Skip to content
LUMINARYSTRATEGIES
Podcasts
Podcast

Securing the Fundamentals of U.S. Competitiveness and Leadership in AI

A CSIS report launch on what U.S. leadership in AI depends on: energy, semiconductors and capital.

CSIS

In brief

The CSIS Economic Security and Technology Department launched its report on AI, energy and industrial competitiveness, which finds that AI’s full potential hinges on energy availability, semiconductor supply chains and strategic capital investment. The event ran two panels, one on chip security and design and one on energy security and electricity. Arushi joined the energy panel to discuss how the United States can scale and sustain its AI infrastructure.

Key points

  1. 01AI’s potential depends on energy, semiconductor supply chains and capital.
  2. 02The energy panel looked at the policy levers for powering U.S. AI infrastructure at scale.

Keep reading

Podcast

Energy: Powering the AI Economy

At KPMG’s 2026 Tech and Innovation Symposium: how energy constraints and innovation will set the speed, and the limits, of AI-driven growth.

Watch
Aurora Energy ResearchCan Data Centres Earn Their Power?
Podcast

Can Data Centres Earn Their Power?

On Aurora Energy Research’s Energy Unplugged, Arushi and Oliver Kerr discuss why flexibility will decide how fast large loads connect.

Listen