Featured Reports
American AI Companies Can’t Get Enough Chips
James Sanders, Janet Egan, Rory Madigan | May 07, 2026
Who Will Make Money on AI?
Geoffrey Gertz, Emily Kilcrease | May 05, 2026
Hit It with Your Best Shot
Emily Kilcrease | April 01, 2026
Repairing the Breach
Lisa Curtis, Keerthi Martyn, Sitara Gupta | March 26, 2026
Reports
American AI Companies Can’t Get Enough Chips
In 2026, artificial intelligence (AI) chip production has become a binding constraint on the pace of the AI compute buildout. Demand for computing power to train and deploy ad...
Reports
Who Will Make Money on AI?
The private sector is playing a leading role in advancing the frontier of artificial intelligence (AI). As a result, commercial incentives are likely to have a significant imp...
Reports
Hit It with Your Best Shot
America needs an economic pressure doctrine. The country is using economic pressure in more novel ways and at greater scale than any other time in the postwar period....
Reports
Repairing the Breach
U.S.-India relations stumbled badly during the second half of 2025. Differences between U.S. and Indian officials over how a ceasefire was reached between New Delhi and Islama...
CNAS INSIGHTS
CNAS Insights brings timely analysis and expert commentary to the most pressing topics in national security.
Commentary
CNAS Insights | MATCHing Policy to Strategy
Advanced semiconductors underpin the growing capabilities of artificial intelligence (AI). The computing power they provide drives military capability, economic productivity, ...
CNAS Insights
CNAS Insights | American AI Exports Need a Sovereignty Solution
Earlier this month, the Department of Commerce opened applications for the American AI Exports Program, an ambitious effort to deploy American AI technology, tools, and infras...
CNAS Insights
CNAS Insights | A Year After Liberation Day, Can Trump’s Trade Wars Be Salvaged?
As the trade wars have played out over the last year, the Trump administration has fumbled its opportunity....
Press
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In The News
Technology & National Security
Microsoft’s Marquee African Data Center Hits Political StalemateA failure to see the project through might be more bruising for G42, which is working to expand beyond its home market and become a credible global AI provider. “It’s a blow t...
By Vivek Chilukuri
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Iran War Hangs Over China Summit
In The News
“Trump will have to juggle briefings and updates on two different, multifaceted sets of policy issues at once, all while a bit jet-lagged,” said Jacob Stokes, deputy director ...
By Jacob Stokes
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What Beijing Has Learned About the U.S. from the Iran War
In The News
The Chinese missile stockpile is likely much larger than the one Iran has on hand, so “they can treat some of their missiles in the way that Iran has treated their drones,” sa...
By Becca Wasser
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CNAS Welcomes Sara Schuman and Chris Kennedy to Energy, Economics, and Security Program
Washington, May 11, 2026 — Today, the Center for a New American Security (CNAS) welcomed Sara Schuman and Chris Kennedy as adjunct senior fellows with the Center’s Energy, Eco...
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Rubio Approves $25.8 Billion in Weapons Push for Mideast Nations
In The News
Given the long wait time associated with most foreign military sales, “if you inject a priority new request, that’s going to displace or delay delivery to someone else,” said ...
By Stacie Pettyjohn
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Defense / Technology & National Security
WarTalk: Iran War with Jack ShanahanThe “love tap” White House readout. A failed convoy operation. KSA pulling overflight rights. Iran with 70% of its missile force still intact. And one F-15E shoot-down from ab...
By Lt. Gen. Jack Shanahan & Jordan Schneider
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What Beijing Has Learned About the U.S. from the Iran War
By Becca Wasser
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Numbers Matter
By Stacie Pettyjohn
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Indo-Pacific Security / Middle East Security
Why Trump’s Efforts to Force Iran to Concede to U.S. Demands Aren’t Working"So far, there has been no combination of carrots and sticks that has brought Iran to the terms that the Americans want. And if the idea is that, at some point soon, Iran will...
By Richard Fontaine
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Iran War Hangs Over China Summit
By Jacob Stokes
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Is the Quad Fracturing as U.S. Priorities Shift?
By Derek Grossman
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National Security Human Capital
Military Will Now Prescreen Recruits for 28 Medical ConditionsKate Kuzminski, from the Center for New American Security, said the policy “doesn’t actually narrow the candidate pool, since anyone with the listed conditions would be disqua...
By Katherine L. Kuzminski
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National Security Human Capital
Hegseth Accused of ‘Lying to the American Public’ About War in IranBy Katherine L. Kuzminski
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National Security Human Capital
What the New Draft Registration Rule Means for YouBy Katherine L. Kuzminski
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Transatlantic Security / Global Swing States
Beyond the SahelRussia has been expanding its engagement in Africa under President Vladimir Putin, seeking to increase Russia’s access to resources (either natural or military, including port...
By Kate Johnston, Valeria Allende & Isabel Dlabach
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A State of “Unorder?”
By Andrea Kendall-Taylor & Jim Townsend
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Transatlantic Security / Middle East Security
Ex-Nato Commander Breedlove: Iran Crisis Exposes a West ‘More Divided than Its Adversaries'By Philip Breedlove
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Indo-Pacific Security / Middle East Security
Why Trump’s Efforts to Force Iran to Concede to U.S. Demands Aren’t Working"So far, there has been no combination of carrots and sticks that has brought Iran to the terms that the Americans want. And if the idea is that, at some point soon, Iran will...
By Richard Fontaine
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Transatlantic Security / Middle East Security
Ex-Nato Commander Breedlove: Iran Crisis Exposes a West ‘More Divided than Its Adversaries'By Philip Breedlove
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UAE Exit from OPEC Signals Closer Alignment with U.S. Interests, Experts Say
By Rachel Ziemba
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Why China's Rare Earths Grip Is Hard to Break
China's near-total control of the rare earths industry has become one of its most potent geopolitical levers. Chris Kennedy, who leads economic statecraft analysis at Bloomber...
By Chris Kennedy
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Indo-Pacific Security / Energy, Economics & Security
Mideast War Looms Over Trump-Xi SummitBy Emily Kilcrease
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China Urges U.S. to Drop Trade Probe as Key Trump-XI Summit Approaches
By Emily Kilcrease
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Why China's Rare Earths Grip Is Hard to Break
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Defense / Technology & National Security
WarTalk: Iran War with Jack ShanahanThe “love tap” White House readout. A failed convoy operation. KSA pulling overflight rights. Iran with 70% of its missile force still intact. And one F-15E shoot-down from ab...
By Lt. Gen. Jack Shanahan & Jordan Schneider
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Technology & National Security
Microsoft’s Marquee African Data Center Hits Political StalemateBy Vivek Chilukuri
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Technology & National Security
Behind Washington’s AI Safety PivotBy Vivek Chilukuri
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Modernize States’ Legislative Efforts on Unsanctioned Militias While Protecting Constitutional Rights
Matt Gimovsky is senior corporate counsel at Kroll and an Army JAG with active-duty experience in administrative law and with the trial defense service....
By Matt Gimovsky
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Blurring the Line
By Mark Nevitt
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Five “Blockades” and One Legal Problem: Naval Enforcement in the U.S.–Iran Conflict
By Mark Nevitt
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Modernize States’ Legislative Efforts on Unsanctioned Militias While Protecting Constitutional Rights
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Transatlantic Security / Global Swing States
Beyond the SahelRussia has been expanding its engagement in Africa under President Vladimir Putin, seeking to increase Russia’s access to resources (either natural or military, including port...
By Kate Johnston, Valeria Allende & Isabel Dlabach
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CNAS Insights | Why the “Swing States” Approach Is Right for Africa
By Gibbs McKinley
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How the U.S. and South Africa Could Use the G20 to Plot a Path Forward
By Richard Fontaine & Gibbs McKinley
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