"The drone is not the weapon. The infrastructure to build it is." This statement, made by Ukrainian president Volodymyr Zelenskyy on March 31, 2026, encapsulates the direction of recent US policy reforms as America strives to establish a large-scale, low-cost, and fast-iterating drone industry similar to Ukraine's. The US aims to simultaneously develop military and commercial markets while eliminating reliance on Chinese supply chains and catching up with China's small- and medium-sized drone manufacturing capabilities

Flipping an egg takes less than two seconds, but every step involves continuous sensing, judgment, and force control; spreading jam and arranging plates are the same. The difficulty of these atomic skills does not lie in executing fixed trajectories, but in performing correctly in complex environments

As HPC and AI processors push computing performance to unprecedented levels, transistor density has reached a point where thermal behavior is no longer uniform. Instead of gradual, evenly distributed heating, modern chips exhibit sharp, localized hotspots that concentrate extreme thermal loads within small regions

Large language models (LLMs) have demonstrated three surprising capabilities in recent years: generalization—providing reasonable answers to unseen questions; multitasking—handling programming, translation, financial analysis, and legal interpretation within a single model; and reasoning—breaking down complex problems into stepwise solutions. Together, these abilities have triggered a paradigm shift in the digital world

The drone industry is no longer a niche corner of the defense world — it has become a full-blown industrial race. Across the US, states are competing to attract manufacturers, research centers, and defense contractors as autonomous aerial systems move from battlefield applications toward broader commercial use. The stakes are significant: drone production corridors bring high-wage jobs, federal research dollars, and long-term anchor tenants in the form of defense primes and tech startups alike. Yet beneath the headline investments lies a more nuanced picture

Drones are rapidly transforming modern warfare, offering relatively low-cost alternatives to traditional weapons while driving changes across defense supply chains. Small unmanned aerial vehicles (UAVs), often costing only a few thousand dollars, are now capable of striking targets hundreds of kilometers away, including armored vehicles, ships, and air defense systems

OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices

OpenClaw's "lobster-raising" wave is moving from developers into China's internet and software sectors at speed in early 2026. Unlike earlier large-model races centred on parameters and compute, this AI agent cycle is defined by a single question: who controls the user entry point

The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it's a story about demand

In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization meant these systems could apply learned semantic and analytical skills to new instructions and unfamiliar problem settings while maintaining stable performance. Multi-tasking meant a single foundation model could power translation, summarization, image generation, and question answering without requiring separate task-specific architectures

On June 6, 2025, US President Donald Trump signed two executive orders—"Unleashing American Drone Dominance" and "Restoring American Airspace Sovereignty"—mandating that the US drone industry exclude technology, parts, and materials from controlled countries (China, Russia, Iran, North Korea). The orders encourage adopting allied technologies to build an autonomous, resilient domestic ecosystem supporting the low-altitude economy and critical defense needs

The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security and cooperation in defense procurement. Key provisions include a US$1 billion Taiwan security cooperation initiative and authorization for the US Department of Defense (DoD) to establish a joint unmanned systems program with Taiwan starting March 1, 2026, focusing on co-developing drones and counter-drone technologies

US President Donald Trump has requested a fiscal year 2027 defense budget of US$1.5 trillion. This represents a nearly 50% increase from fiscal year 2026's roughly US$1 trillion. Trump's goal is clear: rebuild a strong military. Experts expect the budget to significantly boost procurement for expanded naval fleets, advanced aircraft, and new nuclear missile programs

Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies. Yet the global rare earth supply chain has long suffered severe imbalances

Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions