
CNAS Technology and National Security Program
@CNAStech
Technology and National Security Program at @CNASdc. Researching AI, 5G, autonomous weapons, and digital freedom. CNAS does not take institutional positions.
Was dir gefallen könnte
The new export controls on rare earths are China's strongest leverage point ahead of the late Oct. Trump-Xi talks The new rules apply to any <14nm logic chips, with applications related to advanced semiconductors approved on a case-by-case basis Great breakdown from @gdp1985
Quite the day for Chinese export controls... Big things are happening.

🔥 lineup for our Oct. 15 event on Countering China's Digital Silk Road 🇺🇸🇨🇳: 🎙️Fireside chat w/ former Dep. Secretary of State Kurt Campbell 🪑Expert panel w/ Jonathan Hillman (@CFR_org), Ruth Berry (@nvidia), @rubyscanlon, and James Palmer (@ForeignPolicy) Register ⬇️

"The UAE government was scrambling to give the US something to make for their previous alliances with Huawei"

1/ For anyone thinking about America's AI Exports Program: the Kenya 1GW Microsoft/G42 data center is the biggest test case. So far, it's a flop. The first phase of the project is due to be operational by May 2026--but construction hasn't even begun. Lessons in thread below👇
Advancing AI and escalating US-China competition are upending espionage in powerful and unsettling ways. To dig in, we're hosting Anthony Vinci on Monday, Oct 28 to launch his new book on the Fourth Intelligence Revolution. 📺Register to watch: cnas.org/events/virtual…

The Ministry of State Security helped Beijing evolve from noisy hacking to the most persistent cyber adversary facing U.S. networks. Does the U.S. cybersecurity posture measure up against the threat? I argue no — and outline how to impose higher costs on PRC cyber ops.⬇️

AI's cyber capabilities are improving rapidly, with no sign of slowing. So far, AI has likely helped defenders overall. I hope this continues—but worry it’s not assured. 👇🧵 New report from me today on Emerging AI Capabilities and the Cyber Offense-Defense Balance—and what…

This week at UNGA, President Trump committed to working with top leaders to pioneer "an AI verification system that everyone can trust" to help enforce the bioweapons convention. But is this technically possible? What more is needed to drive AI verification measures forward? If…
Looking forward to holding a great event in NYC this evening on Verifying International AI Agreements, a very technically rich topic. We’ll have a keynote from @benharack, followed by discussion with @MauricBaker, @janet_e_egan, @jordanschnyc, and @prpaskov. There are a few spots…

🚨 NEW CNAS report out today from me & @rubyscanlon on the US-China tech competition unfolding in Saudi Arabia, the political & economic heavyweight of the Arab world. We trace US-Saudi & Sino-Saudi tech partnerships with a focus on data centers, chips, & AI. 🧵

Saudi Arabia ranks 3rd in worldwide AI compute, a share only set to grow after the May 2025 chip deals To unpack Riyadh's AI ambitions, resources, and trajectory, @vivekchil and I spent a week in Saudi and months on desk research 🧵with takeaways from our new report!

Last year, I wrote about China’s weaponization of antitrust law in trade disputes We’ve seen it with Intel, Qualcomm—and Nvidia Today, a preliminary ruling found Nvidia in violation, opening the door to fines up to $2.8 billion, remediation orders, or divestment requests


1/ The Trump admin has rightly cast US quantum leadership as a nat'l imperative. But w/ tight budgets, Washington needs a strategic bet with outsized returns. In a new @just_security op-ed, I argue quantum sensing—today's most mature quantum tech—offers just such an opportunity.

US policy shouldn’t rest on the illusion that selling AI chips can trap China in America’s tech ecosystem. America’s own labs show why such dependence is fleeting. 🧵1/

1/ This weekend's GPS interference on von der Leyen's flight underscores the fragility of our everyday navigation systems—and the tremendous value quantum sensors can provide as a high-precision, resilient alternative.

Based proposal from the House China Select Committee to Lutnick today: "We should instead sell only chips that represent up to a marginal improvement over the most advanced chip China can produce domestically..."

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