In this episode, we're joined by Joseph Majkut, Director of CSIS' Energy Security and Climate Change Program, to take an in-depth look at energy's role in AI. We explore the current state of the U.S. electrical grid (11:34), bottlenecks in the AI data center buildout (43:45), how U.S. energy efforts compare internationally (1:16:06), and more.
Joseph has co-authored three reports on AI and energy: AI for the Grid: Opportunities, Risks, and Safeguards (September 2025), The Electricity Supply Bottleneck on U.S. AI Dominance (March 2025), and The AI Power Surge: Growth Scenarios for GenAI Datacenters Through 2030 (March 2025).
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1:25:49
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1:25:49
Is China Done with Nvidia’s AI Chips?
In this episode, we discuss how today’s massive AI infrastructure investments compare to the Manhattan Project (00:33), China’s reported ban on Nvidia chips and its implications for export control policy (13:41), Anthropic’s $1.5 billion copyright settlement with authors (33:49), and recent multibillion-dollar AI investments by Nvidia and ASML (44:42).
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57:47
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57:47
Why is China's AI Sector Booming?
In this episode, we discuss China's focus on AI adoption (00:58), the underlying factors driving investor enthusiasm (14:51), and the national security implications of China's booming AI industry (31:47).
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46:39
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46:39
Unpacking the EU AI Act Code of Practice with Marietje Schaake
In this episode, we are joined by Marietje Schaake, former Member of the European Parliament, to unpack the EU AI Act Code of Practice. Schaake served as Chair of the Working Group on Internal Risk Management and Governance of General-Purpose AI Providers for the Code of Practice, with a focus on AI model safety and security. We discuss the development and drafting of the EU AI Act and Code of Practice (16:47), break down how the Code helps AI companies demonstrate compliance with the Act (28:25), and explore the kinds of systemic risks the AI Act seeks to address (32:00).
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50:53
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50:53
U.S. Takes 10% Stake in Intel and Nvidia Halts H20 Production for China
In this episode, we unpack the Trump administration’s $8.9 billion deal to acquire a 9.9% stake in Intel, examining the underlying logic, financial terms, and political reactions from across the spectrum (00:33). We then cover Nvidia’s sudden halt in H20 chip production for China, its plans for a Blackwell alternative, and what Beijing’s self-sufficiency push means for the AI race (28:18).
Join CSIS’s Gregory C. Allen, senior adviser with the Wadhwani AI Centers, on a deep dive into the world of AI policy. Every two weeks, tune in for insightful discussions regarding AI policy regulation, innovation, national security, and geopolitics. The AI Policy Podcast is by the Wadhwani Center for AI and Advanced Technologies at CSIS, a bipartisan think-tank in Washington, D.C.
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