Ray Blanco:

U.S. General: China Using Satellites to Practice 'Dogfighting in Space'

General Michael Guetlein, the vice chief for the U.S. Space Force, is warning that China and Russia are gaining ground in their efforts to develop anti-satellite weaponry, which includes using "dogfighting" tactics to stalk and attack U.S. satellites.

"They are practicing tactics, techniques, procedures to do on-orbit space operations from one satellite to another,” he added. Guetlein also noted that China previously used one satellite to "grapple" another satellite, giving the country a way to hold captured satellites "hostage."

Meanwhile, Russia has also threatened to attack Starlink for supplying broadband to Ukraine. Last year, U.S. officials raised alarm bells about Russia possibly testing the capability to explode a nuclear weapon in orbit to disable U.S. satellites. 

In his remarks, Guetlein said the U.S. must bolster its space warfare capabilities. "There used to be a capability gap between us and our near peers, mainly driven by the technological advancements of the United States. That capability gap used to be massive," he said. "That capability has significantly narrowed, and we’ve got to change the way we’re looking at space or that capability gap may reverse, and not be in our favor anymore."

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James Altucher:

Nvidia To Spend Hundreds of Billions on U.S.-Made Chips, Confirms Blackwell System Production in the U.S.

Jensen Huang, chief executive of Nvidia, confirmed at GTC 2025 that the company plans to spend hundreds of billions of dollars on chips made in the U.S. over the next four years.

This decision comes as the company works to lessen its reliance on Asian manufacturing due to potential tariffs under the Trump administration and geopolitical instability surrounding Taiwan. The company is also producing Blackwell systems in the U.S.

“Overall, we will procure, over the course of the next four years, probably half a trillion dollars’ worth of electronics in total,” Jensen Huang told the Financial Times. “And I think we can easily see ourselves manufacturing several hundred billion of it here in the U.S.”

Companies producing memory (Micron, SK hynix) and other components (Analog Devices, GlobalFoundries, Texas Instruments) are all building new production capacity in the U.S. As a result, Nvidia may increasingly source these components from American facilities.

With the expanded production of semiconductors in the U.S., it would not be surprising if Nvidia spent several hundred billion dollars on silicon made in America in the coming years.

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Chris Campbell:

Chinese Company’s ‘Dark Factory’ With No Human Workers Soon Be the Norm

Consumer electronics company Xiaomi unveiled its next-generation smart factory late last year, showcasing a fully automated, AI-driven facility that has raised the bar for efficiency, precision, and sustainability.

Dubbed a “dark factory”, the facility runs every second of the day without human intervention, integrating AI and big data to streamline production. The factory operates in darkness, minus a few flashes and sparks as things get welded together. It’s not because they’re trying to cut down on the quarterly power bill, but because none of the factory’s ‘workers’ need light to see.

As complex electronics are assembled, the factory’s systems communicate in real-time, self-adjusting for optimal performance and minimising errors. Self-developed AI systems monitor production live, catching issues immediately before they become defects.

Beyond Xiaomi, the factory is a blueprint for the future of global manufacturing. The AI arms race has sped up to an uncontrollable pace and big corporations are looking to the future to eke out an edge over their competition.

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