Rethinking the Chip Security Act
James A. Lewis, July 2025 The "Chip Security Act" hopes to bolster U.S. national security by tracking the location of advanced integrated circuits and computing hardware used for artificial intelligence. The bill seeks to protect these from diversion, theft,...
How U.S. Export Policy Backfired
James A. Lewis, June 2025 It is hard to argue that America’s recent forays into tech policy have been a success, if success means outcompeting China. China now leads the world in the production of drones, robots, 5G networks, batteries, EVs, missiles, and...
Comments on BIS-2025-0001: Framework for Artificial Intelligence Diffusion
RIN 0694-AJ90 BY JAMES A. LEWIS May 2025 BIS has amended the EAR to expand its export controls in an attempt to regulate the diffusion of the most advanced artificial intelligence (AI) models and large clusters of advanced computing integrated circuits (ICs) to...
Time for CSPs to stop fighting (and start fixing) Know Your Customer
BY ROB KNAKE With the news this week that the Trump Administration did not roll back but tightened restrictions on NVIDIA’s ability to export advanced chips to China, I would say that the China Hawks most definitely have the upper hand on the AI bulls....
America should embrace weaponized interdependence against China
By Michael Frank America’s contest with China over advanced technologies features a compelling irony: the more Washington tightens export controls and induces friction in supply chains, the more it eliminates the leverage it might brandish in a real...
In Trump Admin, China Hawks May Win Out Over AI Bulls
BY ROBERT KNAKE This week, the New York Times put out a long news analysis on the hopes and dreams of AI companies for less regulation in the Trump administration. Yet, while the early signs may point in a pro-industry direction, don’t be surprised if the Trump...
Emerging Technologies and Military Utility
Emerging Technologies and Military Utility March 2025 Advances in science and technology improve military power. Industrialization and mass production, followed by new modes of power generation and communications changed warfare in the 19th century. ...
Chips and Competition with China
The Chip Illusion and Competition with China – “The more the United States abuses its position as the dominant player... the more those on the receiving end will try to find workarounds or alternatives.” Edward Fishman, America’s Economic Warfare Is Sowing Its Own...
Rethinking Chip Technology Transfer (1)
British historian Paul Kennedy wrote in "The Rise and Fall of the Great Powers" that great powers do not decline because they fail to recognize problems, but because they apply old solutions to new problems when those solutions are no longer effective. This broad...
GPUs and the Competition to Build Digital infrastructure
The regulations for export controls on artificial intelligence chips left by the Biden Administration have two fundamental flaws. First, they will not stop China from developing AI. If earlier precedents hold, it will only incentivize China (and DeepSeek is a...