geopolitics

China's Announcement 18 export controls on seven rare earth elements remain permanently active, disrupting defense supply chains and forcing the U.S. to accelerate a mine-to-magnet strategy still years from completion.

Iranian drones struck three AWS facilities in the UAE and Bahrain, knocking two availability zones offline and challenging the cloud industry's core resilience assumptions.

Beijing is mandating domestic sourcing for new fabs and racing to build an independent semiconductor equipment supply chain, with three Chinese firms now in the global top 20 and a prototype EUV machine reportedly under assembly.

The U.S. and Israel launched coordinated strikes on Iran on February 28, 2026, targeting military and nuclear infrastructure across multiple cities.