Renewing American Innovation

Thoughtful, strategic analysis on the U.S. innovation ecosystem and technological competitiveness for national and economic security

RAI aims to advance policies and partnerships that strengthen national and economic security by driving rapid technological innovation. We seek to develop intellectual and strategic frameworks that help the United States and its allies manage economic dependencies, navigate geopolitical risks, and maintain leadership in critical and emerging technologies such as semiconductors, quantum technology, pharmaceuticals, and biotechnology. 

By working closely with the U.S. government, the private sector, academia, and international partners, we work to shape strategies that promote the commercialization of innovation, address workforce challenges, and build the capacity of governments to support effective industrial strategies.

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Photo: Gorodenkoff/Adobe Stock

Photo: Gorodenkoff/Adobe Stock

AI Has a Memory Problem

As AI data centers consume a growing share of global memory supply, shortages of advanced memory chips are emerging as a critical constraint on AI deployment and industrial competitiveness. Policymakers must expand memory and packaging capacity to avoid future bottlenecks.

Newsletter by Shruti Sharma — June 25, 2026

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AI Has a Memory Problem

As AI data centers consume a growing share of global memory supply, shortages of advanced memory chips are emerging as a critical constraint on AI deployment and industrial competitiveness. Policymakers must expand memory and packaging capacity to avoid future bottlenecks.

Newsletter by Shruti Sharma — June 25, 2026

Innovation Lightbulb: FY 2027 Proposed R&D Cuts

The FY 2027 budget proposes deep cuts to federal R&D, threatening U.S. technological, economic, and national security leadership. As China expands state-backed research investments, reducing support for basic and use-inspired science risks weakening America's innovation edge.

Newsletter by Jake Fitzpatrick and Chris Borges — June 10, 2026

Building the AI Workforce: The Math Behind the Pipeline

As AI reshapes work and innovation, mathematics is an essential infrastructure for both building advanced AI systems and effectively using them across the economy. Yet declining U.S. math performance threatens the talent pipeline needed to sustain U.S. competitiveness.

Newsletter by Shruti Sharma — May 11, 2026

Advancing the Texas Advanced Packaging Ecosystem

Texas is a major semiconductor technology and advanced packaging hub that sits at the intersection of economic and national security. The whole Texas innovation ecosystem is supported by a state policy infrastructure that provides enabling conditions no other state had replicated at such scale.

Event — April 30, 2026

Expanding India’s Role in the International Semiconductor Ecosystem

India is emerging as a critical player in the global semiconductor ecosystem, leveraging its design strengths and talent base while scaling manufacturing and R&D—offering new opportunities for supply chain diversification and strategic collaboration.

Report by Sujai Shivakumar, Hideki Tomoshige, and Jeffrey D. Bean — April 15, 2026

Export Controls: National Security Tool or Industrial Policy Lever?

Semiconductor export controls were originally instituted by the Biden administration in October 2022 to address certain narrow national security concerns arising out of China’s advances in AI. A further expansion of government intervention should be rejected.

Blog Post by Sujai Shivakumar and Thomas Howell — April 7, 2026

NSF's National Security Mission for the Twenty-First Century

Sustaining the National Science Foundation's national security mission into the twenty-first century will require complementing investments in basic research with accelerating innovation and translating discoveries into commercial and security advantages.

Event — April 3, 2026