1/ 🚨 In a new @csetgeorgetown.bsky.social report, Cole Mcfaul, Daniel Chou, and I examine the inner workings of China’s military-civil fusion strategy and AI defense industrial base. Here’s what we found 🧵

THREAD: Why Taiwan’s “Silicon Shield” might be turning into a target.

1/ For years, Taiwan's dominance in semiconductor production has served as a kind of "silicon shield," a deterrent against Chinese aggression because any conflict could devastate global chip supply chains.

On Lawfare Daily, @jshermcyber.bsky.social spoke to @sambresnick.bsky.social about his recently published report, “Big Tech in Taiwan,” on 17 companies’ Taiwan entanglements, and how greenfield foreign direct investments, data centers, supply chains, and more expose those companies to Taiwan.

In The National Interest, @jack-corrigan.bsky.social and I argue the US-China tech race will be defined by the integration of advanced software and hardware. US firms lead in AI, but CN companies now dominate emerging hardware. The US risks falling way behind.
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nationalinterest.org/feature/amer...

U.S. AI firms, take note! An op-ed by @sambresnick.bsky.social and @colemcfaul.bsky.social in @barrons.com argues that China's "good enough" AI strategy (think DeepSeek) could disrupt the market.

It's about affordable tech. Huawei playbook 2.0? Open-source Chinese models are closing the gap, fast.

Check out the latest from @sambresnick.bsky.social and @colemcfaul.bsky.social on how “good enough” Chinese tech could come to dominate exquisite US tech in global adoption of AI www.barrons.com/articles/dee...

In @barrons.com, @colemcfaul.bsky.social and I argue that the U.S.-China AI competition could hinge on cost rather than capabilities and explain why DeepSeek has more in common with Huawei than Sputnik.

www.barrons.com/articles/dee...

.@csetgeorgetown.bsky.social's Bill Hannas and I joined the Modern War Institute's podcast to discuss what DeepSeek means for the U.S.-China AI competition. We touch on export controls and alternative pathways to advanced AI, among other topics. Check it out here:

mwi.westpoint.edu/mwi-podcast-...

CSETers @jackcorrigan.bsky.social and @sambresnick.bsky.social wrote for @newsweek.com on how Stargate and DeepSeek show the divergent approaches the US & China are taking toward advanced models. The U.S. big bet is on compute; the PRC is necessarily lower compute www.newsweek.com/does-chinas-...

A few thoughts from me and the @csetgeorgetown.bsky.social hivemind on developments over the last week (Stargate, DeepSeek, etc.). These events aren't necessarily surprising from an analytical lens, but they certainly seem to have caught markets and the media off guard.

In @newsweek.com, @jack-corrigan.bsky.social and I provide some high-level takeaways from this week's DeepSeek news bonanza. Check it out here:

The coming years will be pivotal for AI and emerging tech policy. At @csetgeorgetown.bsky.social, we provide policymakers and the public with rigorous, evidence-based analysis to inform critical decisions. Follow my colleagues here: bsky.app/starter-pack...

Latest w @sambresnick.bsky.social of @csetgeorgetown.bsky.social on the competition with China over AI, how AI will be used by states, obstacles & advantages for both the US & China, diplomatic pathways for the US & China to avoid dangerous AI scenarios, & more. Listen! www.cato.org/multimedia/p...

“In its zeal to catch up to the United States in the development of AI technologies, Beijing may be underestimating the challenges it will face in putting those technologies to use,” writes @sambresnick.bsky.social.

China is betting big on military AI, but organizational and political issues could keep it from realizing its ambitions.

Learn more in an important new @foreignaffairs.com piece by CSET's @sambresnick.bsky.social, out today. www.foreignaffairs.com/china/obstac...

I'm excited to share my new piece in @foreignaffairs.com, where I argue that the Chinese military faces several political and organizational challenges that could hamper its ability to deploy AI on future battlefields. 1/2

www.foreignaffairs.com/china/obstac...

How do Chinese defense experts think about the military use of AI?

CSET's @sambresnick.bsky.social joined @gmfus.bsky.social's @bglaser.bsky.social to discuss his recent report.

Listen now 🎧 podcasts.apple.com/us/podcast/c...