Help Wanted: The Tech Fight with China Requires Skilled Tradesmen
June 9, 2026China poses a generational threat to the United States and the US-backed international order. And Beijing sees the dawn of an AI era as an opportunity to overtake [...]
Can We Lead in AI Infrastructure? First, Think We Can
May 29, 2026The late, great historian David McCullough fondly compared the American story to The Little Engine That Could. It was a common theme across his historical treatment of American marvels ranging from [...]
Solving for Hidden Huaweis: Sector Level Approaches to Protect the US Connectivity Market
November 5, 2025China's army of Hidden Huaweis pose threats to US connectivity markets, including in Wi-Fi hotspots and fixed wireless access equipment. The United States national security apparatus should develop competitive approaches that adopt sector-level protections to prevent Chinese government backed actors from penetrating networks.
Chip War Weaknesses: The Problem with TSMC’s China Exposure
January 15, 2025Even as Washington pours tens of billions of dollars into domestic semiconductor production, even as Washington strives to build domestic industrial capacity, the US does so on a foundation that Beijing controls.
COMAC Comes to Europe: strategic implications of the commercial aerospace battleground
January 11, 2024China co-opted and conquered foreign solar energy and high-speed rail players. Will incumbent aerospace giants fall for the same playbook and spell their own disruption? The question is an existential one, and Western incumbents' survival hinges on weaning off the Chinese market and ceasing cooperation with Chinese players.
Hard Problems: The US Tech Sector Is Ignoring the China Threat
September 16, 2022It is time for the US tech sector to recognize the near and present national security threat China poses; to get on the right side of history. For the US to prevail against a centralized, Communist system, its tech sector will have to lead, proactively. Markets will reward this. The country needs it.
The Lesson of Pelosi’s Taiwan Visit: Win The Production Battle, Win the War
August 23, 2022Positioning for the industrial competition at hand will require the US national security community to recognize that today's geopolitical contest may not be fought with missiles. Except, that is, as it applies to where those missiles are made. This is a war to be won on the factory floor. And it started long before Pelosi’s Taiwan visit.
The True Cost of China Exposure and What To Do About It
August 6, 2022US industry is seeing the accumulated debts of decades of offshoring – and decades of offshoring to geopolitical adversaries – reach maturity. It’s time to adopt a new model. Instead of optimizing for the lowest costs, the US needs to start optimizing for resilience
