Tag Archive: Investment

CSET’s Jacob Feldgoise shared his expert insight in an article published by The Wall Street Journal. The article explores the U.S. government’s increasingly active role in supporting domestic semiconductor manufacturing and examines Intel’s efforts to reestablish itself as a leading American chipmaker amid growing competition.

A CSET report was cited in an article published by The New York Times. The article examines SpaceX’s growth, financial outlook, and expanding role across the space and technology sectors as the company prepares for a potential initial public offering.

CSET’s Julie George shared her expert perspective in an op-ed published by Bulletin of the Atomic Scientists. In the piece, she argues that while the Defense Department’s decision to narrow its list of critical technologies is a positive step, the Pentagon must also improve how it prioritizes and funds emerging technologies to address overlooked capability gaps and strengthen long-term military innovation.

CSET’s Kathleen Curlee shared her expert insight in an article published by Business Insider. The article examines the growing interest in space-based data centers as a potential solution to AI’s increasing energy and land demands.

A CSET report was highlighted in an article published by the New York Times. The article discusses SpaceX’s confidential filing for an initial public offering, its potential to become one of the largest IPOs ever.

CSET’s Jacob Feldgoise shared his expert perspective in an article published by The Washington Post’s WP Intelligence. The article looks at how AI inference is driving huge demand for computing power and what that means for U.S. export rules and national security.

CSET’s Kathleen Curlee shared her expert insight in a newsletter published by Bloomberg. The newsletter examines how a potential SpaceX IPO could reshape the space industry, attracting institutional investors and influencing government and commercial space ventures.

CSET’s Jacob Feldgoise shared his expert analysis in a segment published by NPR’s All Things Considered. The segment discusses the U.S. government’s 10% stake in Intel, framing the move as part of broader efforts to reduce reliance on foreign chipmakers and secure U.S. leadership in advanced semiconductor manufacturing.

Why Donald Trump’s AI Strategy Needs More Safeguards

The National Interest
| July 24, 2025

Adrian Thinnyun and Zachary Arnold shared their expert analysis in an op-ed published by The National Interest. In their piece, they examine how the United States must adopt a learning-focused, industry-led self-regulatory framework for AI, drawing lessons from the nuclear sector’s post-Three Mile Island Institute for Nuclear Power Operations to prevent a public backlash and ensure safe, widespread deployment of transformative AI technologies.

Will Trump’s ‘Big Beautiful’ Defense Spending Last?

Council on Foreign Relations
| July 9, 2025

Lauren A. Kahn co-authored an op-ed published by the Council on Foreign Relations alongside Erin D. Dumbacher and Michael C. Horowitz. The piece examines the sweeping national security implications of President Trump’s One, Big Beautiful Bill Act, which significantly boosts U.S. defense spending through an unconventional funding route outside the standard Pentagon budget process.