Investment

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.

Headline or Trend Line?

Margarita Konaev Andrew Imbrie Ryan Fedasiuk Emily Weinstein Katerina Sedova James Dunham
| August 2021

Chinese and Russian government officials are keen to publicize their countries’ strategic partnership in emerging technologies, particularly artificial intelligence. This report evaluates the scope of cooperation between China and Russia as well as relative trends over time in two key metrics of AI development: research publications and investment. The findings expose gaps between aspirations and reality, bringing greater accuracy and nuance to current assessments of Sino-Russian tech cooperation.

House Hearing Airs Cases For and Against Semiconductor Funding Surge

American Institute of Physics
| August 10, 2021

CSET's Will Hunt advocates for the CHIPS Act as part of his testimony before the House Intelligence Committee to strengthen the U.S.' semiconductor industry.

Pull US AI Research Out of China

Defense One
| August 10, 2021

CSET research shows that 10 percent of the AI labs for Facebook, Google, IBM and Microsoft are based in China.

According to a CSET study Microsoft, Google, Amazon, IBM, Facebook and Apple are the six tech companies that spend the most on AI R&D.