{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"The New Arms Race: Supply Chains, Data, and National Security","description":"The world\u2019s superpowers are engaging in a different type of arms race beyond the battlefield. With technology advancing at a speedy pace, a global competition for all the ingredients necessary to support artificial intelligence\u2014from data centers and semiconductors to the AI models themselves\u2014is heating up. Not only do these ingredients form the building blocks of today\u2019s economy, but building a secure and reliable flow of data is also considered a key national security objective. The UK designated data centers as critical national infrastructure in 2024, underlining how governments are now prioritizing energy supply, cybersecurity, and efforts to guard the digital world from adversaries. This race for technological supremacy, coupled with growing private-sector demand related to AI and cloud computing, is propelling new investment opportunities. This episode of The Outthinking Investor covers the opportunities, challenges, and security considerations at play amid rapid innovation in AI and a global battle for technological supremacy. Topics include the intersection of AI, chips and national security; governments\u2019 pursuit of secure and reliable supply chains; and real estate opportunities created by rapid growth in hyperscale data centers. Our guests are Chris Miller, a professor at the Fletcher School at Tufts University and author of the book \u201cChip War: The Fight for the World\u2019s Most Critical Technology\u201d; William Reinsch, senior adviser with the Economics Program and Scholl Chair in International Business at the Center for Strategic and International Studies; and Morgan Laughlin, Global Head of Data Center Investments at PGIM Real Estate. Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com, or fill out our survey at PGIM.com\/podcast\/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on  Spotify,  Apple,  Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com. ","author_name":"The Outthinking Investor with Daleep Singh","author_url":"https:\/\/www.pgim.com\/podcast\/outthinking-investor","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/35226400\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/35226400"}