The United States is in the early stages of a generational energy buildout driven by soaring AI demand and accelerating digitization of the grid itself. But even as hundreds of billions of dollars flow into batteries, power electronics, and the embedded software that will give America’s electrical infrastructure its digital nervous system, the United States remains dependent on China for the tools to build it. Beijing dominates much of this “electrotech stack,” and that dependence is not only creating supply vulnerabilities – it’s threatening to undermine the very security advantages a modernized grid is meant to deliver.

The most pressing danger, however, may not be Chinese hardware but rather American policy paralysis: overcorrection that delays the technologies this buildout demands, or indecision that continues ceding strategic ground to Beijing. A new paper by FDD and Carnegie Mellon’s Institute for Strategy and Technology (CMIST), Electrotech Moneyball: An Industrial Strategy for Ranking Risk and Opportunity in Energy & AI Supply Chains, responds to this moment with a clear framework for achieving the greatest strategic return.

To discuss “Electrotech Moneyball,” FDD and CMIST will host an on-the-record discussion moderated by Harry Krejsa, director of studies at CMIST, featuring Phoebe Benich, non-resident fellow at CMIST; RADM (Ret.) Mark Montgomery, senior director of FDD’s Center on Cyber and Technology Innovation (CCTI); Jackie Siebens, vice president of public affairs at Helion Energy and non-resident senior fellow with the Atlantic Council; and Dr. Emma Stewart, non-resident fellow at CMIST and lead for Idaho National Laboratory’s Center for Securing Digital Energy Technology.

For more, check out: https://www.fdd.org/events/2026/05/28/the-electrotech-stack-at-risk-china-ai-and-americas-energy-supply-chains/