Compete

Cole McFaul shared his expert analysis in an article published by BBC News. The article discusses President Donald Trump’s decision to allow Nvidia and other U.S. chipmakers to sell their H200 AI chips to approved customers in China, a move that partially reverses earlier restrictions and has significant implications for U.S.-China technology competition.

A CSET explainer was highlighted in an article published by Bloomberg. The article discusses new bipartisan legislation that would restrict U.S. companies, including Nvidia, from exporting advanced AI chips to China, reinforcing existing controls and shaping the future of U.S. technology policy.

Sam Bresnick and Cole McFaul shared their expert analysis in an op-ed published by The Hill. In their piece, they explain why relaxing U.S. export controls on advanced AI chips would pose significant national security risks, especially as new evidence shows the Chinese military actively acquiring and using American semiconductors.

The AI Cold War That Will Redefine Everything

The Wall Street Journal
| November 10, 2025

CSET’s Helen Toner shared her expert analysis in an article published by The Wall Street Journal. The article discusses China’s accelerated push to compete with the U.S. in generative artificial intelligence.

The Geopolitics of AGI | Helen Toner

80,000 Hours
| November 5, 2025

CSET’s Helen Toner was featured on the 80,000 Hours Podcast, where she discusses AI, national security, and geopolitics. Topics include China’s AI ambitions, military use of AI, global AI adoption, and recent tech leadership changes.

CSET’s Kathleen Curlee shared her expert analysis in an article published by Business Insider. The article examines China’s rapid growth in space-based military capabilities and the growing competition with the United States in orbit. It highlights how these advances could affect a potential conflict over Taiwan, where China could target U.S. satellites that provide critical functions, including surveillance, communications, navigation, and coordination.

Will the U.S. LOSE the AI Race to China?

Agents of Tech
| October 15, 2025

China and the U.S. are in a close race for AI supremacy. Helen Toner, CSET executive director, explains the different strategies, with China focusing on open-source development and the U.S. relying on big tech dominance, and what “winning” in AI actually means.

How America Can Win in Space to Protect Taiwan and Beyond

Council on Foreign Relations
| September 24, 2025

Kathleen Curlee and Andrew Hanna shared their expert analysis in an op-ed published by the Council on Foreign Relations. In their piece, they examine how U.S. space superiority is essential to defending Taiwan while sustaining America’s global leadership in the face of China’s growing space ambitions.

CSET’s Cole McFaul shared his expert analysis in an article published by the South China Morning Post. The article examines how China’s military is systematically incorporating artificial intelligence into its operations by leveraging civilian universities and private companies under its sweeping "military-civil fusion" strategy.