Emerging Technology
US export controls and AI supply chain chokepoints, led by EUV lithography, are vital to slowing China and preserving the US AI lead.
Emerging technology is redrawing the balance of power. Advances in biotechnology, quantum computing, semiconductors, and space technology are creating new sources of economic strength and military advantage, and democracies are competing with authoritarian rivals to lead them. This hub is the gateway to analysis across the emerging technology frontier: the security implications of biotechnology, the promise and risk of quantum computing, the semiconductor supply chains that underpin everything, and the growing contest over space technology. Fellows and analysts, including specialists in the defense-technology field, assess how the United States and Europe can lead in emerging technology responsibly and protect critical capabilities. Explore analysis and commentary spanning biotechnology, quantum computing, semiconductors, and space technology.
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May 14, 2026
The Quantum Horse Race is Underway, With No Clear Favorite
Quantum computing is often discussed as if it were a single technology charging toward a single finish line. In reality, it resembles a seven-horse race.
May 14, 2026
Will the AI Boom Upend the Chip Industry?
Newcomers are entering the semiconductor market, but NVIDIA remains dominant.
May 13, 2026
What to Watch at the US-China Summit
President Trump and Chairman Xi both believe they hold the stronger hand.
May 9, 2026
Building a Future-Capable Allied Defense
Ukraine is no longer simply a consumer of security — it has emerged as Europe’s most adaptive and combat-proven defense innovation ecosystem.
May 7, 2026
Bridging AI Adoption Gaps Across the Atlantic
How can governments and the private sector manage AI adoption? A shared approach between Europe and the US makes adoption more likely, and there are significant opportunities for cooperation on both sides of the Atlantic.
May 6, 2026
The Future of War is Here
For the first time in decades, political will and financial capital on both sides of the Atlantic are pointing in the same direction.
May 1, 2026
“Messy” US Chip Fab Outperforms Japan’s Textbook Model
How did the high costs, culture clash, and myriad regulations in Arizona win out over Japanese discipline, captive customers, and state-led coordination?
April 28, 2026
AI Transforms the Chip Industry
The old semiconductor licensing model no longer suffices to power AI’s ferocious appetite.
April 13, 2026
The New National Security Risk: Biotech
Both the US and Europe are embedding biotech data into national security policy.