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Bala Selvam

Bala Selvam

Rare Earths and Critical Minerals in U.S.-China Competition

Battling for the Elements: Rare Earths and Critical Minerals in U.S.-China Competition

Rare earth elements (REEs) like neodymium, dysprosium, and praseodymium, for example, are essential for powerful permanent magnets used in wind turbines, electric vehicle motors, and precision-guided munitions.

US China Technological Competition.

Quantum Horizons: The Next Frontier of U.S.-China Technological Competition

This isn’t just theoretical hype: in specific experiments, rudimentary quantum processors have already achieved “quantum supremacy” by solving designed problems far faster than a classical supercomputer could.

A Resilient Surge: U.S. GDP Jumps 4.3% in Q3, Driven by National Security, Tech, and Consumer Strength

A Resilient Surge: U.S. GDP Jumps 4.3% in Q3, Driven by National Security, Tech, and Consumer Strength

This robust uptick (accelerating from 3.8% in Q2) highlights an economy firing on multiple cylinders despite headwinds. Analysts are struck by how broad-based the growth has been,

Geopolitics and Chip Fabs

Chips and Geopolitics: Why Semiconductors Are at the Heart of the U.S.-China Tech Rivalry

In response to these vulnerabilities, the United States has launched an ambitious push to “reshore” semiconductor manufacturing; essentially, to bring chip fabs back onto U.S. soil.

Race for AI Supremacy: How U.S.-China Competition in Artificial Intelligence Could Shape the Future

Race for AI Supremacy: How U.S.-China Competition in Artificial Intelligence Could Shape the Future

China has declared its intent to be the world’s AI leader by 2030, pouring massive state investment into achieving that goal. The U.S., in turn, has launched an ambitious national AI strategy to supercharge its AI capabilities while upholding democratic values.

Why Most National Security Startups Fail And How to Do Better

Why Most National Security Startups Fail And How to Do Better

The result is a company that’s basically an “SBIR mill,” stringing together small government awards with no path to full-scale adoption. Sure, SBIRs can keep the lights on for a while,

The End of the Assembly Line: Why the DoW Software Factory Era is Over

The End of the Assembly Line: Why the DoW Software Factory Era is Over

For the last decade, the "Software Factory" was the gold standard of defense innovation. Entities like Kessel Run and Platform One were the vanguards, proving that the Department of Defense (DoD)