The Trump administration plans to end the immigration crackdown in Minnesota, Saudi Arabia replaces ͏‌  ͏‌  ͏‌  ͏‌  ͏‌  ͏‌ 
 
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February 13, 2026
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The World Today

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  1. US shelves China tech curbs
  2. AI super PAC wars heat up
  3. The costs of Trump’s tariffs
  4. Minn. crackdown to end
  5. Saudi government shakeup
  6. Record Lunar New Year travel
  7. Russia’s manpower crisis
  8. AI embraces languages
  9. Global corruption worsens
  10. West drawn to Chinamaxxing

A very famous, very Canadian jacket.

1

Trump reins in China tech curbs

Screen shows news footage of meeting between Xi and Trump, outside a shopping mall in Beijing
Florence Lo/Reuters

The Trump administration has paused several tech curbs aimed at Beijing ahead of President Donald Trump’s visit to China, Reuters reported. The shelved measures include restrictions on sales of Chinese hardware for US data centers. The move reflects Trump’s broader efforts at rapprochement with Beijing ahead of his April summit with Chinese leader Xi Jinping, where the two are reportedly poised to extend the temporary trade truce between their countries. A former Trump official told Reuters the latest actions pose a national security threat, arguing US data centers could become “remotely controlled islands of Chinese digital sovereignty.” Democratic lawmakers this week also accused the White House of sidelining national security officials focused on China’s tech threat “to avoid confronting Beijing.”

2

Anthropic donates to super PAC

Split-image of Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman
Denis Balibouse/Shelby Tauber/Reuters

Anthropic said it would donate $20 million to a super PAC focused on AI safety and regulation, setting up a fight with rival and top political spender OpenAI. Anthropic decried the “vast resources” flowing to political groups opposed to AI safety efforts, likely referring to the Open AI-backed super PAC that has raised more than $125 million ahead of the US midterm elections, The New York Times noted. The industry is gearing up to spend after failing last year to secure a state moratorium on AI regulation, and as public concern mounts over potential AI-related job losses and higher energy costs from data centers. A 2025 Gallup poll found that 80% of Americans support rules for AI safety, even if they slow innovation.

For more on the world of AI, subscribe to Semafor Technology. →

3

US consumers bear tariff brunt

A container ship
Brendan McDermid/Reuters

US businesses and consumers bore 90% of the costs of US President Donald Trump’s tariffs, a New York Federal Reserve report showed, as his tariff regime comes under increasing pressure. The report undermines Trump’s claim that foreign companies would shoulder the burden of duties, the Financial Times noted. US lawmakers on Wednesday voted to remove tariffs on Canadian imports — a symbolic but “politically consequential rebuke” of the president’s signature policy tool, The New York Times wrote. The US Supreme Court is also expected to rule on the tariffs’ legality. Meanwhile, countries targeted by Trump’s duties have chosen to “retaliate” by reducing their reliance on Washington, a Bloomberg columnist argued, contributing to a fall in the US’ share of global exports.

4

Trump ends Minn. deportation crackdown

“ICE Out” protest in Minneapolis
Tim Evans/Reuters

US President Donald Trump’s border czar said Thursday that the administration is ending its immigration enforcement surge in Minnesota. The announcement appears to draw to a close Trump’s months-long deportation efforts in the state, which at its height involved thousands of immigration officers; federal agents killed two US citizens there this year, drawing widespread condemnation. The drawdown also comes amid a broader federal pullback. The administration has quietly pulled out National Guard troops from Chicago, Los Angeles, and Portland, The Washington Post reported. The immigration crackdowns have become a political liability for Republicans ahead of the midterm elections, The Wall Street Journal noted, as polls show Americans souring on the administration’s maximalist enforcement tactics.

5

Saudi replaces investment minister

Chart showing annual Saudi Arabia foreign direct investment inflows

Saudi Arabia on Thursday replaced its investment minister as the kingdom scraps investment projects and steps up efforts to lure foreign cash. Khalid Al-Falih was one of the government’s longest-serving and most internationally known officials, and one of its more outspoken ones: He had questioned the feasibility of the kingdom’s most futuristic projects. His replacement is a veteran banker who sold global investors on the kingdom’s bonds, and now faces the more daunting task of attracting the kind of long-term foreign investment Saudi needs to build its economy. “Getting there will require more work on making Saudi Arabia a country where people want to invest, rather than one where they feel they have to,” Semafor’s Saudi bureau chief wrote.

For more news and analysis to navigate the money and power in the Arabian Peninsula, subscribe to Semafor Gulf. →

6

China expects record Lunar New Year travel

People stand on an escalator next to a screen displaying train information at Beijing Railway Station during annual Spring Festival travel rush, in Beijing
Maxim Shemetov/Reuters

China is expecting a record 9.5 billion trips to be made during the 40-day Lunar New Year travel period, as Beijing targets tourism to boost domestic consumption. Millions are set to travel to their hometowns in what is the world’s largest movement of people — by comparison, 1.19 billion trips were taken in the EU in all of 2024. China is also expecting an increase in foreign visitors, bucking a traditional slowdown during the holiday, thanks in part to visa exemptions, Caixin reported. The influx has lifted spending, with Alibaba’s payment platform reporting increased transaction volumes by tourists in 2025. More Chinese travelers are also headed overseas this year, though tensions with Tokyo have eroded Japan’s appeal as a favored destination.

For more on how Beijing is triggering a global realignment, subscribe to Semafor’s forthcoming China briefing. →

7

Russia faces manpower shortage

Cars drive past a board promoting military contract service in the Russian army in St Petersburg
Anton Vaganov/Reuters

Russia is looking to the developing world to recruit labor and combatants as its war in Ukraine churns on. Southeast Asian men have been duped into service, The Diplomat reported, and at least one Filipino man was killed in Donetsk. Others from Africa and Latin America have also been recruited, either with the promise of inflated salary or “systematic deception”: One Kenyan man was offered a job as a plumber but was enlisted in the army instead. So far 27 Kenyans have been repatriated from Russia, and it is not known how many have died. Russia’s workforce is also depleted by the war and demographic decline. Moscow estimates it needs 11 million workers, and it is turning to India, Sri Lanka, and China for labor.

Semafor World Economy
Semafor World Economy graphic

Semafor is proud to announce its first slate of speakers for the 2026 annual convening of Semafor World Economy, taking place April 13-17 in Washington, DC. This global cohort of senior leaders from every major sector across the G‑20 represents just some of the 400 top CEOs joining Semafor World Economy for five days of on-stage conversations and in-depth interviews on growth, geopolitics, and technology. See the initial lineup of speakers here.

8

Governments boost AI language tools

Northern Ghanaian youths learn new skills on computers through the Child Rights Organisation Afrikids. Vulnerable children can learn new skills and trade, which will improve their quality of life and help the whole indigenous community.
Andrew Aitchison/In Pictures Ltd./Corbis via Getty Images

Governments and tech companies are building AI tools that work in languages that chatbots aren’t as well-trained on. A Bengaluru-based startup last week rolled out a new AI platform that it claims surpasses the performance of leading AI models for 22 Indian languages. Ghana is partnering with Google to develop AI-powered education tools in local dialects. And Morocco built models that understand the country’s “widely spoken but digitally neglected languages,” Rest of World wrote. The global surge in generative AI has propelled interest in bolstering understanding of underrepresented languages. But this “symbolism of digital inclusion” misunderstands the nature of language, The Dial argued in 2024: AI models are “finders, not creators… mimics, not conversation partners… machines, not people.”

9

US ranks worse in corruption index