supply chain
The Future of AI and Trade
For all the constant buzz around AI, broad-based announcements about how AI has boosted profits are noticeably missing. The reason for this loud silence: it hasn't happened--yet. AI is not an immaterial vapor hovering above the economy. The models that will power future change run on a foundation of physical inputs: cables, turbines, chips, and copper. These are bought and sold all over the world.
The world's carmakers are struggling to compete with China
The world's carmakers are struggling to compete with China Global carmakers are facing a reckoning as US, European and Japanese brands lose ground to Chinese rivals setting the pace not only in electric vehicles, but also in batteries, design and software. The BBC visited factory floors in Beijing and Hefei on the sidelines of Auto China 2026 - the world's largest car show - and found striking levels of automation and software development speed, leaving foreign brands that once dominated the Chinese market struggling to keep up. We have no chance against this, Honda chief executive Toshihiro Mibe told Japanese media after visiting a highly automated factory in Shanghai. Ford chief executive Jim Farley has also warned that Western carmakers, are in a fight for our lives as Chinese rivals expand globally. After decades spent investing in joint ventures with Chinese partners to build vehicles, foreign carmakers are now changing the nature of those partnerships to stay competitive.
Russia 'relentlessly targeting' critical infrastructure and democracy, GCHQ says
Russia'relentlessly targeting' critical infrastructure and democracy, GCHQ says The UK is at a moment of consequence as Russia is relentlessly targeting critical infrastructure, the UK's largest spy agency will warn. GCHQ Director Anne Keast-Butler will set out threats facing the UK and the measures she believes need to be taken to confront them when she makes her inaugural public speech on Wednesday. Russia has been blamed for a string of espionage plots on British soil and, more recently, waging an undeclared'hybrid war' against the UK and other Nato countries. The Kremlin has denied the allegations. Keast-Butler says GCHQ is working tirelessly to fend off cyber attacks and counter what she calls reckless sabotage and assassination attempts.
The Chinese sports brand taking on Nike and Adidas
China's economy was just starting to open up in the late 1980s when a determined high school dropout made his way to Beijing with 600 pairs of shoes. Ding Shizhong had them made in a relative's factory and now he was going to sell them. The money he earned paid for his first workshop where he began making footwear for other companies. The 17-year-old was one of China's many newly minted entrepreneurs as capitalism took off under the watchful eye of its Communist Party rulers. But, as it turns out, Ding had much bigger plans.
AI needs a strong data fabric to deliver business value
A modern data fabric makes it possible to turn existing enterprise knowledge into a trusted foundation for AI. Artificial intelligence is moving quickly in the enterprise, from experimentation to everyday use. Organizations are deploying copilots, agents, and predictive systems across finance, supply chains, human resources, and customer operations. By the end of 2025, half of companies used AI in at least three business functions, according to a recent survey. But as AI becomes embedded in core workflows, business leaders are discovering that the biggest obstacle is not model performance or computing power but the quality and the context of the data on which those systems rely. AI essentially introduces a new requirement: Systems must not only access data -- they must understand the business context behind it.
The Iran War Is Throwing Global Shipping Into Chaos
Flexport CEO Ryan Petersen says the conflict is stranding cargo and threatening inflation. After years of chaos in the global supply chain, Ryan Petersen, CEO of the logistics company Flexport, felt 2026 might offer some modicum of order. The pandemic was firmly in the rearview mirror. Red Sea shipping channels--which had been closed due to the Gaza crisis--were finally opening. The Supreme Court struck down many of Donald Trump's tariffs, and some Flexport customers were hoping for refunds.
How China Caught Up on AI--and May Now Win the Future
He Xiaopeng launches Xpeng's next-gen Iron humanoid robot during a press conference at the company's headquarters in Guangzhou on November 5, 2025. He Xiaopeng launches Xpeng's next-gen Iron humanoid robot during a press conference at the company's headquarters in Guangzhou on November 5, 2025. It was a controversy laced with pride for He Xiaopeng. In November, He, the founder and CEO of Chinese physical AI firm XPeng, had just debuted his new humanoid robot, IRON, whose balance, posture shifts, and coquettish swagger mirrored human motion with such eerie precision that a slew of netizens accused him of faking the demonstration by putting a human in a bodysuit. To silence the naysayers, He boldly cut open the robot's leg live on stage to reveal the intricate mechanical systems that allow it to adapt to uneven surfaces and maintain stability just like the human body. "At first, it made me sad," He tells TIME in his Guangzhou headquarters.
People Are Protesting Data Centers--but Embracing the Factories That Supply Them
As the data center backlash grows, support is growing for server factories and the hundreds of jobs they're expected to bring. Last month, Pamela Griffin and two other residents of Taylor, Texas, took to the lectern at a city council meeting to object to a data center project. But later, they sat back as council members discussed a proposed tech factory. Griffin didn't speak up against that development. A similar contrast is repeating in communities across the US.
This Mega Snowstorm Will Be a Test for the US Supply Chain
Shipping experts say the big winter storm across a wide swath of the country should be business as usual--if their safeguards hold. Up to two-thirds of the US is facing down the threat of serious snow, cold, and ice this weekend, with the potential to snarl roads (and the businesses that depend on them) from Texas up to New York City . At this point, grocery stores, logistics experts, warehouse operators, and trucking companies have been prepping for days. Still, the effects on the supply chain--and the retail store shelves that depend on them--are yet to be determined. On one hand, this is winter business as usual.
Everyone wants AI sovereignty. No one can truly have it.
No one can truly have it. The world is too interconnected for nations to go it alone. Governments plan to pour $1.3 trillion into AI infrastructure by 2030 to invest in "sovereign AI," with the premise being that countries should be in control of their own AI capabilities. The funds include financing for domestic data centers, locally trained models, independent supply chains, and national talent pipelines. This is a response to real shocks: covid-era supply chain breakdowns, rising geopolitical tensions, and the war in Ukraine. But the pursuit of absolute autonomy is running into reality.