The Pacific Divide

Intelligence

Free coverage tells you what China announced. We tell you what China is doing.

From the Pacific Divide

The publication record. Every entry links to the original piece until it is migrated to this domain.

Energy · May 2026

China’s AI Strategy Isn’t Theft

Five documents show what it actually is.

Supply Chains · Apr 2026

What the Iran War Revealed About the Systems We Depend On

On the dependencies the war exposed, from Hormuz to the grid.

Semiconductors · Mar 2026

While Washington Fights the Chip War, Beijing Just Published Its AI War Plan

The 15th Five-Year Plan doesn’t mention semiconductors once. That’s the point.

Doctrine · Dec 2025

The Third Track

For eighteen months the story has been simple. It is wrong.

Doctrine · Sep 2025
Doctrine · Aug 2025

Paper Tigers or Hidden Dragons?

Three emerging Chinese technology companies against their Western counterparts.

Doctrine · Jul 2025

The Quantum Leapfrog: How China Plans to Outpace Silicon Valley

From policy documents to production lines, inside Beijing’s quantum strategy.

Semiconductors · Jul 2025
Semiconductors · Jul 2025

Code Red

On the American semiconductor industry’s exposure.

Doctrine · May 2025

Why ASL-3 Signals We’re Closer to AGI

What a safety level says about the timeline.

The complete archive remains at the Pacific Divide on Substack during migration

Investigations

The Pacific Divide · Investigation

The Ningxia Files

2025 · Investigation

The nuclear-powered AI infrastructure investigation, traced to page numbers.

The Pacific Divide · Investigation

I Found China’s AI Playbook

2025 · Investigation

The top-read investigation of the founding year.

China Brief · The Jamestown Foundation

Identified the transfer layer that nine years of controls never reached.

The Pacific Divide · Firm Report

The Genome Is the New Chip

2026 · No. 01

The biological sovereignty architecture, briefed to biotechnology chief executives.

UK House of Commons · Written Evidence

Analysis accepted into the permanent parliamentary record.

The Desk

Subscription intelligence across all four practices.

ReaderOccasional public analysis, delivered by email.Free
The DeskThe full feed, every investigation, the archive. Group rates for teams.$25 / mo · $250 / yr
InstitutionalUnlimited seats, the annual assessment on release day, and a quarterly call with the principal.On request

Subscriptions are handled by Substack. Set the Desk price there before launch.

Join the Desk.

Read what your competitors have not.

Join the Desk