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
Technology & National Security

American AI Companies Can’t Get Enough Chips

Executive Summary 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 t...

Reports
Energy, Economics & Security

Who Will Make Money on AI?

Executive Summary 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...

Reports
Energy, Economics & Security

Hit It with Your Best Shot

Executive Summary 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 postwa...

Reports
Indo-Pacific Security

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...

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