Investment

Data Snapshots are informative descriptions and quick analyses that dig into CSET’s unique data resources. This is the fifth in a series of Snapshots exploring CSET’s Private-sector AI-Related Activity Tracker (PARAT). Check in every two weeks to see our newest Snapshot, and explore PARAT, which collects data related to companies’ AI research and development to inform analysis of the global AI sector.

Examining Patent Data in PARAT  

Sara Abdulla
| March 30, 2022

Data Snapshots are informative descriptions and quick analyses that dig into CSET’s unique data resources. This is the fourth in a series of Snapshots exploring CSET’s Private-sector AI-Related Activity Tracker (PARAT). Check in every two weeks to see our newest Snapshot, and explore PARAT, which collects data related to companies’ AI research and development to inform analysis of the global AI sector.

A Competitive Era for China’s Universities

Ryan Fedasiuk Alan Omar Loera Martinez Anna Puglisi
| March 2022

This brief illuminates the scale of Chinese government funding for higher education, science, and technology by exploring budget and expense reports for key government organizations and 34 of China’s most elite “Double First Class” universities. Chinese political leaders view elite universities as key components of the country’s military modernization, economic growth, and soft power; a situation that presents security risks for international partners.

CHIPS for America Act funding will result in the construction of new semiconductor fabrication facilities (“fabs”) in the United States, employing tens of thousands of workers. This policy brief assesses the occupations and backgrounds that will be most in-demand among new fabs, as well as options for ensuring availability of the necessary talent. Findings suggest the need for new immigration pathways for experienced foreign fab workers, and investments in workforce development.

AI and Compute

Andrew Lohn Micah Musser
| January 2022

Between 2012 and 2018, the amount of computing power used by record-breaking artificial intelligence models doubled every 3.4 months. Even with money pouring into the AI field, this trendline is unsustainable. Because of cost, hardware availability and engineering difficulties, the next decade of AI can't rely exclusively on applying more and more computing power to drive further progress.

CSET Research Analyst Ryan Fedasiuk joins Lieutenant General (retired) Jack Shanahan to discuss Chinese military progress in AI and its implications for the United States.

CSET's Ngor Luong spoke the Federal News Network's "Federal Drive with Tom Temin" to discuss defense companies' investment in AI.

Mapping the AI Investment Activities of Top Global Defense Companies

Ngor Luong Rebecca Gelles Melissa Flagg
| October 2021

Militaries around the world have often relied on the largest global defense companies to acquire and integrate cutting-edge technologies. This issue brief examines the investment and mergers and acquisition activities in artificial intelligence of the top 50 global defense companies — a key, if limited, approach to accessing AI innovation in the commercial sector — and assesses investment trends of their corporate venture capital subsidiaries and offers a geographic breakdown of defense companies and their AI target companies.

CSET Legislation Tracker

Daniel Hague Jennifer Melot
| September 2021

The CSET Legislation Tracker serves as a resource to identify and monitor U.S. federal legislation related to emerging technology and national security, with a particular focus on measures relevant to CSET’s key areas of inquiry such as research security, S&T development, and funding for hardware design and manufacturing capabilities. The tracker includes identifying information for each piece of legislation, links to related CSET analyses, and access to associated congressional hearings, among other items.

A new CSET report "Headline or Trend Line? Evaluating Chinese-Russian Collaboration in AI" uses data-backed analysis to address the Sino-Russian partnership and its effect on U.S. strategic interests.