Longtime Slashdot reader AmiMoJo shares a report from The Guardian: China is leading the world in moving away from fossil fuels, and the rest of the globe -- including the US -- must now follow, the former US secretary of state John Kerry has told the Guardian, as Cop watchers wonder exactly how China is going to approach this year's climate summit. As Cop31 opens -- this year the climate conference is in Turkey -- there is plenty of speculation about whether China will finally step into the leadership role that it has long avoided. In its latest "five-year plan" adopted in March 2026, China for the first time pledged to "actively participate in and lead global climate governance". Cop31 could provide the first indications Beijing is ready to put that rhetoric into action, something it has historically been reluctant to do. In 2025, clean-tech exports surpassed $220 billion, and they should grow again this year; the world's largest emitter is now the world's leading supplier of clean energy technology. China accounts for about 85% of solar and 80% of lithium-ion battery supply chain production capacity, and in 2025, nearly 75% of electric cars were manufactured there. Smart moves now by China would position it as a linchpin in a future electrostate world order, persuade rivals to cooperate, and solidify its influence in the global south. "The only country that has hugely accelerated is China," said Kerry. "The rest of the world is stumbling along while Mother Nature is sending us more powerful signals every week, every day." "[China] realized suddenly they had way too much dependency on oil and gas from other places, and they decided they needed to be independent. Other countries, since the war in Iran, and since the strait of Hormuz has been interrupted, have made a similar decision, and they're moving independently. There's been a massive uptick in deployment of renewables. Thank you, Donald Trump." For autocratic states without free and fair elections, seeing the economic benefits reaped by China would be the spur to adopt low-carbon growth, he added. "They'll see where the market is going, and they will recognize where the cheaper alternatives are. Even they can read a spreadsheet, and understand where costs are exorbitant [in fossil fuels], and where you have a better deal," Kerry said. "Right now, renewables together with storage, together with some transitional gas, is cheaper and more effective, than just going with fossil fuels." He added: "The marketplace has made its decision and globally is moving to electrons, and electrostate status. People are going to electricity and they're going to try to do that as clean as humanly possible. That's the choice that I see being implemented in many different places. It is unstoppable."

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An anonymous reader quotes a report from The New York Times: Investigators at the Commerce Department were deep into a monthslong investigation of a Singaporean company that they suspected of smuggling Nvidia's artificial intelligence chips into China when their work came to a sudden halt late last year. The investigation centered on Megaspeed, a data center company led by an executive who U.S. officials now believe to be a Chinese spy who had a relationship with Nvidia's chief executive, Jensen Huang. But the case was abruptly transferred to the Justice Department last year. The shift came after Commerce Department investigators working on the case received an email from Nvidia's general counsel seeking information about the inquiry into Megaspeed. It is not necessarily unusual for Commerce Department agents working on a case to speak with a company's representatives about issues involving their firm. But what was unusual was the content of the message. Tim Teter, Nvidia's general counsel, said that Jeff Kessler, a top official at the department, had given Nvidia permission to reach out about the case. The agents were alarmed that Nvidia had invoked the name of Mr. Kessler, their superior, who was nominated to his role by President Trump. Some viewed Mr. Kessler's interaction with Nvidia as violating government procedure and potentially tainting the case, according to current and former government officials and others familiar with the incident. It is not clear what led to Mr. Teter's outreach to the department, but the recent revelations about Mr. Huang's acknowledged affair with a Megaspeed executive have only intensified scrutiny of Nvidia's role in influencing policy on chip sales to China. [...] The incident raised questions about what Mr. Kessler, who reports directly to Commerce Secretary Howard Lutnick, had discussed with Nvidia. It also raised the possibility that those discussions could become their own subject of inquiry. Perhaps inadvertently, some officials said, Mr. Kessler had opened himself to accusations of undue influence and potentially jeopardized his department's work on Megaspeed. The case was quickly transferred to the Justice Department in an effort to avoid any potential compromise of the government's investigation of Megaspeed, these people said. The Justice Department is conducting a criminal inquiry into Megaspeed, according to people familiar with the matter.

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Huawei has unveiled the Qingyun HM650, a desktop PC it claims is made entirely from Chinese-manufactured components, including its own 10-core Kirin X90 processor and an enterprise version of HarmonyOS. "While Huawei has reportedly claimed local companies manufactured 100 percent of the components in the machine, it is unclear if all those components use Chinese designs," notes The Register. From the report: A single Chinese government agency has reportedly signed up for 600 of the machines. That's not an indication this machine is a curiosity, because Beijing has ordered all government entities to shift from Wintel boxes to local alternatives. [...] Even if Huawei is using some parts that aren't entirely Chinese, the debut of the Qingyun HM650 is bad news for Intel, AMD, and Qualcomm, as all are suffering as the PC market shrinks due to the rising cost of memory. China's government is an enormous buyer, and losing the chance to bid for its business is unlikely to be helpful.

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CNBC reports new details about the relationship of alleged Chinese spy with Nvidia CEO Jensen Huang: Huang told Nvidia staff in a email on Sunday that he had an affair with the woman and that Nvidia's board of directors had opened an independent investigation into the spying allegations. "I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did," Huang wrote in the message. "I am deeply sorry." Nvidia's board "said an independent committee, assisted by outside counsel, will investigate the matter," reports Axios: The board said it has no reason to believe national security or company secrets were compromised and expressed confidence in Huang's leadership... Huang has been a key voice in Washington pushing to loosen restrictions on AI chip sales to China. He argued that keeping American technology in the Chinese market strengthens U.S. competitiveness and prevented China from developing their own potentially more advanced chips. The board's statement added that their inquiry "will examine all available information," CNBC reports. But "An Nvidia spokesperson said that Huang was committed to continuing as CEO of Nvidia without interruption." "I love our country and our company," Jensen Huang wrote in his letter to Nvidia's staff (as reported by CNBC), "and I am committed to protecting NVIDIA and supporting America's national security. I am proud and grateful to be an American." But while U.S. lawmakers have requested Huang appear for closed-door committee briefing, Jensen has not confirmed he'll appear, notes CNBC: When asked by the New York Times whether Huang would appear before lawmakers to discuss the matter, Nvidia spokesman John Rizzo declined to comment. "Our chief executive has an outstanding security team that accompanies him where needed," Mr. Rizzo said in a statement to the Times... Rizzo said [Thursday] the Nvidia CEO's interactions with [alleged Chinese spy Alice] Huang were consistent with meetings he has had with any of Nvidia's customers.

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An anonymous reader quotes a report from The New York Times: A Chinese businesswoman who had a close relationship with the chief executive of one of the most important artificial intelligence companies in the United States was a spy for China's Ministry of State Security, Beijing's top intelligence agency, according to people briefed on U.S. surveillance. The businesswoman, Alice Huang, was recruited by the ministry to collect intelligence on Jensen Huang, the chief executive of Nvidia, as part of a drive to learn more about American A.I. chips and potentially influence the company to push for its most advanced chips to be made available to China, the people said. [...] The New York Times reported last week that Mr. Huang was a target of a Chinese intelligence operation, and that U.S. intelligence agencies were conducting electronic surveillance of Ms. Huang, a Chinese citizen, for at least a year. The Times reported that Mr. Trump had been briefed last year about Mr. Huang's relationship with her, but chose not to do anything about it. Ms. Huang speaks English well and has relationships with executives at the highest levels of the A.I. chip industry, including Mr. Huang and the leaders of Gigabyte, one of the top assemblers of Nvidia supercomputers, said people who have met her. She has attended industry conferences and private executive dinners. It is unclear when Ms. Huang first met Nvidia's leader. In 2024, around the time the two of them were photographed together at a bar in Taipei, her company, Megaspeed, began a multibillion-dollar purchase of advanced A.I. microchips. To many in the industry, the well-funded push by Megaspeed into A.I. appeared to come out of nowhere. Ms. Huang was connected to a network of companies and investors clustered around Shanghai and Zhejiang province that had used their ties to local officials in Shanghai to push aggressively from mobile video games into data centers, which provide the computing power behind artificial intelligence. Megaspeed has been building data centers in Southeast Asia and then renting their computing power to Alibaba, the giant Chinese internet firm, giving China a backdoor way of getting access to advanced Nvidia chips. Nvidia is restricted by the United States from selling those chips directly to China. Beyond its local connections, the network also has a financial link to the Chinese military establishment, through an investment in a cybersecurity subsidiary of China Electronics Technology Group, one of the country's largest makers of military technology. Following the report, top Republican lawmakers have asked Jensen Huang to appear before Congress to answer questions. "Recent reports raise significant national security concerns regarding the People's Republic of China's access to sensitive US technology and information," representatives John Moolenaar, Brian Mast, and Rick Crawford said. "The issue of PRC infiltration and access to cutting-edge US technology is core to the investigative work of our three committees this Congress. It is vital that Congress determines the extent to which US national security has been placed at risk," the lawmakers added.

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At the Seventh Manned Spaceflight Conference in Beijing, Chinese space officials publicly outlined the most detailed roadmap yet for landing astronauts on the Moon "before 2030." Ars Technica reports: China's lunar landings will involve a lunar-orbit rendezvous similar to what NASA did in the 1960s and early 1970s with the Apollo program. However, lacking a rocket as powerful as the Saturn V vehicle, the crew and lunar lander will launch separately to the Moon. According to slides shared on social media, the current plan involves: - An uncrewed test of the Long March 10A rocket (a single-stick variant, with no boosters) and the Mengzhou spacecraft to low-Earth orbit. Target: early 2027 - An uncrewed test of the larger Long March 10 rocket (a core stage with two boosters) and the Lanyue lunar lander, including descent/ascent from Moon's surface. Target: 2028 - A concurrent launch of two Long March 10 rockets, one carrying uncrewed Mengzhou and the other the Lanyue vehicle; they will dock in lunar orbit. Target: 2029 - Dual launch of Long March 10 rockets, this time with crew on the Mengzhou spacecraft, leading to crewed landing mission. Target: "Before 2030" The public release of this new information provides a timeline for gauging China's technical progress in its efforts to land humans on the Moon before 2030 and beat NASA and the United States back to the lunar surface. Notably, the plan (for now, at least) omits a mission similar to Apollo 8 or Artemis II, which involved a crew flying out to the Moon and either entering orbit or passing close by before returning to Earth. The Mengzhou vehicle should still get a workout closer to Earth with humans on board as part of missions carrying astronauts to Tiangong, China's space station in low-Earth orbit.

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An anonymous reader quotes a report from Reuters: While global tech stocks teeter, in China they have already crashed as lofty valuations collapse under worries about AI demand and curbs on Chinese exports. The meltdown, tanking the mainland STAR50 index of AI and semiconductor leaders by 40% in less than four months and vaporizing some $480 billion in market value, is an ill omen for wobbly world markets and a dampener on China's efforts at encouraging its savers into stocks to fund the AI boom. It has also slammed the brakes on a rally running two years, since economic stimulus promises sent shares soaring, and has stalled Beijing's push to break with a long boom-bust pattern and drive a "slow bull" market that delivers reliable performance. China's broad blue-chip index has dropped about 20% from highs made in June. "The stock market later evolved into a speculative crazy bull," said Beijing-based fund manager Dong Baozhen. "And now we see the bubble bursting." There was no clear trigger for the selloff in China, though traders pointed to high valuations, tax bills, and the threat of foreign bans on Chinese data center equipment. According to Goldman Sachs, AI stocks account for 42% of China's market capitalization and 57% of trading turnover, leaving investors widely exposed to the downturn. "What's happening is now going to put a stop for many of the companies trying to get themselves listed," said Hong Hao, managing partner and chief investment officer at Lotus Asset Management in Hong Kong. "Overemphasising the 'technology content' -- that is, the weighting of tech companies by market value in major indexes -- leads to a deviation, even a distortion, in capital behavior," said Leo Wang, partner at Beijing-based Qianchuang Capital. "This created a severe bubble in certain sectors and a serious drain on others." "Just like all other Chinese manufacturers, (chipmakers and AI suppliers) will eventually end up in a price war," said fund manager Wang Zhuo, partner at Shanghai Zhuozhu Investment Management. "There's no exception," he said. "All bubbles inevitably burst."

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