Innovation Lightbulb

Innovation Lightbulb is a biweekly newsletter on trends in technology and innovation that puts data first and commentary second

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Innovation Lightbulb: 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

Innovation Lightbulb: The Workforce Dimension of Innovation Leadership

When measuring research and development (R&D) leadership, spending alone does not tell the full story. Researcher density—the number of researchers per million people—is also critical, as concentrated talent accelerates knowledge creation, collaboration, and absorptive capacity across an economy.

Blog Post by Shruti Sharma — October 2, 2025