Delivered at the Honolulu International Forum hosted by Pacific Forum, March 2026.

This address examines how artificial intelligence, infrastructure deployment, capital mobilization, and alliance coordination interact to shape resilience and long-term prosperity in a technologically compressed world. While focused on Indo-Pacific stability, the analysis speaks more broadly to how advanced and emerging economies alike must align systems of capital, energy, technology, and governance to sustain development and institutional coherence.
Key Themes:
- AI deployment at industrial scale
- Infrastructure finance and energy resilience
- Trusted diffusion versus overbroad restriction
- Alliance coherence beyond military interoperability
- Taiwan and semiconductor concentration risk
“Time compression punishes delay. Scale punishes fragmentation. Coherence multiplies power.”
Development Impact:
The speech frames deterrence as a systems challenge that intersects directly with development outcomes. Infrastructure finance, energy systems, semiconductor supply chains, and trusted digital networks are not only strategic assets — they are the backbone of economic growth, industrial upgrading, and household opportunity across advanced and emerging economies alike. By emphasizing scale, resilience, and institutional coordination, the address highlights how development and stability increasingly depend on coherent systems of capital and technology.
Mark Kennedy
Director & Senior Fellow
