Strategic Capital

CSIS experts research the public incentives and private funds needed to achieve national and economic security priorities, focusing on supply chains and critical technologies.

Photo: Siarhei/Adobe Stock

Photo: Siarhei/Adobe Stock

Tech Edge: A Living Playbook for America’s Technology Long Game

Winning the tech race is not about any single breakthrough. Leadership requires competing across the full menu of technologies, developing the dexterity to build at speed and scale, and defending our domestic markets from nonmarket competition.

Report by Navin Girishankar, Mark P. Dallas, Sree Ramaswamy, Scott Kennedy, Philip Luck, Joseph Majkut, Ilaria Mazzocco, Erin L. Murphy, Matt Pearl, Richard M. Rossow, Sujai Shivakumar, Chris Borges, Ray Cai, and Ryan Featherston — January 20, 2026

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Jen Berlin

Jen Berlin

Vice President, Economic Security and Technology Department
Phil Luck

Philip Luck

Director, Economics Program and Scholl Chair in International Business
William Alan Reinsch

William Alan Reinsch

Senior Adviser and Scholl Chair Emeritus, Economics Program and Scholl Chair in International Business
Joseph Majkut CSIS

Joseph Majkut

Director, Energy Security and Climate Change Program
Jerry McGinn

Jerry McGinn

Director, Center for the Industrial Base and Senior Fellow, Defense and Security Department
Ilaria Mazzocco

Ilaria Mazzocco

Deputy Director and Senior Fellow, Trustee Chair in Chinese Business and Economics

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Tech Edge: A Living Playbook for America’s Technology Long Game

Winning the tech race is not about any single breakthrough. Leadership requires competing across the full menu of technologies, developing the dexterity to build at speed and scale, and defending our domestic markets from nonmarket competition.

Report by Navin Girishankar, Mark P. Dallas, Sree Ramaswamy, Scott Kennedy, Philip Luck, Joseph Majkut, Ilaria Mazzocco, Erin L. Murphy, Matt Pearl, Richard M. Rossow, Sujai Shivakumar, Chris Borges, Ray Cai, and Ryan Featherston — January 20, 2026

Hedged Bets on the U.S.-China AI Race

Whether open versus closed source or state versus private capital, the United States and China play distinct roles in building and setting the standards for global innovation. The question is not who wins the race, but whether either can finish without the other's capabilities.

Blog Post by Richard Gray and Michael H. Gary — January 20, 2026

Why the Golden Fleet Will Sail

Debates over a new battleship miss the larger issue—how to generate affordable naval firepower at scale. Seen as an arsenal ship, a “Golden Fleet” could reinforce distributed maritime operations while helping reform U.S. shipbuilding.

Commentary by Benjamin Jensen — January 9, 2026

Betting on America

New Pathways to Prosperity ft. Paul Ryan, fmr Speaker of the U.S. House of Reps

Paul Ryan joins Navin Girishankar for a wide-ranging conversation on the big forces shaping politics and policy—competing populisms, U.S. trade policy and its discontents, out-of-control fiscal deficits, the future of the U.S. dollar, and the tech race with China.

Podcast Episode by Navin Girishankar and Paul Ryan — January 7, 2026

Photo: iLab/CSIS

What the New National Security Strategy Means for Naval Forces

The 2025 National Security Strategy recasts naval power as an economic and industrial instrument, pushing the Navy toward unmanned systems, hemispheric missions, and more cost-effective approaches to deterring China.

Commentary by Benjamin Jensen, Mackenzie Eaglen, and Henry H. Carroll — December 18, 2025

Navigating a New Energy Investment Paradigm

Fragmentation, volatility, and scarcity are ushering in a pragmatic new normal, in which low-emission energy and fossil fuels can both be attractive. As state intervention intensifies, proactive and coherent policy is needed to align investment flows with strategic objectives.

Report by Ray Cai — November 13, 2025