Research

CSET produces evidence-driven analysis in a variety of forms, from informative graphics and translations to expert testimony and published reports. Our key areas of inquiry are the foundations of AI — such as talent, data and computational power — as well as how it can be used in cybersecurity and other national security settings. We also do research focusing on the policy tools that can be used to shape AI’s development and use.

Report

Tracking AI Investment

Zachary Arnold Ilya Rahkovsky Tina Huang
| September 2020

The global AI industry is booming, with privately held firms pulling in nearly $40 billion in disclosed investment in 2019 alone. U.S. companies continue to attract the majority of that funding—64 percent of it in 2019—but that lead is not guaranteed. This report analyzes AI investment data from 2015 to 2019 to help better understand trends in the global AI landscape.

Investment


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Technical leadership in the semiconductor industry has been a cornerstone of U.S. military and economic power for decades, but continued competitiveness is not guaranteed. This issue brief exploring the composition of the workforce bolstering U.S. leadership in the semiconductor industry concludes that immigration restrictions are directly at odds with U.S. efforts to secure its supply chains.

Analysis

Multilateral Controls on Hardware Chokepoints

Carrick Flynn Saif M. Khan
| September 2020

Protecting international security and human rights by using multilateral controls on semiconductor manufacturing equipment and advanced chips

CSET Founding Director Jason Matheny testified before the House Budget Committee for its hearing, "Machines, Artificial Intelligence, & the Workforce: Recovering and Readying Our Economy for the Future." Dr. Matheny's full testimony as prepared for delivery can be found below.

One sentence summarizes the complexities of modern artificial intelligence: Machine learning systems use computing power to execute algorithms that learn from data. This AI triad of computing power, algorithms, and data offers a framework for decision-making in national security policy.

Analysis

Maintaining China’s Dependence on Democracies for Advanced Computer Chips

Saif M. Khan Carrick Flynn
| April 2020

China seeks to develop an indigenous semiconductor industry. It is in the strategic interest of the United States and democratic friends for China to remain reliant on them for state-of-the-art computer chips, especially as Beijing invests heavily in advanced chips.

Analysis

AI Chips: What They Are and Why They Matter

Saif M. Khan
| April 2020

The success of modern AI techniques relies on computation on a scale unimaginable even a few years ago. What exactly are the AI chips powering the development and deployment of AI at scale and why are they essential? Saif M. Khan and Alexander Mann explain how these chips work, why they have proliferated, and why they matter.

Analysis

Why AI Chips Matter

Saif M. Khan
| April 2020

As artificial intelligence is applied to new and more complex tasks, the computational power necessary to develop and deploy it will become increasingly expensive. This policy brief offers a concise overview of the full report, “AI Chips: What They Are and Why They Matter.”

What U.S. export controls on AI-relevant technologies would help further aims such as stability and human rights abroad without impeding U.S. R&D? This issue brief assesses where such controls will be effective, ineffective or even damaging to the interests of the United States and its allies.

The United States and its allies enjoy a competitive advantage in the production of artificial intelligence chips necessary for leading AI research and implementation. This memo identifies chokepoints for limiting China’s access to key chipmaking equipment.

CSET submitted the following comment in response to the U.S. Department of Commerce's Advanced Notice of Proposed Rulemaking on the Review of Controls for Certain Emerging Technologies.