment and clearing infrastructure”; “a re-insurance company”; and a new investment platform.

He had to once again explain to Western media – from the US to Brazil – that “it would be premature to discuss a transition to a single currency for BRICS. We are working together to create a payment and settlement infrastructure for carrying out cross-border settlements among BRICS countries. In particular, as I have already said, this includes increasing the share of national currencies in our transactions.”

A BRICS common currency – a specter hovering over Trump 2.0 – will only come back to the table “once the necessary financial and economic conditions are in place.” Until then, the war on BRICS, hybrid and otherwise, will be relentless.

Trumpty Dumpty

Switching from reality to fantasy, it was such a blast to find the connection between Kashmir and Alice in Wonderland… in a Chinese essay.

It takes supreme Chinese finesse – quite like subverting Taoist wisdom with a touch of post-modernism – to identify the “ruler of the world” (his own terminology) throwing everyone, virtually the whole planet, into the rabbit hole.

So in this wilderness of narrative mirrors, Trump should be perceived as all characters combined: the White Rabbit, Humpty Dumpty (“When I use a word, it means what I choose to mean, no more and no less”), the Mad Hatter, the Queen of Hearts (“Off with their heads!”)

That certainly illustrates the intersection of the trade war (launched by the “ruler of the world”) and the genocide war (fully legitimized by the “ruler of the world”). With an extra twist: reality has a knack to out-Carroll even Lewis Carroll himself.

Enter the curious case of the USS Truman, a giant aircraft carrier, being possessed by the spirit of Ayrton Senna and deciding to pull out an ultra-sharp curve as if it was a Maserati Gran Turismo Stradale in the middle of the Red Sea – just for a F-18E Super Hornet to protest about the maneuver plunging head on to the bottom of the ocean.

At least that was the narrative CENTCOM sold to global public opinion. Blame that damned Houthi missile fire!

Late next month, Huawei will be testing its new powerful AI processor, the Ascend 910 D, even as by early May the previous 910C will start to be mass-delivered to scores of Chinese tech companies.

These serious breakthroughs are the next chapter of Huawei’s drive to counter Nvidia’s global monopoly in GPUs. The Ascend 910D is supposed to be more powerful than Nvidia’s extremely popular H100.

Huawei is pulling no punches in its race to manufacture a new generation of processors. Huawei has collaborated with SMIC – China’s largest semiconductor foundry – to apply Deep Ultraviolet Lithography (DUV) on what was previously only possible on EUV (Extreme Ultra-Violet technology). Once again, Huawei and SMIC defied the proverbial American “experts” with creative engineering solutions.

Huawei arrived at fabricating 5nm chips with DUV even as the process is more expensive than with EUV. If Huawei had access to EUV they would be already manufacturing 2-3nm chips. That will come, in short time, as both China and Russia, under permanent US high-tech blockade, must by all means develop their own EUV technology.

Shanghai geeks are convinced that Huawei will switch on 6G networksbefore the end of the decade. Their current breathless drive is not just aimed at the smartphone front – where Huawei is peerless; the new Huawei Mate 70 Pro + is by far the absolute top smartphone in the world, running on Harmony OS. Huawei is looking at cloud computing, AI and enterprise servers – and to become no less than the core player in the AI infrastructure race.

Ditching Any Reliance on American Technology

Earlier this month, Huawei introduced the CloudMatrix 384, a system connecting 384 Ascend 910C chips. The tech word in Shanghai is that this configuration, under certain conditions, and of course consuming much more power, already outperforms Nvidia’s flagship rack system – which is powered by 72 Blackwell chips.

Meanwhile, Huawei’s Kirin X chip is targeting the PC market, offering stiff competition to Apple, AMD, Intel and Qualcom while Harmony OS plus removes the necessity of using US software such as Microsoft and Android.

Shanghai geeks swear that China essentially doesn’t need to beat Nvidia or other US chips developers. After all, China already has the largest consumer market in the world – by volume and by value. If a parallel tech universe is the likely result of the Trump Tariff Tizzy (TTT), so be it. China already controls over 60% of the global gadget consumer market.

Kirin X may not – yet – match the power of Nvidia’s H100 GPUs. But Huawei chips are already the real deal for every Chinese company which is following the new Beijing-defined direction to reduce any reliance on American technology.

All of the above naturally brings us to the enormous AI elephant in the (digital) room: Nvidia.

A recent book, The Thinking Machine: Jensen Huang, Nvidia, and The World’s Most Coveted Microchip, is quite helpful to track not only the personal story of CEO superstar Huang, a Taiwanese who played the American Dream to the hilt and became a tech multi-billionaire, but Nvidia’s enviable tech accomplishments.

Huang does not interpret AI as emergent machine superintelligence, and firmly dismisses any direct analogy to biology. For this all-round pragmatist, AI is merely software – running on hardware that his company sells for a fortune.

Still, Nvidia has ventured into virgin territory way beyond the American biz-tech Valhalla, complete with holding the most valuable stock on the planet: arguably, when it comes to AI, Nvidia unveiled a new phase of evolution.

It’s crucial to understand how Huang sees China. It is indeed a key market for his AI chips – and he wants to keep selling them in droves. Trump’s tariffs though make sure that won’t happen.

And that’s what moved Huang to ditch his proverbial leather jackets and don a crisp business suit for a strategic visit to Beijing, where he affirmed the sacred importance of the Chinese market, whatever the new Trump-dictated gimmicks.

By 2022, the China market represented 26% of Nvidia’s business; this year, it has fallen to 13%, because of euphemistic “technology export controls”.

The problem is the US government, already by 2022, under the previous automatic pen administration, had blocked sales to China of advanced A100 and H100 chips. Nvidia started selling modified versions – and even after the ban chips continued to arrive in China. By June 2023, it was easy to find A100s for double their price in the black market in Shenzhen.

Huang is convinced that “no AI should be able to learn without a human in the loop” – even as he admitted, two years ago, that “reasoning capability is two or three years out”. Translation: according to Huang AI will start thinking for itself within the next few months.

Even as Nvidia prepares to invest billions of dollars to build AI supercomputers in Texas, the Chinese essentially are not losing any sleep on “thinking AI”: their focus is extremely practical, to conquer not only the Chinese market but also the supply chains of most of Eurasia.

The US National Security Council has concluded that it’s too dangerous for China to buy Nvidia’s high-end chips, even the H20 – designed for the Chinese market. Huawei, anyway, already produces chips somewhat comparable to the H20.

Huang is losing his sleep because, essentially, Nvidia is losing the immense Chinese market to Huawei – with Trump’s direct input. Nvidia has tens of thousands of H20s specially designed for China which they simply cannot sell. Each chip cost between $12,000 to $20,000.

How China Is Opening a Digital “Pandora’s Box”

Huawei’s new drive is yet another example of Chinese will capable of staring down any challenge – based on indigenous talent, tech expertise and national pride. The record, even before Trump 1.0 sanctions, shows that Huawei does eat massive uphill battles for breakfast. In fact Ascend in many aspects was ahead of Nvidia as early as in 2019 – and that’s why two different US administrations banned it.

China is already light years ahead of the US on chip research. Chinese universities amass most places in the global Top Ten for published papers on semiconductors and on citations – a distinction shared, among others, by the Chinese Academy of Sciences (number one), Tsinghua University (one of China’s top two universities), the University of Electronic Science and Technology of China (number four), and Nanjing, Zhejiang and Pekin Universities.

Two weeks ago in Shanghai I first heard that Huawei would catch up with US semiconductor giants in maximum two years. Now, after the announcement of the Ascend 910D, the buzz shifted to only one year for China to overtake Nvidia and develop better lithography machines than the ones currently produced by ASML.

And the debate is fast switching to how far Huawei will be able to go within the next 2 to 3 years.

In several aspects we are already in the early stages of a US-China tech decoupling. For years Nvidia has dominated the AI hardware space. Their GPUS are the brains behind most contemporary advanced AI. The H100 chip is the gold/platinum standard for AI infrastructure worldwide. Nvidia’s chips had huge demand from Chinese tech giants – Alibaba, Tencent, Baidu, Bytedance.