We are excited to announce the CINGS Speaker Series with our guest Kevin Xu, Founder & CIO of Interconnected Capital and author of Interconnected, a widely read substack on geopolitics, industrial policy, and the global AI stack. Kevin is regularly quoted by The Wall Street Journal, Bloomberg, and the Financial Times, and has appeared as a podcast and on-air guest with CNBC, Bloomberg’s Odd Lots, ChinaTalk, and Asia Society panels.

Why this conversation now: With the White House’s AI action plan and intensifying technological competition across models, chips, and cloud, these issues are at the center of policy and boardroom decisions. This session focuses on what’s real vs. noise—and the metrics that matter for operators and investors over the next 24 months.

Discussion topics

• Sovereign AI: national capacity—technology, talent, governance, financing.
• Chips, capital & chokepoints: how constraints shape strategy, deployment, and resilience.
• U.S.–China tech competition: practical frameworks for risk, access, compliance, and collaboration.
• Investor lens: factors at play and what actually matters across AI infrastructure and policy.

Kevin's recent writings

• The Real DeepSeek Moment Just Arrived
• China’s Structural Advantage in Open Source AI
• Has American Soft Power Peaked?
• Five Interesting Things about the White House AI Action Plan

Recent podcasts / videos

• Jul 22, 2024 — Bloomberg Odd Lots: “Jordan Schneider and Kevin Xu on the AI battle between the U.S. and China.”
  
• Sep 17, 2024 — Asia Society NC panel: “China’s Post-Plenum Tech Gambit.”
  
• Jul 2025 — Perspectives with Wenchi Yu (Episode 02) — Interview with Kevin Xu.