The Global Compute Squeeze: Iran, China, Energy Risks, Semis, and AI Education

Описание: This week on the President’s Tech Brief, we analyze the cascading effects of global events on the technology landscape. From shifting semiconductor supply chains to the latest in AI policy, we cut through the noise to deliver the strategic signals driving global competition.
Join hosts Ylli Bajraktari and Martijn Rasser, along with the SCSP expert panel, for a live, intelligence-driven breakdown of the intersection between emerging technology and national security. We are translating policy for the technologist and technology for the DC decision-maker.
This week on the Briefing Table:
The Iran Conflict & Global Compute: Retired Rear Admiral Mark Montgomery (Senior Director at the Foundation for Defense of Democracies) joins the panel to analyze how the ongoing conflict in Iran could directly impact regional data centers, AI training, and compute availability.
China’s Two Sessions & The OpenClaw Takedown: David Lin unpacks Beijing's aggressive new push for basic R&D and supply-chain independence. We also discuss the rapid shutdown of the viral agentic AI software "OpenClaw," and what the upcoming Bessent meeting in Paris signals for transatlantic tech alliances.
AI+ Education Summit Recap: Ryan shares key takeaways from our latest summit on building an AI-ready workforce, featuring an exclusive video message from Senator Mark Warner. We also discuss the strategic reallocation of capital behind recent Oracle job cuts
Asian Semiconductor Vulnerabilities: Gavin examines critical chokepoints in the global chip supply chain, detailing how Taiwan, Japan, and South Korea remain heavily exposed to Middle Eastern material shortages—specifically helium and bromine—and depleting LNG reserves.
Engage with us LIVE: Have a question for the panel? Drop it in the YouTube comments or send your take directly to our Signal handle: SCSP.250. We are live-monitoring your questions throughout the broadcast!
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