Industrial Policy Archives - NYU | DRI

Topic: Industrial Policy

A colorful pyramid chart shows Jensen Huang’s 5-layer AI Stack Cake: Layer 1 (Energy), Layer 2 (Chips & Compute), Layer 3 (Cloud Infrastructure), Layer 4 (AI Models), and Layer 5 (Applications).

Artificial Intelligence, Finance, Industrial Policy, Middle East & Africa, Policy Brief, Silicon Sovereignty

The Sovereign AI Architects Learn More

March 25, 2026

Artificial Intelligence, Development, Industrial Policy, Policy Brief, Stacks of Trust, Technology, Trusted Tech Alliance

The AI Race Will Be Won in the Market Learn More

by Daniela Muhaj, Mark Kennedy

March 9, 2026

Americas, Capital That Connects, Europe, Finance, Indo-Pacific, Industrial Policy, Middle East & Africa, Policy Brief, Stacks of Trust, Strategic Competition, Technology, Trade, Trusted Tech Alliance

From Architecture to Execution: What It Will Take to Scale a Trusted AI Stack Learn More

by Mark Kennedy, Jeffrey Kucik

March 5, 2026

Two chess kings stand on a chessboard. One is decorated with the American flag, the other with the Chinese flag, symbolizing the rivalry or competition between the United States and China.

Artificial Intelligence, China, Digital, Finance, Geopolitics, Industrial Policy, Infrastructure, Innovation, Innovation Imperative, Podcast, Stacks of Trust, Strategic Competition, Supply Chains, Technology, Telecom

Goldman Sachs Podcast: Mark Kennedy Explores the Future of US–China Technology Competition Learn More

by Mark Kennedy

December 10, 2025

A close-up of a hand holding a microchip, with digital graphics in the background. The flags of China and the United States are displayed in the foreground, symbolizing technology competition.

Artificial Intelligence, China, Digital, External Link, Finance, Geopolitics, Industrial Policy, Infrastructure, Innovation, Innovation Imperative, Stacks of Trust, Strategic Competition, Supply Chains, Technology, Telecom

Mark Kennedy on the US–China Tech Race in Goldman Sachs Research’s Top of Mind Learn More

by Mark Kennedy

December 4, 2025

A person’s hand holds stacked coins with glowing financial charts and upward arrows, symbolizing investment growth and financial success, against a blurred, dark background.

Alliances, Defense, Indo-Pacific, Industrial Policy, Made in Democracy, Policy Brief, Trade

Trump Secured Billions in Investment from Asia. Here’s How to Make Them Count. Learn More

by Jeffrey Kucik, Sam Slocum

November 25, 2025

A man wearing a white hard hat, safety goggles, and a light blue shirt operates a control panel in an industrial or manufacturing facility. Machinery and equipment are visible in the background.

Blog, Industrial Policy, Made in Democracy, Supply Chains

America Can’t Go It Alone Learn More

by Mark Kennedy

November 20, 2025

A large ship in dry dock is surrounded by scaffolding for maintenance or repairs, with a crane and equipment visible in the background under a clear blue sky.

Article, Defense, External Link, Indo-Pacific, Industrial Policy

How South Korea Can Help the U.S. Navy Stay Afloat in the Pacific Learn More

by Jeffrey Kucik

November 12, 2025

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