In this episode, we're joined by Joseph Majkut, Director of CSIS' Energy Security and Climate Change Program, to take an in-depth look at energy's role in AI. We explore the current state of the U.S. electrical grid (11:34), bottlenecks in the AI data center buildout (43:45), how U.S. energy efforts compare internationally (1:16:06), and more.

Joseph has co-authored three reports on AI and energy: AI for the Grid: Opportunities, Risks, and Safeguards (September 2025), The Electricity Supply Bottleneck on U.S. AI Dominance (March 2025), and The AI Power Surge: Growth Scenarios for GenAI Datacenters Through 2030 (March 2025).

In this episode, we discuss how today’s massive AI infrastructure investments compare to the Manhattan Project (00:33), China’s reported ban on Nvidia chips and its implications for export control policy (13:41), Anthropic’s $1.5 billion copyright settlement with authors (33:49), and recent multibillion-dollar AI investments by Nvidia and ASML (44:42).

In this episode, we discuss China's focus on AI adoption (00:58), the underlying factors driving investor enthusiasm (14:51), and the national security implications of China's booming AI industry (31:47).

In this episode, we are joined by Marietje Schaake, former Member of the European Parliament, to unpack the EU AI Act Code of Practice. Schaake served as Chair of the Working Group on Internal Risk Management and Governance of General-Purpose AI Providers for the Code of Practice, with a focus on AI model safety and security. We discuss the development and drafting of the EU AI Act and Code of Practice (16:47), break down how the Code helps AI companies demonstrate compliance with the Act (28:25), and explore the kinds of systemic risks the AI Act seeks to address (32:00).

In this episode, we unpack the Trump administration’s $8.9 billion deal to acquire a 9.9% stake in Intel, examining the underlying logic, financial terms, and political reactions from across the spectrum (00:33). We then cover Nvidia’s sudden halt in H20 chip production for China, its plans for a Blackwell alternative, and what Beijing’s self-sufficiency push means for the AI race (28:18).

In this episode, we'll break down the Trump administration’s new licensing agreement with Nvidia and AMD for semiconductor exports and what this development means for U.S. national security (00:35), explore concerns about an AI-driven economic bubble (22:17), and unpack recent advancements for the federal government's adoption AI after the U.S. General Services Administration approved OpenAI, Anthropic, and Google as vendors (37:18).

In this episode, we cover the renewed debate over U.S. approval of Nvidia’s H20 chip exports to China, from political pushback in Washington to reactions in Beijing (00:30). We also examine how the AI industry is responding to the EU AI Code of Practice and the reasons some companies are choosing not to sign (44:53).

Read Gregory C. Allen's report on DeepSeek here.

Watch or listen to our event with OSTP Director Michael Kratsios here.

On July 30, the CSIS Wadhwani AI Center hosted Michael Kratsios, Director of the White House Office of Science and Technology Policy for a discussion breaking down the recently released AI Action Plan and discuss the Trump administration’s vision for U.S. AI leadership and innovation amid strategic competition with China. 

As the thirteenth Director of the White House OSTP, Mr. Kratsios oversees the development and execution of the nation’s science and technology policy agenda. He leads the Trump administration’s efforts to ensure American leadership in scientific discovery and technological innovation, including in critical and emerging technologies such as artificial intelligence, quantum computing, and biotechnology. In the first Trump administration, he served as the fourth Chief Technology Officer of the United States at the White House and as Under Secretary of Defense for Research and Engineering at the Pentagon.

Watch the full event or read the transcript here: Unpacking the White House AI Action Plan with OSTP Director Michael Kratsios 

In this special episode, we honor the life of Andrew Schwartz, Chief Communications Officer at CSIS and beloved  co-host of this podcast. Andrew was a mentor, a friend, and a tireless champion of the CSIS Wadhwani AI Center’s work. His humor, personal stories, and passion shaped this show and left a lasting impact on all of us. Our team, our community, and CSIS will miss him deeply.

In this episode, we are joined by Kyle Chan, postdoctoral researcher at Princeton’s Sociology Department and adjunct researcher at the RAND Corporation, to explore China's approach to AI industrial policy. We discuss the fundamentals of industrial policy and how it operates in China's digital technology sector (4:15), the evolution of China's AI industrial policy toolkit and its impact on companies (19:29), China's current AI priorities, protectionism strategies, and adoption patterns (47:05), and the future trajectory of China's AI industrial policy amid US-China competition (1:12:22).

Kyle co-authored RAND's June 26 report "Full Stack: China’s Evolving Industrial Policy for AI," which is available here.