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Bala Selvam

Bala Selvam

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)

One of the quietest, but most consequential, conversations inside the Department of War

Data Standardization Is the Real Foundation of Military AI

AI-enabled planning assistants, computer vision-based targeting systems, autonomous unmanned system (UxS) swarms, and resilient multi-agent operations all depend on one foundational requirement: clean, labeled, standardized data flowing through open interfaces.