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An “America First” Tech Stack Cannot Be America Alone

The administration has not yet revealed the details of the American AI Exports Program and how it will work.  To successfully compete with China, it should include the entire tech stack, facilitate cooperation with trusted partners, and be backed by real resources.

Commentary by Stephan Lang — January 15, 2026

What the New National Security Strategy Means for Naval Forces

The 2025 National Security Strategy recasts naval power as an economic and industrial instrument, pushing the Navy toward unmanned systems, hemispheric missions, and more cost-effective approaches to deterring China.

Commentary by Benjamin Jensen, Mackenzie Eaglen, and Henry H. Carroll — December 18, 2025

Protecting Subsea Cables: Detect to Deter, Sue to Secure

Subsea cables power global commerce. Though rare, cable attacks impose real costs. But leading technologies are democratizing maritime data and deterring would-be saboteurs. To further deter intentional cable attacks, cable owners should aggressively pursue legal remedies. 

Commentary by Joel Coito — December 12, 2025

What’s at Stake in FERC’s Large Load Proposal?

With data center demand surging, FERC’s new large load proposal could redraw the line between federal and state power—and determine how quickly the U.S. grid can absorb AI-driven demand. The outcome may reshape how megawatt-scale loads connect to the grid nationwide.

Critical Questions by Aaron Yang, Ray Cai, Joseph Majkut, and Mathias Zacarias — December 9, 2025

Turning the AI Revolution into Dollar Dominance

Navin Girishankar argues that President Trump's Gulf chip deals enable billions in AI exports but miss what ensures dollar dominance. A compute-dollar successor to the petrodollar will keep China’s offer of AI plus digital yuan settlement in the rearview mirror. 

Commentary by Navin Girishankar — December 8, 2025