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Three Points on Trump’s “Reciprocal” Tariffs

Beginning on April 9, the United States will impose country-specific “reciprocal” tariffs targeting 57 named countries, with rates reaching as high as 50 percent. At a minimum, each country will pay a 10 percent tariff, which went into effect on April 5.

Analysis by Barath Harithas, Evan Brown, and Catharine Mouradian — April 7, 2025

“Liberation Day” Tariffs Explained

This analysis from the CSIS Economics Program and Scholl Chair in International Business unpacks the April 2 tariff announcements from the White House.

Commentary by Barath Harithas, Kyle Meng, Evan Brown, and Catharine Mouradian — April 3, 2025

The AI Power Surge: Growth Scenarios for GenAI Datacenters Through 2030

This paper examines the feasibility and implications of sustained growth in generative AI (genAI) infrastructure through 2030, focusing on three potential constraints: financing, hardware availability, and electric power demands.

Report by Karl Smith, Joseph Majkut, Cy McGeady, and Barath Harithas — March 3, 2025

The Electricity Supply Bottleneck on U.S. AI Dominance

This paper demonstrates how electricity supply is the most acutely binding constraint on expanded U.S. computational capacity and, therefore, U.S. AI dominance.

Report by Cy McGeady, Joseph Majkut, Barath Harithas, and Karl Smith — March 3, 2025

Securing Full Stack U.S. Leadership in AI

The United States leads in AI, but staying ahead requires scaling compute, energy, and capital. This commentary previews new Energy Security and Climate Change research on AI infrastructure, domestic chip production, and energy security to ensure long-term competitiveness.

Commentary by Navin Girishankar, Joseph Majkut, Cy McGeady, Barath Harithas, and Karl Smith — March 3, 2025