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Saudi Arabia's Way Around Hormuz Is Shut, and Its Way Out of the Red Sea Is Held by the Houthis

The pipeline was never a complete bypass. It moved the Gulf's chokepoint problem to the other side of the Arabian Peninsula, and this weekend the other side acquired a chokepoint problem of its own.

A container ship seen from directly above, crossing deep blue water near a reef.

A cargo ship at sea. About 12 percent of world trade passes the Bab al-Mandab, and the island that divides its two lanes changed hands this weekend. File photograph; not the location.

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Stacked shipping containers at a port terminal.
Containers. A goods ban acts on what leaves a settlement; the measures on construction, financing and real estate act on what builds one. File photograph.

The Import Ban Is the Headline. The Services List Is the Instrument.

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The Long View

A War With a Published End Date Is a Different War

Donald Trump told reporters on Wednesday that the war with Iran "is going to end immediately after the election" on 3 November, and that Washington is no longer seeking a negotiated end. When the party most able to stop a war names the week it will stop, everyone else stops planning for an outcome and starts planning for a date.

By Cory Chamberlain  

Several cargo vessels lying at anchor on a grey horizon, seen across open water.

The Long View

The Clause That Matters Is the One Sending Data Back

Contracts obtained through litigation describe four frontier labs each holding Defense Department agreements worth up to $200m, with bidirectional data exchange including model benchmarks and engineers embedded with the military. Procurement usually buys a product. This buys a relationship in both directions.

By Alison Acosta  

A control room lined with monitors and empty operator chairs.

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The Long View

The Chipmaker Bought the Neutral Ground

Nvidia has agreed to acquire Hugging Face, the hub through which a very large share of open models, datasets and tooling reaches developers, in a deal reported around $13bn. The platform's value came substantially from belonging to none of the hardware vendors. That property is what has just been bought.

By Alison Acosta  

A graphics card and circuit board photographed close up.
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The Hormuz Closure15 stories

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