The Global Race For The Electro Industrial Stack

WHAT’S INSIDE

👇️ Todays’ Feature: The Global Race For The Electro Industrial Stack 

• Tech News: New World Order Summit, FTC vs. EU, DOGE v SEC, WLFI ICO

• Company Watch: Vercel, MongoDB, Runway, Revolut, Pure Storage

• Buzzy Tools: Latest Buzzy tech, AI and financial tools

• Deep Tech: The latest in deep tech, biotech, futurism and more

• Space Tech: Latest news in the space race and aerospace tech

• Crypto: Blockchain and crypto policy and startups or protocols to watch

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TECH IN THE NEWS

New World Order Summit — China's Xi Jinping proposes an alternative to U.S.-led global systems at the Shanghai Cooperation Organisation summit with Russia and India. Plans include a new development bank to reduce dollar dependence.

FTC vs. EU Tech Laws — On Trump’s orders, the FTC directed major tech companies to oppose the EU Digital Services Act, highlighting regulatory conflicts. France’s Macron pledges robust retaliation to any threats against the EU’s digital sovereignty.

AI Trims the Rule Book — The SEC is employing DOGE AI to streamline operations by identifying unnecessary diversity-related regulations, reflecting Trump administration's deregulation goals. FINRA authority may be reduced.

AI Secrets Showdown — Elon Musk's xAI has sued former engineer Xuechen Li for allegedly stealing trade secrets about its Grok chatbot and taking them to OpenAI. xAI seeks damages and a restraining order against Li's employment at OpenAI.

AI Child Safety Boom — Global regulations like the UK's Online Safety Act and the US Kids Online Safety Act are boosting AI solutions for child protection. Companies like Yoti lead in age verification, but privacy concerns persist as the market expands.

Open Finance Surge — Singapore, Brazil, and the UK lead in open finance adoption regulatory and innovation maturity. The market is expected to hit $7.2T by 2030. The U.S. lags behind due to issues with API, AI integration, and cybersecurity.

The Global Race For The Electro Industrial Stack

TB Editorial

Batteries, motors, power electronics, and world models are converging into a single electro-industrial platform. The stakes are global power.

The electro-industrial stack (minerals, motors, power electronics, and world models) has become the new battleground with developments like Runway pivoting to Robotics. At the Shanghai summit yesterday, Beijing just made clear it intends to control it. And Ali Baba’s newly announced AI chips may make that possible.

From Code to Concrete

For decades, growth flowed from code. Databases replaced filing cabinets, APIs replaced queues, and digital firms sprinted ahead. But the physical economy has stalled. Productivity in manufacturing plateaued. Energy grids and industrial machines stayed tethered to human expertise. That gap is now closing as industry levels up.

The Electro-Industrial Stack

A new policy discussion piece by Andreessen Horowitz describes how the electro-industrial stack fuses minerals, batteries, motors, power electronics, and high-performance compute into a single system governed by AI.

• Batteries extend mobility.

• Wide-bandgap electronics manage extreme power flows.

• Motors and actuators translate current into torque.

• World models simulate environments and train machines.

• Compute ties it all together, embedding reasoning directly into hardware.

With AI collapsing the space between language and control, machines begin to act with the flexibility of software. The physical world begins to compound like the digital.

China’s Applied AI Approach and Strategic Lead

China’s approach has differed from the US as a result of its disadvantages in the silicon game and more centralized and integrated approach to AI. Rather than focus on AGI and massive investment in a fragmented AI startup ecosystem, it has favored an approach of Applied AI. The Wall Street Journal recently highlighted this focus, not on superintelligence but on practical applications supported by a massive $8.4B AI fund. With initiatives integrating AI into agriculture, healthcare, and government by 2030, China is embracing AI as a tool for economic transformation and societal enhancement, boasting projects like AI-driven medical facilities and 'dark factories.' 

The layers of the stack are also unevenly controlled. China dominates the midstream — rare earth refining, battery precursors, motor production, and gallium supplies for semiconductors. Domestic giants like CATL, BYD, Alibaba, and Huawei form an ecosystem that links materials to machines, chips to cloud. The Shanghai Cooperation Organisation summit last week underscored this ambition. Xi Jinping called for a new global order centered on the “Global South,” backing it with aid and a proposed SCO development bank to reduce reliance on the dollar. Control over the electro-industrial stack gives that vision teeth. It’s not just about chips — it’s about supply chains that move at machine speed.

America’s Gaps and Advantages

The U.S. still leads in chip design, software ecosystems, and robotics. Tools like EDA software, advanced packaging know-how, and AI frameworks remain strengths.

But the country lacks domestic magnets, midstream metals, and battery capacity. It depends on offshore fabs for leading-edge compute. A single bottleneck can derail entire programs. Whether it’s a drone swarm grounded by missing motors or a hypersonic project stalled by magnet shortages, this is a real geopolitical risk.

The Industrial Metaverse Convergence

Private firms are colliding at the same nexus as the electro industrial stack gives shape to an emerging Industrial Metaverse, essentially a new industrial revolution.

• Runway just pivoted from video generation to robotics training using world models. Google DeepMind and others are already far down this path of exploration.

• Nvidia is building its Cosmos system to dominate robot simulation and industrial metaverses.

• KoBold Metals applies machine learning to mineral exploration.

Base Power layers software on energy storage, then integrates upstream into critical components.

Different starting points, one gravitational pull: the electro-industrial stack.

Competition Rewired

Scaling in tech no longer rests on clever algorithms or viral apps. It demands supply chain discipline, manufacturing scale, and hardware-software integration. Companies that master the full stack can defend margins, expand into adjacent markets, and build moats that stretch across industries.

China’s leading EV manufacturer, BYD demonstrates the model well: batteries led to cars, buses, trains, and drones, all engineered from the same technological core. Replication at scale gives it reach well beyond consumer EVs. Perhaps this is why BYD is killing Tesla in China. Tesla just announced more disappointing China EV sales as customers are flocking to lower priced domestic models.

The Urgency of AI

The feedback loop is tightening. Language becomes code. Code becomes control. Control drives machines.

This dynamic turns industries into fast-iterating systems. Productivity growth in energy, logistics, and defense could rival the exponential gains once reserved for Silicon Valley. Nations that align their policies with this shift secure leverage. Those that hesitate risk watching their systems age into obsolescence.

Momentum and Lock-In

The stack is already here: drones in battlefields, solid-state grids, EV gigafactories. Each breakthrough compounds into the next. Once a country controls multiple layers, the moat is deep. Competitors face years of catch-up. This explains why the Shanghai summit carried weight. China doesn’t just speak of multipolar world order — it is assembling the hardware and supply chains to make it real.

The Next Industrial Era

The next era will be built from minerals processed into materials, electrons stored and directed, motors spinning under digital control, and compute driving intelligence into every motion.

The economic, industrial, and geopolitical wars of the future are already being fought on this terrain. The question is whether the United States and its allies can assemble their own stack fast enough to keep pace with China’s machine-speed advance.

COMPANIES TO WATCH

[Open Deal] Vercel — The San Fran-based web and AI applications startup is raising hundreds of millions of dollars at a valuation of $9B, tripling its previous valuation from 2024. Acce is reportedly leading the round, bringing total to $500M+.

Nvidia — Reported a record $46.7B Q2 revenue, with 39% from two mystery clients. This revenue concentration amid an AI boom raises concerns about potential vulnerabilities, despite Nvidia's strong market position.

MongoDB — The database platform saw its stock soar 44% after acquiring over 5,000 new customers. This surge is driven by increased demand for AI, solidifying MongoDB's role in the AI-integrated enterprise software sector.

Alibaba — Shares rose nearly 19% with a 26% growth in its cloud division due to strong AI demand. Despite a 21% decline in core e-commerce earnings, it saw a 78% net income rise. Optimism over its AI and international market expansion strategy.

Runway — Based in AI video generation, Runway is shifting to robotics by developing world models for autonomous vehicles and training simulations. Backed by Nvidia and Google, it is targeting the $50B robotics simulation market.

Revolut — The UK-based fintech is exploring hiring investment bankers to potentially acquire a US lender. Revolut is also considering applying for a US banking license and preparing to launch savings products, ramping up its US marketing.

Pure Storage — The CA-based data storage solutions startup saw a 33% stock increase due to revenue from its partnership with Meta, underscoring strong growth in its’ AI-driven enterprise solutions.

Reliance Intelligence — Mukesh Ambani launched this subsidiary to enhance India's AI infrastructure through partnerships with Google Cloud and Meta. The initiative involves creating a dedicated AI cloud region and enterprise solutions.

Clean Core Thorium Energy — Granted a U.S. export license to sell thorium-based nuclear fuel to India. The company's innovative fuel, blending thorium with high-assay low-enriched uranium, enhances India's safer fuel-based nuclear strategy.

SignalPulse — Read the Top signals, Startups + Deals From Last Week

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BUZZY TOOLS

Buzzy Tech Tools To Watch & Use

Lumi Max — Portable projector with Google TV, autofocus, and Dolby Audio.

Alibaba — New advanced AI chip reduces China’s Nvidia chip reliance.

Samsung — To unveil tri-fold phone, XR headset, & AI smart glasses at Unpacked.

Rokid Glasses — Feature heavy glasses raise $1M in 3 days; supports ChatGPT.

ChartGPT — Web platform for customizable chart creation, real-time notifications.

AstraZeneca Hypertension Pill — Baxdrostat drops blood pressure 15.7 mm Hg.

Latam-GPT — Latin America launches 50B parameter LLM backed by institutions.

BUZZY TECH

The Latest Deep Technology & Trends To Watch

6G Chip — World's 1st all-frequency chip achieves over 100 Gbps speeds via 6G.

Optical Gen AI Models — UCLA uses light for fast, energy-efficient image creation.

AI Genetic Risk Tool — Analyzes mutations, records to predict hereditary disease.

Eco Wave Power — Floating paddles convert wave motion into electricity.

Ammonia-Powered Ship Engine — Japan unveils dual-fuel engine low emissions.

Meta Chatbots — Celebrity likeness misuse sparks publicity rights legal issues.

CRYPTO WATCH

WLFI Token Debut — The Trump-backed WLFI token launched at over $0.30 but dropped 12% to $0.2186, raising $500M. With a $30B valuation, 24.67B tokens were released. Faces political scrutiny while USD1 stablecoin expands to Solana.

Trump Crypto Surge — The Trump family has gained approximately $5B in paper wealth after launching WLFI. Now tradable like an IPO, this move enables early investors to realize their investments.

Strategy Eyes S&P 500 — Strategy meets eligibility for potential S&P 500 inclusion, supported by new Bitcoin accounting standards and strong Q2 revenue of $114.5M. While inclusion isn't assured, the decision could boost share demand.

Stablecoin Surge — The stablecoin market reached $280B, growing 65% in a year. Ethena's USDe led with over 200% growth, now holding 4% of the market, driven by high staking rewards. Ethereum dominates with 53% market cap.

Base Beats Solana — Base has surpassed Solana with $122M in NFT trading volume in 2025, driven by 6.7M sales. The rise is fueled by Zora's low-cost minting and creator-friendly tools, making OpenSea the top marketplace over Blur.

Bitcoin Dips — Bitcoin fell to $108,383 amid inflation worries and reduced consumer spending, causing a 3.5% decline in crypto market cap. While Eth and alts also dropped, institutional demand for Bitcoin and Ethereum ETFs remains robust.

Metaplanet's Crypto Ascendancy — Eric Trump backed Metaplanet in Tokyo, approving a plan to sell shares for Bitcoin purchases. Once a hotel operator, Metaplanet is now a major crypto player, with significant stock growth.

SPACE_RACE

—NASA Union Rights_Trump order employees' collective bargaining rights.

—Space Shuttle Discovery_Texas senators pushing $85M relocation to Houston.

—Space Force AI_Hackathon enhances AI-driven ops, modernizes systems.

—Orienspace_$124M funding accelerates Gravity-2 medium-lift rocket test flight.

—Inouye Solar Telescope_Reveals detailed coronal loops, advancing solar physics.

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