Janet Egan provided insights on technical developments in AI progress, the growing role of compute, and emerging constraints in the AI chip supply chain. These trends have significant national security and geopolitical implications, shaping debates over semiconductor export controls, allied coordination on technology policy, and the strategic competition between the United States and China. As frontier AI systems demand ever-greater computing power, questions about who can access advanced chips—and on what terms—are becoming central to both economic competitiveness and national security capabilities.



*Janet Egan is a senior fellow and deputy director of the Technology and National Security Program at the Center for a New American Security (CNAS). Her research focuses on the national security implications of AI and other emerging technologies. Prior to joining CNAS, Janet was a director in the Australian Government Department of the Prime Minister and Cabinet. She holds a master’s degree in public policy from the Harvard Kennedy School and a bachelor of arts from Monash University in Australia.