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The AI Financial Fault Line — Does China Enjoy an Edge?
Artificial intelligence requires billions in investment. China’s approach may better weather a downturn than the US’s.
The Latest Analysis
NATO Needs a Drone-Interceptor Squadron
With NATO members now under almost-daily alert for Russian drone incursions, it’s time to find a new answer.
Russia’s 2027 Budget: Guns Now, Pay Later
Moscow’s new budget funds another year of war by squeezing everything else, and even that plan is unlikely to survive contact with reality.
The Russia-North Korea Partnership: Transactional Only
Ties between the two countries are based on self-interest. That opens a small window of opportunity for Ukraine and its allies.
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Bringing Ukraine Into NATO Without World War III
NATO should immediately begin consultations in the NATO-Ukraine Council about Ukraine joining the alliance as soon as possible, including a detailed Article 5 plan.
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September 29, 2026
The AI Financial Fault Line — Does China Enjoy an Edge?
Artificial intelligence requires billions in investment. China’s approach may better weather a downturn than the US’s.
September 28, 2026
Europe’s Gigafactory Miracle — or Mirage?
Europe needs to support artificial intelligence compute, not build a semiconductor fortress.
September 28, 2026
NATO Needs a Drone-Interceptor Squadron
With NATO members now under almost-daily alert for Russian drone incursions, it’s time to find a new answer.
September 28, 2026
Russia’s 2027 Budget: Guns Now, Pay Later
Moscow’s new budget funds another year of war by squeezing everything else, and even that plan is unlikely to survive contact with reality.
September 28, 2026
The Russia-North Korea Partnership: Transactional Only
Ties between the two countries are based on self-interest. That opens a small window of opportunity for Ukraine and its allies.
September 25, 2026
How to Fight Putin’s War on Reality
If the West wants change in Moscow, it needs to stop undermining Russia’s opposition media as it reports the truth about the Kremlin’s disastrous war.
September 24, 2026
Choppy Waters: Caspian War Drones Proliferate
The spillover from wars in Europe and the Middle East has hit the Caspian region: Azerbaijan is now arming to deter.
September 24, 2026
Sourcing the Next Blockbuster: Big Pharma Uses Chinese Biotech
Western drugmakers are partnering with Chinese innovators on the frontlines of the fight against cancer.
September 24, 2026
Greenland’s New US Deal: A Bet on the High North
The headline-grabbing settlement on the Greenland dispute opens the way to better relations, but may face some significant hurdles in practice.
September 24, 2026
Dispersal: Saving Ukraine From Russia’s Winter Blitz
Russia plans to freeze Ukraine into submission this winter. There are ways to thwart it and protect the population.
September 22, 2026
Narrative Failure: Russia and the West have a Storytelling Problem
Persuasion is most effective when there’s a compelling story, but after four and a half years of full-scale war, neither Moscow nor the West has produced a clear narrative of the conflict or how it might end.
September 22, 2026
Russian Fertilizer: Nourishing the Roots of War
A lack of sanctions means the Russian fertilizer industry has had a very good war. That needs to change.
September 21, 2026
AI Safety – Little Hope for a US-China Deal
When Donald Trump and Xi Jinping meet in Washington, artificial intelligence will be on the agenda. Expect little agreement.
September 21, 2026
Ukraine’s War Widows Fight for Compensation
Disputes over whether soldiers died “defending the motherland” are preventing Ukrainian widows and other relatives from receiving vital compensation.
September 18, 2026
Russia’s Rigged Elections Still Serve a Purpose
Putin’s regime fixes election outcomes, but relies on the real numbers to assess resistance.
September 18, 2026
Russia’s Election Campaign Puts Governors on the Hook
The Kremlin devolves vote fixing and coerced turnout to the leaders of its regions. Expectations are high and failure is punished.
September 18, 2026
The Big Day Looms for Putin’s Election Fixers
Why does the Russian regime bother with elections? In part because it has become an imperative for a bureaucracy to maintain its influence and wealth.
September 18, 2026
Kremlin Vote-Fakers Crush the Liberals
The Yabloko party seemed suddenly popular as Duma elections approached. This rattled the Kremlin and brought a familiar despotic response.
September 18, 2026
How to Defeat Russia’s Shadow War
The Kremlin-directed attacks on Europe are a sign of weakness. Europe must craft a robust new response to raise the pressure on Russia.
September 16, 2026
Everyday Products, Big Risks: China’s Connected Tech Danger
It’s not just telephones. Chinese cranes, cameras, and batteries present security risks, too.
September 16, 2026
Ukraine Advances: The Tank Isn’t Finished Yet
The death of the tank and its armored companions has been overstated. Ukraine is demonstrating they still have a part to play.
September 16, 2026
Russia’s Neighbors Battle Oil Addiction
Ukrainian strikes on Russia’s oil refineries have triggered shortages across neighboring countries which have depended on Moscow for decades.
September 15, 2026
Who Holds the Switch?
Private companies led by Starlink dominate crucial communications technology, upending government control of their militaries.
September 15, 2026
On a Train Under Russian Attack
I was on a train heading for Poland when Russian drones attacked, writes CEPA Fellow Mitzi Perdue. The strikes came shortly after a Kremlin threat to target railroads carrying foreign visitors.
September 15, 2026
German Car Crisis: A Defense Bonanza?
Excess automotive capacity must be repurposed for defense production.
September 14, 2026
Germany: Russia’s Enemy No. 1
Russia’s latest assault on Europe is targeted at its most determined opponents. Governments are still unsure how to respond.
September 14, 2026
Armenia Battles to Buy Time
Putin is pressuring Armenia to make difficult decisions before it loses the ability to pressure a pro-Western government.
September 14, 2026
Kremlin Prepares to Cross the Final Red Line
The majority of Russians oppose forced mobilization to the war in Ukraine, but the Kremlin has been preparing the ground to make it happen.
September 11, 2026
Copycat Tech: Why the AI Bubble Might Burst
Artificial intelligence models are expensive to develop. Will they ever be profitable?
September 11, 2026
Armenia’s Relations With Russia? Worsening
No compromise between the sides is expected and Russian ultimatums remain in place.
September 10, 2026
Dangerous Partners: The Russia-China Military Embrace
Russo-Chinese missile and space cooperation is deeply concerning for Western militaries, and may involve secret protocols that we can only guess at.
September 10, 2026
NATO Must Match Russia’s Long-Range Missile Arsenal
NATO needs to step-up production and procurement of long-range missiles to provide credible deterrence to Moscow’s aggression.
September 10, 2026
AI’s Rubberstamp
Regulations that require labeling artificial intelligence-generated content are spreading. But the results may mislead.
September 10, 2026
US Courts Emerge as Tech’s Sheriff
European regulators agree with the mega Meta child safety settlement, the crackdown on app stores, and prying open online ad auctions.
September 9, 2026
Foreign-Built US Warships? It Might Work
The US needs imaginative new approaches to warship building. The administration is now moving in a potentially ingenious direction.
September 9, 2026
Ukraine Rethinks Mine Clearance for a New Age
De-mining techniques developed for previous generations are no longer suitable for modern devices. Ukraine is again at the forefront of change.
September 8, 2026
No Magic Bullet to End Russian Sabotage
Western countries still hope for a simple response to the Kremlin’s rising wave of destruction. Instead, the answer lies in the lessons of the Cold War.
September 8, 2026
US Chips Policy Gains In Intelligence
Instead of subsidizing foundries, Washington aims to bolster a broad compute stack.
September 8, 2026
The Quiet Battle Against Russia’s Shadow Fleet
Ukraine’s dramatic attacks on Black Sea shipping have grabbed headlines, but a more subtle campaign against Russia’s shadow fleet is underway.
September 4, 2026
Europe and US Need a Plan for Economic Friendly Fire
New US sanctions legislation is on a collision course with the European Union’s anti-coercion rules. Sensitivity is needed on both sides to avoid a damaging clash of allies.
September 4, 2026
Blasted Kyiv Adapts to Russia’s Blitz
Kyiv is now under daily attack, with some raids lasting for hours. Residents are sick of the often-repeated word resilient, but there’s no intention of giving up.
September 4, 2026
Can Russian Meddling Swing France’s Presidential Election?
Russian-linked information manipulation has targeted three of France’s most pro-Ukrainian candidates ahead of the 2027 presidential election. Will it work?
September 3, 2026
Strengthening Signals of Imminent Russian Mobilization
Russia cannot recruit sufficient soldiers for its war in Ukraine. Despite official denials, there is growing evidence another round of forced mobilization is on the way.
September 3, 2026
Ukraine Battles the Russian Satellite Menace
The Kremlin’s urgent efforts to achieve satellite sovereignty is extremely dangerous for Ukraine. Kyiv and its allies must disrupt the program.
September 2, 2026
Tech Alliances Fit for the Future
It’s true that allies won’t be able to have their cake and eat it too: the choice between partnership with the US vs. China when it comes to critical technologies is one that allies will have to make.
September 2, 2026
Fighting AI with AI: The US’s New Cyber Rules of Engagement
Governments need to work with the private sector to contain AI-powered cyber threats. The US is starting to define how.
September 2, 2026
Europe’s Spies: Fighting as a Team
Britain and France lead Europe’s spy league table, but smaller agencies have important capabilities and must be included on the continent’s intelligence team sheet.
September 1, 2026
Europe’s Next Tech Target: Child Safety
Everyone agrees that children should be protected online. But expect big fights over how to achieve this goal.
August 31, 2026
Negotiating AI Limits and Biological Weapons
Calls for an international agreement to control the use of AI to create biological weapons are disconnected from reality.
August 31, 2026
Southeast Asia Shows Surprising Semiconductor Strengths
Malaysia, the Philippines, and Singapore dominate chip packaging, underlining the impossibility of a go-it-alone semiconductor strategy.
August 28, 2026
When You Talk To Your Pet Brick, Does It Talk Back? AI’s Cult of Personality
Anthropomorphizing AI tools gives them the illusion of personality. But AI errors come from faulty code or a lack of standards, not intent.
August 27, 2026
Lukashenka’s ‘Capitulation’ to Zelenskyy’s Ultimatum
There was more to the Belarusian autocrat’s climbdown to Ukraine than met the eye. And repeating the trick would be extremely unwise.
August 27, 2026
Trump’s Route Begins to Re-Make the South Caucasus
The project unites the common interest of the participating states.
August 27, 2026
Data Centers Move Center Stage
Strong majorities on both sides of the Atlantic oppose the construction of AI data centers. China could benefit.
August 26, 2026
Ukrainians Embrace God but Shun Moscow Orthodoxy
Russia’s full-scale invasion has transformed almost every aspect of Ukrainian life, including people’s faith.
August 26, 2026
What Counts as Safe AI?
Governments struggle to agree on artificial intelligence safety standards. Companies and customers are moving ahead without them.
August 26, 2026
Panicked Putin Reaches for Nationalization Button
The Kremlin has followed a long and tortuous road to get back to where Lenin started.
August 25, 2026
NATO’s Missing Link: Shielding Vulnerable Infrastructure
Infrastructure within the alliance must be resilient. Major projects should be assessed with this in mind.
August 25, 2026
European NATO: How to Attack Russia
The continent is rethinking its reliance on the US, while spending much more money on defense. Now it must sharpen its combat power.
August 24, 2026
Ukraine’s Defense Industry: The Motor of Post-War Revival
Arms makers will be at the heart of Ukraine’s economic reconstruction, but they will need people and reform to make the most of hard-won battlefield innovations.