关键基础设施与产业安全
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新闻区域: 国际新闻
新闻数量: 82
新闻 1: Remarks by Frank Yiannas at the International Association for Food Protection Regulatory Update
类别: Speech | Virtual
日期: 2021-07-19
主题: FDA食品安全现代化、人工智能在食品安全风险预测中的应用、食品供应链安全
摘要:
FDA副局长Frank Yiannas在国际食品保护协会的演讲中，回顾了《食品安全现代化法案》(FSMA)实施十年来的成就，并重点介绍了“更智能食品安全新时代”倡议的进展。该倡议旨在通过利用新技术、数据和方法来应对不断变化的食品系统挑战。主要内容包括加强食品溯源、利用人工智能和机器学习进行预测分析以识别高风险进口食品、现代化检查方法、关注电商食品安全以及推广食品安全文化。演讲强调了通过合作共同“扭转食源性疾病曲线”的决心，并提到了在处理绿叶蔬菜和环孢子虫疫情方面的具体行动。
分析:
它明确提到了“人工智能 (AI)”和“机器学习 (machine learning)”在关键基础设施——食品安全领域的具体应用。FDA正在利用AI和机器学习来“预测哪些进口食品批次构成最大违规风险”，以“加强预测能力”并“做出更明智的风险管理决策”。这种应用旨在提高食品供应链的安全性，防止“违规产品”进入市场，从而保障公众健康，这符合高价值标准中的“关键基础设施与产业安全”以及“技术攻防与供应链安全”维度。
正文:
Good afternoon. I wish I could be with you in person today, but nevertheless, this truly feels like a gathering of friends and family to me. This is my third time speaking to you in my role as a Deputy Commissioner at FDA.
And I’m always glad to share a platform with my respected colleague and friend Sandy Eskin, who has worked so closely with FDA to protect consumers from unsafe foods, first at Pew Charitable Trusts and now at the U.S. Department of Agriculture.
In my pre-FDA life, I had the honor of being IAFP’s president.
So for me, this is exactly the right time to be with you, my partners in a common mission that we share to bend the curve of foodborne illness in this country and around the world - once and for all – so that consumers worldwide can live better lives.
We have a lot to cover today, but right at the outset I want you to know – very sincerely – how inspired I am by each and every one of you. During the COVID-19 pandemic, a public health crisis of historic proportions, your commitment to public health has never wavered. So, on behalf of FDA and consumers worldwide, I want to say THANK YOU.
The pandemic shaped our work, but it didn’t stop it. In contrast, as you will see when I give an update on our progress on the New Era of Smarter Food Safety, it has been re-energized, validated and re-focused.
FSMA – A Decade Later
I should also note at the start that this year marks a 10-year anniversary for the FDA Food Safety Modernization Act (FSMA), which was signed into law in January 2011. Congress’ mandate a decade ago is still true today. It’s not enough to respond to outbreaks of foodborne illness. We must prevent them from happening in the first place.
A decade later, what can we say has been accomplished? Because of FSMA, those who grow, produce, pack, hold, import and transport our food are now taking concrete steps every day to reduce the risk of contamination. The result is safer food in this country, whether that food is produced domestically or imported.
And importantly, and as a result of FSMA, there has been a bigger conversation about the importance of food safety over the past decade. This call to action has emanated from the halls of Congress to farms, food production facilities, corporate boardrooms, and consumers all over the world.
However, we recognize that there’s still work to be done and modernization isn’t something you can only do once a decade. It’s ongoing.
Modern Times Require Modern Approaches
In talking about our New Era of Smarter Food Safety initiative, I often say that we are in the midst of a food revolution. Think about it: Foods are being reformulated, new foods are being produced, there are new production methods being realized, and the food system is becoming more digitized.
But I believe that now we can declare that we are also in the midst of a food safety revolution. Let me repeat: We stand on the verge of a food safety revolution with new tools, new data streams, new technologies, and new approaches that will allow us to solve some of our remaining and most significant public health or food safety challenges.
I heard this quote recently and it really speaks to me: “The pace of change has never been this fast before, yet it will never be this slow again.”
On July 13th we marked one year since the release of the New Era of Smarter Food Safety blueprint that outlines our plans to leverage technologies, tools, and approaches to keep pace with the changing world around us and the evolving food system.
We’ve accomplished a lot of over the past year, despite COVID-19. I’d like to update you on both the progress we’ve made in strengthening the food safety net and the challenges we face, especially in our work to break the cycle of recurring outbreaks in certain foods.
The New Era of Smarter Food Safety
By the time the blueprint was released last year, it was clear that the time had come for the New Era of Smarter Food Safety. We learned during the pandemic that there is an accelerated need for certain goals in this blueprint, especially those involving food supply chain continuity and resiliency, modernized inspectional approaches, and the safety of foods ordered by consumers online.
We also saw how the New Era of Smarter Food Safety initiative advances FDA’s commitment to modernize how we utilize existing volumes of big data, as well as data from news sources to enhance inspections with a strengthened, data-driven, risk-based approach.
That we have been able to move forward with a plan launched in the heart of the pandemic speaks to the dedication of FDA staff and our regulatory partners at all levels of government, in this country and other nations.
It also speaks to the food industry’s commitment to protecting consumers. We have seen an impressive level of engagement by organizations representing farmers, manufacturers, retailers, technology companies, and other stakeholders.
Enhanced Food Traceability
A priority in both FSMA and the New Era of Smarter Food Safety is advancing food traceability to rapidly identify where contaminated foods were grown or produced and speed recalls when necessary. The first step toward this goal was accomplished when, in September 2020, the FDA published the FSMA-mandated Proposed Food Traceability Rule and a proposed list of foods for which the rule’s additional recordkeeping requirements would apply.
The proposed rule lays out key data elements and critical tracking events for enhanced traceability of these listed foods. We held three public meetings and anticipate issuing a final version of the rule in late 2022.
We learned during the pandemic that enhanced food system traceability might enable greater transparency that might help anticipate disruptions in the food supply chain and possibly avoid the kind of food waste we saw in the early months of the pandemic.
Our ultimate goal, as stated in the New Era of Smarter Food Safety blueprint, is end-to-end traceability throughout the food system, and we are taking steps to help ensure that tracing solutions are cost effective for food operations of all sizes.
In June, the FDA launched the New Era of Smarter Food Safety Low or No-Cost Tech-Enabled Traceability Challenge. Through July 30, the agency is calling for the submission of food traceability solutions that utilize economic models that are affordable for even the smallest producers and can scale to some of the largest firms – all with an eye toward encouraging widespread adoption.
And let me close with this, I know there are some who think traceability is a reactive concept. And while that comment may be well intentioned, I think it misses the mark. Better traceability is a game-changer for prevention, like pulsed-field gel electrophoresis and now whole genome sequencing (WGS) have been (neither one of them preventive tools).
With WGS, we’re increasingly finding needles in the haystack or turning the invisible visible by identifying clusters of illnesses. Think about it. While we can find the needles, we often can’t find the haystacks. This has to change in the 21st century. And it will.
WGS + realtime traceability = a game changer for food safety.
Strengthening Predictive Analytics
The New Era of Smarter Food Safety blueprint calls for data analysis to strengthen predictive capabilities and make more informed risk management decisions. Artificial intelligence is an important predictive tool and one we are using in a pilot that leverages AI, specifically machine learning, to strengthen our ability to predict which shipments of imported foods pose the greatest risk of violation.
Early findings focused on imported seafood indicate that this tool could significantly increase our ability to know which of millions of shipments to examine because they are more likely to have violative products.
The second phase of this pilot was launched in February, applying the AI model to field conditions. We hope to use this information to better target import review resources. And the agency is looking to apply lessons learned from the AI seafood pilot to scale the capabilities for other food and medical imports.
Modernizing Inspections
And while our focus will always be to help industry stay focused on prevention, the New Era blueprint also calls for an exploration of alternative ways for the agency to conduct its compliance oversight obligations.
Let me be clear, the 20th century is described as the Industrial Age. The 21st Century is and will be described as the Digital Age. To me, better compliance oversight (I would even say better food safety) begins and ends with better data.
Our plan to modernize inspections was put into action out of necessity during the pandemic when routine surveillance inspections were temporarily suspended last year before being resumed in July 2020.
In April 2020, we began remote inspections of importers subject to the Foreign Supplier Verification Programs requirements. The FSVP rule established by FSMA allows the FDA to request records electronically from importers to help ensure that their foreign food suppliers are meeting U.S. safety standards. By doing this, we have conducted a record number of FSVP inspections since March 2020 – almost 1,900.
But inspection modernization involves so much more than adding new tools tour toolbox. The heart of the matter is that we plan to further leverage new and emerging technologies and data-driven, predictive analytical approaches to strengthen our compliance oversight work.
The goal is not to do fewer inspections or less compliance oversight work. In contrast, the goal is to have greater insights and predictive capabilities so we can do the right work, at the right time, and when it’s needed to further strengthen safeguards for consumers.
This will be an exciting journey and, as usual, we will invite industry and stakeholders to have a seat at the table to so we can modernize together.
Turning Attention to E-Commerce
The way food gets to your home has evolved from around the corner to around the world, with an ever-changing last mile. Once again, a New Era focus to address potential food safety vulnerabilities for foods ordered online and delivered directly to the consumer has been accelerated by the pandemic because of the boom in online ordering.
One study reported that food retailers saw online sales jump more than 300 percent in the first several months of the pandemic. We are actively planning, along with state regulators, a public summit for later this year in which we will seek a greater understanding of direct-to-consumer business models and explore the best ways to keep these foods safe for consumers. Be on the lookout for the save-the-date notice very soon and I hope you can join us.
A New Perspective on Food Safety Culture
Now, very briefly, a few words on a topic that’s near and dear to me. We gained a new perspective during the pandemic on the importance of strong food safety cultures around the world.
At a time when regulatory officials were limited in their ability to conduct compliance oversight inspections, it was really up to food producers to ensure they were producing safe food every day, not because the inspector was coming but rather because they know food safety is the right thing to do and they care about their customers.
But embracing a food safety culture also means keeping food workers safe, a priority that has become clear during the pandemic. And with more people cooking at home when restaurants temporarily closed and consumers sheltered in place, we recognized that a food safety culture must start on the farm, but end in the home, so we responded to the need to support consumers with information on best food safety practices in their kitchen.
A big part of the New Era plan on culture in the short term is to promote food safety culture throughout the entire food system and throughout the agency itself. Our goals this year include work that is already underway to develop and launch internal training and education for FDA inspectional staff to introduce them to behavioral science and organizational culture principles that make-up food safety culture. We also plan to evaluate the feasibility of offering this training to state regulatory inspectors.
And lastly, it’s good to see Food Safety Culture becoming a legitimate subset of the profession – and not just a tagline or slogan -- all over the world. For example, the European Commission included food safety culture in an amendment of its hygiene legislation. And regulatory bodies in nations around the world are also focused on food safety culture.
Bending the Curve of Foodborne Illness
As I near the close of my talk, I’d like to come back to my title and ask you a question: Are we winning the battle against foodborne diseases? Because everything I’ve just mentioned and everything that we’re doing is to win the battle as measured objectively, right?
We know that statistics on the incidence of foodborne disease have stayed fairy flat over the past couple of decades and, in some cases, we’ve seen increases.
But I believe we can, working together, Bend the Curve of Foodborne Illnesses this decade.
As an example, let me the progress we’re making in our fight to break the cycle of outbreaks tied to leafy greens. In April, we released the report on our investigation into the Fall 2020 outbreak of E. coli O157
illnesses linked to leafy greens grown in the California Central Coast.
Stakeholders familiar with this issue recognized the importance of the language we used. For the first time, we called a recurring E. coli strain O157
a “reasonably foreseeable hazard” and identified the presence of livestock as a recurring safety issue on adjacent lands.
We are asking that all growers consider how the land adjacent to their fields is used, especially as it relates to the presence of livestock, and to execute appropriate risk assessments and mitigation strategies. And we are recommending that the agriculture community in the California Central Coast region work to identify where the reoccurring strain of E. coli O157
is persisting and the likely routes of contamination.
We have updated the Leafy Greens Action Plan we released last year to renew the emphasis on actions to help prevent contamination from adjacent land use. Again, together, we MUST break the cycle of reoccurring outbreaks linked to leafy greens.
Revisiting Agricultural Water Standards
Another significant body of work that I believe will be a game-changer for food safety is work FDA is doing to issue a new, proposed Agricultural Water Standard under the Produce Safety Rule. I think we all know of the importance of the water link to all types of foods, whether its seafood, animal livestock production, and certainly produce.
Some of you will recall that the original Ag Water Standard compliance date was originally extended. But rather than simply extending the compliance date, FDA took another in-depth review at the original ag water quality proposal and we’ve revised it to ensure it’s strong enough to protect public health but practical enough to be effective on farms of all size and type.
We are committed to using the best science available to help minimize the risk that produce can become contaminated, including lessons learned from outbreak investigations. We expect the new, proposed ag water standard will be released within the next couple of months. And we look forward to receiving your feedback, once it’s public.
Working to Prevent Cyclospora Infections
Lastly, we’ve renewed our commitment to break the cycle of outbreaks caused by the parasite Cyclospora. Earlier this month, FDA released the Cyclospora Prevention, Response and Research Action Plan. Modeled after our Leafy Greens Shiga toxin-producing E. coli (STEC) Action Plan, the plan focuses on improving prevention, enhancing response activities and filling knowledge gaps to help prevent Cyclospora contamination of foods and to help prepare for responding to future outbreaks.
The number of reported cases has been rising in recent years, in part because of better diagnostic and detection methods. According to the Centers for Disease Control and Prevention, there have been about 6,000 domestically acquired cases of Cyclospora infections over the last three years.
Despite improved detection methods, FDA and CDC continue to collaborate to develop a validated method for comparing human illness with food or environmental samples, in order to identify and respond to outbreaks more quickly.
We are currently investigating an outbreak of infections caused by the parasite Cyclospora that has made dozens of people sick. These illnesses often increase starting in May each year, and CDC will actively monitor these illnesses through September.
Rising case numbers and the emergence of Cyclospora contamination in domestically grown produce prompted the FDA to create the Cyclospora Task Force in 2019. The task force is comprised of multidisciplinary experts across the FDA and CDC, with the goal of reducing the public health burden of foodborne illness caused by Cyclospora in produce.
Our action plan underscores the importance of collaboration across industry, academia, state, federal and foreign government partners, and other stakeholders to reduce the risks and public health burden caused by foodborne Cyclospora. We’ll continue updating this plan as actions are completed and new actions are identified.
The Key is Working Together
In closing, I want to thank each one of you, as well as IAFP, for all that you’re doing to advance food safety, so that consumers can live better lives. Your work makes a difference. I hope you can see that we’re making progress and we’re doing work that’s never been done before.
But food safety requires collaboration. That’s never been truer than it is today. It’s a shared responsibility and we’ve all got a stake in this. And working together, I’m convinced, we WILL bend the curve of foodborne illness in this country, using the right technology, the best data, and the most consistent oversight.
Consumers deserve no less. Thank you.
主题分类:
关键基础设施与产业安全
新闻 2: Remarks by Frank Yiannas to the International Association for Food Protection, Louisville
类别: Speech | In Person
日期: 2019-07-22
主题: FDA智慧食品安全新时代战略，利用AI及新兴技术提升食品安全追溯与管理
摘要:
FDA副局长Frank Yiannas在国际食品保护协会年会上发表讲话，宣布FDA将开启“智慧食品安全新时代”。该倡议旨在通过利用区块链、传感器技术、物联网和人工智能等新兴技术，以及更智能的预防工具、新的商业模式和食品安全文化，实现更数字化、可追溯和安全的食品系统。他强调了快速追溯食品来源的重要性，并以区块链将芒果追溯时间从7天缩短到2.2秒为例，同时提及了对农产品安全、进口食品安全和零售食品安全的关注，以及即将发布的战略蓝图。
分析:
它明确提及了“人工智能 (Artificial Intelligence)”、 “区块链 (blockchain)”、“传感器技术 (sensor technology)”、“物联网 (Internet of Things)”和“预测分析 (predictive analytics)”等AI相关技术，并将其作为FDA“智慧食品安全新时代”战略的核心组成部分。这符合“关键基础设施与产业安全”标准，因为这些技术被用于提升食品供应链的“可追溯性”和“透明度”，以“防止”食品污染导致的“系统失控”和“物理伤害”（如食源性疾病爆发）。例如，文中提到利用区块链将芒果的追溯时间从7天缩短到“2.2秒”，这显著增强了应对食品安全事件的能力。此外，作为FDA高级官员宣布的“新战略蓝图”，也符合“重大监管与合规动态”标准。
正文:
Video provided by the International Association for Food Protection of Deputy FDA Commissioner Frank Yiannas and Dr. Mindy Brashears of the U.S. Department of Agriculture giving the U.S. Regulatory Update at the association’s 2019 annual meeting.
(Remarks prepared for delivery)
A New Era of Smarter Food Safety
Good afternoon. I’m honored to be here today in the company of so many respected colleagues and friends from industry, academia and government who are all committed to doing whatever must be done to protect consumers from contaminated food and give them the confidence they deserve in the safety of the global food supply.
I am also honored to be sharing this stage with Dr. Mindy Brashears because the U.S. Department of Agriculture is such an incredible partner in the food safety mission we share. Whether it’s writing regulations or responding to outbreaks or responding to new technologies, we work together. The American people deserve that in their government.
As many of my colleagues at IAFP know, while I am fairly new to FDA, I’m not new to food safety. In fact, food safety has been my life’s work. While I arrived at FDA in December right before the government shutdown, I have spent the past 30 years working on food safety for two giants in their respective industries: the Disney Company and Walmart. At Disney, where I worked for 19 years, I was the Director of Safety and Health. At Walmart, which I joined in 2008, I was the Vice President for Food Safety. Millions of people visit Disney parks and resorts every year; hundreds of millions shop at Walmart.
Those are impressive numbers until you consider the number of people affected by the work we do at FDA and USDA, and by the work you do in your agencies, companies, universities and countries. What we do together - as food safety professionals - affects the health and well-being of families all over the world, from the largest cities to the smallest villages. It’s humbling; it’s challenging; and it’s exciting because at FDA we are standing on the threshold of a sea change in how we protect the food supply. It’s something that we are calling “A New Era of Smarter Food Safety.”
A Modern Approach for Modern Times
In my new role as Deputy Commissioner for Food Policy and Response, I am focusing on high-priority food safety issues and policies that cross boundaries within FDA. These include implementation of the FDA Food Safety Modernization Act (FSMA), coordination of food-related outbreak response, and evaluation of new and emerging technologies.
The latter is particularly timely because we are in the midst of a new revolution in food technology. Many believe there will be more changes in food production systems in the next 10 years than there have been in the past 50. Products will be reformulated; new food sources and production approaches will be realized, and the food system will become increasingly digitalized. As an agency – and as food safety professionals - we must adapt to the changing world around us to protect public health and facilitate innovation.
To succeed in these modern times, we need a modern approach. A lot has changed since FSMA became law in January of 2011. That’s why Acting Commissioner Ned Sharpless and I issued a statement in May announcing steps we plan to take to usher the FDA and the United States into a New Era of Smarter Food Safety. We plan to publish a blueprint that will outline how we’ll be leveraging technology, and other tools, to create a more digital, traceable and safer food system.
Smarter food safety isn’t just a slogan or a tagline. It’s much more than that. Instead, it’s a new approach to food safety, a new mindset, one that recognizes and builds on the progress made in the past but incorporates the use of new technologies that are being used in society and business sectors all around us, such as blockchain, sensor technology, the Internet of Things, and Artificial Intelligence.
But Smarter Food Safety is about more than just technology. It’s also about simpler, more effective, and modern approaches and processes. It’s about leadership and creativity.
Smarter Food Safety is people-led, FSMA-based, and technology-enabled.
We are actively working on developing the strategic blueprint by tapping expertise both within and outside the boundaries of FDA. Before I tell you about the areas we’re focusing on, I’d like to bring you up to date on a few issues we’ve been working on since I’ve joined the agency, beginning with produce safety.
Helping to Ensure the Safety of Leafy Greens
I arrived at FDA during the second of two outbreaks of E. coli O157
last year that were tied to consumption of romaine lettuce. This outbreak, which made people sick in multiple U.S. states and Canadian provinces, essentially emptied all store shelves of romaine lettuce right before Thanksgiving while we were searching for the source of the contamination.
Our investigation highlighted the need for better management of agricultural water as well as the need for better traceability.
As you know, FDA is taking another look at the microbial water quality and testing standards in the Produce Safety Rule under FSMA to ensure that they are strong enough to protect public health but practical enough to be effective on farms of all size and type. We are committed to using the best science available to help minimize the risk that produce can become contaminated, including lessons learned from outbreak investigations. And we have been engaging with stakeholders through on-farm visits and other meetings to learn more about the diverse ways in which water is used. Compliance dates have been extended for the agricultural water provisions for all produce covered by the Produce Safety Rule other than sprouts. The new dates for compliance with water standards begin with large farms in January 2022.
I know that there are concerns about this delay in the compliance dates given the role that agricultural water has played in recent outbreaks. Let me assure you that working with the produce industry to make agricultural water as safe as it can possibly be is a priority for FDA and it is a priority for me personally. We are working with industry groups that include Western Growers and the Romaine Task Force to help minimize the risk of pathogen contamination.
Routine inspections of large farms, under the Produce Safety Rule, began this spring. States are conducting the majority of the domestic inspections under a cooperative agreement with FDA. FDA is inspecting farms in other countries that export produce to the United States.
We are engaged in collaborative research investigations with government and academic groups to sample agricultural water in the U.S. and internationally. These environmental water surveys are designed to increase our understanding of pathogen contamination and inform preventive measures that mitigate the risks. Water quality standards, inspections and testing – you see there’s a lot of good work underway.
Together, we must find a solution. No, together we WILL find a solution.
To address the need for greater traceability, FDA participated in discussions with industry that led to voluntary product labeling and dating to identify the origin of the romaine based on harvest region, along with information related to the date of harvest. This provides more targeted information to consumers.
We have strongly encouraged the leafy greens industry to adopt best practices for real-time, farm-to-fork traceability and state of-the-art technology to assure quick and easy access to key data elements when leafy greens are involved in a potential recall or outbreak.
Just think about this. At a time when most Americans across the country were sitting down with family and friends to celebrate over food – the nation was experiencing a nationwide food safety issue. The damage that does to consumer trust is hard to measure. Food safety to me is first about protecting public health, but it’s also about trust.
That’s why we want to tap into new technologies and data streams to identify outbreaks and trace the origin of a contaminated food to its source in minutes, or even seconds, instead of days or weeks.
Preventing Illnesses from Cyclospora
We’ve been working with the Centers for Disease Control and Prevention on another threat to public health associated with produce – illnesses caused by Cyclospora cayetanensis. This microscopic parasite can contaminate fresh produce or water and cause an intestinal illness called cyclosporiasis.
The number of reported cases has been rising in recent years and there were two significant outbreaks in 2018, one tied to salads sold in a quick-service restaurant chain that made more than 500 people sick in 15 states and another associated with prepackaged vegetable trays that made 250 people ill in four states.
FDA and CDC are working together to identify data gaps and research needs so that improved tools can be developed to detect, prevent and control Cyclospora contamination of food.
We are working to educate the grower community regarding best practices that can be used to avoid Cyclospora contamination. On farms, unhygienic practices can contaminate water and equipment, and farmers are looking for mitigation strategies. Last fall, the FDA created a webpage with information for farmers and a fact sheet on cyclosporiasis and fresh produce.
FSMA Update
We are making great progress in implementing FSMA. The next important compliance dates begin this summer for the Intentional Adulteration Rule, which establishes requirements to prevent or greatly minimize acts intended to cause wide-scale public harm. The first IA compliance date is in a few days, July 26, for large businesses. Routine inspections to verify compliance with this rule will begin in March 2020 to give stakeholders more time to become familiar with resource materials, tools and training.
This rule has been controversial with some in the food industry, with concerns including the flexibility, cost and paperwork involved in meeting these new requirements. We have heard the concerns and have made significant progress in addressing them through draft guidance and a training curriculum. Our goal is to make implementation as practical and flexible as possible, while also protecting public health.
Another issue that has been important to stakeholders is the need to provide parity of oversight between domestic and foreign food producers. On February 25, we released the FDA “Strategy for the Safety of Imported Foods,” which describes how FDA is integrating our new import oversight tools with existing tools as part of a comprehensive approach to imported food safety.
The Foreign Supplier Verification Program under FSMA is a powerful tool in our import toolkit as we inspect U.S. importers to establish that they are meeting their responsibility to ensure the food they bring in meets FDA safety standards.
We began inspecting importers of processed foods under FSVP in June 2017, conducting about 1,600 inspections to date. We intend to begin routine FSVP inspections of produce importers this fall. (Both domestic and foreign inspections of farms covered by the Produce Safety Rule began in April.)
Now, let me turn back and close on what I’m most excited about, a New Era of Smarter Food Safety.
Smarter Food Safety – Initial Focus Areas
A lot of what I’ve already talked about involves work that I would consider Smarter Food Safety. In our response to outbreaks associated with fresh produce we’re talking about root cause analyses, data sharing and influencing behaviors. But to help crystalize this concept, let me tell you about what we’re talking about internally.
Tech-Enabled Traceability
While on balance, I believe today’s food system is impressive when you think about the wide variety of foods available to many consumers for a fraction of their hard-earned dollars, I do believe today’s food system has one major Achilles heel: a lack of traceability and transparency.
There’s no question in my mind that there is a strong public health and business case for better traceability. I was involved in a blockchain pilot that traced mangoes back to their source, so let me use them as an iconic example here. I bought a package of mangoes at a local Walmart and asked my team to find out which farm they came from. Working with each stakeholder in the supply chain, they identified the farm in a mere six days, 18 hours and 26 minutes. And that was pretty good when the average traceback can take weeks or even months.
Fast forward to the pilot using blockchain technology to trace mangoes from farms in Mexico to two stores in North America. For this test, each stakeholder in the supply chain, including farms, packing houses, transportation companies, importers/exporters, processing facilities, distribution centers, and stores, put data on the blockchain.
The blockchain linked these blocks of data together to show the journey this mango took from farm to store. The result was a steep reduction in the time it took to trace mangoes—from 7 days to 2.2 seconds! That is what I have referred to as “food traceability @ the speed of thought.”
In FSMA, Congress anticipated a need for enhanced tracking and tracing of certain food. Part of FDA’s work in modernizing food traceability will come through rulemaking under development that is required in Section 204 of the law. In the meantime, FDA is already exploring what this and other new technologies might mean to the agency with the announcement of new pilots with pharmaceutical products. The next logical step for us is to explore advances that can facilitate food traceability both for industry and regulators.
Smarter Tools and Approaches for Prevention
These days, we have more food safety data available to us than ever before, whether it’s data generated by the FSMA rules, increased data sharing with regulatory counterparts, or other sources. As more data streams and tools for rapidly analyzing data become available, another focus in developing the New Era blueprint is exploring their preventive value. How can predictive analytics help us target potentially contaminated foods?
For example, Americans expect their food to be safe whether it’s domestic or imported. And import food lines into the U.S. are growing year after year. The overall percentage of imported food consumed by Americans is about 15 percent, but it’s much higher for certain commodities, such as seafood and fruits and vegetables. To help us address this trend in a Smarter Food Safety manner, we have announced that we plan to conduct a pilot that will leverage artificial intelligence and machine learning to explore new ways to enhance the agency’s review of imported foods at ports of entry to ensure they meet U.S. food safety standards. Of course, we’ll also be using other tools, such as inspections of foreign farms and food facilities.
And the ability to apply predictive analytics to shape preventive measures will be particularly important as food innovation produces novel foods and food ingredients, such as cultured animal cells or macro- and micro-ingredients through innovative plant and microbial-based technologies, including those derived from genome-editing technologies. And data analytics can be equally important to support ongoing post-market review of food ingredients for safety. We want consumers to have the confidence in the safety of new and existing products that a transparent, data-driven food safety system can provide.
And we want to maintain U.S. global competitiveness by modernizing how we regulate novel technologies and products, creating predictable pathways for commercialization informed by shared data.
New Business Models and Retail Modernization
Another area we plan to address in our Blueprint is how we protect foods as new business models emerge and change to meet the needs of the modern consumer. The evolution of how food gets from farm to home continues from around the corner to around the world with the growth of international trade and the emergence of e-commerce and new delivery models. As food safety professionals, we must consider and try to keep pace with food safety challenges presented by new and emerging food business models.
For example, research indicates that as many as 70 percent of consumers in the U.S. will be grocery shopping online by 2025 – if not a few years sooner. That would give online shopping a 20 percent share of consumer food and beverage spending, or about five times the current level. This means new methods of delivery, packaging materials, temperature control approaches, and digital means of communicating with consumers are needed. We will work to identify the best food safety standards of care for these new and emerging food models.
Looking at more traditional business models, we’re exploring the best ways to ensure the safety of foods sold at restaurants and other retail establishments, which have been shown to be the most common nexus of foodborne illness outbreaks. CDC reported in February that of almost 4,700 outbreaks reported from 2009 to 2015 in which there was a single location of food preparation, restaurants were the most common location, followed by catering and banquet facilities.
And FDA baseline studies suggest that out-of-compliance rates for the retail risk factors have not changed much decade after decade. That’s why we’re committed to taking a fresh look at retail food safety and exploring new approaches that go beyond traditional training and inspections. For example, sick or infectious employees have been identified as a contributing factor in many cases. We must develop new approaches to changing behaviors at the foundation of food safety hazards in retail establishments.
Food Safety Culture
That’s a good segue to the fourth area of focus, Food Safety Culture, because I’m convinced food safety culture is a prerequisite to effective food safety management. You see, what we say about food or what we write about food safety matters, but it’s not what matters most. It’s what we DO that matters most – behaviors. That’s why the agency will be taking a fresh look at its role in promoting and recognizing the role of food safety culture in terms of food safety compliance. We’ll also be exploring how we approach our work in a way the leverages sound behavioral science principles to further enhance the likelihood of success.
Bottom line, we’ll do all we can to foster, support, and strengthen food safety cultures on farms and in food facilities. We will not make dramatic improvements in reducing the burden of foodborne disease without strengthening a culture of food safety and doing more to influence and change human behavior – what employees think about food safety and how they demonstrate a commitment to this goal in how they do their job.
Lastly, we know that a food safety culture must start on the farm but end in the home. That’s why we’re redoubling our efforts on consumer food safety education, which I know is also a priority for USDA, to spread the word and influence safe food handling behaviors in the home.
Public Meeting
We know that we cannot embark upon this journey alone and, to be successful, it’s equally important for food companies of all sizes and technology firms, as well as local and federal agencies and other stakeholders, to join us in this effort. That’s why we plan to hold a public meeting this Fall to get additional input from external stakeholders on how our strategic blueprint should take shape. Please be on the lookout for the date and plan to join us. Your input will be invaluable. And after that, our plan is to produce a draft blueprint in January.
There’s power in beginning the New Era at the dawn of a new decade.
We’re in this Together
In closing, people have asked me why I decided to leave the private sector and join FDA. For me, the answer is simple. This is where I want to be.
I’ve learned from working with FDA from the other side of the fence that there’s a lot industry can do to advance food safety. And there’s a lot government can do to advance food safety. But what is crystal clear to me, having now been on both sides of that fence with some influential organizations, there’s so much more we can do together.
Whether you’re in the private or public sector, whether you’re at the state or Federal level, we’re all working for the same boss – consumers – so let’s work together to keep their food safe. They’re counting on us to do so.
主题分类:
关键基础设施与产业安全
新闻 3: Remarks by Frank Yiannas at the Association of Food and Drug Officials World Food Safety Day Webinar
类别: Speech | Virtual
日期: 2020-06-05
主题: FDA“智慧食品安全新时代”倡议及其利用AI技术提升食品供应链安全与韧性
摘要:
美国食品药品监督管理局 (FDA) 副局长 Frank Yiannas 在世界食品安全日网络研讨会上发表讲话，介绍了“智慧食品安全新时代”倡议的进展。该倡议旨在通过利用区块链等新兴技术实现技术赋能的可追溯性，以及利用预测分析等更智能的工具来预防食品供应链中的污染和中断，从而构建一个更数字化、更安全、更具韧性的食品系统。讲话还强调了疫情对食品安全的影响，以及加强伙伴关系和食品安全文化的重要性。
分析:
它直接涉及人工智能在“关键基础设施与产业安全”领域的应用。正文中明确提到“预测分析 (predictive analytics) 利用数据更好地理解食品供应链，预测污染和中断的可能性”，这属于AI技术在食品供应链这一关键产业中预防“系统失控”和“瘫痪”的应用。此外，FDA作为权威机构发布“智慧食品安全新时代蓝图”， outlining plans over the next decade to help create a more digital, traceable, and safer food system，也符合“重大监管与合规动态”的标准。
正文:
Speech by
Frank Yiannas
Deputy Commissioner for Food Policy and Response
Food and Drug Administration
(Remarks as prepared for delivery)
I am very glad to have this opportunity to speak to each and every one of you.
I want to give you an update on where we are with the New Era of Smarter Food Safety initiative that FDA announced last year. We will be releasing the New Era of Smarter Food Safety Blueprint in the coming weeks, a document shaped by valuable input from you and our other stakeholder partners.
But I’d first like to speak to World Food Safety Day, which is this Sunday, June 7. It seems to me that it has never been more important for all nations, all of the states in our great country, and all food safety professionals, whether public or private, to stand together to help keep people all over the world safe and healthy.
Last year was the first World Food Safety Day and its relevance was immediately clear. In a global food system, foodborne disease knows no borders. As long as foodborne disease exists somewhere in the world, it can exist anywhere in the world. The theme of this event – “Food Safety Is Everyone’s Business” – says it all.
I represented FDA at the United Nations on June 7, 2019, when the Food and Agriculture Organization of the United Nations (FAO) and the World Health Organization (WHO) launched that first World Food Safety Day. It was a wonderful opportunity to talk about how we can work together, as one, to improve the quality of life for consumers and people in all nations.
The world has changed since then, as nations combat the danger that is COVID-19. With that change comes this clarity: The hope, the commitment, and the responsibility embodied in World Food Safety Day are needed more now than ever before.
And they’re needed every day, all 365 days a year.
Time of Pandemic
World Food Safety Day’s calls to action are ones that the FDA, and our regulatory and public health partners, are answering. FDA will continue to answer these calls, both in its response to COVID-19 and in its everyday work of helping to ensure the safety of the food supply.
There is a call for food safety authorities to manage risks along the entire food supply chain, including during emergencies. There is a call for good practices by farmers and food processors to address potential risks and for preventive controls by business operators.
Through its implementation of the FDA Food Safety Modernization Act (FSMA), Congress’ vision of a science and risk-based approach to preventing foodborne illness, FDA has established standards and preventive controls that farms and facilities all over the world are putting in place to mitigate the risk of contamination in foods produced domestically and those exported from other countries into the U.S. The New Era of Smarter Food Safety initiative will build on the foundation built by FSMA by using new technologies and approaches to help create a more digital, safer, and traceable food system.
During the pandemic, FDA postponed routine, in-person inspections except in mission-critical situations, but we are working closely with federal, state and local partners to monitor the food supply for signs of potential outbreaks. And we are using other tools, such as remote inspections of certain importers, to verify compliance with safety regulations.
The food issues that have arisen during the pandemic are complex. The virus is not known to be transmitted via food or food packaging. However, the global food supply chain has been rocked by other factors related to the pandemic. Unprecedented consumer demand has led to temporary spot shortages.
The temporary closure of restaurants, schools and other places that serve food has left many food producers without their normal path to the marketplace. The FDA has worked to provide flexibility on packaging and labeling requirements to help clear new paths to the retail market and to help reduce food waste.
The calls to action also include empowering consumers with the information they need to make healthy food choices. This has long been a priority for the FDA. Our Nutrition Innovation Strategy announced in 2018 strives to empower consumers with information and facilitate industry innovation to create healthier products to combat the burden of chronic disease. The pandemic has further highlighted the importance of reducing chronic diseases, which put people at higher risk of severe illness from COVID-19.
The Burden of Foodborne Illness
What hasn’t changed since last year is the global impact of foodborne disease, which causes an estimated 600 million illnesses – affecting almost 1 in 10 people in the world – and 420,000 deaths annually.
In the United States alone, the Centers for Disease Control and Prevention estimates that 3,000 people die each year from foodborne illnesses. CDC reported recently that illnesses are on the rise from certain pathogens in the food supply.
We are all increasingly eating foods from all over the world. In the U.S., about 15 percent of the food supply is imported from more than 200 countries or territories, including 32 percent of the fresh vegetables, 55 percent of the fresh fruit and at least 94 percent of the seafood that Americans eat each year.
Food safety is indeed everyone’s business. A World Food Safety Day page on fda.gov has valuable information about how to participate in spreading the word about food safety and what you can do to avoid foodborne illnesses.
World Food Safety Day challenges us to stand together to do everything possible to protect food from contamination, no matter where in the world it is produced. Our shared mission on this day, and all days, is to keep consumers safe, no matter where in the world they live.
The New Era of Smarter Food Safety
And that brings us to the New Era of Smarter Food Safety. In March, we were a few days away from announcing the release of the New Era of Smarter Food Safety Blueprint when the FDA’s focus turned to the COVID-19 pandemic. Our plans for the New Era initiative were rightfully put on hold in order to prioritize the agency’s COVID-19 response.
As I said earlier, we will be releasing the blueprint in the coming weeks, outlining our plans over the next decade to help create a more digital, traceable, and safer food system. The challenges that have come up during the pandemic have made it clear that the actions called for in the blueprint will strengthen how we approach the safety and security of the food supply, not just in the normal course of events but especially in times of crisis.
In fact, over the past few months we have revised the blueprint in light of the lessons learned during the pandemic. It is clear that COVID-19 has accelerated the need for these measures.
Some elements of the blueprint are particularly meaningful now. I would like to touch on these, starting with tech-enabled traceability.
Tech-Enabled Traceability
Emerging technologies, such as blockchain, make it easier to track and trace products through the supply chain – from the time that they are grown or manufactured, until purchased by a consumer, and back through the supply chain.
When the agency originally developed the blueprint, we knew that these new technologies could be game changers in facilitating more rapid traceback of a contaminated food to its source in the event of a foodborne outbreak.
What became clear during the pandemic is that enhanced traceability is also a helpful tool in understanding supply chain impacts in the event of a public health emergency.
Enhanced traceability, coupled with advanced analytical tools, could provide greater supply chain transparency and visibility and potentially help the FDA and industry more rapidly adjust to the kind of marketplace imbalances that resulted in the temporary spot shortages of certain commodities we’ve seen in recent months.
And it could help us anticipate and help mitigate the kind of food waste we saw when food producers lost customers in restaurants, schools, and other entities temporarily shuttered by the pandemic.
In other words, we believe a digitized food system is likely to be a stronger, more agile, interoperable, and resilient food system.
Smarter Tools and Approaches for Prevention
The blueprint calls for the use of smarter tools, such as root cause analyses and predictive analytics that use data to better understand the food supply chain, anticipating the likelihood of contamination and disruptions. More real-time and data-driven approaches will help ensure a strong and resilient food system
And new collaborative approaches outlined in the blueprint – ones that call for greater partnerships with both the states and private sector - will help ensure an optimal use of resources and maximize our food safety reach.
And the blueprint also calls for other new and innovative tools to be explored, such as virtual or remote inspections (which we started as a result of the pandemic), greater use of which would have been invaluable in the current public health emergency in place of traditional ways of ensuring compliance.
New Business Models and Retail Modernization
Another New Era focus identified in the blueprint is the safety of foods ordered online and delivered directly to consumers. We’ve seen this purchasing trend steadily increase over the years, but it has skyrocketed as families sheltering in place order foods from restaurants and grocery stores online and by phone, often for the first time.
Before the COVID-19 pandemic, research indicated that online grocery shopping would have a 20 percent share of consumer food spending within the next few years. However, one survey is now reporting that 31 percent of U.S. households are already using online grocery services.
So, this question becomes even more important – how do we ensure that these foods are produced, packed, and transported safely directly to consumers? Here again, the need for best practices and an industry standard of care have been accelerated by COVID-19.
Many of the nation’s retail food establishments have had to temporarily close or turn to take-out operations during the pandemic. As they reopen and recover, we will work with them to help ensure that best practices are in place to help keep the foods they serve safe.
Food Safety Culture
Last but not least, the New Era speaks to the establishment and support of food safety cultures on farms, in food facilities, and in homes across the country. The pandemic shined a light on what it truly means to have a food safety culture.
It’s about the people who work on farms and in facilities accepting responsibility – not just accountability - for producing safe foods. It’s also about keeping them safe when their health could be at risk. It’s about educating consumers on the best food safety practices when cooking at home, which more people are doing now.
Taking responsibility and protecting each other is not just the foundation of a food safety culture; it mirrors one of the primary lessons from COVID-19, that we – government, industry and consumers – must all work together to stay safe. We must do this because caring for each other is the right thing to do.
For all the recent challenges, I have been greatly impressed by the resilience of the food system. Despite all the pressures and all the imbalances, consumers can still go to the supermarket or go online and have access to thousands of food products, which is a tribute to the commitment of the men and women who work hard every day to provide safe and available food.
The Value of Partnerships
I have been equally struck by the positive impact of partnerships between the FDA and our local and state regulatory and public health counterparts, and the strength of relationships between federal partners – including CDC, the U.S. Department of Agriculture, and the Occupational Safety and Health Administration – and the food industry.
We all have the same goals: to help ensure that consumers have access to the foods they need and to protect the food industry workers who have made that possible.
Partnership is a theme woven throughout the New Era Blueprint – and our partners have stepped up in a big way during this crisis. The collaboration between government and industry especially has increasesd by many magnitudes.
This bodes well for the New Era, which will rely on an even closer collaboration between the FDA and stakeholders in the public and private sectors when it comes to food safety. I trust I can count on you in charting this New Era, together.
I’d like to stop here for a moment and take this opportunity to once again salute the heroism of workers at all points of the food supply chain who have not been able to stay home, to shelter in place.
They’ve been going to work every day to provide a lifeline for American consumers anxious about having enough food to feed their families. These men and women working on farms and in food facilities, selling food in grocery stores and restaurants that are now providing take-out meals, delivering foods to producers and consumers alike – they have been on the frontlines of this pandemic.
I know you hear the term frontline more often in association with health care workers, but there’s more than one frontline in this crisis.
The New Era Blueprint
Our experiences thus far in our ongoing response efforts have only reinforced that the New Era of Smarter Food Safety is the right approach for the future. The lessons we are learning are helping us prioritize our goals by highlighting the areas in greatest need of new technologies, tools, and approaches.
I am grateful for the dedication and commitment of the FDA staff in the agency’s pandemic response and their foresight in looking to the future. Even though the blueprint release has been on hold, they have continued to work on identifying short- and long-term deliverables, pulling together implementation teams in priority areas of work, and further building the internal infrastructure needed to support this work.
When the FDA announced the New Era of Smarter Food Safety initiative last year, the agency was convinced then that its time had come.
Now, we know that these are the changes we should embrace, and that this is the path forward to a future in which we are well-equipped to protect the safety and security of our food supply no matter what challenges we face.
We will get there TOGETHER, stronger and more resilient than ever.
Thank you.
主题分类:
关键基础设施与产业安全
新闻 4: Advancing Our Partnership for Patient Safety and Med Tech Innovation
类别: Speech | In Person
作者: Scott Gottlieb, M.D. ,
日期: 2018-09-05
主题: FDA医疗技术创新、患者安全与监管现代化
摘要:
美国食品药品监督管理局 (FDA) 前局长Scott Gottlieb在2018年的一次演讲中，强调了FDA与医疗设备创新联盟 (MDIC) 在促进患者安全和医疗技术创新方面的合作。他指出，医疗设备创新由材料科学、数字技术和人工智能等进步驱动。演讲宣布了两项新举措：一是启动“私人支付方计划”，旨在缩短FDA批准与支付方覆盖决策之间的时间；二是发布新的风险-收益决策草案指南，以系统化地处理不确定性。此外，他还提及了FDA在医疗设备网络安全方面的努力，包括更新上市前指南以应对勒索软件和远程多患者攻击，以及通过“QUiK审查”试点、真实世界证据、计算机建模和患者输入科学等方式，提高监管效率和临床研究水平，确保患者能及时获得安全有效的创新医疗技术。
分析:
该新闻具有高价值。正文明确提及“人工智能”是医疗设备创新的驱动力之一，使其符合AI相关性前提。更重要的是，新闻详细阐述了FDA在“医疗设备网络安全”方面的努力，包括计划更新上市前指南以应对“勒索软件攻击”和“远程多患者攻击”，这些内容直接关联到高价值标准中的“关键基础设施与产业安全”和“恶意利用与网络犯罪”维度，因为它们涉及AI驱动的医疗设备可能面临的网络威胁和潜在的系统性风险。
正文:
Speech by
Scott Gottlieb, M.D.
Medical Device Innovation Consortium 2018 Annual Public Forum
Washington, DC
(Remarks as prepared for delivery)
Thank you for having me here today.
As all of you know well, we’re seeing an unparalleled period of innovation in medical devices. These opportunities are being driven by advances in material science, in digital technology, artificial intelligence, and in cutting-edge manufacturing. And they’re offering patients new chances to improve their health.
As one measure of this progress, las year the FDA approved a record number of novel devices. And we’re encouraged by the pace of development and innovation we are seeing this year.
We’ve advanced new policies to help efficiently promote this innovation in medical product development. And also secure device safety. Innovation and safety can and must go hand-in-hand. That’s why we’re focusing equal attention on advancing new frameworks for identifying risks and protecting patients.
Dr. Jeff Shuren, Director of the FDA’s Center for Devices and Radiological Health, recognized early on that a key to advancing these goals is through collaborations that promote efficient, science based regulation. By working with others, we can help deliver innovation more quickly, while also strengthening the FDA’s assurance that devices meet our regulatory standards.
This vision drove the launch of the Medical Device Innovation Consortium. The idea was to create a dedicated, transparent forum where public and private stakeholders can come together to advance science based principles for streamlining the development of innovative medical devices and diagnostics; to solve complex regulatory, scientific, and reimbursement challenges around med tech; and enhance our understanding of the risk-benefit and safety of these products to protect patients.
These collaborations also can advance policies that promote access. We want patients to receive the care they need, when they need it. If the right care comes from a new technology, we want our efforts to promote affordable patient access to these novel devices. That means taking steps to encourage competition that can help reduce prices. And it means taking steps to reduce the cost of product development where we can, while strengthening the FDA’s gold standard for review.
Toward fulfilling these and many other goals, the FDA remains committed to our MDIC partnership. It’s a partnership that’s already paying dividends for patients. And we have important opportunities to enhance our work together.
Today, I’d like to announce two new FDA initiatives that we believe will leverage the MDIC’s efforts, by expanding payor coverage discussions and clarifying further, our approach to benefit risk decision making around innovative med tech.
As we modernize the medtech development process, and our tools for regulatory decision making, we’re seeing that more of the barriers to access and innovation are shifting from the pre-market process to the need for efficient coverage decisions.
I’m concerned about patients not having timely access to the latest advances in medical devices because of the complexity of getting coverage in place, and the cost of paying for new innovations. Timely patient access to beneficial devices is essential to treating -- and curing -- disease and suffering.
For most Americans, however, FDA approval or clearance does not equate to access. Patients can face challenges while they wait for private insurers to make coverage and reimbursement decisions. That process can sometimes take months, or years.
These delays can reduce incentives to innovate. This is especially true when it comes to small, innovative medtech companies that can be idea rich, but cash poor. They’re not able to float themselves while they wait for long periods to gain market entry.
Now insurers have every right to demand good data to support their coverage decisions. And they have an obligation to be good stewards of the healthcare needs of their beneficiaries. Insurers should be careful how they cover new technology to make sure they’re getting the most healthcare bang for the premium money that their beneficiaries entrust them with.
But if there are steps that the FDA can take to make that coverage process more efficient, and to make sure payers have the data they need to enable efficient access to beneficial new technologies, we want to do our part to make these opportunities available. Access is a matter of public health. And by taking measure of these challenges, we believe there are ways that the FDA can better align our own regulatory processes to meet more of the needs of the broader marketplace.
So to help address these opportunities, the FDA has launched a Private Payor Program as a voluntary opportunity for manufacturers to receive feedback from the FDA and other non-governmental health technology assessors and payors. The idea is to enable manufacturers to develop a more efficient evidence generation strategy during the FDA’s pre-submission meetings.
We’ve been encouraged by the early results of this program. And today I’m pleased to announce that CareFirst and United Health Group -- two of America’s largest private insurers -- have joined the FDA’s growing list of private payors available to participate in these pre-submission meetings with device manufacturers.
By enabling early dialogue between device makers and payors, the FDA hopes to shorten the time between FDA approval and coverage decisions, particularly for new and innovative devices.
There are currently eight private payor or health technology assessment organizations participating in this program. They include CareFirst BlueCross BlueShield, the BlueCross BlueShield Association, Duke Evidence Synthesis Group, the ECRI Institute, Humana, Kaiser Permanente, the National Institute for Health and Care Excellence in the U.K., and United Health Group. This program continues to gain momentum. We now receive, on average, one product inquiry a week as part of this effort.
We continue to support and encourage the collection of clinical evidence that’ll not only support regulatory decisions but also help inform coverage decisions. And we continue to pursue policy efforts that simultaneously advance these twin goals.
To further promote timely coverage decisions, earlier this year we decided to include medical devices in our final guidance on Communications with Payors, Formulary Committees, and Similar Entities. We wanted to ensure that device manufacturers are included in the FDA’s policies that address the sharing of important economic information about medical products.
But as I said at the outset, our policies serve a twin purpose. We’re focused on ensuring efficient, timely access to new technologies; but also to making sure that the same policies that promote these goals also make our regulatory programs more rigorous, more science based, and more effective. Promoting product safety is a touchstone for all of our new policy efforts.
I want to highlight some other new efforts we’re announcing today to concurrently achieve these twin goals.
When it comes to new device innovations, we know that we can never have absolute certainty about all aspects of how a new product will perform. We know that no reasonably sized pre-market trial can ever be expected to reveal everything that could eventually become known about a novel medical product.
To address these truths, the FDA is releasing a new draft guidance, that’ll lay out our framework for how we systematically address uncertainty in making benefit and risk determinations in our pre-market approval process, in de novo classifications, and evaluating humanitarian device exemptions.
Along with other similar and recent FDA initiatives; the new draft guidance issued today advances a rigorous, methodical, and science-based approach for how the FDA considers uncertainty as part of its benefit-risk determinations. The aim is to support premarket decisions that are based on the totality of scientific evidence available at the time of a device’s market entry.
By providing a more systematic review to how we evaluate and address uncertainty -- and how we define a clear, consistent, and science-based extent of uncertainty -- we believe that this sort of transparency can help improve device development programs. This is especially true when it comes to innovation in treatment options for small patient populations, such as medical devices targeted to rare conditions or pediatric patients. It also could lead to more first-in-the-world approvals for U.S. patients.
We believe that the path to achieving all of these goals lies in acknowledging and appropriately addressing uncertainty in benefit-risk determinations to support certain FDA premarket decisions. It lies in acknowledging that FDA decisions operate in the context of a broader healthcare system, where there’s uncertainty in the provision of health care, including how the general benefit-risk profile of a given medical product or procedure will translate to an individual patient’s health outcome, and a continually evolving standard of care.
Building on work that the FDA’s device center has already done to bring clarity and consistency to premarket benefit-risk decisions, the guidance describes the factors for evaluating uncertainty when we apply the standard of reasonable assurance of safety and effectiveness. These can include the availability of alternative treatments; public health need; feasibility of evidence generation premarket; the ability of a sponsor to be able to reduce or resolve uncertainty in the post-market setting; patient perspectives; and other factors.
For instance, consider a device intended to treat a relatively rare condition, where it’s infeasible or highly resource intensive to generate extensive clinical evidence in the premarket setting.
What if the disease is serious, but not life threatening or irreversibly debilitating? What if there are no alternative treatments available? Considering the valid scientific evidence within this framework, greater uncertainty about the benefit-risk profile of the device may be appropriate for premarket approval, provided appropriate post-market data collection, accountability, and other robust post-market controls are in place. The draft guidance we’re releasing today will bring greater transparency, predictability, consistency, and efficiency to this type of pre-market analysis and decision-making. We’ve long made these kinds of considerations as part of pre-market review. The aim of this new guidance is to distill these considerations into an objective framework. And to write it down.
The FDA is working continuously to modernize our organization and review processes. We want to ensure that we remain a bridge, not a barrier, to beneficial medtech innovation. We’ve modernized our organizational structure to take a Total Product Life Cycle strategy for assuring product safety and effectiveness. Using the least burdensome approach, and new authorities like the breakthrough device designation, we’ve approved, cleared, or authorized more novel devices that can improve the lives of patients. We’re exploring how we can broaden and improve the use of RWE for expanding additional device indications. And in the past year, we were also the first regulatory agency in the world to issue a guidance to advise manufacturers on the technical aspects of 3D printing, called additive manufacturing. And we’re taking other new steps toward achieving these goals.
To advance these goals, tomorrow we’ll also be releasing a new “QUiK Review” pilot. Under this new approach, we expect to reduce our device center’s review time for certain well understood, lower-risk 510(k) submissions by as much as 30% -- from a maximum of 90 days down to 60 days – by allowing us to receive and evaluate information much more efficiently.
This new approach is like a Turbo Tax for information submitted in 510ks. It will modernize the premarket submission process for medical devices by allowing applicants to submit information to us using a more streamlined electronic format. The structured format will also improve the consistency of our review.
Taken as a whole, this new process will improve our overall productivity, enabling the agency’s review staff to put more of our time and resources into evaluating applications for devices that pose the highest potential risks to patients.
One of those high priority areas of risk that the FDA is actively confronting, in both the pre- and post-market settings, is medical device cybersecurity. In recent years, the FDA, manufacturers, and healthcare organizations have made significant progress to address and improve the cybersecurity of medical devices. But this is a rapidly evolving space. We know we all must keep pace.
In the coming months, the FDA will share our progress on a number of actions to help strengthen device cybersecurity. Our new efforts are aimed at both protecting against attacks and enhancing response to cyber vulnerabilities or actual incidents.
This fall, the FDA plans to update our cybersecurity pre-market guidance with recommendations for how manufacturers can protect against moderate and major risks. These include things such as ransomware campaigns that disrupt clinical operations, as well as exploits involving a remote, multi-patient attack.
In addition to these actions, we have several other initiatives already underway with MDIC that we believe will have a meaningful impact on medtech development and patient safety.
One of those initiatives is how MDIC is helping us advance the use of real world evidence. Building consensus standards on how best to translate real world data into real world evidence for regulatory decision making can lead to earlier patient access to safe and effective technologies. And so to help support the integration of RWE throughout the total product life cycle, we’ve awarded a contract to MDIC to manage the National Evaluation System for health Technology coordinating center (NESTcc).
This is a key effort for the FDA.
NEST’s objective is to increase the value and use of real world evidence to address the needs of all stakeholders.
As we’ve outlined in the FDA’s Medical Device Safety Action Plan, one important role for NEST is to serve as a robust patient safety net for med tech in the U.S. through active surveillance.
The NESTcc has established relationships with 11 data partners, 150 hospitals, and thousands of outpatient clinics. Taken together, they represent nearly 470 million patient records.
NEST’s data partners will conduct testing to assess their system’s capabilities for addressing critical RWE questions across the total product life cycle. We believe manufacturers will be able to recoup their investments through a competitive marketplace that values safety and quality. And so, toward achieving this end, MDIC and CDRH are working together to create a “Case for Quality” as part of FDA’s Medical Device Safety Action Plan.
Clear performance metrics for safety outcomes and organizational quality maturity can help pro-active manufacturers gain greater market share, while pushing the rest of the industry to catch up to the best-in-class quality products.
This is how our focus on safety and quality can be a win-win, advancing the health and safety of patients and helping to promote a more inclusive business model for innovators.
This new project will be supported by the FDA’s Voluntary Manufacturing and Product Quality pilot that was launched earlier this year. This product pilot uses a maturity model approach to advance device quality that complements the agency’s current quality systems and inspection framework.
Through the pilot, we’ve already seen a ROI for participants who invest in quality systems, ranging from $65,000 to $1.2 million. To take one example I know of; a small manufacturer improved clinical trial intake times from six months to just 28 days.
That brings me to one of the biggest perceived bottlenecks in device innovation: the high cost and administrative inefficiencies associated with modern clinical research. Too many clinical trials have become overly complex and cumbersome, driving up costs without offering commensurate improvements in safety.
This can push clinical trials outside the U.S., forcing American patients to wait longer for treatment with cutting edge medical devices. It can also put the U.S. at risk of losing its leadership in this fast-moving sector. We need to modernize clinical research, making it more patient friendly and more efficient.
The FDA’s device center has already made important strides in this area. And we’ve seen a 50% increase in Investigational Device Exemption submissions from 2015 to 2017. This owes to the Device Center’s improved processes and policies.
But there’s a lot more work to be done. We want to continue to position the U.S. as the world’s leader in establishing standards for clinical excellence and medical technology innovation by encouraging improvements in the way medical research is conducted. And the MDIC’s Clinical Trials Sciences initiative is focused on reducing barriers to early feasibility studies — the most cutting edge clinical research — to bring this critical early experience back to U.S. healthcare facilities.
Earlier clinical experience translates into earlier patient access to safe, effective, and innovative medical technology.
To streamline EFS studies and promote U.S. patient access to novel devices, MDIC is launching a clinical trial site consortium to improve the process and help reduce barriers to conducting EFS studies. Consortium sites are committing to a 60-60-60 campaign—completing site contracts, IRB reviews, and enrolling their first patients within 60 days of a sponsor EFS submission.
This will allow research facilities to stand up these studies much more efficiently. By committing to timeframes and standardizing best practices, U.S. research institutions will be more attractive to innovators looking to launch studies of their products.
Of course, not every question surrounding a device or diagnostic must be answered with a clinical study. Computer modeling and simulation has the potential to revolutionize clinical testing and product development by developing in silico models that balance the desire for certainty in evaluating device performance with limiting associated delays in patient access.
To advance these goals, MDIC Virtual Patient project has already demonstrated savings by limiting the size of a clinical trial that may be needed to demonstrate safety and effectiveness. It uses computational modeling to create virtual patients to be used as Bayesian priors. A retrospective analysis showed a potential reduction in clinical study size of 15 to 50% across different device and diagnostic areas using in silico patient models.
To help the broader community gain familiarity with these models, the MDIC Virtual Patient team sent a mock submission to FDA to get official feedback on the proposed method. They posted their entire submission and FDA review memos online.
The model was also published in peer-reviewed literature to explain the statistical methodology behind the Virtual Patient, and the underlying software is publicly available.
Finally, to promote efficiency in clinical development, MDIC is also helping the FDA advance the Science of Patient Input.
MDIC shares our goal of improving patient health and quality of life by enabling us to better understand patients’ needs, experiences, and preferences across a variety of disease states.
MDIC’s work in this area includes three projects that’ll expand our early success in Patient-Centered Benefit Risk. FDA guidance on incorporating patient preferences into benefit-risk determinations was bolstered by the rich scientific resource MDIC provided to the MedTech ecosystem in its accompanying Framework. It included the creation of a compendium of methods for assessing patient preferences. This framework has been downloaded more than 1,000 times. It’s been cited across the field. And it’s impacted the FDA’s decision making for products related to obesity, renal disease, and diabetes.
These are just a few of the examples of our shared work with MDIC, and our shared public health values. And the new initiatives that I announced today are just some of the steps that we’re taking at the FDA to build on these universal goals.
Together, the FDA and our public and private sector partners like MDIC are creating a modern framework for medtech innovation.
Our shared vision is an ecosystem where we provide patients with timely and efficient access to safe, effective innovations – advances that can help them restore health and regain function.
Thank you.
主题分类:
关键基础设施与产业安全
新闻 5: Anfield seeks approval to restart Colorado uranium and vanadium mine
作者: Reuters
日期: 2025-11-19
主题: 美国铀矿重启与AI数据中心能源需求
摘要:
Anfield Energy已申请批准重启其位于科罗拉多州的JD-8铀钒矿，目标是在2026年下半年恢复生产。此举旨在响应美国政府加强能源安全的努力，并满足包括AI相关数据中心在内的日益增长的电力需求。
分析:
它直接关联到“人工智能”对“关键基础设施与产业安全”的影响。正文中明确指出“联邦政府对重启反应堆和加速新铀项目许可的支持有所增加，原因在于与AI相关数据中心及其他基础设施相关的电力需求不断上升”。这表明AI的快速发展正在直接驱动能源需求，进而影响国家能源政策和关键矿产资源的开发，符合“关键基础设施与产业安全”的高价值标准。
正文:
Nov 19 (Reuters) - Anfield Energy (AEC.V) said on Wednesday it has applied for state approval to restart its past-producing JD-8 uranium and vanadium mine in Colorado, positioning the company to restart production in the second half of 2026.
The JD-8 uranium and vanadium project has been inactive due to poor market conditions, which made production uneconomic.
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The application by the Burnaby, Canada-based company comes as the Trump administration intensifies efforts to bolster U.S. energy security by cutting reliance on imported uranium and revitalising the nuclear sector.
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Federal support for restarting reactors and accelerating permits for new uranium projects has increased amid rising power demand linked to AI-related data centres and other infrastructure.
"This permitting milestone for JD-8 is a pivotal step in Anfield's strategy to help restore U.S. uranium production capacity," said Corey Dias, CEO of Anfield.
"With strong market fundamentals, rising domestic demand, and government support for nuclear energy, JD-8 is poised to deliver high-grade uranium to the American fuel cycle."
The high-grade site is backed by the Shootaring Canyon Mill, one of only three licensed conventional uranium mills in the U.S.
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In May, the Trump administration approved Anfield's proposed Velvet-Wood uranium mine project in Utah, after a rapid 14-day environmental review as part of a new process to fast-track permitting of energy and mining projects.
On Tuesday, the Trump administration said it had lent Constellation Energy (CEG.O) $1 billion to restart its nuclear reactor at a Pennsylvania plant formerly known as Three Mile Island, the site of the most serious commercial nuclear power accident in U.S. history in 1979.
Reporting by Sumit Saha in Bengaluru; Editing by Tasim Zahid
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 6: eu-LISA Hosts High-Level Conference on Digital Sovereignty and Strategic Autonomy
日期: 2025-12-11
主题: 欧盟数字主权、战略自主、关键系统安全与人工智能治理
摘要:
eu-LISA将于2025年10月1日举办高级别会议，主题为“行动中的战略自主：以可信技术保障欧洲及其边境安全”。会议将汇集欧盟机构、国家当局、行业和学术界代表，探讨主权技术、法律框架和技能如何增强欧盟的安全和韧性。讨论将围绕技术主权（包括人工智能在关键系统中的应用）、法治与自主性（采购和治理框架），以及战略自主所需的技术技能三个核心维度展开，旨在确保欧洲在数字基础设施方面减少依赖、降低风险，并实现透明度和可信赖性。
分析:
该新闻具有高价值。正文明确指出，会议将探讨“人工智能”等新兴技术如何“贡献于减少依赖、降低风险，并确保欧洲数字基础设施的透明度和可信赖性”，这直接关联到“关键基础设施与产业安全”的高价值标准。此外，会议还将讨论“采购和治理框架”以“促进欧洲技术生态系统”，这与“重大监管与合规动态”相关，进一步提升了其价值。
正文:
Actions
On 1 October 2025, eu-LISA is hosting the High-Level Conference 2025, titled “Strategic Autonomy in Action: Keeping Europe and Its Borders Secure with Trusted Technology.”
The event brings together senior representatives from EU institutions, national authorities, industry and academia to explore how sovereign technologies, legal frameworks, and skillsets can reinforce the EU’s security and resilience.
In a time of intensifying geopolitical change and growing global interdependence, Europe faces the dual imperative of protecting its citizens while strengthening its strategic autonomy – particularly in the technological domain. The hybrid conference, taking place at Tallinn’s historic Estonian Statehood House and online, reflects this challenge by focusing on three key dimensions:
- The first panel on Technological Sovereignty – Critical Systems looks at how emerging and established technologies, such as artificial intelligence, biometric recognition, open-source software and standardisation, can contribute to reducing dependencies, mitigating risks, and ensuring transparency and trustworthiness in Europe’s digital infrastructure.
- The second panel, Rule of Law and Autonomy, explores how procurement and governance frameworks can foster European technology ecosystems while ensuring alignment with the EU’s fundamental values. Discussions will highlight how choices made in managing critical IT systems directly affect Europe’s capacity to remain both autonomous and accountable, anchoring technological progress in the principles of the rule of law.
- Finally, the third panel, Tech Skills for Strategic Autonomy, addresses one of the most pressing questions for Europe’s future resilience: how to build, retain and deploy the digital skills required to manage secure and sophisticated systems. This includes exploring new initiatives for developing technological expertise, aligning talent with long-term EU priorities, and ensuring that skills and knowledge remain within the European market.
The conference opens with welcoming remarks by Magnus Brunner, European Commissioner for Internal Affairs and Migration, Igor Taro, Minister of the Interior of Estonia, Rene Vihalem, Chair of the eu-LISA Management Board, and Marili Männik, Executive Director ad interim of eu-LISA. Their interventions set the stage for a full day of high-level debates, complemented by contributions from policymakers, senior officials, academics and industry leaders across Europe.
“We are not only the guardians of Europe’s digital infrastructure, we are also architects of its future digital sovereignty. By choosing trustworthy technologies, developing our own talent, and working together with our partners and stakeholders, we aim to ensure that Europe will not be reliant on others for its safety, justice, or freedom. Strategic autonomy is our path to higher resilience. Today’s discussions will provide valuable insights for our Agency, EU partners, technology providers and stakeholders working to strengthen Europe’s digital resilience,” said Marili Männik, Executive Director ad interim of eu-LISA.
The conference reaffirms eu-LISA’s role in ensuring that Europe’s large-scale IT systems for freedom, security and justice remain secure, sovereign and future-oriented. It also underlines the Agency’s commitment to supporting the EU’s broader digital transformation agenda, where security and sovereignty objectives go hand in hand with transparency, accountability and respect for fundamental rights.
The full programme and list of speakers are available on the eu-LISA website:
The Conference is streamed live on the eu-LISA website and accessible to all without registration.
About eu-LISA
eu-LISA is the European Union Agency for the Operational Management of Large-Scale IT Systems in the Area of Freedom, Security and Justice. The Agency supports EU Member States and institutions in the development and management of interoperable information systems that facilitate the implementation of the Union’s policies in the areas of border management, asylum and migration, law enforcement cooperation, and cross-border justice.
Operating and evolving in an ever-changing internal security landscape, the Agency facilitates the implementation of one of EU citizens' fundamental rights – the right to free movement – for more than 400 million people.
eu-LISA manages and develops several large-scale IT systems, including Eurodac, SIS, VIS, EES, ETIAS, ECRIS-TCN, e-CODEX, JITs CP, with others on the way.
The Agency’s headquarters are in Tallinn, Estonia, while the operations site is located in Strasbourg, France. eu-LISA also has a back-up site in Austria and a liaison office in Brussels, Belgium.
主题分类:
关键基础设施与产业安全
新闻 7: Photos of open-pit coal mining in China
类别: World News
作者: NG HAN GUAN
日期: 2025-10-10
主题: 中国煤炭开采中的自动化技术应用
摘要:
新闻报道展示了中国华能伊敏露天煤矿的运营情况，该矿位于内蒙古，年产能3500万吨。中国是全球最大的煤炭生产国和消费国，2024年产量占全球一半以上。报道特别提及该矿使用了自主电动采矿卡车，并展示了相关工作场景、控制中心以及宣传标语。
分析:
该新闻具有高价值。正文明确指出中国华能伊敏露天煤矿使用了‘自主电动采矿卡车’和‘自主采矿卡车运营’，这直接关联到人工智能技术在能源领域‘关键基础设施’中的应用。鉴于煤矿作为重要能源生产设施的性质，AI在此类环境中的部署，符合‘关键基础设施与产业安全’中对‘系统失控’、‘瘫痪’或‘误操作’潜在风险的关注，因此具有战略监测价值。
正文:
The Associated Press is an independent global news organization dedicated to factual reporting. Founded in 1846, AP today remains the most trusted source of fast, accurate, unbiased news in all formats and the essential provider of the technology and services vital to the news business. More than half the world’s population sees AP journalism every day.
HULUNBUIR, China (AP) — China is the world’s largest coal producer and consumer. In 2024, the country produced more than 470 million metric tons of coal, accounting for 52.6% of the world’s total.
This photo gallery shows the use of autonomous electric mining trucks at the Huaneng Yimin open-pit mine in northern China’s Inner Mongolia region. The mine has an annual capacity of 35 million tons.
An excavator loads an autonomous mining truck in the Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
Chimneys for a super low emission coal fired plant are seen near the Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
Workers walk past an autonomous mining truck in the Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
A display shows propaganda video at the control center for Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
A board shows Chinese President Xi Jinping during his visit to the Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
Traditional mining trucks can be seen at the Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
Excavators load material onto autonomous mining trucks in the Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
A control center monitor autonomous mining truck operations in the Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
A viewing platform with the slogan “Accelerate the building of safe, sustainable, intelligent, benefit and happiness” at the Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
Autonomous mining truck operate the Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
Autonomous mining trucks operate in the Huaneng Yimin open-pit coal mine in Hulunbuir in northern China’s Inner Mongolia province China, Monday, Sept. 15, 2025. (AP Photo/Ng Han Guan)
主题分类:
关键基础设施与产业安全
新闻 8: Komatsu Partners With Applied Intuition, Bets on Autonomous Mining Growth
类别: Industries
Transportation
日期: 2025-09-09
主题: 小松与Applied Intuition合作加速AI驱动的自动驾驶矿业发展
摘要:
日本小松公司与科技初创公司Applied Intuition建立“多年期”合作关系，旨在加速自动驾驶矿用车辆的开发。此次合作被小松称为其历史上“最重大的技术投资”，将使其获得Applied Intuition的车辆操作系统以及AI驱动的工具。
分析:
它涉及人工智能技术在“关键基础设施与产业安全”领域的应用。新闻明确指出，小松将获得Applied Intuition的“AI-powered tools”来开发“autonomous mining vehicles”。矿业属于关键工业领域，AI系统在自动驾驶矿用车辆中的部署，一旦发生“系统失控”、“瘫痪”或“误操作”，可能导致“物理伤害”或重大“财产损失”，符合高价值标准中关于关键基础设施安全风险的定义。
正文:
Komatsu Partners With Applied Intuition, Bets on Autonomous Mining Growth
Japan’s Komatsu Ltd. and technology startup Applied Intuition Inc. have teamed up to accelerate the development of autonomous mining vehicles, according to a joint statement from the companies.
The “multi-year” partnership represents the “most significant technology investment in Komatsu’s history,” the statement said, without providing any monetary details. The deal gives the company access to Applied Intuition’s vehicle operating system, along with AI-powered tools.
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主题分类:
关键基础设施与产业安全
新闻 9: Chevron expands India hub to boost digital and AI capabilities
作者: Arunima Kumar
日期: 2025-10-09
主题: 雪佛龙在印度扩展AI和数字化能力以优化能源运营
摘要:
雪佛龙印度公司在班加罗尔开设了其工程与创新卓越中心（ENGINE）的新设施，旨在深化其数字化和人工智能能力。此举是雪佛龙全球战略的一部分，旨在整合技术工作、削减成本并利用印度在STEM和IT领域的人才优势。该中心已雇佣千余名专业人士，并计划投资10亿美元，利用AI改进机器性能、油气钻探以及通过高性能计算和数字孪生技术进行地质建模和工厂管理。
分析:
该新闻具有高价值。新闻明确指出雪佛龙将“深化其数字化和人工智能能力”，并具体提及“我们使用AI来提高机器的性能”、“使用AI来改进我们钻探石油和天然气的方式”，以及“包括用于实时地质建模和雪佛龙加工厂数字孪生的高性能计算”。这些应用直接涉及“能源”这一“关键基础设施与产业安全”领域，AI的深度整合可能影响系统的运行稳定性，符合高价值标准中的第二条。
正文:
BENGALURU, India, Oct 9 (Reuters) - Chevron (CVX.N) India on Thursday opened a 312,000-square-foot facility for its Engineering and Innovation Excellence Center (ENGINE) in Bengaluru, a year after launching the unit to consolidate technical work and deepen its digital and artificial intelligence capabilities.
The expansion underscores India's growing role in the energy transition as technology becomes central to cost reduction and competitiveness.
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It also comes as the U.S. oil major targets up to $3 billion in cost cuts by 2026 and streamlines global operations.
"We were a very decentralized organization until recently," Akshay Sahni, country head for Chevron in India, told Reuters, adding the center aims at efficiency.
"We use AI to improve the performance of our machines. We use AI to improve the way we drill for oil and gas … It's not so much about headcount reduction."
But the timing and focus of the project, coming months after Chevron announced plans to cut 15% to 20% of its global workforce, highlight a growing reliance on India's engineering and digital talent base as U.S. energy firms centralize and shift high‑skill work to lower‑cost hubs.
Sahni said India's depth of STEM and IT talent was a key factor in the decision. "There are not too many places around the world where you can hire across disciplines...mechanical, civil, petroleum, geology, electrical," he said.
The center has hired more than 1,000 professionals since 2024 and plans to invest about $1 billion over several years in people, technology and infrastructure.
It includes high-performance computing for real-time geological modeling and digital twins of Chevron's processing plants.
For now, the Houston, Texas-based company is not planning additional ENGINE hubs outside India.
"For now our focus is primarily to grow our Bengaluru center... upskilling our people as technology evolves and getting more of the workflows that are meaningful," Sahni said.
Reporting by Arunima Kumar in Bengaluru; Editing by Tasim Zahid
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 10: UK data centre spend to soar to £10 billion a year - Barbour ABI
作者: Reuters
日期: 2025-10-22
主题: 英国AI驱动的数据中心投资激增与战略布局
摘要:
根据Barbour ABI的分析，英国数据中心支出预计到2029年将飙升至每年100亿英镑，比2024年增长五倍多。这一增长主要由人工智能（AI）需求驱动，科技巨头计划在未来五年内投资250亿英镑，并规划了近100个新数据中心项目。政府通过“AI增长区”等举措支持此发展，英国与美国也达成了技术协议，吸引了微软、英伟达和谷歌等公司投资。
分析:
该新闻具有高价值。正文明确指出“AI-driven demand is fuelling data centre investment”和“Global data centre demand and planned projects have surged since ChatGPT was released”，直接将大规模数据中心建设与人工智能技术发展紧密关联。这符合“关键基础设施与产业安全”的维度，因为数据中心是AI运行和发展不可或缺的核心基础设施。此外，新闻提及政府通过“AI Growth Zones”简化规划流程，以及英国与美国达成技术协议，有微软、英伟达等主要AI公司承诺投资，这体现了“重大监管与合规动态”以及国家层面对AI基础设施的战略支持和国际合作。
正文:
LONDON, Oct 22 (Reuters) - Spending on new UK data centres is set to rise to 10 billion pounds a year by 2029, a more than five-fold increase from 2024, analysis by construction data firm Barbour ABI has found.
A total of 1.75 billion pounds was spent on data centres in the UK last year, with 2.38 billion forecast to be spent in 2025.
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AI-driven demand is fuelling data centre investment. Tech giants are seen investing 25 billion pounds into the UK over the next five years, Barbour ABI found, and almost 100 new data centre projects are planned.
Growth is being supported by government initiatives such as AI Growth Zones which aim to streamline the planning process for new digital infrastructure.
London and surrounding areas have traditionally dominated the data centre sector, but development is increasingly expanding nationwide, according to Barbour ABI.
The largest planned UK data centre project is a $13 billion "hyperscale" data centre in North East England, proposed by U.S. private equity group Blackstone.
Last month, Britain and the United States agreed a technology pact with top U.S. firms including Microsoft, Nvidia and Google, among those pledging investments in the UK.
Global data centre demand and planned projects have surged since ChatGPT was released in late 2022, as big money and governments bet generative AI will revolutionise the way we work and live.
Reporting by Lucy Raitano, editing by Ed Osmond
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 11: Italy's Fincantieri launches underwater drone for defending submarine infrastructure
作者: Giulia Segreti
日期: 2025-10-23
主题: Fincantieri推出AI驱动的水下无人机系统以保护关键水下基础设施
摘要:
意大利造船商Fincantieri推出了其首个水下无人机系统DEEP，旨在保护和维护关键水下基础设施（如管道、电缆和电信设施），并可用于海洋环境监测。该系统包含水下传感器网络、控制中心、水下航行器以及一个基于人工智能的数据分析处理系统。Fincantieri首席执行官指出，水下基础设施面临混合战争的真实威胁，并预计其水下业务收入到2027年将翻倍。全球海事无人机市场预计到2030年将达到189亿欧元。
分析:
该新闻具有高价值。首先，新闻明确提及该系统包含“一个用于数据分析和处理的人工智能系统”，满足了AI相关性的前提。其次，该系统旨在“保护和维护关键水下基础设施——如管道、电缆和电信设施”，并且Fincantieri首席执行官强调“水下基础设施面临的威胁历来被低估。然而，它代表着混合战争的真实威胁”，这直接符合高价值标准中的“关键基础设施与产业安全”维度，即AI在关键领域（如能源、通信）的应用，以应对潜在的“混合战争”威胁。
正文:
ROME, Oct 23 (Reuters) - Italian shipbuilder Fincantieri (FCT.MI) on Thursday unveiled its first underwater drone system, as the group changes its product mix to give more space to the increasingly profitable submarine business.
The underwater drone, for both military and civil needs, is designed for the protection and maintenance of critical underwater infrastructure - such as pipelines, electrical cables and telecommunications ones. It can also be used for monitoring and safeguarding the marine environment.
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"The threat to underwater infrastructure has historically been underestimated. However, it represents a very real threat of hybrid warfare," Fincantieri Chief Executive Pierroberto Folgiero told reporters.
He added that such threats existed "in the Baltic Sea and increasingly in the Mediterranean, which is the most congested sea in terms of critical infrastructure, but also in the Black Sea".
The company installed the so-called Dynamic Ecosystem for Enhanced Performance, or DEEP, at an Italian Navy experimentation center in the port town of La Spezia.
The platform includes a network of underwater sensors, a control center for real-time management, a group of underwater vehicles and an AI-based system for data analysis and processing.
The global market for sea drone systems is projected to reach 18.9 billion euros ($22.04 billion) by 2030 with an average annual growth rate of 15.7%, preliminary data from a report by PwC's Strategy& showed.
In May, Fincantieri said it expected revenue from its underwater business to double by 2027.
"The launch of DEEP is tangible proof of our commitment to pushing the boundaries of innovation ever deeper," Folgiero said.
In the subsea sector, Fincantieri has been working with several Italian companies, including state-controlled aerospace and defence group Leonardo (LDOF.MI).
Last year the shipbuilder signed a commercial deal with energy contractor Saipem (SPMI.MI) - which develops specific technologies for subsea drones.
Earlier on Thursday, Saipem's CEO said that the group would continue developing its technology and would continue pursuing commercial opportunities with Fincantieri, dispelling media reports that it was considering selling its underwater drones business to the shipbuilder.
($1 = 0.8575 euro)
Reporting by Giulia Segreti in Rome, Additional reporting by Francesca Landini in Milan; Editing by Matthew Lewis
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 12: 50 Companies to Watch in 2026
日期: 2025-12-16
主题: 2026年全球值得关注的公司及其增长/挑战因素，特别是人工智能对多个行业的影响。
摘要:
该新闻列出了彭博情报分析师预测的2026年全球50家值得关注的公司，涵盖了从航空、科技到金融和食品等多个行业。分析师的评估考虑了领导层变动、并购、产品计划、美国关税政策、关键资源供应以及人工智能的变革性影响等因素。其中，多家公司与人工智能的增长和应用紧密相关，例如为AI繁荣提供计算能力的数据中心运营商、提供AI应用安全监控的软件公司、以及生产AI芯片和AI赋能工业系统的制造商。
分析:
该新闻具有高价值。正文明确提及“人工智能的变革性影响”，并具体指出多家公司与AI的关联，符合“高价值标准”。
- 关键基础设施与产业安全: Exelon公司“满足数据中心对计算能力日益增长的需求，这些数据中心为人工智能的繁荣提供计算能力”，表明AI对关键基础设施（电力）的需求。Emerson公司提供“支持AI的流量控制和软件系统”，应用于“液化天然气出口终端”，这属于关键基础设施，其AI系统的“系统失控”、“瘫痪”或“误操作”可能引发重大风险。
- 技术攻防与供应链安全: Dynatrace公司“为企业AI应用提供安全和可靠性的实时监控”，这直接涉及AI应用的安全防护，可能涵盖“模型越狱”、“数据投毒”等攻防技术，以防止“系统失控”或“数据泄露”。此外，新闻多次提及“AI芯片”、“AI服务器”和“高带宽内存芯片用于AI”，暗示了AI供应链的重要性。
正文:
50 Companies to Watch in 2026
Keep an eye on these global stocks, from Boeing and Reddit to Nike and Canada Goose.
Analysts at Bloomberg Intelligence track thousands of companies in industries ranging from computers and cars to finance and food. Here are 50 they’ve identified as worth watching carefully in the year ahead—for better or worse. Their analysis combines contrarian views and catalysts for change such as new leadership, asset sales or acquisitions, and plans for products and services. When building the list, BI also focused on the potential effects of shifting US tariff policies, the race to lock down supplies of vital resources and the transformative effects of artificial intelligence. —Tim Craighead
The Spanish engineering and construction company’s operating profit is set to defy analyst forecasts in 2026. The key is US unit Turner, the top contractor in the States, where it leads in orders for data centers. Recent expansion plans from big tech companies point to further growth. —Sonia Baldeira
The maker of equipment and supplies for laboratories is headed toward better-than-anticipated profit margins in 2026. It will likely benefit from customers replacing key products, slimmed-down costs after a restructuring and growing demand in China, which currently accounts for 15% of sales. —Jonathan Palmer
After profiting from lower fuel costs through 2025 and higher ticket prices earlier in the year, the outlook is increasingly turbulent for the French-Dutch airline. Anticipated wage increases and higher aircraft maintenance expenses threaten profit margins. And growing competition on European and transatlantic routes—about two-thirds of Air France-KLM’s total flights—are further challenges. —Conroy Gaynor
The managed-care provider with a focus on the elderly is on a multiyear profit growth trajectory, and 2026 should showcase market share gains. Alignment has significantly lower hospitalizations, emergency room visits and readmissions than its peers. This in turn has driven costs down, making it easier to attract new members as it expands into existing markets such as California or into new ones like Arizona. —Glen Losev
The biotech company has developed the first approved drug of its kind to treat ATTR, a thickening of the heart wall that makes the organ pump less efficiently, afflicting as many as 500,000 people globally. This class of drugs, called silencers, may become the treatment of choice for the disease—and a major driver of growth for Alnylam. —Ann-Hunter van Kirk
The French maker of train and subway systems has the potential to generate €2.5 billion ($2.9 billion) in cash flow through 2028—significantly above consensus—on the sale of more profitable products and a growing backlog of orders. High-margin signaling and services segments will benefit as European railways implement a new region-wide control system. Germany’s multiyear effort to improve its ailing train system will be an added boost. —Omid Vaziri
Because of copious spare capacity and subdued industrial demand across Europe, the Luxembourg-based steelmaker will struggle to raise prices as much as the market expects. The situation could get even worse if too many shuttered mills are restarted in response to EU restrictions on imported steel. Many analysts have focused too much on the potential benefits of tariffs and Germany’s infrastructure buildout, ignoring the risks posed by overcapacity. —Alon Olsha
Since becoming the UK’s biggest auto insurer with its purchase of rival Direct Line, Aviva has suffered falling premiums and rising claims costs. Its share of the market has doubled, but it’s struggling to increase prices. The company’s target of boosting profits by 10% annually over the next two years looks like a stretch. —Kevin Ryan
After seven years of losses, the plane maker has returned to profitability, and that recovery should continue despite geopolitical risks and slow economic growth. Boeing’s increased production of commercial aircraft is propelling earnings higher, and large backlogs will allow it to steer near-term deliveries away from places where it faces high tariffs. In the longer term, new orders should benefit from a perception that quality has stabilized and from purchases by countries seeking to equalize trade balances with the US. —George Ferguson
The biotech company has developed an oral drug for the most common form of dwarfism, a condition that affects as many as 250,000 people globally. BridgeBio’s pill is a significant step forward from earlier treatments that require a daily injection, which makes consistent usage tough. The market also appears to be overlooking the drug’s potential for treating a milder form of dwarfism, a use that could more than double current consensus sales expectations. —Ann-Hunter van Kirk
Revenue for the owner of the Chili’s and Maggiano’s Little Italy restaurant chains is on track to beat consensus estimates. Brinker has boosted marketing for Chili’s, and new offerings such as frozen margaritas with Patron tequila, higher-quality ribs and improved nachos have significantly increased sales. Its remodeling of outlets to create a more welcoming vibe should help attract more customers. —Michael Halen
The puffy-coat maker’s recently hired creative director, Haider Ackermann, is beginning to have a positive impact, helping boost earnings more than many analysts forecast. Since his arrival in 2024, Ackermann has added collections such as the premium “Snow Goose” line. A revived marketing push and a focus on higher-profit direct-to-consumer sales are also contributing to the positive outlook. —Andrea Ferdinando Leggieri
The South African bank is on track to generate earnings growth of 15% or more through 2028. It’s taking the low-cost, low-price business model it developed for consumers and applying it to business banking, insurance and mortgages. Market expectations that growth will slow look too conservative. —Philip Richards
The producer of building materials is poised to beat 2026 profit forecasts as harsher weather takes its toll on aging roofs in the US and insurance companies step up requirements that customers do a better job of maintaining their homes. Construction stemming from reshoring and infrastructure projects, particularly in the Sun Belt, are additional catalysts. —Kevin Kouam
The market has lofty expectations for growth at Australia’s largest bank—CBA’s valuation is one of the highest among global lenders. But its earnings appear set to disappoint because of climbing expenses, worsening loan portfolio quality and looming rate cuts from the Australian central bank. —Matt Ingram
The US fertilizer maker is an early entrant into the market for “blue ammonia,” a lower carbon version of the compound whose use is growing quickly in Europe. The EU’s 2026-27 carbon policy should kick-start sales of the ingredient in fertilizers, chemicals, plastics and cleaning formulas, and given its US production base, CF’s costs are about half of those of its European rivals. —Alexis Maxwell
With China’s infrastructure spending growth at a four-year low, it’s getting harder for big state-owned contractors such as this bellwether to meet revenue targets. And after decades of large-scale transportation and infrastructure initiatives, Beijing’s emphasis is shifting toward digital projects, green energy and urban renewal, which means China Railway Group will face greater competition from smaller companies. —Denise Wong
The biggest US nuclear power operator is poised to beat profit expectations over the next couple of years as it meets surging demand for clean, reliable electricity from data centers that provide the computational power for the artificial intelligence boom. In key states such as Illinois, it’s signing new, more profitable contracts that lock in its role as a long-term energy supplier. —Nikki Hsu
The German tire maker’s profit margins are likely to beat forecasts over the next two years as it streamlines its business. Continental has shifted production to larger, lower-cost factories in China, and it’s cutting inefficient units, including its truck and bus tire operations in India. Completing the planned sale of its ContiTech industrial solutions division will allow the company to further focus on tires. —Gillian Davis
With profit rising, the Danish bank should increase its dividend in 2026, as a three-year limitation on distributions imposed by regulators ended in 2025. Its profitability is climbing on strong lending income and solid credit, and with a capital buffer well above target, the lender has almost €3 billion it can use for higher dividends and buybacks. —Maryana Black
The maker of Ugg and Hoka footwear is hoping innovation will temper investor concerns about slowing sales momentum. Hoka aims to expand its roughly 1% share of the global sports-footwear market with refreshed products and a broader wholesale push across Europe, the Middle East, Africa and Asia. Ugg is introducing styles to stay relevant beyond the winter months while also boosting its appeal for men. Add it up and it looks like 2026 sales growth will exceed management’s guidance. —Abigail Gilmartin
New Chief Executive Officer Dave Lewis is eyeing a recovery after two consecutive years of estimate cuts. If inventory levels stabilize, tariff fears ease and consumers keep buying from the top shelf, the British booze maker could double sales growth to 4%. —Duncan Fox
The Polish supermarket chain continues to face competitive challenges and high wage costs that will increasingly hurt its operating profit. Dino gets all its business in its home country, where discounters Aldi and Lidl are both expanding fast. This puts the company at risk of a prolonged price war and adds pressure to step up promotional spending. —Evgeniy Batchvarov
The infrastructure software company’s programs provide real-time monitoring of security and reliability for businesses’ AI applications. As AI adoption expands across industries, Dynatrace’s 2026 sales should again beat expectations. —Sunil Rajgopal
The gaming software shop’s new Battlefield 6 title has smashed the preorder records of Microsoft Corp.’s latest Call of Duty—the top franchise in the first-person shooter genre—and is on track to sell as many as 20 million copies. Electronic Arts’ soccer titles should also get a lift from the 2026 World Cup, making the company’s earnings guidance look conservative. —Nathan Naidu
The maker of industrial automation equipment is poised to benefit from new power projects and reshoring of manufacturing to the US. For instance, five US liquefied natural gas export terminals announced in 2025 point to significant orders for Emerson’s AI-enabled flow-control and software systems, which should help increase the company’s backlog to a new record. —Mustafa Okur
The Paris-based satellite operator is in a prime position to benefit as Europe boosts investment in security to counter the growing threat from Russia. The French military signed an agreement with Eutelsat for up to €1 billion in June, and other deals are in the works. And the company is likely to benefit from expansion of Iris2, the EU’s sovereign communications network. —John Davies
The market is betting that First Quantum’s Cobre Panama copper mine will reopen in mid-2026, but that appears optimistic. The property was the company’s largest before Panama shut it down two years ago, and so far there’s no clear timeline for negotiations on restarting production. Given past protests over the mine and the economic stakes for both sides, a delay remains probable. —Grant Sporre
As it prepares to introduce a mobile cardiac telemetry device that can detect arrhythmia and send real-time data to monitoring centers, the medical device maker is on track for sales growth topping 20% through 2027. IRhythm is the leader in long-term cardiac monitors, and the new device promises to provide the company with a strong foothold in the mobile market as well. —Matt Henriksson
An effort by China to boost its pharmaceutical industry overseas offers an opportunity for its biotech companies. But that will include a shift away from generic therapies and locally based drug trials, which could hurt this Chinese provider of outsourced research and testing. With about 80% of its revenue coming from its home country, a shrinking backlog of contracts and a paucity of clinical trials increases the risk that Joinn will miss its 2026 sales forecasts. —Jamie Maarten
As Thailand’s growth slows and the country faces simmering trade tensions, its second-biggest lender is grappling with a shrinking loan portfolio and risky asset quality. Anemic gains in lending income and the need to set aside a bigger buffer to offset questionable loans could push the bank’s 2026 profits below forecasts. —Sarah Jane Mahmud
The Singapore real estate investment trust focuses exclusively on data centers, and the city-state’s reputation for political stability and security gives Keppel an edge in winning tenants for cloud and AI-related facilities. The REIT has also been able to increase rents as more companies seek space in existing centers, and it’s adding properties across Asia. —Ken Foong
The German maker of forklifts and warehouse equipment is benefiting from decarbonization efforts, expanding e-commerce and rising automation amid a cyclical recovery. Strong growth in 2025 orders portends robust 2026 sales, and the shift to battery-powered systems is a tailwind given Kion’s strength in electric trucks. —Omid Vaziri
The surge in AI investment will likely benefit the semiconductor equipment maker’s revenue and earnings for the next two years. As more companies flock to the field, memory-chip producers such as Samsung Electronics and SK Hynix will need to invest in manufacturing tools to make processors and memory chips for AI servers. —Masahiro Wakasugi
Sales expectations look too conservative for this manufacturer of specialized chips that are critical for computer networks. Marvell has seen accelerating order growth from AI data centers with customers like Microsoft and Amazon.com Inc., and it’s working on more than 20 megaprojects. With about $7.5 billion already committed from a current pipeline of $75 billion, its business is poised to jump even further. —Kunjan Sobhani
After three years of falling profit forecasts, the sportswear giant is starting to benefit from new product innovations. Early examples include the Pegasus Premium and Vomero 18 running shoes, Kobe Protro basketball shoes, an apparel collection called 24.7 and an expansion of the Air franchise—all introduced in 2025. Nike is also deepening partnerships with Foot Locker and Amazon.com, and it has a new women’s activewear line with Skims. —Poonam Goyal
Tariffs mean the American steelmaker’s products may displace imports, increasing operating profit faster than market projections suggest. Nucor has the broadest product line in the US and spare capacity to meet demand. It’s also nearing completion of a $16 billion investment plan aimed at expanding that line beyond basic steel commodities, adding products suited to infrastructure buildout and data center applications. —Richard Bourke
With profits accelerating, shareholder payouts at the Hungarian lender could climb significantly in the next two years. Business in Eastern Europe is propelling growth at OTP, which has seen its loan book expand by 10% annually since 2020. Management could increase dividends and share buybacks from the current level of about 45% to be more in line with peers, where payouts of 70% are the norm. —Ilia Shchupko
The South African supermarket chain looks set for a recovery in profits as price cuts boost sales growth, renovations make stores more welcoming to shoppers, and management seeks to expand the lineup of big brands. Add it up and it looks like earnings will make a big jump in 2026. —Charles Allen
With AI services increasingly showing source links in search results, the user-driven discussion and information website is poised to benefit as more people get directed to its pages rather than simply seeing summaries. A strong rise in visitors—and ads served to them—would push 2026 revenue above consensus. —Mandeep Singh
The online mortgage lender’s 2025 acquisition of rival Mr. Cooper is likely to lead to weaker-than-expected 2026 earnings. The acquirer may have trouble realizing expected cost savings if Mr. Cooper’s low-cost model is adjusted to match Rocket’s service-intensive approach. Another hurdle is high interest rates, which have damped mortgage origination activity. —Ben Elliott
The world’s largest memory chip maker is likely to post stronger-than-expected profits in 2026 as rising demand drives up prices for conventional DRAM chips, one of Samsung’s main products. Rivals SK Hynix Inc. and Micron Technology Inc. are focusing more on advanced high-bandwidth memory chips for AI, giving Samsung a further edge in traditional memory. —Masahiro Wakasugi
The Norwegian renewable energy producer, which develops solar, wind and hydropower projects in emerging markets, is well-positioned for stronger-than-expected profits from 2026 to 2028. Scatec’s solar installations in Egypt and South Africa are on track to boost operating capacity by about 50%, which will mean higher electricity volumes at stable profit margins. —Alessio Mastrandrea
Helped by price increases and new contracts, the French food-services provider looks set to return to growth after two years of lowering its financial forecasts. But the company, which serves businesses, schools and hospitals, must improve its client retention rate, which at 94% stands below that of peers. That’s likely to be a key focus for CEO Thierry Delaporte, who took over in November. —Stuart Gordon
The Japanese insurer is likely to return much more to shareholders than the market expects after relisting on the Tokyo Stock Exchange in September. Its strong capital position supports an announced stock buyback plan, and together with cash dividends, total shareholder returns could reach 100 billion yen ($640 million). —Steven Lam
The Saudi insurer is set for stronger-than-expected earnings growth as it expands into the country’s $60 billion health-care market. With the government shying away from its dominant role in the sector, Tawuniya’s primary health-care arm, Meena, is growing faster than its rivals. And its hybrid model of in-person and digital services helps cut inpatient and emergency claims. —Salome Skhirtladze
After a drop in mobile revenue over the past two years, the Indonesian carrier is poised for a strong recovery in 2026. Under new leadership, it’s raising entry-level prices, promoting bundles that combine fixed and mobile phone plans, and benefiting from higher data usage. Proceeds from selling noncore assets such as its wholesale fiber or signal tower businesses may also help lift dividends. —Chris Muckensturm
With strong demand for AI chips and limited competition in advanced chipmaking, consensus profit forecasts for the world’s top semiconductor foundry look too low. TSMC, which makes AI chips for Nvidia, Broadcom and AMD as well as other processors for long-time customers such as Apple, is well-positioned to increase prices and strengthen margins. —Charles Shum
Earnings forecasts for 2026 are likely to keep rising, helped by growth across Voya’s businesses. Its “stop-loss” medical insurance programs, which limit employer health costs, are gaining from higher renewal prices. And its retirement and investment services division has more than $1 trillion in client assets, generating additional revenue. —Jeffrey Flynn
Cash flow at the operator of oil, gas and water pipelines is likely to be stronger than expected. Western Midstream’s focus on gathering and processing natural gas from the Permian Basin is a key growth driver, even as the industry worries about low energy prices. Its purchase of Aris, which handles polluted water produced from oil and gas wells, should also boost growth and cost savings. —Talon Custer
主题分类:
关键基础设施与产业安全
新闻 13: Tennessee Valley Authority to develop commercial fusion plant at retired coal site, Axios reports
作者: Reuters
日期: 2025-09-19
主题: 能源基础设施建设；聚变能发展；AI电力需求
摘要:
美国政府所有的田纳西河谷管理局(TVA)计划在退役煤电厂旧址上，利用Type One Energy的技术开发一座商业聚变电厂。
分析:
它明确指出“核电在美国卷土重来，由人工智能数据中心创纪录的电力需求以及交通和制造业等行业的电气化所驱动”。这直接关联了AI对“能源”和“电力”等“关键基础设施”的巨大需求和战略影响，符合高价值标准中的“关键基础设施与产业安全”维度。
正文:
Sept 19 (Reuters) - U.S. government-owned utility Tennessee Valley Authority plans to use Type One Energy technology at a retired coal plant, which will be the site of a commercial fusion plant, Type One Energy CEO Christofer Mowry told Axios in an interview.
Nuclear power has been making a comeback in the U.S. after decades of stagnation, driven by record electricity demand from AI data centers as well as the electrification of industries such as transportation and manufacturing.
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Type One Energy did not immediately respond to Reuters' request for comment.
Reporting by Pooja Menon in Bengaluru; Editing by Shreya Biswas
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 14: Dig, Baby, Dig Won't Solve AI's Power Shortage
类别: Opinion Newsletter
John Authers, Columnist
日期: 2025-10-08
主题: AI数据中心的能源需求与可再生能源转型
摘要:
尽管美国前总统特朗普支持煤炭，但全球能源结构正加速向可再生能源转型，今年上半年可再生能源发电量首次超过煤炭。文章指出，人工智能（AI）数据中心对电力的巨大需求无法通过依赖煤炭解决，而必须依靠可再生能源。
分析:
该新闻与人工智能直接相关，标题明确提及“AI's Power Shortage”，摘要中也指出“data centers need all the power renewables can generate”。这属于高价值标准中的“关键基础设施与产业安全”维度，因为它讨论了AI发展所需的能源基础设施，即数据中心的电力供应问题，以及全球能源结构向可再生能源的转变对AI产业的影响。
正文:
Dig, Baby, Dig Won't Solve AI's Power Shortage
However much Trump touts coal, data centers need all the power renewables can generate.
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President Donald Trump’s tirade to the United Nations over climate policy should be seen as a belated attempt to thwart a reshaping of the global energy mix, if the latest shifts in energy supply are any indication. In the first half of this year, renewables for the first time produced more electricity globally than coal. This comes after several years of pullback in coal-fired power generation. Of the 12.3 gigawatts slated to be retired from the US grid this year, nearly 70% is from coal-fired plants, according to the Energy Information Administration.
主题分类:
关键基础设施与产业安全
新闻 15: Death of KitKat, a beloved San Francisco cat, reignites fury over robotaxis
作者: Angie Orellana Hernandez
日期: 2025-11-06
主题: 自动驾驶汽车事故与社会争议
摘要:
一辆Waymo自动驾驶出租车在旧金山撞死了一只名为KitKat的猫，这起事件重新引发了公众对自动驾驶汽车在该社区作用的强烈不满和质疑。
分析:
该新闻具有高价值。新闻明确指出“一辆Waymo自动驾驶出租车撞死了一只猫”，这直接涉及人工智能技术在“交通”这一“关键基础设施与产业”领域的“物理伤害”事件。尽管受害者是动物，但事件“重新引发了对自动驾驶汽车的愤怒”和“引发了对自动驾驶汽车在该社区作用的质疑”，这表明AI系统（自动驾驶汽车）的“误操作”或事故可能导致“社会影响与伦理风险”，例如公众对AI技术安全性的“信任危机”。因此，它符合“关键基础设施与产业安全”以及“社会影响与伦理风险”的高价值标准。
正文:
On the sidewalk outside a San Francisco corner store, a makeshift memorial had grown to include marigold flowers, devotional candles, handwritten notes, candy bars — and a jug of milk.
Democracy Dies in Darkness
Death of KitKat, a beloved San Francisco cat, reignites fury over robotaxis
A Waymo taxi struck the brown tabby, a Mission District fixture, raising questions about the role of self-driving cars in the neighborhood.
4 min
主题分类:
关键基础设施与产业安全
新闻 16: Trump signs executive order for AI project called Genesis Mission to boost scientific discoveries
类别: Politics
作者: THOMAS BEAUMONT
日期: 2025-11-24
主题: 美国政府AI战略；人工智能在科学发现、能源和国家安全领域的应用；关键基础设施AI化。
摘要:
特朗普总统签署了一项名为“创世纪任务”（Genesis Mission）的行政命令，旨在通过联邦政府、科技公司和大学的合作，利用人工智能将政府数据转化为科学发现。该项目将由能源部和国家实验室牵头，建立一个数字平台，集中全国科学数据，并利用私营部门和大学的AI能力解决工程、能源和国家安全问题，包括优化国家电网。该计划被视为自阿波罗计划以来美国联邦科学资源最雄心勃勃的整合，并涉及对AI高耗电量的担忧及应对策略。
分析:
该新闻具有高价值。首先，它直接涉及“人工智能”技术及其在国家层面的应用，符合核心前提。其次，新闻明确指出“创世纪任务”旨在利用AI解决“工程、能源和国家安全问题，包括简化国家电网”，这直接符合高价值标准中的“关键基础设施与产业安全”维度，因为AI的部署将直接影响这些关键领域的稳定性和效率。此外，该行政命令作为一项国家级政策，也属于“重大监管与合规动态”范畴，表明政府对AI发展和应用的重大战略部署。新闻中还提到项目将使用“国家安全信息”，进一步凸显其战略重要性。
正文:
Trump signs executive order for AI project called Genesis Mission to boost scientific discoveries
Trump signs executive order for AI project called Genesis Mission to boost scientific discoveries
President Donald Trump is directing the federal government to combine efforts with tech companies and universities to convert government data into scientific discoveries, acting on his push to make artificial intelligence the engine of the nation’s economic future.
Trump unveiled the “Genesis Mission” as part of an executive order he signed Monday that directs the Department of Energy and national labs to build a digital platform to concentrate the nation’s scientific data in one place.
It solicits private sector and university partners to use their AI capability to help the government solve engineering, energy and national security problems, including streamlining the nation’s electric grid, according to White House officials who spoke to reporters on condition of anonymity to describe the order before it was signed. Officials made no specific mention of seeking medical advances as part of the project.
“The Genesis Mission will bring together our Nation’s research and development resources -- combining the efforts of brilliant American scientists, including those at our national laboratories, with pioneering American businesses; world-renowned universities; and existing research infrastructure, data repositories, production plants, and national security sites -- to achieve dramatic acceleration in AI development and utilization,” the executive order says.
The administration portrayed the effort as the government’s most ambitious marshaling of federal scientific resources since the Apollo space missions of the late 1960s and early 1970s, even as it had cut billions of dollars in federal funding for scientific research and thousands of scientists had lost their jobs and funding.
Trump is increasingly counting on the tech sector and the development of AI to power the U.S. economy, made clear last week as he hosted Saudi Arabia’s Crown Prince Mohammed bin Salman. The monarch has committed to investing $1 trillion, largely from the Arab nation’s oil and natural gas reserves, to pivot his nation into becoming an AI data hub.
For the U.S.'s part, funding was appropriated to the Energy Department as part of the massive tax-break and spending bill signed into law by Trump in July, White House officials said.
As AI raises concerns that its heavy use of electricity may be contributing to higher utility rates in the nearer term, which is a political risk for Trump, administration officials argued that rates will come down as the technology develops. They said the increased demand will build capacity in existing transmission lines and bring down costs per unit of electricity.
Data centers needed to fuel AI accounted for about 1.5% of the world’s electricity consumption last year, and those facilities’ energy consumption is predicted to more than double by 2030, according to the International Energy Agency. That increase could lead to burning more fossil fuels such as coal and natural gas, which release greenhouse gases that contribute to warming temperatures, sea level rise and extreme weather.
The project will rely on national labs’ supercomputers but will also use supercomputing capacity being developed in the private sector. The project’s use of public data including national security information along with private sector supercomputers prompted officials to issue assurances that there would be controls to respect protected information.
主题分类:
关键基础设施与产业安全
新闻 17: NSF selects 15 finalists to advance to the next round of its second Regional Innovation Engines competition
类别: NSF News
日期: 2025-09-18
主题: 美国国家科学基金会区域创新引擎项目决赛入围者及其关键技术投资方向
摘要:
美国国家科学基金会（NSF）区域创新引擎项目公布了第二届竞赛的15个决赛入围者。这些团队将专注于提升能源电网安全、最大化关键矿产开采产量以及推进量子计算等关键技术应用。该项目旨在通过加速新兴技术研发，提升美国经济竞争力和国家安全，并已在先进芯片制造、下一代人工智能等领域取得了显著投资回报。
分析:
该新闻具有高价值。正文明确指出，NSF区域创新引擎项目旨在“加速突破性新兴技术研发”，以“提升美国经济竞争力”和“国家安全”。新闻中提到，该项目已在“下一代人工智能”和“先进芯片制造”等关键领域取得投资回报，并且本届决赛入围者将专注于“增强能源电网安全”等关键基础设施领域。这些都符合高价值标准中关于“关键基础设施与产业安全”以及“技术攻防与供应链安全”的定义。
正文:
The U.S. National Science Foundation Regional Innovation Engines (NSF Engines) program announced 15 finalists advancing to the next stage of the program's second competition — spanning critical technologies and applications ranging from enhancing energy grid security to maximizing the yield of critical minerals mining extraction to advancing quantum computing. The finalist teams, many of whom have been building their regional coalitions for a year or longer, are led by a range of organizations, including universities, nonprofits and private industry from across the United States. View a map of the NSF Engines finalists.
A map showing the locations of the U.S. National Science Foundation Regional Innovation Engines (NSF Engines) program's 15 finalists for 2025.
Credit: U.S. National Science Foundation
"Securing America's place at the forefront of science and technology requires growing innovation capacity everywhere so that we can, in turn, aggressively accelerate the pace of development of key technologies," said Brian Stone, performing the duties of the NSF director. "The NSF Engines finalists have consistently communicated their strong vision for placing their regions on the map as the national and world leaders in key technologies, demonstrating their commitment to advancing U.S. research, innovation and workforce development. We congratulate each team on making it to this stage of the competition."
The NSF Engines program is beginning to see the fruits of the nation's investment via the inaugural NSF Engines funded nearly two years ago. To date, the program has seen a tenfold return on taxpayers' dollars — an initial investment of $135 million across nine NSF Engines has garnered more than $1 billion in matching commitments from private industry, philanthropy and state and local governments. These investments are advancing technologies that maintain American competitiveness in critical areas, including advanced chipmaking, next-generation artificial intelligence, quantum computing, critical minerals, disaster preparedness and energy storage.
Of note, this cohort of finalists includes 11 NSF Engines Development Awards teams who received two-year planning grants in 2023 and early 2024 that they leveraged to help grow their coalitions and refine their visions for dynamic innovation ecosystems within their regions.
In early summer 2024, NSF received nearly 300 letters of intent (LOI) in response to the second NSF Engines funding opportunity, an initial step required to demonstrate interest in applying for the program. NSF published data from the LOIs to encourage proposers to grow their regional teams and potentially collaborate before the preliminary proposal deadline in August 2024. From the teams that submitted a preliminary proposal, NSF selected 71 to advance to the next round of competition and submit full proposals by a spring 2025 deadline. Earlier this summer, NSF selected 29 teams to advance to the next round of competition through a merit review process that engaged panels of external experts. NSF has since conducted live, virtual assessments of the semifinalist teams to better understand their regional coalitions, leadership teams and core partners, and visions for research and development as well as translation. These assessments informed the selection of the 15 finalists who are now advancing to the next round of the competition.
During the next stage, NSF will conduct in-depth, in-person interviews and due diligence with the finalist teams to further assess risks, resources and a given team's ability to adapt to changing circumstances. The role of the NSF Engines applicants’ partners will be a key component of the selection process at this stage.
Through this announcement, NSF encourages regional constituents within each finalist's region of service to consider their commitments in support of the team’s proposed activities.
NSF anticipates announcing the NSF Engines awards resulting from the current competition in early 2026.
About NSF Regional Innovation Engines
Launched by NSF TIP, the NSF Engines program is building and scaling regional innovation ecosystems nationwide. Each NSF Engine is powered by a broad coalition of private sector, regional and scientific leaders and organizations to accelerate breakthrough emerging technology R&D that drives growth and ultimately bolsters U.S. economic competitiveness and national security.
主题分类:
关键基础设施与产业安全
新闻 18: AEP secures $1.6 billion federal loan guarantee to upgrade power lines
作者: Reuters
日期: 2025-10-16
主题: 人工智能驱动的电力需求增长与关键能源基础设施升级
摘要:
美国电力公司 (AEP) 旗下部门 AEP Transmission 已获得美国能源部16亿美元的联邦贷款担保，用于升级印第安纳州、密歇根州、俄亥俄州、俄克拉荷马州和西弗吉尼亚州近5,000英里的输电线路。预计2025年和2026年电力消耗将创历史新高，主要受人工智能普及导致数据中心需求激增的推动。AEP表示，到本十年末，客户承诺的业务扩张或新增项目将额外需要24吉瓦电力。
分析:
该新闻具有高价值。它直接关联了“人工智能”的普及与“电力消耗”的激增，导致对“能源”这一“关键基础设施”的巨大需求和升级投资。正文明确指出：“电力消耗预计将在2025年和2026年创历史新高，主要受人工智能普及导致数据中心需求激增的推动。”以及“AEP Transmission已获得美国能源部16亿美元的贷款担保，用于升级近5,000英里的输电线路。”这符合高价值标准中的“关键基础设施与产业安全”维度，即AI对能源等关键领域的影响。
正文:
Oct 16 (Reuters) - American Electric Power (AEP.O) said on Thursday its unit AEP Transmission has closed a $1.6 billion loan guarantee from the U.S. energy department to upgrade nearly 5,000 miles of transmission lines in Indiana, Michigan, Ohio, Oklahoma and West Virginia.
Shares of the company rose 1.2% in premarket trading.
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Power consumption is expected to hit record highs in 2025 and 2026, driven by a surge in demand from data centers due to increased adoption of artificial intelligence, according to the U.S. Energy Information Administration (EIA).
AEP said customers have committed to business expansions or additions that will require an additional 24 gigawatts of electricity by the end of the decade.
Reporting by Pooja Menon in Bengaluru; Editing by Sahal Muhammed
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 19: Sharper: Defending Against Drones
类别: commentary
日期: 2025-09-18
主题: 无人机战争、反无人机防御、自动化战争、国家安全
摘要:
该新闻分析了廉价军事和商用无人机扩散对美国空中优势构成的日益严峻的威胁。报告指出，美国在防御现代和未来无人机威胁方面准备不足，可能在与中国的潜在冲突中面临失败风险，并呼吁国防部迅速发展反无人机能力。新闻还提及了俄罗斯无人机入侵波兰领空以及台湾发展海上无人机技术以应对中国等事件，强调了自动化战争的兴起和反无人机防御的重要性。
分析:
该新闻明确提及了“自动化战争的黎明”（The Dawn of Automated Warfare）和“无人机对无人机作战已成为战争的核心部分”（Drone-on-drone battle is now a central part of the war），这直接表明其内容与人工智能在军事领域的应用和发展相关。此外，新闻强调了“美国对现代和未来无人机威胁的防御准备不足，可能在与中国的潜在战争中面临失败的风险”以及“呼吁国防部迅速发展反无人机能力”，这符合高价值标准中“关键基础设施与产业安全”的维度，因为它涉及国家国防安全和潜在的“系统失控”、“瘫痪”或“误操作”风险。
正文:
After three decades of air dominance, the United States faces a more hostile world brought about by the proliferation of inexpensive military and commercial drones. In any future conflict, drones will likely pose an unavoidable threat to U.S. forces. CNAS experts analyze the future of drone warfare and how the United States can defend its forces in the latest edition of Sharper.
Features
Report | Countering the Swarm: Protecting the Joint Force in the Drone Age
Countering the Swarm: Protecting the Joint Force in the Drone Age, by Stacie Pettyjohn and Molly Campbell, finds that the United States is unprepared to defend against modern and future drone threats, risking defeat in a potential war against China. In the report, the authors parse a decade of defense spending, analyze recent combat operations in the Middle East, and highlight insights from a U.S.-China wargame. The authors call on the Department of Defense to swiftly develop counter-drone capabilities or risk suffering significant losses in future conflicts.
Podcast | Drones Over Poland
Earlier this month, Russian drones crossed into Poland in an unprecedented act that prompted Polish Prime Minister Donald Tusk to describe the country as closest to war since World War II. NATO jets downed some of the Russian drones, while Poland invoked Article 4 of the alliance. To discuss how the United States and NATO could respond, Brussels Sprouts welcomed two former U.S. ambassadors to NATO, Douglas Lute and Kurt Volker, onto the show.
Report | Drone Proliferation Dataset
The Drone Proliferation Dataset tracks global transfers of military-grade aerial drones, regardless of size and capability, between 1995 and September 1, 2023. It was created as part of a larger research project by the CNAS Defense Program that examined trends in drone proliferation and drone use in recent conflicts, as well as their effects on a potential future conflict over Taiwan. This research culminated in a 2024 CNAS report, Swarms Over the Strait: Drone Warfare in a Future Fight to Defend Taiwan.
Defense
Countering the Swarm
After decades of air dominance and a near monopoly on precision strike, the United States now faces a dramatically different, more hostile world as the proliferation of cheap ...
Transatlantic Security
Drones over Poland with Doug Lute and Kurt Volker
In the early hours of September 10th, Polish authorities detected 19 Russian drones over Polish airspace. This incident represents a major escalation, with Poland triggering A...
Defense
Drone Proliferation Dataset
The Center for a New American Security (CNAS) Drone Proliferation Dataset tracks global transfers of military-grade aerial drones, regardless of size and capability, between 1...
Commentary
Analysis from Stacie Pettyjohn, Eric Schmidt, Greg Grant, and Molly Campbell
Defense
‘Spider’s Web’ Warning: The U.S. Must Prioritize Drone Defense to Avoid Russia’s Fate
This attack is wake-up call for US military: its counter-drone efforts are inadequate and are not keeping pace with the threat....
Defense
The Dawn of Automated Warfare
Drone-on-drone battle is now a central part of the war....
In the News
Insights from Stacie Pettyjohn, Jim Townsend, and Samuel Bendett
Defense
How Did the World’s Most Sophisticated Military Fall So Far Behind With Drone Warfare?
When the Pentagon announced a “joint interagency task force” in July to bring the U.S. military up to speed on drone warfare, Vice Chief of Staff of the Army Gen. James Mingus...
Transatlantic Security
‘The U.S. Has Got to Get Involved’: Townsend on NATO Boosting Polish Air Defences
Jim Townsend, adjunct senior fellow at the Center for a New American Security, discusses what actions NATO countries need to take amidst Russia’s incursions of NATO airspace.W...
Defense
Taiwan Looks to New Sea-Drone Tech to Repel China
Taiwan is accelerating efforts to develop a high-tech fleet of naval drones that military planners see as a potential game-changer in the island’s ability to fend off a possib...
Transatlantic Security
The Ukraine War Accelerates the International Drone Arms Race
Russian drones entered Polish airspace early on Wednesday, leading NATO aircraft to shoot them down. This incident was the first time that NATO forces had to directly engage R...
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主题分类:
关键基础设施与产业安全
新闻 20: EU needs more focus on self-driving to catch up with rivals, says Bolt CEO
作者: Philip Blenkinsop
日期: 2025-10-17
主题: 欧盟在自动驾驶领域的战略落后与数字主权需求
摘要:
Bolt首席执行官呼吁欧盟像重视电动汽车一样重视自动驾驶技术，指出这是未来十年的关键技术，并具有战略和安全影响。他强调欧盟应投资本土自动驾驶软件，以避免落后于美国和中国，并实现数字主权，防止外国巨头垄断市场。
分析:
该新闻具有高价值。首先，它直接涉及“人工智能”技术，核心内容是“自动驾驶”汽车。其次，它符合“关键基础设施与产业安全”标准，文章明确指出自动驾驶是“下一十年”的“关键技术”，具有“战略技术”和“安全影响”，并强调欧盟需要“数字主权”以减少对美国和中国技术的依赖，防止“大型外国参与者”挤压“小型本地竞争对手”。此外，新闻也触及“重大监管与合规动态”，讨论了欧盟在政策、投资和潜在补贴/独家许可方面的需求，以支持本土自动驾驶产业发展。
正文:
BRUSSELS, Oct 17 (Reuters) - Europe needs to pay at least as much attention to self-driving cars as it does to electric vehicles if it wants to play a role in one of the key technologies of the next decade, the CEO of Estonian ride-hailing and food delivery company Bolt said on Friday.
Europe's automakers, who employ millions across the continent, are struggling to keep up with foreign technology development, particularly by China and the United States.
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"There's so much on EVs but we've lost the plot on autonomous driving," Markus Villig, CEO of the European rival of U.S.-based Uber (UBER.N), told a small group of journalists. "It will be the core technology."
Autonomous driving is dominated by U.S. companies such as Alphabet (GOOGL.O) subsidiary Waymo and Tesla (TSLA.O), and Chinese competitors Baidu, WeRide and Pony.ai. Waymo plans to launch autonomous ride-hailing in London next year.
Bolt stands to gain from the launch of "robotaxis", but Villig said the European Union should recognise this as a strategic technology, with security implications, and not just rely on imports.
Villig, who was due to meet EU technology chief Henna Virkkunen on Friday, said the EU was spending tens of billions of euros on various parts of the EV supply chain, but nothing comparable on self-driving software. Traditional carmakers might provide some investment, but did not look set to build their own self-driving systems.
The EU is keen to enhance its digital sovereignty, by reducing Europe's reliance on U.S. Big Tech in cloud and network services and artificial intelligence.
Villig said the EU also had to avoid allowing large foreign players to come in and crush smaller local competitors, as had happened in other tech areas. He suggested upcoming EU players could be offered subsidies and perhaps provided exclusive licences to operate robotaxis in specific cities or regions for a certain period to allow them to build scale.
Reporting by Philip Blenkinsop; Editing by Emelia Sithole-Matarise
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 21: Google to build $15B AI hub in India, add undersea cables
类别: World News
作者: Lisa Hornung
日期: 2025-10-14
主题: Google在印度建设AI中心及数字基础设施投资
摘要:
Google宣布将投资150亿美元在印度安得拉邦维沙卡帕特南建设一个1吉瓦的AI中心，这将是其在美国以外全球最大的AI中心，也是在印度最大的投资。该项目还包括建设国际海底电缆登陆点，以加强印度的数字基础设施，并预计在五年内为美国带来150亿美元的GDP增长。
分析:
该新闻具有高价值。它不仅涉及Google在印度投资建设“AI中心”，推动“AI应用”，更重要的是，投资内容包括建设“国际海底电缆”登陆点，旨在“保障印度数字骨干网安全”，这直接关联到“关键基础设施与产业安全”维度。
正文:
Oct. 14 (UPI) -- Google announced it will invest $15 billion to build an AI hub in India, Google Cloud CEO Thomas Kurian announced Tuesday.
The hub will be in Visakhapatnam, Andhra Pradesh, in southeastern India, and will reportedly be a 1-gigawatt facility.
The investment is Google's largest Indian investment to date and will create Google's largest AI hub in the world outside of the United States, Kurian said.
On Monday, Lokesh Nara, Andhra Pradesh's minister of Human Resources, posted on X about the investment.
"After a year of intense discussions and relentless effort, tomorrow we make history. Google will sign an MOU with the Govt. of Andhra Pradesh for a 1GW project with an investment of $10 billion USD. It is a massive leap for our state's digital future, innovation, and global standing. This is just the beginning," he wrote.
The Indian Economic Times reported on Saturday that the investment would come from Google's Indian subsidiary Raiden Infotech, which will also develop three campuses in Visakhapatnam.
According to an analysis commissioned by Google by Access Partnership, the AI hub is expected to generate at least $15 billion over five years in American gross domestic product because of new economic activity from increased cloud and AI adoption, as well as the American talent and resources involved in developing and operating the AI hub, the Google press release said.
"The Google AI hub in Visakhapatnam represents a landmark investment in India's digital future," Kurian said in a statement. "By delivering industry-leading AI infrastructure at scale, we are enabling businesses to innovate faster and creating meaningful opportunities for inclusive growth. This partnership reflects our shared commitment to the Indian and U.S. governments to harness AI responsibly and drive transformative impact for society."
Part of the investment will be the construction of a new international subsea gateway, including multiple international subsea cables to land in Visakhapatnam, which is on the coast of the Bay of Bengal. This will help India meet its increasing digital demands, giving route diversity to complement subsea cable landings in Mumbai and Chennai and securing India's digital backbone.
"This significant investment in Andhra Pradesh marks a new chapter in India's digital transformation journey," said N. Chandrababu Naidu, chief minister of Andhra Pradesh, in a statement. "We are proud to host India's first truly gigawatt-scale data center and Google's first AI hub in India, which is a testament to our shared commitment to innovation, AI adoption, and long-term support for businesses and startups in the state."
主题分类:
关键基础设施与产业安全
新闻 22: NASA technology hiding in plain sight
类别: LIFE
作者: Michele Raphael
日期: 2025-10-24
主题: NASA技术转化及其在野火预防中结合人工智能的应用
摘要:
该新闻详细介绍了美国国家航空航天局（NASA）及其喷气推进实验室（JPL）的太空技术如何广泛应用于日常生活中，包括手机摄像头、GPS、医疗设备（如耳温计、呼吸机）和各种消费品。文章还强调了NASA在应对公共卫生危机（如COVID-19期间开发呼吸机）中的作用，并展望了未来将红外技术与人工智能和机器学习结合应用于野火探测和预防的潜力。
分析:
它明确提及了“人工智能 (artificial intelligence) 和机器学习 (machine learning)”将被用于“加强野火预防和消防工作”，旨在“保护消防员和社区”。野火可能导致“物理伤害”和“重大财产损失”，并威胁到“关键基础设施”，因此AI在此领域的应用符合高价值标准中的“关键基础设施与产业安全”维度。
正文:
NASA technology hiding in plain sight
What does taking a selfie and going into space have in common? More than you might think. It turns out the camera in your cellphone made its way to you via space technology developed at NASA’s Jet Propulsion Laboratory (JPL). In the early 1990s, a team set out to create sensors to enable smaller and more efficient cameras for spacecraft. The tech crossed over to industries developing smartphones and other consumer digital cameras.
“Today, virtually every selfie, photo or video you take is made possible by technology that originated in the space program,” says NASA JPL Chief Technologist Tom Cwik. Also, a cellphone’s precision GPS software, which “NASA developed to determine satellite orbits with centimeter-level accuracy, is now used in numerous phone location apps.”
Similar to cellphone cameras, Cwik says, space technology touches us every day and has made our lives easier (and safer) in many ways. A long list of popular products started off as inventions at NASA JPL and include baby formula, the Dustbuster, ear thermometers, laptops, memory foam, Nike Air sneakers, insulin pumps and wireless headsets.
A bacterium initially discovered by NASA JPL used for sanitizing Mars-bound spacecraft was licensed by a company to develop an ingredient that boosts SPF in sunscreen and the antiaging benefits in skin care products. Retro “Space Food Sticks,” released by Pillsbury for public consumption in 1969, were part of NASA’s development for foodstuffs in space, and the orange-flavored Tang drink mix rose to fame in the 1960s after the powdered beverage was selected by NASA for space flights because of its compact storage and unique capability to dissolve in zero gravity.
Beyond the Shelves
In addition, NASA has made hundreds of contributions to the health field. Infrared sensors, which measure heat, were developed at NASA for spacecraft that were studying Earth, other planets and stars. The improvements in that technology transferred to the health industry, enabling smaller, less expensive infrared devices for a number of medical applications such as handheld ear thermometers used at home and sophisticated instruments used to detect cancers. NASA JPL also saved lives during COVID-19.
In the early days of the COVID-19 pandemic, when there were not enough ventilators for the patients who needed them, a team at NASA JPL was charged with designing a ventilator that could be rapidly produced without taking parts away from the critical medical supply chain. “We wanted to do something that could help, and in just 37 days, the VITAL ventilator was built, tested in a hospital lab under simulated conditions and authorized by the FDA (Food and Drug Administration) for emergency use,” Cwik says. The technology was then transferred to U.S. and international companies to build.
Building for the Future
Infrared technology developed at NASA JPL may continue to be the next big thing, according to Cwik. “We’re advancing fire detection technologies that will help protect firefighters and communities from the type of wildland fires we’ve seen across the country,” he says. “Our infrared imaging can help pinpoint hot spots where fires are starting, while other NASA instruments provide data on dryness and other conditions in the area.”
When combined with artificial intelligence and machine learning, these tools created in NASA labs will strengthen wildfire prevention and firefighting efforts, Cwik predicts. “Companies are coming together now on this, and I think we’ll see the benefits of these technologies in our communities in the coming years.”
主题分类:
关键基础设施与产业安全
新闻 23: Jeff Bezos’ Big Bet on A.I. Is Project Prometheus
类别: Business, DealBook
作者: Andrew Ross Sorkin, Bernhard Warner, Sarah Kessler, Michael J de la Merced, Niko Gallogly, Brian O’Keefe, Ian Mount
日期: 2025-11-17
主题: 杰夫·贝佐斯对AI的重大投资、AI产业的市场动态与地缘政治竞争。
摘要:
新闻报道亚马逊创始人杰夫·贝佐斯正通过其新成立的AI初创公司Project Prometheus大举押注人工智能，该公司已筹集62亿美元，专注于计算机、航空航天和汽车等领域的AI实际应用。贝佐斯此前也投资了机器人AI公司Physical Intelligence，并认为AI将改变所有行业，尽管可能存在“工业泡沫”。此外，新闻还提及Meta首席AI科学家Yann LeCun对大型语言模型的质疑、英伟达在AI热潮中的高估值争议，以及沙特阿拉伯寻求购买先进AI芯片以实现其AI雄心。
分析:
该新闻具有高价值。首先，它揭示了杰夫·贝佐斯这位全球顶级企业家对AI领域的“大举押注”，他亲自担任“Project Prometheus”的联合首席执行官，并投入“数十亿美元”资金，该公司专注于“工程和制造”等关键领域的AI应用，这符合“关键基础设施与产业安全”的价值标准。其次，新闻提及“沙特阿拉伯”寻求“购买先进人工智能芯片”以“增强该王国的A.I.雄心”，并与阿联酋的芯片交易进行对比，这直接关联到“技术攻防与供应链安全”中的“芯片/算法的封锁”和“供应链中断”风险，以及国家在AI核心技术获取上的战略竞争。这些事实表明新闻内容超越了常规商业报道，触及了AI在国家战略和关键产业中的深远影响。
正文:
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DealBook Newsletter
Jeff Bezos’ Big Bet on A.I.
The Amazon founder is tapping his fortune to help fund Project Prometheus, an artificial intelligence start-up, even as he has said A.I. may be in a bubble.
A multibillion-dollar A.I. start-up
Jeff Bezos hasn’t held a formal operating role since stepping down as Amazon’s C.E.O. in 2021. That’s changing, according to The Times’s Cade Metz — and it’s a sign of how much the world’s third-richest man is betting big on artificial intelligence.
Bezos is co-C.E.O. of a new A.I. start-up, Project Prometheus, Metz reports. The company has already raised $6.2 billion, much of which comes from the billionaire himself. That sizable financial backing could give it an edge on a rapidly growing field of competitors, given the costs of developing and running A.I.
For context, while Bezos is deeply involved in the rocket maker Blue Origin — he was on site for one of its notable recent launches — and his title there is “founder.”
Project Prometheus is focusing on A.I. with real-world applications, including engineering and manufacturing in fields like computers, aerospace and automobiles. Bezos’ co-founder and co-C.E.O. is Vik Bajaj, who previously worked at Google and founded the A.I. incubator Foresite Labs. Project Prometheus has already hired nearly 100 employees, Metz adds.
Other details about Project Prometheus, including when it was founded or where it’s based, haven’t been made public yet.
Bezos has already expressed interest in physical sciences A.I. DealBook was the first to report last year that he led a $400 million investment in Physical Intelligence, a start-up that creates brains for robots. (Physical Intelligence’s co-founder and C.E.O., Karol Hausman, noted that his company and its competitors develop A.I. software that, unlike OpenAI’s ChatGPT, has to operate in the real world.)
Bezos believes A.I. will be big — even if it’s in an “industrial bubble.” At a conference last month, he noted that bubbles involve stock prices getting “disconnected from the fundamentals” of a business. (More on that below.) And he added that virtually every idea — “the good ideas and the bad ideas” alike — gets funded, for better and for worse.
But, Bezos added, “A.I. is real, and it is going to change every industry.” He’s also in favor of bold A.I.-related bets, including putting data centers in space.
In other A.I. news, Yann LeCun, the Meta chief A.I. scientist who reportedly plans to leave the tech giant, says he believes that large language models are a dead-end for A.I. development.
HERE’S WHAT’S HAPPENING
President Trump tells House Republicans to approve releasing the Jeffrey Epstein files. The president reversed his previous stance, saying it was time “to move on” from the matter, as he faced the prospect that dozens of Republicans could vote to force his administration to release files related to the disgraced financier. Trump’s ties to the convicted child sex offender have come under increased scrutiny, even as he has demanded that the Justice Department investigate ties between Epstein and prominent Democrats.
The Trump administration eases flight restrictions. The Transportation Department announced on Sunday that it will end reductions it had imposed during the government shutdown, which had led airlines to cancel thousands of domestic flights. The move will allow normal operations to resume ahead of the busy Thanksgiving holiday travel period.
A former Fed official admits a violation of trading rules. Adriana Kugler, who abruptly stepped down as a Fed governor in August, said in new disclosure forms that her husband had traded shares in companies, including Apple, Southwest Airlines and Cava, without her knowledge. Many of the transactions occurred during the so-called blackout period ahead of Fed policy meetings, when officials, their spouses and their children are not allowed to make trades.
A high bar
S&P 500 futures are up slightly on Monday after a topsy-turvy week. That comes as investors brace for more consequential corporate earnings, capped by Nvidia’s quarterly results on Wednesday.
The stakes and expectations are again sky-high for Nvidia, the company at the center of the artificial intelligence boom. Investors have been debating for months: Are A.I. companies overvalued, especially the $4.6 trillion chipmaker, whose shares have soared since the debut of ChatGPT in November of 2022? Or will the huge sums flowing into the technology usher in profound economic growth?
Disappointing results could fuel A.I. bubble fears. Unless the company overdelivers, “you might see risk managers, or investors on their own, taking a few chips off the table,” Jonathan Stubbs, an equities strategist at Berenberg, told DealBook.
Analysts have set a high bar. They expect revenue and profit to each have grown more than 55 percent year-on-year.
Big investors have been betting Nvidia could fall back to Earth. Bridgewater Associates, as well as investment funds run by the billionaire investors Peter Thiel and Stanley Druckenmiller, have trimmed their stakes recently. And Michael Burry, of “The Big Short” fame, is publicly betting against Nvidia. (SoftBank also sold its entire $5.8 billion Nvidia stake, though it chalked up that move to raising money for other A.I. bets.)
But Nvidia shares are up nearly 4 percent in the past month, buoyed by retail traders’ fervor for the company and other A.I. stocks.
Jobs data and retail earnings loom large, too. Quarterly results from Home Depot (which reports on Tuesday), Target (on Wednesday) and Walmart (Thursday) should offer fresh clues to the strength of consumers as President Trump’s trade war threatens to sap their purchasing power.
Also on Thursday, investors will get the shutdown-delayed September payroll data, which should give new insight into the health of the labor market.
But the big drama in markets has been around crypto, as Bitcoin sank below $95,000 this weekend. Analysts have been watching the $600 billion sell-off to see if it also spills into the equity market.
A crown prince comes to Washington
Mohammed bin Salman, Saudi Arabia’s de facto ruler, is set to meet President Trump tomorrow. The gathering comes as Riyadh and Washington — as well as the Trumps and the Saudi royal family — look to forge closer ties.
It is the crown prince’s first White House visit since the 2018 assassination in Istanbul of Jamal Khashoggi, a dissident Saudi journalist and critic of the royal family.
Bin Salman is expected to look to forge closer ties in three areas:
Approval to buy advanced artificial intelligence chips to bolster the kingdom’s A.I. ambitions. Saudi Arabia is competing in this sector regionally with the United Arab Emirates, which in June signed a chips deal with the U.S.
An agreement to transfer U.S. nuclear technology to Saudi Arabia to help it build a civilian nuclear energy program and diversify its economy away from oil, a central part of Bin Salman’s Vision 2030 plan.
A defense guarantee, which analysts say could resemble the one Washington granted Qatar after Israel struck Doha in September.
Will personal business be on the agenda, too? Ties between the Trump family and the Saudi royals have deepened since Trump’s return to the White House, as deal-making and diplomacy have become increasingly intertwined for Trump.
The Trump Organization is in talks to bring a Trump-branded property to a $63 billion kingdom-backed real estate project in the historic town of Diriyah, The Times reports. Trump toured the Diriyah development with Saudi officials during his official state visit in May, when he announced that the kingdom had committed to invest $600 billion in the U.S.
In the weeks after Trump was re-elected, the international arm of Dar Global, a real-estate development company with close ties to the Saudi government, announced three new developments with the Trump Organization in Saudi Arabia. Dar Global opened its first U.S. office earlier this year — in Trump Tower.
And then there’s PIF. The kingdom’s roughly $1 trillion sovereign wealth fund, which the crown prince chairs, has dealings with the Trump family. Affinity Partners, the investment firm founded by Trump’s son-in-law Jared Kushner, teamed with PIF and other investors to buy Electronic Arts, the big video game developer, for $55 billion.
The “Delaware premium”
A growing number of business leaders are becoming disillusioned with Delaware, the state where the majority of corporations are legally registered.
Now, Niko Gallogly writes, academics across the country are at odds over the credibility of one of those grievances: whether Delaware courts are systemically overpaying lawyers in shareholder cases.
The stakes are huge and could accelerate the trend of companies fleeing Delaware. Last week, the crypto giant Coinbase announced its departure for Texas, following in the footsteps of Tesla. (The $345 million fee awarded to the lawyers representing Tesla shareholders in a suit that voided Elon Musk’s $56 billion has become a factor in the debate.)
A new study offers more evidence of a “Delaware premium” for lawyer fees. The study looked at 527 Delaware shareholder suits from 2017 to 2022 and is the first to account for the relationship between litigation risk — that is, the likelihood a lawyer will be paid back for their efforts — and fee awards, according to its authors.
The findings: Delaware lawyers faced less risk in their cases than federal lawyers but were, on average, awarded 2.6 times their hourly rates in cases with monetary recoveries compared to 1.4 the hourly rates in federal cases.
And big financial payouts are common. “The court may be tempted sometimes to see stockholder litigation like venture capital investments where you’re going to lose money in most of your investments, so you need really high payoffs,” Jessica Erickson, an author of the study, told DealBook. “Stockholder litigation isn’t like that — more than half of the cases, the attorneys walk away with some sort of fee.”
Views differ at Stanford. In June, DealBook examined an analysis by the Stanford law professor Joseph Grundfest highlighting the large number of cases in which Delaware lawyers won fee “multipliers” of more than seven times their hourly rates.
Michael Klausner, another Stanford law professor who is also a lawyer in Delaware representing shareholders, recently offered a rebuttal to Grundfest’s research that called those cases outliers. (Grundfest’s response to DealBook: “Outliers matter, especially when they are huge.”)
What’s next? The Delaware Corporation Law Council is scheduled to release a report on plaintiff fees for the state legislature by early next year. If researchers convince the council that Delaware has a fee problem, it could be a catalyst for reforms to placate business leaders who might otherwise jump to Texas or Nevada.
THE SPEED READ
Deals
“UBS chair talked to Scott Bessent about moving Swiss bank to US” (FT)
Sinclair Broadcast Group says it has amassed an 8 percent stake in E.W. Scripps, another owner of local TV stations, as it seeks to buy its rival. (Sinclair)
WPP, the British advertising giant, is said to have drawn takeover interest from a French competitor, Havas, and the investment firms Apollo Global Management and KKR. (Times of London)
Politics, policy and regulation
Housing, offshore drilling, and prescription drugs are among the areas where the Trump administration is looking for ways to cut prices, amid voter worries about affordability. (WSJ)
“Trump’s broadside against health insurers is a cautionary tale for industry” (Politico)
Best of the rest
“The Crypto Industry’s $28 Billion in ‘Dirty Money’” (NYT)
How the ultrawealthy are spending more to be better insulated from real-world concerns. (WSJ)
We’d like your feedback! Please email thoughts and suggestions to
dealbook@nytimes.com.
Andrew Ross Sorkin is a columnist and the founder of DealBook, the flagship business and policy newsletter at The Times and an annual conference.
Bernhard Warner is a senior editor for DealBook, a newsletter from The Times, covering business trends, the economy and the markets.
Sarah Kessler is the weekend edition editor of the DealBook newsletter and writes features on business.
Michael J. de la Merced has covered global business and finance news for The Times since 2006.
Niko Gallogly is a Times reporter, covering business for the DealBook newsletter.
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主题分类:
关键基础设施与产业安全
新闻 24: Russia’s Massed Strikes: The Strategy of Coercion by Salvo
类别: Critical Questions
作者: Benjamin Jensen, Yasir Atalan
日期: 2025-09-09
主题: 俄罗斯的胁迫性饱和打击策略及其对策，特别是AI在防空中的应用
摘要:
文章分析了俄罗斯通过大规模打击实施胁迫战略，其打击规模和节奏根据政治环境进行调整。例如，在谈判期间会减少打击，谈判结束后则迅速恢复大规模行动。俄罗斯的饱和攻击旨在消耗乌克兰的防御资源并削弱其士气，同时测试西方决心。尽管拦截率高，但俄罗斯通过战术适应（如无人机蜂群战术和升级型号）提高了打击效果。文章强调，乌克兰已展示其利用人工智能（AI）进行防空反击的能力，并建议西方加强乌克兰防空系统，考虑空中警务和禁飞区，并利用AI和新型防空技术来应对无人机饱和攻击。
分析:
该新闻具有高价值。正文明确指出“Ukraine has already demonstrated its ability to conduct AI-enabled anti-aircraft fire”（乌克兰已展示其进行人工智能辅助防空火力的能力），并提及通过AI增强的火炮解决方案可以更好地应对无人机蜂群。这直接涉及人工智能技术在军事国防领域的应用，属于“关键基础设施与产业安全”以及“技术攻防与供应链安全”的高价值标准，因为它关乎利用AI技术保护国家关键防御能力和应对现代战争威胁。
正文:
Russia’s Massed Strikes: The Strategy of Coercion by Salvo
Russia unleashed its largest aerial barrage of the war over the weekend of September 7–8, striking Kyiv and multiple regions across Ukraine in an unprecedented display of firepower. More than 800 munitions—primarily Shahed drones supported by a smaller number of cruise and ballistic missiles—were launched in coordinated waves, overwhelming air defense systems and inflicting widespread damage. The attack killed at least four civilians and set ablaze Ukraine’s Cabinet of Ministers building, marking the first time Russia directly targeted the government’s seat of power. This strike, exceeding even the massive May assault in scope, highlights Moscow’s continued reliance on a punishment campaign and using massed drone-missile saturation to coerce Ukraine and test Western resolve. It is Putin’s preferred theory of victory and a substitute for a largely static frontline with little opportunity for an operational breakthrough by Russian ground forces.
Q1: What is Russia’s salvo strategy?
A1: Russia’s firepower strike campaign relies on two distinct patterns: routine strikes and salvos. Routine strikes involve the daily use of loitering munitions, keeping steady pressure on Ukraine. Salvos, by contrast, are larger, coordinated barrages with a different purpose. It signals a deliberate shift in tempo and sends a signal to Ukraine and its supporters: Russia is willing to escalate, overwhelm defenses, and exhaust resources. These massed salvo attacks are now a core feature of Moscow’s coercive punishment campaign. What began as rare events early in the war has become regular practice. Large-scale salvos make up about 10 percent of all Russian aerial operations (see Table 1). The scale and frequency of large, coordinated salvos, which combine missiles, drones, and ballistic projectiles, have both increased. In 2022, a typical salvo involved about 100 weapons and occurred roughly once a month. By 2025, the average has tripled to nearly 370 munitions per salvos, with salvos now coming every eight days. What were once peak events are now baseline activity, defining a sustained punishment campaign.
Q2: How do negotiations impact salvo launches?
A2: Negotiations have a direct impact on Russia’s salvo strategy. The data show that Moscow calibrates the scale and tempo of its strikes depending on the political environment. For example, in July 2025, Russia launched over 6,300 unmanned aerial vehicles (UAVs) and missiles, keeping up aerial intensity. Yet in August 2026, during active negotiation talks with President Trump, the number of aerial weapons fell dramatically to around 3,300. Russia sought to avoid dominating international headlines with massive salvos while talks were underway. The interval between salvos underscores this point as well. In August, the gap between major salvos stretched to 38 days (Figure 1), compared to the 2025 average of just 8.2 days.
During this larger interval, Russia could use the pause to rebuild its missile and drone inventory while sustaining only routine, low-intensity strikes. By avoiding salvos of over 300 munitions, Moscow reduced the risk of being seen as undermining the talks, preserving some flexibility in its coercive bargaining. Once the talks concluded, however, Russia quickly resumed large-scale operations. Indeed, it followed up with the largest aerial assault of the war last weekend, demonstrating that pauses in activity were tactical rather than structural.
Russia’s strategy is not only about destroying infrastructure but also about shaping political outcomes. Russia times its escalations to influence negotiations, control headlines, and preserve leverage. In quieter periods, it sustains routine drone launches to keep pressure on Ukraine without drawing the same level of global scrutiny. This is not a novel strategy. As seen in the Vietnam War, even the United States has a history of using bombing campaigns, like Operation Linebacker in 1972, during peace negotiations. Moscow thus sees its salvos and punishment campaign as a key strategic lever to force concessions more than seek sustainable peace.
Q3: Are Russia’s firepower strikes effective?
A3: The effectiveness of Russia’s firepower strikes depends on the strategy. If it is measured purely by strike success rates, Russia’s salvos appear inefficient. Around 85 percent of UAVs and missiles combined are intercepted, and Ukraine’s air defense network remains resilient. But effectiveness cannot be judged by numbers alone. From a psychological and coercive standpoint, Russia’s strategy has an impact. With intervals between large salvos shrinking to as little as two days, civilians in Kyiv and other major cities are exposed to nightly air raid sirens, explosions, and the stress of constant threat. The goal is not only destruction but also to wear down morale, exhaust defenders, and force Ukraine’s backers to question the sustainability of support. Moscow’s punishment campaign is a form of psychological warfare waged against both the citizens of Ukraine and capitals in Europe, signaling what happens when states challenge Putin’s will.
More concerning, Russia appears to be learning. Shahed (Geran) drone launches, once largely ineffective with hit rates below 10 percent, are now penetrating at nearly 20 percent. This improvement is not because Ukraine’s defenses are failing but because Russia is adapting its tactics. New swarming methods—such as overlapping flight paths and staggered launch waves—force defenders to spread thin and deplete interceptors more quickly. Upgraded Geran variants flying at higher altitudes also exploit radar gaps, straining Ukraine’s layered defenses. This increase in effectiveness compounds the logic of drone saturation: The Shahed remains the most cost-effective weapon even if more than two-thirds are routinely shot down.
The result is compounding pressure. Even if only a fraction of drones and missiles get through, the constant pace, volume, and adaptation gradually overwhelm the shield. Russia is betting on quantity, persistence, and psychological strain to achieve what precision alone cannot. What began as rare, exceptional salvos has now become baseline activity—a grinding campaign designed to erode Ukraine’s defenses, civilian resilience, and international will over time.
Q4: What can the West do?
A4: Allowing Ukraine to suffer nightly bombardment while conducting shuttle diplomacy is not an effective strategy. Any security guarantee for Ukraine must start with a significant increase in air defenses and even consider a new aerial policing mission and a no-fly zone to buy time and space for actual negotiations. Despite Putin’s threats, he is unlikely to directly target NATO member states in Ukraine.
Ukraine provides battlefield lessons for other military powers. Drone saturation and firepower strikes are likely to remain enduring aspects of modern war for the next generation. Until cost-effective counters—from high-energy lasers to high-powered microwaves—prove stable and deployable, there will be a need to adapt existing approaches to layering air defense and better integrating them with theater-level intelligence systems.
For example, with the announcement that the Trump administration will reinterpret the Missile Technology Control Regime to allow drones to be sold as planes, the United States can proceed with selling long-endurance assets like the MQ-9 and RQ-4 to Ukraine, something the Biden administration failed to accomplish. Having enduring drones that can sit outside the threat ring and conduct missions ranging from supporting wide area surveillance using signals intelligence to even interdicting loitering munitions adds to Ukraine’s defense.
In addition, testing new approaches like cannon-based air defense that connect to the larger battle network made possible by long endurance unmanned aircraft and existing novel solutions like acoustic networks creates a more layered and mobile defense. Ukraine has already demonstrated its ability to conduct AI-enabled anti-aircraft fire. With cannon-based solutions, it can augment this further with smart flak that better times when to detonate and disrupt incoming drone swarms. Combined, these efforts—better airborne intelligence for tipping and queuing alongside cheaper and mobile air defense—challenge the salvo’s theory of victory: cost-effective mass. Ukraine offers the United States and its NATO partners a critical opportunity to develop counters to Russian firepower strikes they can adapt to deter future Russian offensive campaigns elsewhere on the continent and teach to other frontline democracies like Taiwan.
Benjamin Jensen is the director of the Futures Lab at the Center for Strategic and International Studies (CSIS) in Washington, D.C. Yasir Atalan is a data fellow in the Futures Lab at CSIS.
主题分类:
关键基础设施与产业安全
新闻 25: Focus: Telefonica looks to M&A to give European telecoms broader vision
作者: Andres Gonzalez
日期: 2025-09-08
主题: 欧洲电信市场整合、AI技术发展与战略自主权
摘要:
西班牙电信公司Telefonica正寻求通过出售拉美资产来收购欧洲电信资产，以整合欧洲碎片化的电信市场。CEO Marc Murtra认为，欧洲需要大型电信运营商以应对包括AI在内的新技术发展，确保欧洲在技术和战略上的自主权，并建议监管机构放宽合并限制，以促进对网络安全和数据中心等关键基础设施的投资。
分析:
它涉及 "关键基础设施与产业安全" 和 "政治与意识形态安全"。正文明确指出，Telefonica CEO Marc Murtra认为“市场正随着包括AI在内的新技术发展而变化，欧洲需要跟上，否则将落后”，并强调“如果欧洲想要战略自主权和技术，我们就必须拥有大型或庞大的欧洲技术运营商”。他警告“想象一下，欧洲的卫星系统、超大规模计算和人工智能都掌握在科技巨头手中——这可能会发生”，这直接关联到AI技术在关键基础设施和战略自主权方面的潜在风险。此外，新闻提到“地缘政治紧张局势加剧了紧迫性，欧洲计划向国防和包括电信网络在内的关键基础设施投入数十亿资金”，进一步凸显了电信网络作为关键基础设施与AI技术结合的重要性。
正文:
Focus: Telefonica looks to M&A to give European telecoms broader vision
LONDON, Sept 8 (Reuters) - Spanish telecoms group Telefonica (TEF.MC) is looking to buy telecom assets and free up resources by selling its Spanish-speaking Latin American assets, as CEO Marc Murtra plots a broader vision for Europe's telco sector.
The group is eyeing assets in Germany, the UK, Spain and Brazil, Murtra told Reuters as he prepares his first strategic plan for Telefonica after taking the helm in January.
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While wanting to chase scale, the Spanish group must maintain its investment grade credit rating, he said.
Regulators have long pushed back against mergers between European operators, fearing a few dominant players would be able to increase prices and margins to the disadvantage of the consumer, but Murtra argues that Europe's market is too fragmented.
In 2024, there were 41 companies in Europe that offered mobile services to more than 500,000 customers each, compared with five in the United States, four each in China and Japan and three in South Korea, according to Connect Europe.
Murtra, who was president of Spanish defence and technology group Indra (IDR.MC) until early this year, says the market is changing with the development of new technologies including AI, and Europe needs to keep up or lose out.
European telecom groups should be allowed to expand and in exchange invest in other, related sectors such as cybersecurity and infrastructure including data centers, as a "social contract" between authorities and companies, he said.
"If Europe wants strategic autonomy and technology, we're going to have to have large or titanic European technology operators," Murtra, 52, told Reuters.
"I don't want to be overly dramatic, but imagine a Europe where the satellite systems, the hyperscalers and artificial intelligence are in the hands of tech bros - and this could happen."
Murtra, who is also Telefonica's executive chairman, has been speaking in recent months to regulators and leaders about his proposal, according to a person familiar with the talks. Reuters could not determine how those conversations were received.
"This does not require a titanic shift," Murtra said of his plan. "All it needs is to lift the brake pedal a little bit and allow the market to operate and consolidate."
POTENTIAL TARGETS
The sector is showing some signs of M&A activity, including reports that Orange (ORAN.PA), Bouygues (BOUY.PA) and Iliad are exploring a deal to carve out Patrick Drahi's French telecom operator SFR. Owner Altice said it had not received any offer.
To give Telefonica financial headroom to do more dealmaking, the company has agreed to sell its units in Argentina and Uruguay, and is working with advisors on potential sales in Chile, Mexico and Ecuador, according to three sources with knowledge of the talks. Telefonica declined to comment.
The sales could unlock up to 3.6 billion euros ($4.21 billion) in firepower for M&A, according to analysts at Kepler.
Telefonica would not comment on reports it is considering a capital raising to fund acquisitions.
Potential targets for Telefonica could include Vodafone Spain (ZEG.L), a joint venture or the acquisition of 1&1 (1U1.DE) in Germany, assets in Brazil, or even a 50% stake in Virgin Media O2 held by its partner Liberty (LBTYA.O), according to dealmakers familiar with Telefonica's thinking and analyst reports.
Vodafone Spain and VMO2 declined to comment, while 1&1 said it doesn't comment on market rumours.
Telefonica declined to comment on targets.
A CONDITION FOR MERGERS
Murtra was parachuted in by the Spanish government to lead Telefonica in January.
The group's shares have since rallied as the company readies to present a new strategy by the end of the year. But its market capitalization has still halved since 2015 and its shares are among the top 10 most shorted in Europe, excluding the UK, according to S&P Global Market Intelligence Data.
Some analysts see merit in Murtra's proposal.
"The regulators gain strategic investments and improvement in the quality of the networks, and on the other side, you have the operators gaining scale, which is absolutely fundamental in this industry," said Carlos Winzer, senior vice president at Moody's.
European Union regulators have been considering easing rules for telecom mergers.
Geopolitical tensions have added to the urgency, with Europe planning to pour billions into defence and critical infrastructure, which includes telecom networks, bankers said.
"The geopolitical situation will help make European authorities more open to listening. They have no alternative, because the telecommunications sector is constrained and can no longer attract cheap capital to continue investing in infrastructure," said Javier Cabrera, market analyst at XTB.
Some investment bankers predict active consolidation within countries over the next couple of years, which could be followed by cross-border dealmaking.
"Telefonica's push could trigger others," said Winzer. "There are other incumbents throughout Europe, like Orange and like Deutsche Telekom (DTEGn.DE) and BT (BT.L) , which may follow Telefonica's initiative if there were to be M&A, especially in markets where there are four or more operators."
($1 = 0.8542 euros)
Reporting by Andres Gonzales in London; aditional reporting by Amy-Jo Crowley, Editing by Anousha Sakoui and Susan Fenton
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 26: A little-known clean energy stock might be one of the biggest winners of Oracle's surprise revenue explosion
类别: Markets
作者: Samuel O'Brient
日期: 2025-09-16
主题: AI驱动的数据中心能源需求与清洁能源投资机会
摘要:
甲骨文（Oracle）因其在人工智能（AI）领域的强劲表现和营收预测，推动了其股价上涨。摩根士丹利（Morgan Stanley）因此看好清洁能源公司Bloom Energy，认为其将成为甲骨文销售激增的受益者。Bloom Energy的燃料电池技术将用于为甲骨文的数据中心供电，以满足AI驱动的数据中心对能源的巨大需求。摩根士丹利将Bloom Energy的目标股价翻倍，凸显了能源股作为AI热潮替代投资途径的潜力。
分析:
它直接涉及“人工智能 (AI)”技术的发展对“关键基础设施与产业安全”的影响。正文明确指出“Oracle's surging revenue forecasts... cemented Oracle as a prominent player in the AI race”，并且“demand for power sparked by new data centers is showing no signs of slowing”，这些数据中心被描述为“power-hungry data centers”。新闻强调了“Bloom Energy announced an agreement to use its fuel cell technology to power Oracle's data centers”，这表明AI的快速发展正在对能源供应基础设施提出巨大需求，并催生了新的能源解决方案，这与“关键基础设施与产业安全”中的“能源”领域紧密相关。此外，“Energy stocks are emerging as an alternative way into the AI boom”也进一步证实了AI对能源产业的深远影响。
正文:
- Oracle's revenue boom is poised to lift an under-the-radar energy firm.
- Bloom Energy is set to be a big winner of Oracle's future sales surge, Morgan Stanley said.
- The bank doubled its price target on Bloom Energy stock, citing high data center demand.
Investors were floored by Oracle's surging revenue forecasts when it reported earnings last week, and now analysts are growing bullish on other names that could be lifted by its sales boom.
After a wildly upbeat cloud-computing forecast cemented Oracle as a prominent player in the AI race, the stock surged, and its momentum hasn't subsided as demand continues to persist.
Oracle's lifted a number of tech stocks last week, but a little known clean energy company might end up being one of the biggest winners. Bloom Energy announced an agreement to use its fuel cell technology to power Oracle's data centers in late July, and now one of Wall Street's top banks is feeling bullish on the stock.
Morgan Stanley on Tuesday doubled its price target for Bloom Energy shares, even after the stock has spiked more than 220% year-to-date.
The bank now sees the stock rising to $88 a share, representing another 16% from Tuesday's intraday high.
Morgan Stanley thinks Bloom Energy offers a new type of exposure to the tech sector's data-center boom.
In a September 16 note, analyst David Arcaro laid out his bullish case for the stock, highlighting the Oracle partnership as a key indicator of future growth.
"Bloom has an attractive partner in ORCL, and the company is among the only players able to increase its manufacturing quickly (<6mo to double capacity) and ship product on a short turnaround," he said.
Arcaro and his team also noted that the demand for power sparked by new data centers is showing no signs of slowing. While both grid power and alternative energy sources face delays, the analysts see Bloom Energy's partnership with Oracle as a clear edge over competitors.
"Management indicated that it would be shipping product to the first Oracle data center in 90 days and there are 'many' additional Oracle data centers that the company will be delivering to in the future," Arcaro wrote.
Energy stocks are emerging as an alternative way into the AI boom. Nuclear power companies, in particular, have been the center of Wall Street's energy trade in 2025, with companies like Oklo and Nucor seeing shares rally and nuclear-focused ETFs soaring on optimism for a renaissance in the sector spurred by power-hungry data centers.
主题分类:
关键基础设施与产业安全
新闻 27: It’s Time for AI Policy to Get Serious About the AI Adoption Gap
类别: Commentary
作者: Shiva Goel, Matt Pearl
日期: 2025-11-20
主题: 美国AI政策、AI应用普及差距、国家竞争力、高等教育在AI推广中的作用
摘要:
文章指出，美国AI政策应重视AI应用普及而非仅关注技术供给，目前存在“AI应用差距”，即AI创新虽强劲但企业（特别是中小企业和垂直行业）的采纳滞后。文章警告，中国正积极推动AI应用普及，对美国构成竞争压力。为弥补这一差距，作者建议激励大学设立“AI应用加速器”，培训年轻劳动力成为AI应用促进者，并将其部署到当地企业，提供定制化的AI集成解决方案。激励措施包括增加参与加速器项目的大学的研究管理费报销。
分析:
它直接讨论了美国在“人工智能”领域的“国家政策”和“经济和国家安全”战略。文章明确指出，美国在AI技术供给侧表现出色，但在“AI应用普及”方面存在“差距”，这可能影响美国“工业和国防工业基础的竞争力”。尤其值得关注的是，文章多次提及“中国”在“工业数字化”和“制造业”方面的快速进展，并设定了“90%的国家AI应用目标”，这直接构成了对美国“领导地位”的挑战。新闻提出的“AI应用加速器”方案旨在通过政策激励“高等教育”机构，动员“年轻工人”解决这一战略性问题，这属于“重大监管与合规动态”和“关键基础设施与产业安全”范畴。
正文:
It’s Time for AI Policy to Get Serious About the AI Adoption Gap
“If you build it, they will come” may have worked for a fictional farmer building a field of dreams in 1980s Iowa. But as a strategy for successful technology diffusion, it has failed more often than it has succeeded. Consider the early automobile industry. Decades of engineering brilliance gave Europe an initial lead as French and German carmakers replaced tillers with steering wheels and surface-fed carburetors with floats and spray nozzles. Yet their ingenuity only found a niche market, even as it also demonstrated what the modern car could become. With limited road infrastructure and companies like Daimler producing less than one vehicle per worker, high costs and low utility confined the European car’s appeal to the wealthy few. Soon enough, Europe ceded ground to the United States, where the moving assembly line, efficiency wages, and roadway construction famously generated both the supply-push and demand-pull needed to jumpstart a mass market.
When it comes to AI, Washington and Silicon Valley have embraced a daring “build-first” strategy, and the early results have been impressive. The Trump administration deserves enormous credit for policies focused on easing supply-side bottlenecks in chips, energy, infrastructure, and spectrum, which will stunt the United States’ ability to produce AI technology without solutions. Similarly, with the bulk of its deal volume flowing into developing and fueling the best possible general-purpose models, Silicon Valley and its massive investments in supply have given the United States an initial, and potentially vital, edge in AI innovation. They have also opened the world’s eyes to AI’s transformative potential, just as European ingenuity did for the car so many years ago.
But from a market perspective, this strategy will only succeed if the rest of the economy generates sufficient “pull” quickly enough to turn that supply into lasting impact. And from a policy perspective, the success of that strategy is essential to keeping U.S. industry and the defense industrial base competitive as global rivals ramp up their own AI capabilities.
With markets paying more attention to the demand problem, it’s time for Washington to take the same leap. U.S. AI policy needs bolder ways to boost the rate of adoption and diffusion of AI applications, even as it also continues to execute on expanding supply. Both are necessary to sustain U.S. leadership—not just in AI, but across the many economic and national security arenas where success will depend on its successful implementation.
In a time of fiscal constraint, new federal spending cannot be the only solution. Creative policy levers will also be critical—and early career workers are an obvious place to push.
Adoption Barriers Warrant a Bolder Response
Some might ask why policy matters—as AI matures, won’t markets generate as much demand as its capabilities warrant? While gaps in demand can be difficult to quantify, the United States has enough experience to know that market mechanisms will undershoot its full potential without policy support. Spillovers, asymmetries, and heterogeneity in use have long plagued the diffusion of simpler and less profound innovations. The risks of under-adoption—not to mention its costs—are much greater with technologies like AI where the strategic benefits, gaps in know-how, and complexity of integration are more pronounced.
Theory aside, data already paints a picture of a marketplace facing adoption challenges that will only grow more significant once the low-hanging fruit of AI integration is gone. At a macro level, there is substantial evidence that recent economic growth and stock market gains have been largely, if not almost entirely, driven by AI data center investment. While demand for that compute power no doubt exists, there is comparatively little evidence that use cases in vertical industries are emerging fast enough to sustain the spend. Years after the United States democratized access to foundational models, census surveys continue to show low levels of enterprise adoption and a persistent gap in adoption rates between small and large firms that began to narrow only as large firm rates started to fall. Further, at the firm level where AI integration will succeed or fail, the challenging mechanics of implementation are exposing the limits of the “as-a-service” model that worked so well for past digital applications. While platforms can make it easier to build enterprise AI capabilities, integrated solutions outside of software development are rarely turnkey and only partially scalable. In industrial enterprises, for example, meaningful AI adoption often requires heavily customized if not completely bespoke combinations of software, hardware, and organizational changes.
If this state of play persists, the United States will find itself in a precarious position, making it imperative for its economic and national security to enable widespread adoption by the private sector. That is especially so given the People’s Republic of China (PRC)’s ability and resolve to use its autocratic system to solve the demand side of the equation. More than half of China’s GDP growth may already be attributable to industrial digitalization, and China has already deployed more than 30,000 private networks across its top two operators alone as it lays the groundwork for future progress. More anecdotally, recent advancements in Chinese manufacturing have reportedly left U.S. executives reeling, and this past August, China doubled down with a 90 percent national AI adoption target by 2030. Against this backdrop, debates over which country’s frontier models are better may wind up missing the point. Because the benefits of transformative innovation often compound—and given the clear economic and national security implications of a false start—what may matter more is how quickly each economy puts its models to work in vertical applications.
AI Adoption Accelerators
The Trump administration’s AI Action Plan recognizes slow adoption as a bottleneck and proposes useful tools like sandboxes, collaboration on standards, regulatory relief, and full-stack export promotion. As policymakers identify ways to double down, there is another obvious lever to pull: deploying young workers that a short-sighted private sector has undervalued at this moment of rapid change.
A shifting labor landscape has led to rising rates of unemployment and underemployment among younger workers, regardless of whether they possess a college degree. The causes are complex, but uncertainty regarding AI appears to be part of the story. While percentage increases thus far have been modest, the delta represents tens of thousands of struggling U.S. workers in their prime—and a potential army of AI adoption facilitators ready to roll up their sleeves to meet the diffusion challenge. These are workers who are more likely to be digital natives and sophisticated in their ability to apply off-the-shelf technological capabilities. The United States should find ways to unleash them.
The Trump administration’s efforts to reform higher education present precisely such an opportunity. The administration has drawn criticism for advancing policy goals through concerted action against colleges and universities. Even so, there should be bipartisan consensus that the federal government need not blindly provide billions in funding to educational institutions without regard for the results. There is room for the federal government to ensure that students and the broader public receive a better return on investment without micromanaging the scientific process. In that context, the federal government should encourage colleges and universities to assume a greater role in ensuring that strategic technologies—first and foremost, AI—have home bases for deployment in local communities.
The current administration should incentivize colleges and universities to establish “AI Adoption Accelerators” designed to meet the urgency of national diffusion goals. These centers should forge strong partnerships with nearby businesses to understand their potential for AI integration and implementation challenges. Coursework covering the practical basics of architecting and deploying AI projects should be developed in response, tailored to local needs, barriers, and gaps in capability. Once trained up, AI adoption facilitators should be deployed to advance AI integration at willing firms through course projects, internships, or employment. Sponsoring institutions should explore industry partnerships to create incentives for local businesses to hire trained adoption facilitators, such as portable discounts on subscriptions and equipment, and cost-sharing for stipends that fund intern-to-hire pipelines.
AI Adoption Accelerators should focus shamelessly on the yeoman’s work of creating workable solutions for specific firms. In that regard, they should be designed to complement existing initiatives like AI Centers of Excellence, which focus more on regulatory experimentation and frontier research and education. Likewise, accelerators should reject costly and drawn-out delivery models better fit to proving out risky technologies than integrating ones already available in the marketplace. Finally, to maximize their impact on unemployed workers and local communities, they should be designed to benefit college and noncollege graduates alike.
Incentivizing Action
To spur action, the administration should reward institutions with increased research overhead reimbursements, provided that they sponsor or participate in accelerators meeting reasonable benchmarks.
In contrast to most programs that interface with higher education, AI Adoption Accelerators would focus on integrating already commercialized technologies and achieving near-term results. In these differences, however, lies opportunity. The Trump administration has aggressively sought to reduce indirect or overhead cost payments, which account for more than 40 percent of direct research funding according to one estimate. But it has also indicated a willingness to increase reimbursement rates for institutions that adopt certain policies. To speed up AI adoption, the administration should use this lever to incentivize AI Adoption Accelerators. While accelerators may not target any individual federally funded project, they would enhance the overall quality and relevance of university research by expanding U.S. capacity to absorb innovation and aligning research agendas with real-world demand. That makes accelerators not just useful for advancing national AI diffusion goals—but much more defensible as an overhead expense compared to most line items on the university budget.
The United States should take bolder action to close the AI adoption gap. Early career workers will be on the frontlines of the solution—and colleges should work with industry to deploy them more effectively.
Shiva Goel is an adjunct fellow (non-resident) with the Strategic Technologies Program at the Center for Strategic and International Studies (CSIS) in Washington, D.C. Matt Pearl is the director of the Strategic Technologies Program at CSIS.
主题分类:
关键基础设施与产业安全
新闻 28: The RAND Ontological Model for Assessing Nuclear Crisis Escalation Risk (ROMANCER)
类别: Tool
作者: Jim Mignano, , , Gary J. Briggs, , , Nancy Huerta, , , Edward Geist, , , Dahlia Anne Goldfeld
日期: 2025-12-16
主题: 基于代理的核危机升级风险评估与决策辅助模型
摘要:
兰德公司开发了ROMANCER（核危机升级风险评估本体论模型），这是一个基于代理的模拟框架，旨在探索感知、认知和决策过程如何导致核武器的使用。该模型以Python实现，用于增强对核升级风险的理解，并为美国规划和决策提供辅助。
分析:
该新闻涉及由兰德公司为美国空军全球打击司令部开发的“基于代理的模拟框架”（agent-based simulation framework），该框架旨在“探索感知、认知和决策过程”以“评估核危机升级风险”（Assessing Nuclear Crisis Escalation Risk），并“辅助美国规划和决策”（aid U.S. planning and decisionmaking）。尽管未明确提及机器学习或深度学习，但“基于代理的模拟”和对“感知、认知、决策过程”的建模可被视为人工智能技术在特定领域的应用。其应用领域直接关联“国防”这一“关键基础设施与产业安全”范畴，且旨在分析可能导致“核武器使用”（use of nuclear weapons）的极端风险，符合高价值标准中关于“系统失控”和“物理伤害”的定义。
正文:
The RAND Ontological Model for Assessing Nuclear Crisis Escalation Risk (ROMANCER) is an agent-based simulation framework designed to explore the intersections between perception, cognition, and decisionmaking processes that could lead to the use of nuclear weapons.
ROMANCER is implemented as a suite of interconnected Python modules and tools, developed to enhance the understanding of nuclear escalation risk and to provide a structured and repeatable framework for analyzing decisionmaking processes in high-stakes situations. ROMANCER serves to aid U.S. planning and decisionmaking. It is not designed to predict the responses of specific leaders or the outcomes of specific scenarios.
This user guide serves as a companion to the ROMANCER codebase and is structured to provide a comprehensive understanding of ROMANCER, from initial setup to advanced use and development.
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Mignano, Jim, Gary J. Briggs, Nancy Huerta, Edward Geist, and Dahlia Anne Goldfeld, The RAND Ontological Model for Assessing Nuclear Crisis Escalation Risk (ROMANCER): User Guide for Version 1.0, RAND Corporation, TL-A2673-2, 2025. As of December 16, 2025:
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Mignano, Jim, Gary J. Briggs, Nancy Huerta, Edward Geist, and Dahlia Anne Goldfeld, The RAND Ontological Model for Assessing Nuclear Crisis Escalation Risk (ROMANCER): User Guide for Version 1.0. Santa Monica, CA: RAND Corporation, 2025.
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主题分类:
关键基础设施与产业安全
新闻 29: The United States Strengthens Ties with Tajikistan
类别: Fact Sheet
作者: Office of the Spokesperson
日期: 2025-11-07
主题: 美国与塔吉克斯坦深化战略合作，特别是在AI基础设施和政府AI应用领域
摘要:
美国与塔吉克斯坦加强了在关键矿产、数字互联互通和航空现代化领域的合作。新闻重点介绍了价值超过30亿美元的商业协议，包括塔吉克斯坦购买波音飞机，与Starlink合作推进数字现代化，以及与Perplexity AI、Zypl AI、SuperMicro、Cerebris等公司合作开发政府用AI浏览器和AI数据中心基础设施，旨在将塔吉克斯坦打造为区域AI推理和出口服务中心。双方还重申了在地区安全和反恐方面的长期合作。
分析:
该新闻具有高价值。正文明确提及“Perplexity AI和Zypl AI公司合作开发全球首个政府用代理式AI浏览器”以及“SuperMicro、Cerebris和Zypl AI合作开发塔吉克斯坦AI数据中心的信任供应商AI基础设施”，旨在将塔吉克斯坦定位为“高速AI推理和出口服务的区域中心”。这直接关联到AI技术在关键基础设施与产业安全领域的部署，特别是AI数据中心的建设，以及AI在政治与意识形态安全（AI驱动的政策制定）中的应用。同时，“信任供应商AI基础设施”的强调也涉及技术攻防与供应链安全，表明在关键技术领域选择可信赖的合作伙伴具有战略意义。这超越了常规商业合作，体现了AI技术在国家战略和地缘政治中的重要性。
正文:
The United States Strengthens Ties with Tajikistan
STRENGTHENING U.S. PARTNERSHIP WITH TAJIKISTAN: President Donald J. Trump and President Emomali Rahmon of the Republic of Tajikistan met on November 6 and reaffirmed their commitment to expanding cooperation in critical minerals, digital connectivity, and aviation modernization.
WINS FOR AMERICAN WORKERS AND BUSINESSES: This week, the United States celebrated commercial deals involving U.S. and Tajik companies worth more than $3 billion. These deals are expected to generate billions of dollars in U.S. export content and support thousands of American jobs:
- Aviation: The United States celebrated Tajikistan’s announcement that it would purchase Boeing aircraft and aviation support systems worth a combined $3.2 billion, supporting 11,480 American jobs, and demonstrating confidence in U.S. aerospace technology.
- Critical Minerals: Tajikistan signed agreements with Transparent Earth to provide technical assistance and remote sensing capabilities to its mining and agriculture sector, in a deal worth $32.5 million.
- Tajikistan established partnerships and licensing agreements with Starlink to advance digital modernization using trusted vendor sourced digital infrastructure.
- The collaboration between Perplexity AI and Zypl AI company to implement the world’s first agent-based AI browser adapted for government use, will strengthen Tajikistan’s capacity for innovation, regional influence, and AI-driven policymaking, while providing Perplexity AI experience in government deployment, localization, and regulatory compliance.
- The collaboration between SuperMicro, Cerebris, and Zypl AI to develop trusted-vendor AI infrastructure for AI Data Centers in Tajikistan, powered by Tajikistan’s commitment of 1 GW of hydropower by 2023. This positions Tajikistan as a regional hub for high-speed AI inference and export services.
- Formalization of a $9 million investment opportunity for Coca Cola to expand operations at its Dushanbe facility, dramatically boosting the presence of U.S. products and services in Tajikistan’s markets.
SECURING THE HOMELAND AND ESTABLISHING PEACE THROUGH PROSPERITY: The United States and Tajikistan have long cooperated in enhancing regional stability and security, resulting in successes countering terrorism, violent radicalization, and transnational crime.
- The United States and Tajikistan remain committed to advancing our strong security partnership.
For further information, please email sca-press@state.gov or visit https://www.state.gov/c51.
主题分类:
关键基础设施与产业安全
新闻 30: Hegseth to highlight rebuilding the 'Arsenal of Freedom' in speech at Reagan National Defense Forum
类别: politics
作者: Greg Norman
日期: 2025-12-06
主题: 美国战争部将人工智能纳入国家国防战略核心
摘要:
美国战争部长皮特·赫格塞斯将在里根国家国防论坛上发表主旨演讲，强调重建“自由的军火库”。他表示，战争部正进行重大战略调整，将重点放在人工智能（AI）、高超音速和定向能技术上，以实现快速竞争、开放架构和创新，为美国军人提供必要的能力。赫格塞斯强调，重建军火库不仅依靠军人，也需要全国各地的文职人员共同努力，超越竞争对手。
分析:
它明确指出“WAR DEPARTMENT REFOCUSES ON AI, HYPERSONICS AND DIRECTED ENERGY IN MAJOR STRATEGY OVERHAUL”（战争部正在进行重大战略调整，将重点放在人工智能、高超音速和定向能上）。这直接涉及AI技术在国家级国防战略中的应用和部署，符合高价值标准中“政治与意识形态安全”以及“关键基础设施与产业安全”的范畴，表明AI在军事和国家安全领域扮演着核心角色。
正文:
Secretary of War Pete Hegseth is preparing to deliver a speech Saturday on rebuilding the "Arsenal of Freedom" at the Reagan National Defense Forum in Simi Valley, California.
Ahead of the keynote address, Hegseth shared a video on X touring facilities in California.
"The era of vendor-locked, prime-dominated, closed architecture, cost plus over. We're going to compete, we're going to move fast, we're going to do open architecture, we're going to innovate, we're going to scale, we're going to do it at cost. Because this is a commitment to a mission," Hegsteh said in the video.
"Whether you're a vet or not who served already, all of you are serving the Department of War, the American people, and the Arsenal of Freedom," Hegseth said. "I need you to understand that yes, we're here for the war fighters who are out there pulling triggers on the behalf of our nation right now. Everybody here's touched someone who serves at some point. But they can't succeed without you."
WAR DEPARTMENT REFOCUSES ON AI, HYPERSONICS AND DIRECTED ENERGY IN MAJOR STRATEGY OVERHAUL
The secretary told those building the Department of War's arsenal that American troops would not be able to do what's required of them "in far-flung places, in dangerous moments, in the dead of night without the capabilities that you will underwrite for them."
"So, this Arsenal of Freedom is built not just with men and women in camouflage. But it's in folks in civilian clothes all across the country. Who are also putting in the work 24/7, to out-compete, out-innovate and out-manufacture our opponents," Hegseth declared.
Hegseth's speech is set to begin around 2
p.m. ET, according to a Reagan National Defense Forum schedule. He will be joined at the event by other leaders from the U.S. military.
"We are rebuilding the Arsenal of Freedom," Hegseth wrote on X alongside the video.
SAUDI ARABIA IS ALREADY AMERICA'S TOP ARMS BUYER AND NOW TRUMP WANTS TO ADD F-35S
The event is being held at the Ronald Reagan Presidential Library in Simi Valley.
"The Reagan National Defense Forum (RNDF) brings together leaders from across the political spectrum and key stakeholders in the defense community, including Members of Congress, current and former Administration officials, senior military leadership, industry executives, technology innovators, and thought leaders," the Forum said on its website.
"Their mission is to review and assess policies that strengthen America's national defense in the context of the global threat environment," it added.
Notable speakers at the event so far on Saturday included Russell Vought, the Director of the United States Office of Management and Budget, Rep. Adam Smith, D- Wash., who is the Ranking Member of the House Armed Services Committee, Emil Michael, the U.S. Under Secretary of War for Research and Engineering and Adm. Samuel Paparo, Commander of the U.S. Indo-Pacific Command.
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关键基础设施与产业安全
新闻 31: Brookfield, Bloom Energy to launch up to $5 billion AI infra partnership
作者: Reuters
日期: 2025-10-13
主题: AI数据中心能源与基础设施投资
摘要:
Brookfield资产管理公司宣布将向Bloom Energy的燃料电池技术投资高达50亿美元，用于为人工智能（AI）数据中心供电。两家公司正合作在全球设计和交付AI工厂，包括在欧洲设立一个站点，旨在打造欧洲最大的AI基础设施集群。
分析:
它直接涉及“人工智能 (AI) 数据中心”和“AI工厂”的能源供应与基础设施建设，这属于AI发展的“关键基础设施与产业安全”范畴。Brookfield对Bloom Energy的燃料电池技术“投资高达50亿美元”，旨在为AI数据中心供电，并计划在欧洲建立“欧洲最大的AI基础设施集群”，这表明了对AI核心基础设施的重大战略投资。
正文:
Oct 13 (Reuters) - Brookfield Asset Management (BAM.TO) said on Monday it will invest up to $5 billion in Bloom Energy's (BE.N) fuel cell technology to power artificial intelligence (AI) data centers.
Shares of Bloom Energy were up 25% at $108.84 in premarket trading.
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Brookfield has been investing heavily in Europe and earlier this year laid out plans to invest 20 billion euros ($23.15 billion) to develop AI projects in France, making it Europe's largest AI infrastructure cluster.
The two companies said they are working on the design and delivery of AI factories globally, including a site in Europe that will be announced before the end of the year.
($1 = 0.8639 euros)
Reporting by Dharna Bafna in Bengaluru; Editing by Sonia Cheema
Our Standards: The Thomson Reuters Trust Principles.
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关键基础设施与产业安全
新闻 32: Atlantic Bastion plans advancing as autonomous submarine XV Excalibur handed to Royal Navy
类别: News story
日期: 2025-12-11
主题: 英国皇家海军接收大型自主无人潜艇Excalibur并推进水下自主技术发展
摘要:
英国皇家海军已接收其最大的无人水下航行器——12米长、19吨排水量的实验性自主潜艇XV Excalibur。该潜艇由SDA与MSubs Ltd合作开发，旨在增强自主能力并测试军事载荷。Excalibur已成功完成多项试验，包括在“Talisman Sabre”演习中与澳大利亚实现远程互操作性，以及首次在水下航行器上测试量子光学原子钟以提高导航精度和隐蔽性。此次交付标志着英国在水下自主技术领域的领先地位，并对国家安全具有重要意义。
分析:
该新闻具有高价值。首先，新闻明确提及“自主潜艇”、“无人水下航行器”和“自主水下航行器”，这直接关联到“人工智能”技术在军事领域的应用。其次，该技术直接关系到“国防”和“国家安全”，文中指出Excalibur将“为皇家海军提供卓越的水下能力”并“符合国家安全利益”，这符合高价值标准中的“关键基础设施与产业安全”维度。特别是，Excalibur作为“AUKUS Pillar 2”的一部分，展示了“英国和澳大利亚作为单一作战力量的XLUUV互操作性”，并通过“量子光学原子钟”提升“潜艇的导航精度和隐蔽性”，这些都体现了AI技术在军事战略和关键国防能力上的重大进展。
正文:
Atlantic Bastion plans advancing as autonomous submarine XV Excalibur handed to Royal Navy
Excalibur is a 12-metre experimental vessel. At a displacement of 19 tonnes, it’s the largest uncrewed underwater vessel ever trialled by the Royal Navy.
It’s been a busy year for the SDA’s Autonomy Unit who have achieved several milestones with XV Excalibur, the UK’s first uncrewed submarine.
Officially classified as an Extra-Large Uncrewed Underwater Vehicle (XLUUV), Excalibur is a 12-metre experimental vessel. At a displacement of 19 tonnes, it’s the largest uncrewed underwater vessel ever trialled by the Royal Navy.
The culmination of Project Cetus, it’s been developed in under three years by the SDA in partnership with MSubs Ltd. Sponsored by the Royal Navy, Project Cetus aims to build trust in Autonomy and be a testbed to assess military payloads and missions.
Official naming ceremony
In May 2025, Excalibur was named and unveiled at a ceremony in His Majesty’s Naval Base (HMNB) Devonport. It’ll now spend the next two years carrying out extensive sea trials, which will help understand the opportunities and challenges of operating an uncrewed vessel of this size.
Exercise Talisman Sabre
Excalibur’s long-distance interoperability was demonstrated just months after the ceremony, in Exercise Talisman Sabre. During the exercise in August the Royal Navy successfully controlled Excalibur in UK waters from a remote operating centre in Australia – more than 10,000 miles from the vessel’s home in Plymouth.
Part of AUKUS Pillar 2, the “advanced capability” component of the AUKUS trilateral partnership, the exercise marked the first time the UK and Australia, have demonstrated XLUUV interoperability as a single fighting force.
Quantum optical atomic trials
This was followed with a world-first trial, as Excalibur went to sea with a quantum optical atomic “Tiqker” clock on board developed by Infleqtion, a UK company leader in Quantum Technology. This marked the first time such a device has been operated at sea in an underwater vessel.
Unlike surface vessels, submarines cannot rely entirely on Global Positioning System (GPS) for navigation. Traditional microwave-based clocks provide stability but can drift over time, making them less accurate.
The use of quantum technology like Tiqker enhances a submarine’s ability to maintain accurate timing and navigation and reduces the need for external signals. This allows the submarine to stay submerged and covert for longer periods.
This trial was not only delivered successfully by the SDA’s Autonomy Unit, MSubs, Infleqtion and Royal Navy, but also took place six months ahead of schedule.
Handover to the Royal Navy
Since launching in February 2025, Excalibur has completed many acceptance trials, surpassing several original design specifications.
Excalibur has now officially been handed over to the Royal Navy. The SDA’s Autonomy Unit will continue to support the Navy on Excalibur’s test and evaluation programme, which aims to learn more about her capability and how we can effectively introduce autonomy to operational use.
This year’s progress heralds an exciting future in which autonomous underwater vehicles and nuclear submarines work in unison to provide exceptional underwater capability for the Royal Navy.
Excalibur’s capability positions the UK as a leader in underwater autonomous technology and showcases the SDA’s ability to exploit the latest technologies in the interests of national security.
SDA’s Autonomy Unit
SDA’s Autonomy Unit is a team of engineers who develop some of the cutting-edge technology that will support the Royal Navy’s submarine service in the future. They focus on innovation in the autonomous space, which refers to vehicles which can operate remotely and without direct human input.
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关键基础设施与产业安全
新闻 33: Abu Dhabi’s MGX Joins Silver Lake in Deal for Intel’s Altera
类别: Technology
日期: 2025-09-17
主题: AI相关投资与半导体供应链
摘要:
阿布扎比的MGX（一家专注于人工智能的投资公司）与私募股权公司Silver Lake共同收购了英特尔旗下Altera公司51%的股份。Altera主要生产可编程芯片，广泛应用于工业机器人、数据中心和电信等领域。
分析:
它直接涉及人工智能领域的产业安全和供应链安全。新闻明确指出MGX是一家“专注于人工智能”的投资公司，其收购的Altera公司生产的可编程芯片是工业机器人、数据中心和电信等关键基础设施的重要组成部分。此次收购可能影响未来芯片的供应链控制和技术自主性，符合高价值标准中关于“关键基础设施与产业安全”以及“技术攻防与供应链安全”的定义。
正文:
Abu Dhabi’s MGX Joins Silver Lake in Deal for Intel’s Altera
MGX, an Abu Dhabi-backed investment company focused on artificial intelligence, joined private equity firm Silver Lake Management LLC in a 51% acquisition of Intel Corp.’s Altera, which makes programmable chips.
MGX announced its involvement Tuesday in the transaction, which was completed earlier this week. Altera’s products — semiconductors that can be reprogrammed after they leave the factory — are designed for a range of uses, including industrial robots, data centers and telecommunications.
主题分类:
关键基础设施与产业安全
新闻 34: Quantum Bond Trading
类别: Opinion Newsletter
Matt Levine, Columnist
日期: 2025-09-26
主题: 量子计算在金融领域的应用及其对金融市场的影响
摘要:
新闻探讨了金融市场将技能转化为财富的本质，并提及了量子债券交易等概念。其中，汇丰银行的量子计算试验在债券交易中表现优于华尔街竞争对手。
分析:
新闻明确指出“HSBC Says Quantum Computing Trial Beat Wall Street Rivals”，这表明量子计算这一先进技术已在金融关键基础设施领域（债券交易）取得显著进展。这符合高价值标准中“关键基础设施与产业安全”的维度，因为它揭示了新兴技术对金融这一核心产业的潜在颠覆性影响和竞争格局的改变。
正文:
Quantum Bond Trading
Also trend following, stablecoin reversals, crypto payments and free-riding.
One model that I have of financial markets is that they are a very general and efficient way for turning skill and intelligence and knowledge into money. People want money. Therefore financial markets create incentives for people to:
Is this socially beneficial? Well:
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新闻 35: Wall Street Is Turning Climate Finance Into an Energy Security Pitch
类别: Green
日期: 2025-09-26
主题: 人工智能的能源需求与能源安全融资
摘要:
华尔街正在将气候融资的重点转向能源安全，以满足人工智能增长所需的巨大能源需求。银行家们强调为AI提供能源的重要性，而脱碳贷款组合的优先级则有所降低。
分析:
该新闻具有高价值。正文明确指出银行家们强调“需要为人工智能的增长提供巨大的能源供应”，并频繁提及“能源安全”目标。这表明AI的快速发展对能源基础设施提出了巨大需求，并已上升到“能源安全”的战略层面，涉及AI在“能源”这一“关键基础设施”领域的稳定性和供应保障，符合高价值标准中的“关键基础设施与产业安全”维度。
正文:
Wall Street Is Turning Climate Finance Into an Energy Security Pitch
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Never before has New York climate week attracted so many people. And never before have the bankers attending been so keen to distance themselves from the traditional framing of climate finance.
Bankers interviewed by Bloomberg emphasized the need to finance the vast supply of energy required to power growth in artificial intelligence. The goal of energy security was also often invoked. Decarbonizing loan books, however, was treated as less of a priority.
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新闻 36: Trump Seeks to Speed Large Power Projects to Meet AI Demand
类别: Politics
日期: 2025-09-19
主题: AI需求对电力基础设施的压力及政府应对措施
摘要:
特朗普政府正寻求加速电力项目（包括发电厂和输电线路）的开发，以满足人工智能和制造业日益增长的电力需求。能源部指出，预计的能源需求增长已超出现有电网的承载能力，因此该机构正调动技术专长和数十亿美元的资金支持，并寻求州能源部门和公用事业公司的协助，以识别大型电力和电网项目。
分析:
它直接涉及“人工智能 (AI)”技术对“能源、电力”等“关键基础设施”造成的巨大压力。正文中明确指出“Trump Seeks to Speed Large Power Projects to Meet AI Demand”以及“mounting electricity demand from AI”和“projected energy demand growth is outpacing the existing electric grid”，这表明AI的发展正在对国家电网造成潜在的“系统失控”或“瘫痪”风险，促使政府采取紧急措施。这符合“关键基础设施与产业安全”的高价值标准。
正文:
Trump Seeks to Speed Large Power Projects to Meet AI Demand
The Trump administration is seeking to speed the development of power plants, power lines, and other energy projects that can help meet the mounting electricity demand from AI and manufacturing.
The initiative comes as projected energy demand growth is outpacing the existing electric grid, the Energy Department said on Thursday. The agency said it is seeking to marshal its technical know-how and billions of dollars in financial support and is asking for assistance from state energy offices, public utilities and other others in identifying large-scale power and electricity grid projects.
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关键基础设施与产业安全
新闻 37: Waymo to launch autonomous ride-hailing service in London next year
作者: Reuters
日期: 2025-10-15
主题: Waymo自动驾驶服务国际扩张及其面临的行业挑战
摘要:
Alphabet旗下Waymo计划于2026年在伦敦推出其全自动驾驶叫车服务，旨在拓展国际市场。尽管在美国市场面临严格监管和技术挑战，Waymo正通过与合作伙伴加速发展，并已在日本进行数据收集和测试。在伦敦，Waymo将与Moove合作并积极与监管机构沟通以获取批准，目前已开始部署车辆进行安全测试。新闻还提及，自动驾驶汽车的商业化进程充满挑战，例如通用汽车Cruise因“碰撞”、“召回”和“联邦调查”而遭遇挫折。
分析:
该新闻具有高价值。它涉及人工智能在关键基础设施（交通）中的应用，并揭示了该技术在商业化过程中面临的重大安全挑战和监管审查。正文中明确指出，自动驾驶汽车的商业化“proven difficult in the U.S. amid setbacks for several companies, including General Motors' (GM.N) Cruise, due to collisions, recalls and federal investigations”，这直接关联到AI系统可能导致的“系统失控”、“误操作”以及由此引发的“物理伤害”和“信任危机”，符合高价值标准中的“关键基础设施与产业安全”和“社会影响与伦理风险”维度。
正文:
Oct 15 (Reuters) - Alphabet's (GOOGL.O) Waymo plans to launch its fully driverless ride-hailing service in London in 2026, the robotaxi firm said on Wednesday, as it looks to expand its footprint to major international cities.
Waymo has grown slowly but steadily over the years in the United States despite tough regulations and expensive technology. Now, it is picking up speed through partnerships with ride-hailing platforms and fleet operators at a time when Tesla (TSLA.O) is rolling out its long-promised robotaxi service in the country.
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Earlier this year, Waymo started collecting data in Tokyo, Japan and testing its vehicles operated by human drivers in cooperation with Japanese taxi firm Nihon Kotsu and with Go, which operates a mobile app for hailing taxi rides.
In London, Waymo said it will collaborate with vehicle financing firm Moove as it prepares for the rollout, and is actively engaging with local and national regulators to secure necessary approvals.
Waymo vehicles are now on the way to London, where safety drivers will start testing the vehicles before fully autonomous operations begin next year, a Waymo spokesperson said.
Waymo currently serves more than 250,000 paid trips every week with about 1,500 vehicles in U.S. cities such as San Francisco, Los Angeles, Phoenix, Arizona, Atlanta, Georgia and Austin, Texas.
Waymo has partnered with Moove to handle its fleet operations, facilities and charging infrastructure in Phoenix and next year in Miami, Florida.
Ride-hailing firm Uber (UBER.N), which offers Waymo vehicles on its app in Atlanta and Austin, announced in June plans to trial fully driverless rides in the UK from spring 2026 through its partnership with AI startup Wayve.
Commercializing autonomous vehicles has proven difficult in the U.S. amid setbacks for several companies, including General Motors' (GM.N) Cruise, due to collisions, recalls and federal investigations.
Reporting by Kritika Lamba in Bengaluru and Abhirup Roy in San Francisco; Editing by Leroy Leo and Lincoln Feast.
Our Standards: The Thomson Reuters Trust Principles.
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关键基础设施与产业安全
新闻 38: Turk Telekom stock drops even as CEO stresses benefits of concession deal
作者: Reuters
日期: 2025-08-28
主题: 土耳其电信特许经营权延期、投资计划及股价反应
摘要:
土耳其电信(Turk Telekom)股价下跌超过5%，此前该公司承诺投入数十亿美元升级土耳其固定电话网络，以换取其运营许可证延长至2050年。首席执行官Umit Onal强调了这项特许经营协议的长期利益，包括增加光纤覆盖、用户数量和提升网速。公司将支付30亿美元税费，并计划在2050年前投资170亿美元，其中包括网络安全和人工智能领域的投资。
分析:
该新闻具有价值，因为它明确提及“协议下的投资将包括网络安全和人工智能”，这表明人工智能技术将被整合到土耳其电信的关键通信基础设施升级中。这与“关键基础设施与产业安全”的价值标准相关，因为AI在国家通信网络中的部署，尤其与网络安全结合，是OSINT关注的重要领域。
正文:
Turk Telekom stock drops even as CEO stresses benefits of concession deal
By Reuters
ISTANBUL, Aug 28 (Reuters) - Turk Telekom's (TTKOM.IS) shares dropped more than 5% on Wednesday after the company promised to spend billions of dollars upgrading Turkey's fixed-line telecoms in return for an extension of its license to operate the network until 2050.
CEO Umit Onal outlined what he called longer-term benefits of the extended concession, granted under a deal with the Turkish authorities announced late on Wednesday. The concession had been due to expire next year.
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New investments would increase fiber access from around 34 million to 37 million homes, raise the number of subscribers to 17 million by 2030 and boost fiber speeds sevenfold, Onal said.
Under the deal, the company will pay $3 billion including tax over 10 years for the service rights. It also pledged to implement a $17 billion investment plan through 2050 to support long-term strategic objectives.
Turk Telekom's shares were down 5.6% at 57.25 lira. Earlier, trading was temporarily suspended in Istanbul when they plunged 6%.
One analyst, who requested anonymity, said the investment commitments made as part of the concession extension could initially raise capital expenditures, although that could benefit the company in the longer term.
The market is also waiting to see how much the company will pay for a 5G mobile license in a tender expected to be held in October.
Onal said investments under the agreement would include cyber security and artificial intelligence, adding that regulations could be forthcoming on infrastructure ownership.
Reporting by Ebru Tuncay and Can Sezer Additional reporting by Mirac Dereli and Canan Sevgili Writing by Jonathan Spicer Editing by Peter Graff
Our Standards: The Thomson Reuters Trust Principles.
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关键基础设施与产业安全
新闻 39: The US Needs Better Ways to Defend Against Drones
类别: Opinion
Editorial Board
日期: 2025-10-06
主题: 美国无人机防御能力与中国AI驱动的无人机威胁
摘要:
该新闻指出，美国需要改进其无人机防御能力，以应对中国日益增长的攻击无人机威胁。文章强调，尽管中国在先进武器方面有所发展，但其廉价且快速增长的攻击无人机库可能是最危险的能力之一。乌克兰冲突的经验表明，无人机群、诱饵和导弹的组合攻击能有效消耗防空系统，而小型FPV无人机已使部队集结和机动变得困难。文章特别提到，人工智能未来可能驱动无人机蜂群，使其能够规避干扰并协同攻击目标，这应成为五角大楼的优先事项。
分析:
它直接涉及“人工智能 (AI)”在“国防”领域的应用及其潜在的“关键基础设施与产业安全”威胁。正文明确指出：“Artificial intelligence may soon power swarms of drones that can evade jamming and coordinate with one another to take out targets。”这表明AI将用于驱动无人机蜂群进行协同攻击，可能导致“系统失控”或“物理伤害”，对国家安全构成重大挑战。
正文:
The US Needs Better Ways to Defend Against Drones
China could pin down American forces with waves of aerial attacks. Finding cheaper and more effective means of protecting troops must be a top priority
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The Chinese military is racing to develop fearsome weapons that could help it prevail over the US in a Pacific war: hypersonic missiles, next-generation stealth fighters, “dogfighting” satellites. Yet one of its most dangerous capabilities may be among the cheapest: a rapidly growing arsenal of attack drones. Fielding better defenses against such threats needs to be a more urgent priority for the Pentagon.
The skies above Ukraine offer a nightly preview of what US forces in the region could face. Russia is firing off pulsed salvos of kamikaze drones, decoys, and cruise and ballistic missiles, aiming to disorient and deplete Ukrainian air defenses. On the front lines, small “first-person view” quadcopters filled with explosives have made it almost impossible for either side to mass forces or maneuver freely. Artificial intelligence may soon power swarms of drones that can evade jamming and coordinate with one another to take out targets.
主题分类:
关键基础设施与产业安全
新闻 40: CRINK Security Ties: Growing Cooperation, Anchored by China and Russia
类别: Brief
作者: Bonny Lin, Brian Hart, Leon Li, Hugh Grant-Chapman, Truly Tinsley, Feifei Hung
日期: 2025-09-30
主题: CRINK国家安全合作的动态、驱动因素、局限性及AI在军事应用中的角色
摘要:
该新闻分析了中国、俄罗斯、伊朗和朝鲜（CRINK）之间日益增长的安全合作，尤其是在2022年俄罗斯入侵乌克兰之后。合作形式包括武器和军民两用物资转让、新的俄朝防御条约以及联合军事演习。中国和俄罗斯是合作的核心，但合作也存在局限性，如在支持伊朗冲突时表现出的交易性、力量不对称、地理距离、利益分歧和不信任等。文章特别指出，伊朗向俄罗斯提供了包括“AI制导”在内的先进无人机技术，增强了打击精度和战场杀伤力。
分析:
它明确指出“伊朗还与俄罗斯分享了先进的改进技术——包括AI制导、抗干扰系统和增强型弹头——提高了打击精度和战场杀伤力”。这直接揭示了人工智能技术在军事冲突中的实际应用，涉及关键军事技术的转移和战略性武器的效能提升，符合“关键基础设施与产业安全”和“技术攻防与供应链安全”的高价值标准。
正文:
CRINK Security Ties: Growing Cooperation, Anchored by China and Russia
Available Downloads
The Issue
- Military and security cooperation among China, Russia, Iran, and North Korea (CRINK) accelerated significantly after Russia’s full-scale invasion of Ukraine in 2022. This includes a surge in transfers of arms and dual-use goods, a new mutual defense pact, and more frequent and diversified joint military exercises.
- Observable security cooperation has taken place bilaterally or trilaterally, with no discernable official cooperation taking place quadrilaterally. However, there have been instances of Chinese, Iranian, and North Korean players working together in diffuse ways to support Russia’s war in Ukraine. Overall, the China-Russia security partnership is the most robust, but North Korea and Iran have quickly strengthened security cooperation as well, primarily with Russia.
- Despite strengthened ties among CRINK countries, the four countries are not always on the same page. To date, limited overt military support for Iran following attacks by Israel and the United States showcased how various factors—transactional calculations, power asymmetries, geographic distance, simultaneity of conflict and fatigue, U.S. military involvement, different interests, and elements of distrust—affect the willingness of CRINK countries to directly support one another via military means.
- Overall, the two larger powers—China and Russia—anchor CRINK cooperation. They have much more to offer to incentivize others to support them, and they are the most closely aligned bilateral actors. China, Russia, and North Korea are the trio most likely to support one another in times of need.
Introduction
The United States and many of its allies and partners have become increasingly concerned about growing alignment and cooperation among CRINK countries, prompting some to dub them the “axis of upheaval” or “axis of authoritarianism.” This brief explores available evidence to assess the extent of military and security cooperation among the CRINK countries. It first analyzes significant changes since Russia’s 2022 full-scale invasion of Ukraine and then explores CRINK responses to attacks on Iran that began in 2024 and escalated in 2025.
Key data points considered in this analysis include transfers of weapons and dual-use goods, joint military exercises, and defense pacts.1 This analysis is limited to assessing activities discernible from open-source information. Nevertheless, the available evidence points to intensifying security cooperation among the CRINK countries, with notable limitations.
The Ukraine War Has Accelerated CRINK Security Cooperation
Russia’s 2022 invasion of Ukraine has brought into sharp focus the growing alignment among CRINK countries. Russia’s ability to prosecute the war in Ukraine has been sustained in large part by various forms of support from China, Iran, and North Korea. Russia has reciprocated in kind, highlighting a transactional aspect of the relationships. There has also been growing cooperation among the four countries through joint military exercises.
Arms Transfers
Weapons transfers have long been an area of cooperation among CRINK countries, and they are often tied to regional tensions and conflicts. Amid the Iran-Iraq War of the 1980s, North Korea sold Iran Scud-B/Hwasong-5 short-range ballistic missiles (SRBMs), and it later provided newer Scud-C/Hwasong 6s in the 1990s. China also sold Iran some $4.8 billion worth of aircraft, missiles, artillery, and tanks through Bolivia, Brazil, and Pakistan as intermediaries in the 1980s, and the Soviet Union (and then Russia) intermittently supplied Iran with various conventional arms, including aircraft, submarines, tanks, and air defense systems. With the easing of UN sanctions on Iran in 2015, Moscow began deliveries of Russian S-300 air defense systems that had been previously withheld.
North Korea benefited from Chinese and Russian arms sales as well. In the 1980s and 1990s, China intermittently supplied North Korea with hardware including 40 F-7 (MiG-21) fighter jets, as well as submarines, transport aircraft, and Silkworm anti-ship missiles. Russia provided Pyongyang with MiG-29 fighters, air defense systems, and more.
China has not overtly imported major systems from Iran or North Korea over the years, but it relied heavily on Russian equipment to rapidly modernize its military. Between 1990 and 2005, China placed several orders that included 270 Su-27 and Su-30 fighters at a total cost of approximately $10–$11 billion. It also ordered eight Russian Kilo-class submarines, four Sovremenny-class destroyers, thousands of missiles, several S-300 surface-to-air missile (SAM) systems, and more.
Prior to 2022, the flow of arms was primarily from Russia to the other three countries. Russia has long been a giant in the global arms trade, and the only country in recent decades to rival U.S. arms exports. According to arms trade data from the Stockholm International Peace Research Institute (SIPRI), between 1980 and 2021, Russia provided about 78 percent of China’s arms imports, 73 percent of North Korea’s, and 40 percent of Iran’s. However, both Iran and North Korea weaned themselves off Russian and other arms imports by the 2010s, and China’s imports of Russian equipment fell to a fraction of their previous highs from the early 2000s.
This pattern of arms transfers from Russia to other CRINK countries reversed after 2022 as Russia increasingly relied on arms from Iran and North Korea to sustain its military operations in Ukraine. Iran reportedly transferred around 400 Fateh-110 family SRBMs, anti-tank missiles, artillery shells, and ammunition to Russia. Perhaps most significantly, Iran supplied thousands of Shahed-131 and Shahed-136 loitering munitions (suicide drones) and armed Mohajer-6 drones and accompanying munitions.
As the Ukraine war continued and Russia’s defense industry recovered, Iran supplemented weapons sales with technology sharing and personnel support. Under a deal dating back to late 2022, Russia set up a factory to manufacture licensed versions of Iranian designs, producing up to 6,000 drones annually. Iran has also shared advanced modifications—including AI guidance, anti-jamming systems, and enhanced warheads—with Russia, improving strike accuracy and battlefield lethality. Tehran has also sent Islamic Revolutionary Guards Corps drone trainers and technicians to Crimea and potentially other Russian-occupied regions.
North Korea has also contributed substantially to Russia’s war efforts. In October 2022, it was reported that Russia’s Wagner Group purchased North Korean weapons to fight in Ukraine. Pyongyang significantly stepped up support for Russia around September 2023, and since then, reports suggest North Korea has transferred massive amounts of ammunition and equipment to Russia, including millions of artillery shells, self-propelled guns, and multiple-launch rocket systems (MLRS), ballistic missiles, and SAM systems, among other assets.
Dual-Use Goods and Other Support
Unlike Iran and North Korea, China has not overtly supplied Russia with lethal aid, but Beijing’s contributions to the war effort have nevertheless been immense. Despite claiming to be neutral, China has provided Russia with critical commercial and dual-use goods that directly help to support Russian military operations in Ukraine.
Over the course of the war, China has ramped up exports to Russia of “high-priority items,” a set of 50 dual-use goods including computer chips, telecommunications gear, machine tools, radars, and sensors that are essential to producing military systems. Russia lacks the capacity to produce many of these goods in sufficient quantities, but China’s massive manufacturing sector can produce many of them at immense scale.
Chinese sales have enabled Russia’s industrial production of military goods in the face of Western sanctions. Chinese advanced machinery was reported to have tripled Russian Iskander-M ballistic missile production from 2023 to 2024, and in 2024 China accounted for 70 percent of Russia’s imports of ammonium perchlorate, an essential ingredient in ballistic missile fuel.
For deeper analysis on China’s provision of high-priority products and other dual-use items, read the CSIS Brief “CRINK Economic Ties: Uneven Patterns of Collaboration”
CRINK Economic Ties: Uneven Patterns of Collaboration
Brief by Maria Snegovaya, Nicholas Fenton, and Tina Dolbaia — September 4, 2025
China is also the unrivaled global leader in commercial drones, which have played a crucial part in the Ukraine conflict. In recent years, China provided Russia with drone bodies, lithium batteries, and fiber-optic cables—the critical components for fiber-optic drones. These drones, which are wired through fiber-optic cables rather than wirelessly controlled, have become central to the war in Ukraine thanks to their ability to operate in environments where electronic jamming limits the effectiveness of wireless drones.
Collectively, these developments have generated new areas of diffuse trilateral and even quadrilateral cooperation among CRINK countries. For example, North Korean workers have been sent to Russia to work in drone factories that rely on Iranian technologies and funding to produce drones made from Chinese equipment. The United States and Europe have also expressed concerns that North Korea could transship some weapons to Russia through Iran in ways reminiscent to how China passed weapons to Iran through intermediaries in the 1980s.
A New Defense Pact and North Korea’s Deployments to Ukraine
On top of providing weapons and equipment, one of the most significant developments following Russia’s invasion of Ukraine is the establishment of a new Russia-North Korea defense pact. In June 2024, Russian President Vladimir Putin visited Pyongyang and signed a “comprehensive strategic partnership” treaty that committed them to mutually supporting each other if one is attacked. Prior to this, China and North Korea were the only two CRINK countries to have a formal treaty with mutual defense obligations.
Shortly after the treaty was signed, North Korea deployed an estimated 14,000–15,000 troops and thousands of additional workers to Russia over late 2024 and early 2025. The direct contribution of troops into the conflict marked a watershed moment and put North Korea in a distinctive position compared to Iran, which has provided arms but not overt troop deployments, and China, which has provided an immense amount of dual-use goods but has not directly provided lethal aid or deployed troops.
CRINK Transactionalism and Russian Reciprocation
China, Iran, and North Korea’s assistance to Russia not only strengthened their relationships with Moscow, but also allowed them to capitalize on Russia’s needs to extract military and security benefits for themselves. Transactional and self-interested motives are key factors driving CRINK cooperation.
China’s support for Russia’s war in Ukraine likely opened the door for key Russian military assistance. Since 2023, there have been reports of Russia assisting the development of China’s new-generation Type 096 nuclear ballistic missile submarine by providing quieting and propulsion technologies. If accurate, this marks a major shift in Russia’s willingness to offer China advanced military technologies, an area where it has historically had a lead over China. In another show of cooperation, Chinese military officers were able to tour Russian front lines to learn tactical lessons.
Even more significant, leaked documents revealed that in October 2024, Russia agreed to sell China a substantial amount of equipment relevant to an invasion of Taiwan, including 37 BMD-4M light amphibious vehicles, 11 Sprut-SDM1 self-propelled anti-tank guns, 11 BTR-MDM airborne armored personnel carriers, plus command and observation vehicles and parachute systems for airdropping heavy loads. The leaked documents also showed Russia would provide training programs for Chinese paratroopers on how to use Russian equipment.
North Korea has also gained from Russia. Since 2022, Moscow reportedly supplied the country with Iranian attack drone technology, space technology assistance, air defense equipment, anti-aircraft missiles, and advanced electronic warfare systems, as well as feedback and guidance to improve its ballistic missiles. There is also speculation that Russia helped with the design and building of North Korea’s new Choe-Hyon class destroyer that was launched in 2025, and reporting that North Korea received a nuclear submarine reactor in exchange for its troop contributions. The CSIS Korea Chair estimates that North Korea earned between $9.6 and $12.3 billion from its provision of equipment to Russia—a massive boon for North Korea’s underdeveloped economy, whose total trade amounted to just $2.7 billion in 2024.
For its part, Iran has sought to tap into Russia’s defense industry to recapitalize its own diminished military forces. Since 2023, Tehran signed deals with Russia to acquire billions of dollars’ worth of military equipment from Moscow, including advanced Su-35 fighter jets, attack helicopters, radars, Yak-130 trainer aircraft, and S-400 air defense systems.
Joint Military Exercises
The strengthening of security ties among the four countries since the Ukraine war is also manifested through more joint military exercises.
According to the authors’ dataset of joint military exercises, there were 61 exercises involving at least two CRINK countries between 2003 (when the first China-Russia exercise occurred) and 2021 (the year before Russia’s invasion of Ukraine). That averages to 3.2 exercises per year.2 From the start of 2022 through August 2025, there were 35 exercises involving CRINK countries—an annualized average of 9.5 exercises per year.
China and Russia are by far the leading actors on this front. China-Russia bilateral exercises account for 83 percent of all CRINK-related exercises, and either China or Russia participated in all recorded CRINK exercises.
Explore detailed analysis of China-Russia military ties in the digital report from the CSIS China Power Project How Deep Are China-Russia Military Ties?.
How Deep Are China-Russia Military Ties?
Commentary — August 24, 2022
Yet CRINK trilateral cooperation through joint exercises has become more commonplace in recent years. In 2019, China, Russia, and Iran conducted the first of their trilateral exercises, which have become annual occurrences since 2022. In another first, Iran joined multilateral drills (which included China and Russia) organized through the Shanghai Cooperation Organization (SCO) in 2024.
Even North Korea has begun to dip its toes into joint exercises. Pyongyang historically shunned participation in international military exercises, but that changed when North Korea joined Russia’s “Ocean-2024” naval drills as an observer. China also participated in part of those drills, making it a rare instance of China-Russia-North Korea trilateral activity.
There are limits to the significance of these exercises. CRINK militaries have not reached the level of interoperability demonstrated by the United States and its NATO allies, which have experience conducting joint combat operations and exercises over multiple decades. Nevertheless, joint exercises are an increasingly visible sign of the growing cooperation among CRINK countries.
Iran’s Conflicts and the Limits of CRINK Cooperation
Just as Russia’s February 2022 invasion of Ukraine marked a watershed moment for CRINK countries, so too have Iran’s conflicts in the Middle East since April 2024. However, whereas the Ukraine war catalyzed CRINK security cooperation across several dimensions, Iran’s conflicts have so far shown mixed levels of security cooperation and highlighted limits to the countries’ relations.
Following the start of direct hostilities in April 2024—but before strikes on Iran’s nuclear facilities—there was noteworthy support for Iran and its proxies. In February 2025, Chinese manufacturers delivered approximately 1,000 tons of sodium perchlorate, a critical precursor for solid rocket propellant, to Iran.3 Then, in early June 2025, reports emerged that Iran placed orders from China for thousands of tons of additional missile fuels.
Separately, in April 2025, the U.S. State Department accused a Chinese firm, Chang Guang Satellite Technology, of supporting attacks on U.S. interests by Iran-backed Houthi fighters. Reports indicated the company was supplying Houthi rebels with imagery to target U.S. warships and international vessels in the Red Sea.
Once Iran’s conflicts escalated and both Israel and the United States struck Iran’s nuclear facilities, however, there was lackluster military support for Iran from the other CRINK countries. In the immediate aftermath of the June 2025 strikes, China, Russia, and North Korea provided Iran with modest rhetorical support but stopped short of major displays of solidarity. In a call with Iranian Foreign Minister Seyed Abbas Araghchi, Chinese Foreign Minister Wang Yi condemned Israeli attacks on Iran. Russia and North Korea followed suit with similar condemnations, and Russia joined China in pressing for a ceasefire agreement in the UN Security Council.
A few weeks after Israeli and U.S. strikes on Iran, conflicting reports emerged claiming that China was providing SAM systems such as the HQ-9B to Iran to help rebuild its defensive capabilities. However, these reports were unsubstantiated, and Chinese authorities, including the Chinese embassy in Israel, put out official statements denying them.
In the months that followed, China and Russia intensified their support for Iran in a few ways. In July, China, Russia, and Iran held trilateral talks ahead of expected U.S.-Iran nuclear talks, and Russia offered to assist Iran’s efforts to grow its nuclear energy program by providing Iran with low-enriched uranium and hosting Iranian nuclear scientists at dual-use research facilities. That same month, Iranian officials signaled that Tehran is considering partnering with Beijing to use its BeiDou global positioning system as an alternative to the U.S. GPS system, which experienced disruptions in Iran during the June 2025 strikes.
Similar to its economic support for Russia to fuel its war machine, China has reaffirmed its economic support for Iran after the June 2025 strikes. That month, Beijing and Tehran reaffirmed their “strong commitment” to the 25-year Strategic Cooperation Agreement that the two countries signed in 2021. In September 2025, Xi Jinping met Iranian President Masoud Pezeshkian bilaterally on the margins of the Shanghai Cooperation Organization summit and the two leaders agreed to accelerate key infrastructure projects in the 25-year plan.
In one of the most striking instances of CRINK coordination, leaders from all four countries gathered at China’s Victory Day military parade on September 3. This was the first known instance in which leaders of all four countries were present in the same location. This was largely symbolic in terms of multilateral cooperation since there were no reported trilateral or quadrilateral meetings between the leaders. Nevertheless, it was a notable milestone for the four countries, and it offered opportunities for bilateral cooperation, with Xi Jinping meeting bilaterally with the other three countries’ leaders.
Notably, these proceedings highlighted an asymmetry among the four countries. At the parade, Xi Jinping was flanked by Vladmir Putin and Kim Jong-un while Iranian President Masoud Pezeshkian and other leaders stood behind them. This was likely because Russia and Korea were major players in the fight against Japan in World War II, which the parade was commemorating, but it was still an unmistakable display of power dynamics. As the most powerful countries, China and Russia view each other as most important. North Korea, given its shared borders with China and Russia and its possession of nuclear weapons, appears more important than Iran for both powers.
In short, there has been support for Iran and coordination among CRINK countries since the outset of Iran’s conflict, but that assistance has so far not matched what was provided to Russia. This could be a matter of timing: Significant material support for Moscow did not emerge immediately after February 2022. It took months for China, Iran, and North Korea to fully ratchet up support for Russia. China, Russia, and North Korea could still step up security aid for Iran in the future. Yet, as is discussed below, there is reason to believe there will be limits on their willingness and capacity to aid Tehran.
Conclusion
These two conflicts have demonstrated both the strengths and the limits of CRINK security ties. The war in Ukraine has shown how four countries can each bring to bear their distinctive strengths to support a common cause. North Korea has brought to the table manpower and huge quantities of less-advanced weaponry. Iran has offered large numbers of armed drones and missiles. China has harnessed its enormous economic and industrial might to backfill Russia’s wartime economy and defense industrial base while not committing troops or lethal aid. In doing so, they have all demonstrated their capacity to collectively marshal resources and capabilities in ways that are hugely challenging for the United States and its allies and partners.
At the same time, both conflicts have exposed considerable limits, which are also worth highlighting.
Transactionalism and Asymmetry of Power: Among other factors, CRINK cooperation is driven by transactional and opportunistic calculations. The two larger powers and anchors—China and Russia—have much more to offer to incentivize others to support them. Russia’s significant national power has enabled it to reciprocate to the others in ways that make it compelling for them to support Moscow’s war efforts. Conversely, Iran’s limited national power—which was been further diminished by Israeli and U.S. attacks—left it with less to offer the others. This dynamic is reinforced by the fact that Beijing and Moscow have competing interests in the Middle East, requiring them to balance their support for Iran with their relationships with other key players, including Israel and wealthy Gulf states.
Geographic Proximity: Iran is more geographically distant from the other three CRINK countries, while the other three neighbor each other. Major instability or conflict in China, Russia, or North Korea is likely to have significant spillover effects for the other two countries. In contrast, upheaval in Iran has less immediate consequences for Beijing, Moscow, or Pyongyang, affording them more flexibility to maneuver.
Simultaneity of Conflict and Fatigue: Tepid support for Iran likely also stems from the fact that it is difficult to support two simultaneous conflicts. The demands of the war in Ukraine weigh on the CRINK countries’ capacity to simultaneously commit resources to Iran. Without the Ukraine war, it is possible that all three countries could provide more support to Iran.
U.S. Military Involvement: A likely key reason for restraint in supporting Iran is U.S. involvement in the conflict. Whereas the United States has not deployed forces onto the battlefield in Ukraine, the Trump administration directly attacked Iran. Thus, intervening on Tehran’s behalf risks a direct confrontation with Washington, a confrontation that neither China, Russia, nor North Korea desires.
Differing Interests and Other Forms of Support: While all four countries share a desire to diminish the influence of the United States and its Western allies and partners, they are not fully aligned in their interests and approach. The Chinese economy is more deeply enmeshed in the global economy, which is partly why Beijing has been unwilling to risk U.S. and Western sanctions by overtly supplying Moscow with lethal aid or troops. Similarly, Beijing may be relying more on political and economic tools to support Iran than on overt military assistance.
Distrust: Despite their growing alignment, there is considerable distrust among the four countries. This was on display after Israeli and U.S. attacks on Iran when former Iranian Parliament Deputy Speaker Ali Motahari publicly stated, “Russia has given the S-400 air defense system to Turkey and Saudi Arabia, but does not give it to Iran, which has provided it with drone assistance in the war with Ukraine.” Similarly, some in Russia and China have long distrusted each other. Recent leaked Russian government documents show that actors within Moscow still deeply distrust China, and that Russia and Iran are conducting intelligence operations on each other.
Taken together, these dynamics suggest that CRINK countries are not unified actors, and there will continue to be limits on their security alignment. Yet, as recent years have shown, Washington and its allies should not discount the capacity of these four countries to work together in opposition to U.S. and allied interests. Particular attention should be paid to China and Russia as the most powerful and closely aligned bilateral actors, and China, Russia, and North Korea as the trio most likely to support each other in times of need.
Bonny Lin is director of the China Power Project and senior adviser at the Center for Strategic and International Studies (CSIS) in Washington, D.C. Brian Hart is deputy director and fellow of the China Power Project at CSIS. Leon Li is a research associate of the China Power Project. Hugh Grant-Chapman is associate fellow of the China Power Project. Truly Tinsley is associate director of the China Power Project. Feifei Hung is a research intern of the China Power Project.
Please consult the PDF for references.
主题分类:
关键基础设施与产业安全
新闻 41: Blackstone-backed Legence valued at $3.2 billion in volatile debut
作者: Echo Wang,Atharva Singh
日期: 2025-09-12
主题: Legence公司IPO及其在AI数据中心冷却服务领域的战略布局
摘要:
由黑石集团支持的工程和维护服务提供商Legence在首次公开募股（IPO）中首次亮相，估值达到32亿美元。尽管在波动交易中股价一度上涨12%，但开盘价低于发行价。该公司通过出售2600万股筹集了7.28亿美元。Legence专注于生命科学和数据中心等高增长领域，特别是为超大规模AI数据中心提供冷却系统。黑石集团计划推动更多投资组合公司上市，而Legence在2025年上半年报告了净亏损。
分析:
它明确指出Legence的业务专注于“超大规模AI数据中心”的冷却系统。数据中心是人工智能运行的“关键基础设施”，其稳定运行对AI产业至关重要。Legence在该领域的服务直接关系到“关键基础设施与产业安全”，防止AI系统因过热等问题导致“系统失控”或“瘫痪”。
正文:
Sept 12 (Reuters) - Shares of Legence (LGN.O), the Blackstone-backed (BX.N) engineering and maintenance services provider, rose as much as about 12% above their IPO price on Friday in volatile trading, following a busy week for new listings.
The stock opened below its $28 offer price before rebounding to close at $30.50 in afternoon trading in New York, giving the company a market value of about $3.2 billion based on shares outstanding listed in earlier filings.
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The San Jose, California-based company raised $728 million a day earlier by selling 26 million shares at $28 each, within its marketed range of $25 to $29.
The post-Labor Day IPO wave is shaping up to be one of the busiest in years, with analysts saying momentum could rival the surge seen in 2021. While several debuting companies have posted strong first-day gains, standout listings have largely come from venture capital-backed firms rather than private equity-owned businesses.
"Legence comes with significant debt and recent history shows investors have pushed back on similar private equity-backed deals after lackluster debuts from SailPoint (SAIL.O), NIQ (NIQ.N) and McGraw Hill (MH.N)," said Jeff Zell, senior research analyst at IPO Boutique.
Blackstone, which bought Legence from private-equity firm Gemspring Capital in 2020, is taking the company public as part of a broader push to bring more of its portfolio firms to market. Funds managed by Blackstone were expected to hold about 74% of the voting power after the IPO.
The world's largest alternative asset manager has said it plans to pursue the busiest slate of IPOs since 2021.
Legence, which designs and installs systems such as heating, ventilation, air conditioning and energy-efficiency solutions, is focusing on fast-growing sectors with technically demanding buildings, including life sciences and data centers.
“Data centers ... have been a growing segment of our business for the last several years, especially as the technology that is used to cool servers in hyperscaler AI data centers has switched from air-cooled systems to direct liquid to chip systems, which really is right in our wheelhouse,” Legence CEO Jeffrey Sprau told Reuters in an interview.
Legence reported a net loss of $26.5 million on revenue of $1.1 billion for the first half of 2025, compared with a loss of $8.8 million on revenue of $989.6 million a year earlier, according to its filings.
Reporting by Echo Wang in New York, Atharva Singh and Arasu Kannagi Basil in Bengaluru; Editing by Shinjini Ganguli, Shilpi Majumdar and Marguerita Choy
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 42: Palmer Luckey says Anduril has an internal 'China 27' strategy to prepare for a war over Taiwan
类别: Military & Defense
作者: Cheryl Teh
日期: 2025-10-20
主题: Anduril公司针对2027年台海冲突的战略准备及国防技术创新
摘要:
Palmer Luckey表示其公司Anduril制定了“中国27”战略，以应对中国可能在2027年对台湾采取行动。Anduril正专注于开发能在该时间点前投入使用的防御系统，包括为台湾提供导弹和反导弹系统，并强调美国应作为“世界军火库”支持盟友。新闻还提到Anduril与Meta合作开发军用扩展现实设备（如EagleEye），并获得了美国海军陆战队的反无人机防御合同。
分析:
该新闻具有高价值。正文明确提及Anduril与Meta合作开发“下一代扩展现实设备”用于“军事用途”，以及Anduril获得“反无人机防御”合同。这些技术，特别是“反无人机防御”和战场实时数据叠加的“扩展现实设备”，高度依赖人工智能进行目标识别、数据融合和决策支持，属于AI在“国防”领域的“应用”。这符合高价值标准中“关键基础设施与产业安全”维度，因为它涉及AI在国防领域的部署，以应对潜在的军事冲突，具有重要的战略意义。
正文:
- Palmer Luckey says Anduril has a strategy that guides everything it does: "China 27."
- It's based on the assumption that China may invade Taiwan "sometime in 2027," Luckey said.
- He added that he may be wrong, but wouldn't want to be unprepared for a "gigantic fight."
Palmer Luckey says his defense startup Anduril has an internal strategy that guides everything it does: "China 27."
"The idea is that anything we are working on, anything that we are investing in, needs to be built with the assumption that sometime in 2027, China is going to move on Taiwan," Luckey said on a recent episode of the "Joe Rogan Experience" podcast.
Luckey conceded that there's a chance he might be wrong about China's plans for Taiwan, a democratic island that the Chinese government considers a renegade province.
"And I might be wrong on this, right? It might be never. It might be a longer-term thing," Luckey said.
"But, in general, like imagine how stupid I'll feel if I spend hundreds of millions of dollars building some new weapon system that I know is not going to come into service until the 2030s, which is what most experts say is outside of the window of when this invasion would happen," he said. "Wouldn't I feel pretty stupid if there's a gigantic fight and I've spent all my money on something that wasn't ready in time?"
Luckey added that he thinks a full-scale invasion of Taiwan isn't likely to be the route the Chinese want to take, and that it would opt for a blockade instead to choke off the island.
"And the thing is, even a blockade, the best way to deter that is for Taiwan to have the things that make them a very prickly porcupine, right?" Luckey said. "You want to have things like sea mining capabilities that make a blockade basically impossible to affect without destroying the entire fleet. You want things like missiles and counter-missile systems that make it impossible to lock in the country."
Luckey told Rogan that he went to Taiwan just a few weeks ago to personally deliver "a bunch of missiles and weapon systems that are specifically to counter a Chinese invasion."
He also added that, in his opinion, the US should avoid getting into a "shooting war" where US troops are being sent to "die for other countries." Instead, the US should become "the world's gun store," he said.
"And, what do you need to do to be a good gun store, right?" Luckey said. "You got to keep stuff in stock. You got to keep things on the shelves. You need to be reasonably priced. You need to not arbitrarily cut off allies."
Representatives for Luckey at Anduril directed Business Insider to his comments on the podcast.
Under Luckey, Anduril has carved out a space for itself in a defense industry dominated by the prime weapons contractors. The US military, meanwhile, appears willing to move to a more startup-friendly procurement process.
"We are going to completely disrupt the system that held the Army back for decades and lined the primes' pockets for so long," US Army Secretary Dan Driscoll said on October 13 at the annual meeting of the Association of the United States Army in Washington.
Meta in May announced that it would partner with Anduril to design and build next-generation extended reality gear for military use. Anduril said in a May 29 press release that the project is "funded through private capital, without taxpayer support, and is designed to save the US military billions of dollars."
That collaboration's already bearing fruit. Anduril revealed a suite of products called EagleEye on October 13.
The devices range from helmets to visors and glasses, and feature displays that Anduril says can display data like teammates' locations on top of a soldier's view of a live battlefield.
Anduril's also giving defense heavyweights a run for their money on the drone front.
In March, it scored a 10-year, $642 million contract with the US Marine Corps for anti-drone defenses geared toward fighting smaller drones.
Anduril was publicly valued at $30.5 billion in June.
主题分类:
关键基础设施与产业安全
新闻 43: Cerebras to Help Build Guyana Data Center, Unveils Sovereign AI Push
类别: Technology
AI
日期: 2025-11-12
主题: Cerebras公司在圭亚那建设AI数据中心并推动主权AI
摘要:
Cerebras公司将与圭亚那政府合作，投资数十亿美元在该国建设该地区首个数据中心，旨在扩展人工智能基础设施并推动“主权AI”战略。该数据中心位于圭亚那威尔士，容量为100兆瓦，计划于2027年初投入运营，并服务周边国家。
分析:
该新闻具有高价值。正文明确指出Cerebras公司将帮助圭亚那建设“人工智能基础设施”并推动“主权AI”战略。这符合“高价值标准”中的“关键基础设施与产业安全”维度，因为建设一个“多亿美元”的“数据中心”作为区域AI基础设施，直接关系到国家在AI领域的战略自主权和关键能力，对未来的技术攻防和供应链安全具有重要意义。
正文:
Cerebras to Help Build Guyana Data Center, Unveils Sovereign AI Push
Takeaways by Bloomberg AISubscribe
Cerebras Systems Inc. is teaming up with the government of Guyana on a multibillion-dollar deal to build the area’s first data center, part of a push by the AI chip upstart to help countries expand their artificial intelligence infrastructure.
The data center — located in Wales, Guyana — will have a capacity of 100 megawatts and be able to serve nearby nations, said Andy Hock, the company’s senior vice president for product and strategy. Cerebras and the government will share revenue from the data center, which is scheduled to break ground in the fourth quarter of next year and be operational in early 2027.
主题分类:
关键基础设施与产业安全
新闻 44: Nuclear Startup Fermi Invokes Manhattan Project: ‘We Are at War’
类别: Technology
日期: 2025-11-12
主题: AI发展与核能基础设施的战略竞争
摘要:
核能初创公司Fermi Inc.将其在美国开发人工智能系统及其所需核能基础设施的努力，比作二战时期的“曼哈顿计划”，并向股东宣称“美国正处于战争状态”。该公司计划在德克萨斯州建设一个大型数据中心园区。
分析:
它明确指出“美国开发人工智能系统及其所需核能基础设施的努力”被比作“曼哈顿计划”，并宣称“美国正处于战争状态”。这直接涉及AI在“关键基础设施与产业安全”领域的战略重要性，特别是为“大型数据中心园区”提供“核能基础设施”，体现了国家层面对AI能源需求的重视和竞争态势。
正文:
Nuclear Startup Fermi Invokes Manhattan Project in AI Race
Takeaways by Bloomberg AISubscribe
US efforts to develop artificial intelligence systems and the nuclear-energy infrastructure needed to power them are comparable to the World War II initiative to build the first atomic bomb, according to Fermi Inc., a power-plant developer planning a massive data-center campus in Texas.
“Make no mistake, America is at war,” Fermi wrote in a letter to shareholders Monday as it reported its first quarterly earnings since the company’s initial public offering six weeks ago.
主题分类:
关键基础设施与产业安全
新闻 45: S. 2142 (IS) - Ground and Orbital Launched Defeat of Emergent Nuclear Destruction and Other Missile Engagements Act of 2025
类别: Bills and Statutes
日期: 2025-11-05
主题: 美国导弹防御战略与人工智能在国防领域的应用
摘要:
美国参议院提出《2025年地基和轨道发射击败新兴核毁灭及其他导弹交战法案》（即“黄金穹顶法案”），旨在全面提升美国导弹防御能力，以应对日益增长的弹道、巡航、高超音速导弹及无人系统威胁。该法案强调构建分层传感器、集成指挥控制的整体防御架构，并授权2026财年超过230亿美元的拨款，其中包含用于机器学习、人工智能信息融合平台和自主防御代理的专项资金。
分析:
该新闻具有高价值。正文第7节明确指出，法案授权拨款中包含“76,000,000美元将用于采购和快速部署高技术成熟度机器学习和人工智能信息和数据融合平台”，以及“125,000,000美元将用于开发和部署自主代理以防御巡航导弹威胁和无人系统”。这直接表明了人工智能（AI）和机器学习（ML）在国家关键基础设施（导弹防御系统）中的深度应用，符合高价值标准中“关键基础设施与产业安全”和“技术攻防与供应链安全”维度，涉及AI在国防领域的部署及其潜在的系统风险与防御能力提升。
正文:
[Congressional Bills 119th Congress]
[From the U.S. Government Publishing Office]
[S. 2142 Introduced in Senate (IS)]
119th CONGRESS
1st Session
S. 2142
To improve the missile defense capabilities of the United States, and
for other purposes.
IN THE SENATE OF THE UNITED STATES
June 23, 2025
Mr. Sullivan (for himself and Mr. Cramer) introduced the following
bill; which was read twice and referred to the Committee on Armed
Services
A BILL
To improve the missile defense capabilities of the United States, and
for other purposes.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. SHORT TITLE.
This Act may be cited as the
Ground and Orbital Launched Defeat of Emergent Nuclear Destruction and Other Missile Engagements Act of 2025'' or the GOLDEN DOME Act of 2025''.
SEC. 2. FINDINGS; SENSE OF THE SENATE.
(a) Findings.--
(1) Missile defense review.--Congress finds that the 2022
Missile Defense Review found the following:
(A) Since the release of the 2019 Missile Defense
Review, missile-related threats have rapidly expanded
in quantity, diversity, and sophistication.
(B) United States national security interests are
increasingly at risk from wide-ranging missile arsenals
that include offensive ballistic, cruise, and
hypersonic weapons.
(C) In support of the homeland missile defense
mission, continued modernization and expansion of all
current deployed systems with capabilities guarding
against the homeland threat, including the Ground-based
Midcourse Defense (GMD) system, will remain essential
to our comprehensive missile defeat approach. In
addition, the United States will also continue to
improve defensive capabilities to address the threat of
evolving hypersonic missile, cruise missile, and
unmanned system strikes by any adversary against the
homeland.
(D) The continued evolution and progress of
missiles and unmanned systems as a principal means by
which adversaries seek to project conventional or
nuclear military power makes missile and unmanned
system defense a core deterrence-by-denial component of
an integrated deterrence strategy.
(E) Missile and unmanned system defense
capabilities add resilience and undermine adversary
confidence by introducing doubt and uncertainty into
strike planning and execution, reducing the incentive
to conduct small-scale coercive attacks, decreasing the
probability of attack success, and raising the
threshold of conflict.
(F) Should deterrence fail, missile defense
capabilities sufficient to negate long-range missile
threats of any type are among the most critical
national security capabilities for the United States.
(2) Congressional commission on the strategic posture of
the united states.--Congress finds that, in its October 2023
report, the Congressional Commission on the Strategic Posture
of the United States recommended the following:
(A) The United States should develop and field
homeland integrated air and missile defense (IAMD) that
can deter and defeat coercive attacks by Russia and
China, and determine the capabilities needed to stay
ahead of the North Korean and Iranian threat.
(B) The Secretary of Defense should direct
research, development, test and evaluation into
advanced integrated air and missile defense
capabilities leveraging all domains, including land,
sea, air, and space. These activities should focus on
sensor architectures, integrated command and control,
interceptors, cruise and hypersonic missile defenses,
unmanned systems, and area or point defenses. The
Department of Defense should urgently pursue deployment
of any capabilities that prove feasible.
(3) Commission on the national defense strategy.--Congress
finds the following:
(A) In its July 2024 report, the Commission on the
National Defense Strategy found the following:
(i) There is an increasing threat from
expanding ability of China, Russia, and North
Korea to deliver nuclear weapons against the
United States, including the territories of the
United States.
(ii) The military planners of the
Department of Defense and United States
Northern Command need to prepare for a worst-
case scenario in which nuclear and other
strikes are launched against the United States,
which could be done in large numbers with
specialized delivery systems.
(B) In the report described in subparagraph (A),
the Commission shared the same threat assessment about
missile attacks as the Commission on the Strategic
Posture of the United States and agreed with the
recommendation that the United States should enhance
missile defense for the homeland.
(4) Policy.--Congress finds that it is the policy of the
Federal Government that--
(A) the Federal Government will provide for the
common defense of the citizens of the United States and
the United States by deploying and maintaining a next-
generation missile defense shield;
(B) the Federal Government will deter and defend
the citizens and critical infrastructure of the United
States against any foreign attack on the United States
homeland; and
(C) the Federal Government will guarantee the
secure second-strike capability of the Federal
Government.
(b) Sense of the Senate.--It is the sense of the Senate that--
(1) as the advanced long-range missile and unmanned system
threat continues to evolve, the threat of attack by ballistic,
cruise missile, hypersonic missile, and unmanned system remains
a significant threat to the United States with potentially
catastrophic consequences;
(2) China is rapidly expanding and modernizing its
conventional forces to include ballistic missile systems posing
an increasing threat to citizens, forces, and allies of the
United States;
(3) over the past 40 years, the sophistication and quantity
of threats, including ballistic, hypersonic, cruise, and
unmanned systems has become substantial;
(4) contending only with rogue nation threats and
accidental or unauthorized missile launches is no longer
sufficient in the current and reasonably foreseeable future
threat environment;
(5) by empowering the United States with a second-strike
capability, the Golden Dome will deter adversaries from attacks
on the homeland;
(6) to improve capabilities to defend adequately against
increasing numbers and sophistication of threats to the
homeland, rapid development and deployment of space-based
sensors and interceptors which take advantage of lower cost and
technical commercial advances in recent years must be among the
Defense Department's highest priorities;
(7) there is a need to fully integrate undersea, ground,
air, and space-based sensors, interceptors, and command nodes
through a secure and redundant communications architecture;
(8) there is a need to clearly delineate and appropriately
empower the leaders and agencies responsible for development,
integration, and execution of the Golden Dome;
(9) the United States must make achieving total domain
awareness, from the seafloor to Outer Space to cyberspace, to
provide early warning and defeat of missile threats from both
the northern and southern hemispheres across all warfighting
domains a top priority;
(10) a central component of Golden Dome will be the network
and command and control systems;
(11) substantial command and control and fire control
capabilities exist now, but require investment to support any
Golden Dome reference architecture;
(12) a flexible, open-architecture approach for the Golden
Dome will support spiral development;
(13) Golden Dome prioritizes the defense of United States
citizens in the homeland against all air and missile threats
from all countries and requires prioritization of critical
assets to inform the Commander of United States Northern
Command and the Commander of United States Indo-Pacific
Command; and
(14) significant additional missile defense modeling and
simulation tools that measure friendly and adversary effects,
such as kinetic, non-kinetic, directed energy, are required.
SEC. 3. DEFINITIONS.
In this Act:
(1) Commercial solution.--
(A) In general.--The term
commercial solution'' means a product, other than real property, that-- (i) is of a type customarily used by the general public or by nongovernmental entities for purposes other than governmental purposes; and (ii)(I) has been sold, leased, or licensed to the general public; or (II) has been offered for sale, lease, or license to the general public. (B) Inclusion of commercial products, components, and services.--The term commercial solution''
includes commercial products, components, and services
in alignment with the Federal Government's preference
for the acquisition of commercial products and
commercial services, as set forth in sections 1906,
1907, and 3307 of title 41, United States Code, and
sections 3451 through 3453 of title 10, United States
Code, which establish acquisition policies more closely
resembling those of the commercial marketplace and
encourage the acquisition of commercial products and
commercial services.
(2) Congressional defense committees.--The term
congressional defense committees'' has the meaning given such term in section 101(a) of title 10, United States Code. (3) Golden dome.--The term Golden Dome'' shall means the
holistic missile defense architecture described in this Act.
(4) Missile.--The term
missile'' means a ballistic, hypersonic, cruise, hypersonic cruise, or loitering munition. (5) Program manager.--The term Program Manager'' means
the Golden Dome Direct Report Program Manager appointed under
section 4(a)(4)(A).
(6) Secretary.--The term
Secretary'' means the Secretary of Defense. (7) Unmanned system.--The term unmanned system'' means a
remote-operated or autonomous unmanned system of any size
maneuvering in land, sea, air, or space that is capable of
single attacks, swarm attacks, or sensor and data collection
and reconnaissance.
SEC. 4. IMPROVING UNITED STATES MISSILE DEFENSE CAPABILITIES.
(a) Development of a Holistic Missile Defense Strategy; Golden Dome
Administration.--
(1) Development of a holistic missile defense strategy.--
Not later than 1 year after the date of the enactment of this
Act, the Secretary of Defense shall develop a holistic missile
defense strategy informed by discussions with and suggestions
from such other government agencies as the Secretary deems
necessary to determine which critical infrastructure must be
defended, against which adversaries, and from which specific
capabilities, including from both missiles and unmanned
systems.
(2) All-domain awareness.--The strategy developed pursuant
to paragraph (1) shall include plans for a system of layered
sensors from the seafloor to space and cyberspace to provide
persistent all-domain awareness.
(3) Integrated, redundant command and control.--The
strategy developed pursuant to paragraph (1) shall include
plans for integrated, secure, open, and redundant command and
control software and technology architecture for the nationwide
missile defense system and shall designate a clear human chain
of command for control of such systems and responses.
(4) Leadership.--
(A) Establishment of a golden dome direct report
program manager.--There is established a Golden Dome
Direct Report Program Manager, who shall be appointed
by the Secretary from among the general officers of the
Army, Air Force, Space Force, or flag officers of the
Navy and Marine Corps.
(B) Grade.--The individual serving as the Program
Manager, while so serving, shall have the grade of
general without vacating the permanent grade of the
officer and will be placed directly under the Chairman
of the Joint Chiefs of Staff in the Department of
Defense order of precedence.
(C) Responsibilities.--The Program Manager shall be
responsible for the acquisition, contracting,
development, testing, and initial operations and
sustainment of Golden Dome.
(D) Reporting and authority.--Subject to the
authority, direction, and control of the Secretary, the
Program Manager shall--
(i) report directly to the Deputy Secretary
of Defense;
(ii) have the acquisition authorities
equivalent to Defense Acquisition Executives,
including milestone decision authority,
contracting authority, direct hiring authority,
direct liaison authority with congressional
oversight committees, original classification
authority, expedited military construction
authority, and technical authority for missile
defense of the homeland;
(iii) have full authority to budget for
Golden Dome and perform oversight of funds
identified to be in support of Golden Dome
across all categories of budget authority,
regardless of reprogramming thresholds; and
(iv) establish Golden Dome program elements
and programs consistent with the format used by
the President for submittal of the budget of
the President pursuant to section 1105(a) of
title 31, United States Code, to facilitate
oversight by Congress.
(E) Exception from certain manual and directive.--
Programs or projects carried out under the authority of
this section shall not be subject to the Joint
Capabilities Integration and Development System Manual
and Department of Defense Directive 5000.01, or
successor manuals and directives. The Program Manager
shall use all lawful acquisition and procurement
methods necessary outside of this process to carry out
the accelerated implementation and execution of Golden
Dome.
(F) Protection from intervention.--Unless otherwise
directed by the President, the Secretary, or statute,
no officer other than the Secretary of Defense may
intervene to exercise, authority, direction,
interference, including unreasonable delays in
answering requests for information or other requests
relating to the implementation or execution of Golden
Dome or its subsystems, or control over the Program
Manager in the discharge of responsibilities specified
in subparagraph (C) and authority specified in
subparagraph (D).
(G) Authority to work with other federal
agencies.--
(i) In general.--The Program Manager may
work with other Federal agencies, including the
Department of Homeland Security, the Federal
Communications Commission, the Federal Aviation
Administration, and the various elements of the
intelligence community, to expedite research,
testing, and execution of any Golden Dome-
related systems.
(ii) Priority for decision requests.--In
any case in which a Federal agency receives a
decision request under clause (i) relating to
the planning and implementation of Golden Dome,
the head of the Federal agency shall prioritize
the decision request.
(5) Leveraging distributed, advanced, additive
manufacturing.--The Secretary shall develop and implement a
plan for leveraging distributed, advanced, or additive
manufacturing to rapidly develop technologies and munitions
critical for the strategy required by paragraph (1).
(6) Leveraging commercial solutions.--To the maximum extent
practicable, the architectures developed by the Department of
Defense as part of Golden Dome shall use commercial solutions,
including subcontracting by prime contractors at all tiers to
incorporate commercial items or nondevelopmental items as
components of items, supplied to the Department of Defense for
rapid deployment.
(7) Testing requirements.--
(A) In general.--The Secretary of Defense and the
Program Manager shall ensure that a robust testing
regime is established for all kinetic and nonkinetic
interceptors or similar systems throughout the system's
lifecycle. To the maximum extent practicable, testing
shall include execution of end-to-end missile defense
detection, tracking, and destruction techniques that
exercise multiple components of the Golden Dome system.
(B) Testing schedule.--
(i) In general.--In carrying out
subparagraph (A), the Secretary and the Program
Manager shall ensure that, not later than 540
days after the date of the enactment of this
Act, a demanding testing cadence begins,
commencing with a virtual exercise commencing
on or before the date that is 540 days after
the date of the enactment of this Act.
(ii) Test plans.--Not later than 90 days
before carrying out a test under this
paragraph, the Secretary and the Program
Manager shall present to the congressional
defense committees a detailed plan for the
test.
(iii) Briefings.--In any case in which the
Program Manager fails to conduct a test under
this paragraph in accordance with a timeline
specified in this paragraph, the Program
Manager shall provide the applicable
subcommittees of the congressional defense
committees an in-person briefing in each month
for with the test is delayed.
(C) Live-fire exercise requirement.--At a minimum,
kinetic and nonkinetic systems deemed to be mission
essential by the Secretary to the capabilities of
Golden Dome shall be tested on a semiannual basis in a
live-fire exercise, starting after the virtual test
described in clause (i).
(D) Participants.--
(i) Required participation.--Each exercise
under this paragraph shall include the
following participants:
(I) The Program Manager.
(II) A representative from the
Office of the Secretary of Defense.
(III) A representative from each of
the Army, Navy, Air Force, Marines, and
Space Force.
(IV) A representative from the
National Security Agency.
(V) Representative from North
American Aerospace Defense Command
(NORAD) or United States Northern
Command (USNORTHCOM).
(VI) A representative from Indo-
Pacific Command.
(ii) Invited for participation.--For each
exercise under this paragraph, the Program
Manager shall invite the participation of the
following:
(I) A representative from the Coast
Guard.
(II) A representative from the
Federal Aviation Administration.
(III) A representative from the
congressional defense committees.
(E) Waivers.--
(i) In general.--Pursuant to a request
submitted to the Secretary under clause (ii),
the Secretary may waive the requirement in
subparagraph (B) for an individual system.
(ii) Requests.--The Program Manager may
submit to the Secretary a request for a waiver
of the requirement in subparagraph (B) for an
individual system.
(iii) Congressional notification.--Not
later than 14 days after granting a waiver
under clause (i), the Secretary shall provide
the congressional defense committees an in-
person briefing of the waiver with a detailed
explanation of the reasons for the decision of
the Secretary to grant the waiver.
(F) Annual reports.--Not later than 90 days after
the date of the enactment of this Act, and not less
frequently than once each year thereafter, the
Secretary shall, in consultation with the heads of such
government agencies as the Secretary considers
relevant, submit to the congressional defense
committees a report detailing key regulations
preventing rapid, iterative testing of systems vital to
Golden Dome.
(b) Accelerating Development of Non-Kinetic Capabilities.--The
Secretary shall use all authorities available to the Secretary to
accelerate development of non-kinetic capabilities to negate missile or
unmanned system threats prior to launch or after launch. Such
capabilities may include cyber (offense and defense), supply chain
interdiction, artificial intelligence-driven battle management,
electromagnetic spectrum, directed energy weapons, and high-power
microwave defense options capable of defeating large-scale missile or
unmanned system attacks.
(c) Accelerating Development of Information Fusion Platform Using
Artificial Intelligence To Detect Threats.--The Secretary shall use all
authorities available to the Secretary to accelerate development and
rapid prototyping of high technology readiness level (TRL) capabilities
in order to acquire and field an information fusion, software-centric
platform that utilizes machine learning and artificial intelligence
technologies capable of delivering air, land, space, and maritime
domain awareness and early warning capabilities for homeland defense
across disparate novel and legacy systems. Such platform shall employ a
common data layer that can support the rapid integration of new sensors
and effectors across all tiers of the integrated air and missile
defense system.
(d) Acceleration of Development for Proliferated Warfighter Space
Architecture of Space Development Agency.--
(1) In general.--In support of Golden Dome, the Director of
the Space Development Agency shall use all authorities
available to the Director to accelerate development and rapid
fielding of satellites and associated systems for tranches 3,
4, and 5 of the proliferated warfighter space architecture of
the Agency.
(2) Status of space development agency.--The Space
Development Agency shall remain an independent element of the
United States Space Force, and shall be exempt from the Joint
Capabilities Integration and Development System requirements
process.
(e) Accelerating Space Sensor Layer for Golden Dome.--The Secretary
of Defense shall, acting through the Program Manager and in
coordination with the Director of the Missile Defense Agency and the
Director of the Space Development Agency, use all the authorities
available to the Secretary to accelerate the deployment of the
Hypersonic and Ballistic Tracking Space Sensor by procuring, not later
than December 1, 2025, at least 40 space vehicles with Hypersonic and
Ballistic Tracking Space Sensor payloads.
(f) Requirement for Next Generation Interceptor Fielding and Silo
Construction.--The Program Manager shall, with support from the Missile
Defense Agency, take such actions as may be necessary to expand Next
Generation Interceptor production and silo construction at Fort Greely,
Alaska, to field up to 80 interceptors at Fort Greely for defense of
the United States. Interceptor testing and initial fielding shall be
completed not later than January 1, 2028.
(g) Requirement for Combatant Commands To Account for Missile
Defense Interceptors and Sensor Requirements in Their Annual
Requests.--For each fiscal year beginning after the date of the
enactment of this Act, each commander of a combatant command shall
include the missile defense interceptor requirements, terrestrial-based
sensor requirements, space-based sensor requirements, and counter-
unmanned system requirements of the combatant command of the commander
in the supporting information for the Department of Defense submitted
along with the budget of the President to Congress for such fiscal year
pursuant to section 1105(a) of title 31, United States Code.
(h) Accelerating Development of Glide Phase Interceptor.--
(1) Use of authorities to accelerate development.--The
Program Manager shall use all authorities available to the
Secretary to accelerate development of the Glide Phase
Interceptor to defend against hypersonic threats to the United
States homeland.
(2) Report on potential for parallel development.--Not
later than 90 days after the date of the enactment of this Act,
the Director of the Missile Defense Agency shall submit to the
Secretary and the Program Manager a report on the potential for
parallel development of capabilities, revised program schedule,
and the risk associated with pursuing only one alternative for
the Glide Phase Interceptor.
(i) Accelerating Production and Fielding of Ground Mobile
Interceptors.--The Program Manager shall use all authorities available
to the Program Manager to accelerate the production and fielding of
ground mobile interceptors and radars for forward deployment and
homeland defense as the Secretary and President consider appropriate.
(j) Accelerating Development of Resilient Positioning, Navigation,
and Timing for Missile Defense Systems.--The Program Manager shall use
all authorities available to the Program Manager to accelerate
development and fielding of resilient positioning, navigation, and
timing (PNT) solutions that can operate effectively in ground
positioning system (GPS)-denied environments. Such solutions may
include the following:
(1) Quantum-enhanced inertial navigation and atomic clock
technologies to maintain continuous positioning, navigation,
and timing functionality in ground positioning system-degraded
or denied scenarios.
(2) Enhanced terrestrial-based navigation systems for
greater assured positioning in ground positioning system-
contested environments.
(3) Robust data fusion techniques that integrate multiple
positioning, navigation, and timing sources, such as radar-
based tracking, vision-aided navigation, and low-Earth orbit
(LEO) signals, to sustain operational effectiveness during
electronic warfare (EW) attacks or cyber intrusions.
(4) Commercially available, field-proven alternative
positioning, navigation, and timing solutions that leverage
advanced sensor fusion, artificial intelligence-driven error
correction, and resilient positioning, navigation, and timing
processing to provide assured navigation for mobile and fixed
defense platforms, including those currently deployed in
hypersonic tracking and integrated air and missile defense
applications.
(k) Accelerating Development of Autonomous Agents To Defend Against
Cruise Missiles and Unmanned Systems.--The Program Manager shall use
all authorities available to the Program Manager to accelerate
development of autonomous agents to cost-effectively defend the United
States homeland and forward-deployed armed forces against raids of both
large cruise missiles and unmanned systems as the Secretary considers
appropriate.
(l) Accelerating Development and Fielding of Low-Cost Scalable
Interceptor.--The Program Manager shall use all authorities available
to the Program Manager to accelerate development, test, and fielding of
a low-cost scalable interceptor that can augment existing production
lines and provide resiliency to the integrated air and missile defense
system.
(m) Accelerating Development and Deployment of Space-Based Sensors
and Interceptors.--
(1) In general.--The Program Manager shall use all
authorities available to the Secretary to accelerate
development and deployment of proliferated space-based sensors
and interceptors capable of ballistic and hypersonic missile
intercept.
(2) Requirement.--The Program Manager shall ensure that
development and deployment described in paragraph (1) will--
(A) substantially avail itself of commercial space
capabilities to reduce cost and time to deploy;
(B) ensure that space-based interceptors and
ground-based interceptors are fully integrated; and
(C) provide an autonomy layer that supports time-
critical targeting through advancements in information
technology and mitigates latency issues.
(n) Report To Reduce Cost Savings Per Round for Space-Based
Interceptors.--Not later than 180 days after the date of the enactment
of this Act, the Program Manager shall submit a feasibility study to
the congressional defense committees outlining multiple methods for
reducing the cost per round of various space-based interceptors
including kinetic and non-kinetic capabilities and informed by
traditional and nontraditional defense technology companies.
(o) Accelerating Modernization of Certain Terrestrial Domain
Capabilities.--The Program Manager shall use all authorities available
to the Program Manager to accelerate modernization of terrestrial-based
radar capabilities, including those located at or known as Cobra Dane,
Thule Ballistic Missile Early Warning System (BMEWS), Upgraded Early
Warning Radar (UEWR) in Greenland and Cape Cod, Homeland Defense Radar
and Maui Space Surveillance Complex in Hawaii, and the Alaska Radar
System.
(p) Modernization of Perimeter Acquisition Radar Attack
Characterization System.--The Program Manager shall use all authorities
available to the Program Manager to accelerate the modernization and
digitization of the Perimeter Acquisition Radar Attack Characterization
System (PARCS) to improve detection of intercontinental and sea-
launched missile threats, as well as improve space domain awareness
capabilities.
(q) Site Selection and Program Execution Plan for Southern
Hemisphere-Facing Early Warning Radar System.--Not later than 180 days
after the date of the enactment of this Act, the Program Manager shall
submit to Congress a report detailing a site selection and proposed
program execution plan for a southern hemisphere-facing early warning
radar system capable of detecting threats from next generation complex
missile attacks.
(r) Site Selection and Program Execution Plan for Highly Flexible
Missile Defense Sites.--Not later than 180 days after the date of the
enactment of this Act, the Program Manager shall submit to Congress a
report detailing a plan for a highly flexible, and if necessary mobile,
terrestrial missile defense network capable of defending critical nodes
across the United States, including noncontiguous States and
territories, from likely attack vectors.
(s) Site Selection and Program Execution Plan for Construction of
Alaska-Based Aegis Ashore System.--Not later than 180 days after the
date of the enactment of this Act, the Program Manager shall submit to
Congress a report detailing a site selection and proposed program
execution plan for an Alaska-based Aegis Ashore missile defense system.
(t) Completion and Certification of Aegis Ashore System in
Hawaii.-- The Program Manager shall use all authorities available to
the Program Manager to accelerate completion and certification of an
Aegis Ashore system based in Hawaii.
(u) Acceleration of Munitions Production for Missile Defense.--The
Program Manager, working with the Services, shall use all authorities
available to the Program Manager to accelerate production of critical
munitions used for missile interception, including Standard Missile 3
Blocks IB and IIA and PAC-2 and PAC-3 munitions, to ensure their
availability as an additional sub-layer of the Ground-based Midcourse
Defense system.
(v) Expedited Military Construction Authority.--
(1) Waiver of regulations.--Notwithstanding any other
provision of law, the Secretary of Defense may waive all legal
requirements the Secretary, in such Secretary's sole
discretion, determines necessary to ensure expeditious
construction, deployment, testing, and operation of Golden
Dome, including mission and life support. Any such decision by
the Secretary shall be effective upon being published in the
Federal Register.
(2) Federal court review.--
(A) In general.--The district courts of the United
States shall have exclusive jurisdiction to hear all
causes of action or claims arising from any action
undertaken, or any decision made, by the Secretary
pursuant to paragraph (1). A cause of action or claim
may only be brought alleging a violation of the
Constitution of the United States. The court shall not
have jurisdiction to hear any claim not specified in
this subparagraph.
(B) Time for filing of complaint.--Any cause or
claim brought pursuant to subparagraph (A) shall be
filed not later than 60 days after the date of the
action or decision made by the Secretary. A claim shall
be barred unless it is filed within the time specified.
(C) Ability to seek appellate review.--An
interlocutory or final judgment, decree, or order of
the district court may be reviewed only upon petition
for a writ of certiorari to the Supreme Court of the
United States.
(w) Acceleration of Integrated Air and Missile Defense Technology
Exchanges.--
(1) In general.--The Secretary shall, in collaboration with
the Secretary of State, look for and exploit opportunities to
accelerate technology exchanges and transfers of integrated
missile defense technology, including over the horizon radar
with trusted allies under current defense agreements and
arrangements.
(2) Utilizing partner technology.--The Secretary may
utilize the technology of trusted partners to fill capability
gaps in Golden Dome that are identified as an urgent need by
the Program Manager.
(3) Rule of construction.--Nothing in this subsection shall
be construed to require the Secretary to exchange technology
with a foreign country if the President or the Secretary
determines that doing so would present a grave national
security threat to the United States.
(x) Development and Securing of Supply Chains Critical to Missile
Defense.--
(1) In general.--The Secretary shall, in collaboration with
the Secretary of State, the Secretary of Commerce, and the
Secretary of the Interior, identify critical shortages and
vulnerabilities in supply chains critical to missile and
unmanned system defense component production and shall use all
authorities available to the Secretaries to develop and secure
such supply chains.
(2) Advanced data analytics techniques and artificial-
intelligence-driven supply chain mapping tools.--In carrying
out paragraph (1), the Secretary may leverage advanced data
analytics techniques and artificial-intelligence-driven supply
chain mapping tools to assess supply chain vulnerabilities
related to missile defense and unmanned systems defense
systems, and other critical technologies.
(y) Authorization for Procurement and Fielding of Dirigibles To
Support Missile Defense.--
(1) In general.--The Secretary of the Army may procure and
field such dirigibles, including airships and aerostats, in
support of the missile defense of the United States homeland
from ballistic, hypersonic, and cruise missiles, and unmanned
systems as the Secretary of Defense determines are necessary to
the defense of the United States from long-range missile
threats.
(2) Requirements.--The requirements of paragraph (1)
cover--
(A) high altitude air defense systems to detect,
characterize, track, and engage current and emerging
advanced missile and unmanned system threats; and
(B) both short-term and long-term solutions that
leverage the innovative dirigible and associated sensor
development that the Armed Forces, partners of the
United States, such as Israel, and United States
industry have undertaken during the 30-year period
ending on the date of the enactment of this Act.
(3) Consideration.--In carrying out paragraph (1), the
Secretary of the Army shall consider the use of dirigibles in
supporting resilient military and emergency communication
networks in a crisis.
(z) Requirement for Acceleration of Procurement and Fielding of Air
Moving Target Indicator Systems.--The Program Manager shall use all the
authorities available to the Program Manager to accelerate the
procurement and fielding of air moving target indicator (AMTI) systems
capable of detecting, tracking, and distinguishing airborne moving
targets from stationary or cluttered backgrounds.
(aa) Requirement for Accelerated Development and Expansion of
Integrated Undersea Surveillance System.--The Program Manager shall use
all the authorities available to the Program Manager to accelerate the
development and expansion of the Integrated Undersea Surveillance
System to detect and track undersea threats like submersibles that
carry missiles near United States shorelines.
SEC. 5. PROTECTION OF THE SPACE INDUSTRIAL BASE.
(a) Finding.--Congress finds that robust competition in the space
industrial base is essential to assuring United States space
superiority and the ability of the United States Space Force to provide
national security mission-critical space warfighting systems and
operations across the joint force.
(b) Requirement To Maximize Competition.--Chapter 382 of title 10,
United States Code, is amended by adding at the end the following new
section:
Sec. 4821. Preservation of space industrial base (a) In General.--The head of an agency shall, to the maximum
extent practicable--
(1) ensure that space acquisitions employ procedures that maximize competition; (2) ensure that mission-critical national security space-
based systems that deliver tactical data from low Earth orbit
within a program and across the Armed Forces shall be procured
from an open competition allowing for competition between
multiple vendors, and those vendors' products shall comply with
interfaces and standards that maximize resilience and
interoperability with Department of Defense systems; and
(3) ensure that a contract or other agreement for a mission-critical space-based tactical data delivery system acquired or contracted as-a-service must require the performance, cost, and speed of delivery of the capability to be demonstrably competitive to any existing program currently delivering that capability which it seeks to replace or substitute, and use reasonable best efforts to avoid the as-a- service contract if the agency head believes in good faith that it will result in a major contraction in the space an industrial base available to support the Department of Defense. (b) Implementation.--The head of an agency shall, to the maximum
extent possible, ensure that acquisition, contracting, and other
procurement officials develop guidance--
(1) to achieve and act in accordance with the requirements of subsection (a) and with the intent to deliver mission-critical space-based tactical data delivery systems in accordance with government standards and interfaces; and (2) to prevent the major reduction and consolidation of
the space industrial base.''.
SEC. 6. PROTECTION OF UNITED STATES ASSETS FROM INCURSIONS.
Section 130i of title 10, United States Code, is amended--
(1) in subsection (a)--
(A) by striking
Notwithstanding'' and inserting (1) Notwithstanding'';
(B) by striking
any provision of title 18'' and inserting sections 32, 1030, and 1367 and chapters
119 and 206 of title 18''; and
(C) by adding at the end the following new
paragraph:
(2) The Secretary of Defense shall delegate the authority under paragraph (1) to take actions described in subsection (b)(1) to the commander of a combatant command, the Secretary concerned, or such other official of the Department of Defense as the Secretary of Defense considers appropriate.''; (2) in subsection (b)(1)(B), by inserting before the period at the end the following: , including through the use of
remote identification broadcast or other means'';
(3) in subsection (e)(4)--
(A) in subparagraph (B), by striking
; or'' and inserting a semicolon; (B) by redesignating subparagraph (C) as subparagraph (D); and (C) by inserting after subparagraph (B) the following new subparagraph: (C) would support another Federal agency with
authority to mitigate the threat of unmanned aircraft
systems or unmanned aircraft in mitigating such
threats; or'';
(4) by redesignating subsections (g), (h), (i), and (j) as
subsections (h), (j), (k), and (l), respectively;
(5) by inserting after subsection (f) the following new
subsection:
(g) Exemption From Disclosure.--Information pertaining to the technology, procedures, and protocols used to carry out this section, including any regulations or guidance issued to carry out this section, shall be exempt from disclosure under section 552(b)(3) of title 5 and any State or local law requiring the disclosure of information.''; (6) by inserting after subsection (h), as redesignated by paragraph (4), the following new subsection: (i) Applicability of Other Laws to Activities Related to the
Mitigation of Threats From Unmanned Aircraft Systems or Unmanned
Aircraft.--Sections 32, 1030, and 1367 and chapters 119 and 206 of
title 18, and section 46502 of title 49, may not be construed to apply
to activities of the Department of Defense or the Coast Guard, whether
under this section or any other provision of law, that--
(1) are conducted outside the United States; and (2) are related to the mitigation of threats from
unmanned aircraft systems or unmanned aircraft.'';
(7) in subsection (k), as so redesignated--
(A) in paragraph (1)--
(i) by striking
subsection (j)(3)(C)'' and inserting subsection (l)(3)(C)''; and
(ii) by striking
December 31, 2026'' and inserting December 31, 2030''; and
(B) in paragraph (2)--
(i) by striking
180 days'' and inserting one year''; and
(ii) by striking
November 15, 2026'' and inserting November 15, 2030''; and
(8) in subsection (l), as so redesignated--
(A) in paragraph (1)--
(i) in subparagraph (B), by inserting
the Committee on Homeland Security and Governmental Affairs,'' after the Committee on the
Judiciary,''; and
(ii) in subparagraph (C), by inserting
the Committee on Homeland Security,'' after the Committee on the Judiciary,'';
(B) by redesignating paragraphs (3) through (6) as
paragraphs (4) through (7), respectively;
(C) by inserting after paragraph (2) the following
new paragraph (3):
(3) The term `combatant command' has the meaning given that term in section 161 of this title.''; and (D) in paragraph (4), as redesignated by subparagraph (B)-- (i) in clause (viii), by striking ; or''
and inserting a semicolon;
(ii) in clause (ix), by striking the period
at the end and inserting a semicolon; and
(iii) by adding at the end the following
new clauses:
(x) protection of the buildings, grounds, and property to which the public are not permitted regular, unrestricted access and that are under the jurisdiction, custody, or control of the Department of Defense and the persons on that property pursuant to section 2672 of this title; (xi) assistance to Federal, State, or
local officials in responding to incidents
involving nuclear, radiological, biological, or
chemical weapons, high-yield explosives, or
related materials or technologies, including
pursuant to section 282 of this title or the
Robert T. Stafford Disaster Relief and
Emergency Assistance Act (42 U.S.C. 5121 et
seq);
(xii) activities permitted by section 2692(b) of this title; or (xiii) emergency response that is limited
to a specified timeframe and location.''.
SEC. 7. AUTHORIZATION OF APPROPRIATIONS.
There is authorized to be appropriated to carry out this Act
$23,023,100,000 for fiscal year 2026, of which--
(1) $500,000,000 shall be available for requirements of
this Act relating to SM-3 Block 1B;
(2) $500,000,000 shall be available for requirements of
this Act relating to SM-3 Block IIA;
(3) $1,000,000,000 shall be available for requirements of
this Act relating to development, testing, and additional
procurement of ground mobile interceptors and radars;
(4) $1,500,000,000 shall be available for requirements of
this Act relating to PAC-2 and PAC-3 Munitions and MM-104
Patriot batteries;
(5) $500,000,000 shall be available for requirements of
this Act relating to Alaska-based Aegis Ashore station
construction;
(6) $460,000,000 shall be available for Next Generation
Interceptor production and expansion of missile interceptor
fields available at Fort Greely, Alaska, to up to 80 units with
the Next Generation Interceptor;
(7) $260,000,000 shall be available for construction of an
additional Next Generation Interceptor site in the continental
United States as the Secretary deems necessary;
(8) $250,000,000 shall be available for requirements of
this Act relating to completion and certification of Hawaii
Aegis Ashore system and upgrades to the Maui Space Surveillance
Complex;
(9) $100,000,000 shall be available for requirements of
this Act relating to Space Development Agency satellite
sensors;
(10) $750,000,000 shall be available for requirements of
this Act relating to modernization of terrestrial-based domain
awareness radars;
(11) $2,500,000,000 shall be available for requirements of
this Act relating to research and development relating to non-
kinetic missile defense capabilities across the military
departments;
(12) $5,900,000,000 shall be available for requirements of
this Act relating to research and development and deployment of
space-based missile defense and sensor networks;
(13) $3,100,000,000 shall be available for the requirements
of this Act relating to procurement of Hypersonic and Ballistic
Tracking Space Sensor space vehicles;
(14) $63,100,000 shall be available for requirements of
this Act relating to Missile Defense Complex (MDC) and Fire
Team Readiness Facility (FTRF);
(15) $50,000,000 shall be available for requirements of
this Act relating to procurement and fielding of dirigibles;
(16) $750,000,000 shall be available for requirements of
this Act relating to innovation and modernization of all domain
sensor capabilities, of which $76,000,000 shall be available to
procure and rapidly field a high technology readiness level
machine learning and artificial intelligence information and
data fusion platform;
(17) $450,000,000 shall be available for requirements of
this Act relating to counter-hypersonic programs for advanced
glide phase interceptors;
(18) $1,500,000,000 shall be available for requirements of
this Act relating to research, development, and deployment of
positioning, navigation, and timing systems;
(19) $90,000,000 shall be available for requirements of
this Act relating to procurement and fielding of the Integrated
Undersea Sensor System;
(20) $2,500,000,000 shall be available for requirements of
this Act relating to procurement and fielding of air moving
target indicator systems;
(21) $100,000,000 shall be available for requirements
relating to integrated command and control software and
technology architecture;
(22) $75,000,000 shall be available for the development and
fielding of a new low-cost, highly scalable ground interceptor;
and
(23) $125,000,000 shall be available for the development
and fielding of autonomous agents to defend against cruise
missile threats and unmanned systems.
主题分类:
关键基础设施与产业安全
新闻 46: H.R. 4107 (IH) - Ground and Orbital Launched Defeat of Emergent Nuclear Destruction and Other Missile Engagements Act of 2025
类别: Bills and Statutes
日期: 2025-11-05
主题: 美国导弹防御体系建设与AI技术融合
摘要:
美国国会提出H.R. 4107法案，即《2025年地面和轨道发射击败新兴核毁灭及其他导弹交战法案》（GOLDEN DOME Act），旨在显著提升美国导弹防御能力。该法案强调应对来自中国、俄罗斯、朝鲜和伊朗等国日益增长的弹道、巡航、高超音速导弹及无人系统威胁，并计划构建一个全面的“金色穹顶”导弹防御体系。法案授权拨款用于开发和部署机器学习与人工智能信息数据融合平台，以及用于防御巡航导弹和无人系统的自主智能体，以实现全域感知和集成指挥控制。
分析:
该新闻具有高价值。正文明确指出，法案授权拨款中包含“500,000,000美元用于创新和现代化所有领域传感器能力，其中76,000,000美元将用于采购和快速部署一个高技术成熟度的机器学习和人工智能信息和数据融合平台”（Section 7 (16)），以及“125,000,000美元将用于开发和部署自主智能体以防御巡航导弹威胁和无人系统”（Section 7 (23)）。这直接表明美国正在通过立法，将人工智能和机器学习技术深度整合到其国家导弹防御这一关键国防基础设施中，涉及AI在军事领域的战略应用和技术攻防能力提升，符合“关键基础设施与产业安全”的高价值标准。
正文:
[Congressional Bills 119th Congress]
[From the U.S. Government Publishing Office]
[H.R. 4107 Introduced in House (IH)]
119th CONGRESS
1st Session
H. R. 4107
To improve the missile defense capabilities of the United States, and
for other purposes.
IN THE HOUSE OF REPRESENTATIVES
June 24, 2025
Mr. Messmer (for himself, Mr. Fallon, Mr. Harrigan, Mr. Wittman, Mr.
Crenshaw, Mr. McCormick, Mr. Wilson of South Carolina, Mr. Bergman, Mr.
Luttrell, Mr. Jackson of Texas, Mr. McGuire, Mr. Van Orden, Mr. Yakym,
Mr. Finstad, Mr. Mast, Mr. Shreve, Mr. McDowell, Mr. Baird, Mr. Hamadeh
of Arizona, Mr. Mills, Mr. Steube, Mrs. Houchin, Mr. Begich, Mr.
Gimenez, and Mr. Stutzman) introduced the following bill; which was
referred to the Committee on Armed Services, and in addition to the
Committees on Foreign Affairs, the Judiciary, and Transportation and
Infrastructure, for a period to be subsequently determined by the
Speaker, in each case for consideration of such provisions as fall
within the jurisdiction of the committee concerned
A BILL
To improve the missile defense capabilities of the United States, and
for other purposes.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. SHORT TITLE.
This Act may be cited as the
Ground and Orbital Launched Defeat of Emergent Nuclear Destruction and Other Missile Engagements Act of 2025'' or the GOLDEN DOME Act of 2025''.
SEC. 2. FINDINGS; SENSE OF CONGRESS.
(a) Findings.--
(1) Missile defense review.--Congress finds that the 2022
Missile Defense Review found the following:
(A) Since the release of the 2019 Missile Defense
Review, missile-related threats have rapidly expanded
in quantity, diversity, and sophistication.
(B) United States national security interests are
increasingly at risk from wide-ranging missile arsenals
that include offensive ballistic, cruise, and
hypersonic weapons.
(C) In support of the homeland missile defense
mission, continued modernization and expansion of all
current deployed systems with capabilities guarding
against the homeland threat, including the Ground-based
Midcourse Defense (GMD) system, will remain essential
to our comprehensive missile defeat approach. In
addition, the United States will also continue to
improve defensive capabilities to address the threat of
evolving hypersonic missile, cruise missile, and
unmanned system strikes by any adversary against the
homeland.
(D) The continued evolution and progress of
missiles and unmanned systems as a principal means by
which adversaries seek to project conventional or
nuclear military power makes missile and unmanned
system defense a core deterrence-by-denial component of
an integrated deterrence strategy.
(E) Missile and unmanned system defense
capabilities add resilience and undermine adversary
confidence by introducing doubt and uncertainty into
strike planning and execution, reducing the incentive
to conduct small-scale coercive attacks, decreasing the
probability of attack success, and raising the
threshold of conflict.
(F) Should deterrence fail, missile defense
capabilities sufficient to negate long-range missile
threats of any type are among the most critical
national security capabilities for the United States.
(2) Congressional commission on the strategic posture of
the united states.--Congress finds that, in its October 2023
report, the Congressional Commission on the Strategic Posture
of the United States recommended the following:
(A) The United States should develop and field
homeland integrated air and missile defense (IAMD) that
can deter and defeat coercive attacks by Russia and
China, and determine the capabilities needed to stay
ahead of the North Korean and Iranian threat.
(B) The Secretary of Defense should direct
research, development, test and evaluation into
advanced integrated air and missile defense
capabilities leveraging all domains, including land,
sea, air, and space. These activities should focus on
sensor architectures, integrated command and control,
interceptors, cruise and hypersonic missile defenses,
unmanned systems, and area or point defenses. The
Department of Defense should urgently pursue deployment
of any capabilities that prove feasible.
(3) Commission on the national defense strategy.--Congress
finds the following:
(A) In its July 2024 report, the Commission on the
National Defense Strategy found the following:
(i) There is an increasing threat from
expanding ability of China, Russia, and North
Korea to deliver nuclear weapons against the
United States, including the territories of the
United States.
(ii) The military planners of the
Department of Defense and United States
Northern Command need to prepare for a worst-
case scenario in which nuclear and other
strikes are launched against the United States,
which could be done in large numbers with
specialized delivery systems.
(B) In the report described in subparagraph (A),
the Commission shared the same threat assessment about
missile attacks as the Commission on the Strategic
Posture of the United States and agreed with the
recommendation that the United States should enhance
missile defense for the homeland.
(4) Policy.--Congress finds that it is the policy of the
Federal Government that--
(A) the Federal Government will provide for the
common defense of the citizens of the United States and
the United States by deploying and maintaining a next-
generation missile defense shield;
(B) the Federal Government will deter and defend
the citizens and critical infrastructure of the United
States against any foreign attack on the United States
homeland; and
(C) the Federal Government will guarantee the
secure second-strike capability of the Federal
Government.
(b) Sense of Congress.--It is the sense of Congress that--
(1) as the advanced long-range missile and unmanned system
threat continues to evolve, the threat of attack by ballistic,
cruise missile, hypersonic missile, and unmanned system remains
a significant threat to the United States with potentially
catastrophic consequences;
(2) China is rapidly expanding and modernizing its
conventional forces to include ballistic missile systems posing
an increasing threat to citizens, forces, and allies of the
United States;
(3) over the past 40 years, the sophistication and quantity
of threats, including ballistic, hypersonic, cruise, and
unmanned systems has become substantial;
(4) contending only with rogue nation threats and
accidental or unauthorized missile launches is no longer
sufficient in the current and reasonably foreseeable future
threat environment;
(5) by empowering the United States with a second-strike
capability, the Golden Dome will deter adversaries from attacks
on the homeland;
(6) to improve capabilities to defend adequately against
increasing numbers and sophistication of threats to the
homeland, rapid development and deployment of space-based
sensors and interceptors which take advantage of lower cost and
technical commercial advances in recent years must be among the
Defense Department's highest priorities;
(7) there is a need to fully integrate undersea, ground,
air, and space-based sensors, interceptors, and command nodes
through a secure and redundant communications architecture;
(8) there is a need to clearly delineate and appropriately
empower the leaders and agencies responsible for development,
integration, and execution of the Golden Dome;
(9) the United States must make achieving total domain
awareness, from the seafloor to Outer Space to cyberspace, to
provide early warning and defeat of missile threats from both
the northern and southern hemispheres across all warfighting
domains a top priority;
(10) a central component of Golden Dome will be the network
and command and control systems;
(11) substantial command and control and fire control
capabilities exist now, but require investment to support any
Golden Dome reference architecture;
(12) a flexible, open-architecture approach for the Golden
Dome will support spiral development;
(13) Golden Dome prioritizes the defense of United States
citizens in the homeland against all air and missile threats
from all countries and requires prioritization of critical
assets to inform the Commander of United States Northern
Command and the Commander of United States Indo-Pacific
Command;
(14) significant additional missile defense modeling and
simulation tools that measure friendly and adversary effects,
such as kinetic, non-kinetic, directed energy, are required;
(15) the Executive order directs the
acceleration of the deployment of the Hypersonic and Ballistic Tracking Space Sensor layer'' (HBTSS) and is encouraged by the fact that HBTSS has already been demonstrated successfully on-orbit by the Missile Defense Agency and is in active production with Space Development Agency; and (16) the space-based sensor industrial base has available capacity to accept the additional orders necessary to respond to the Executive order's explicit direction to accelerate the deployment of HBTSS. SEC. 3. DEFINITIONS. In this Act: (1) Commercial solution.-- (A) In general.--The term commercial solution''
means a product, other than real property, that--
(i) is of a type customarily used by the
general public or by nongovernmental entities
for purposes other than governmental purposes;
and
(ii)(I) has been sold, leased, or licensed
to the general public; or
(II) has been offered for sale, lease, or
license to the general public.
(B) Inclusion of commercial products, components,
and services.--The term
commercial solution'' includes commercial products, components, and services in alignment with the Federal Government's preference for the acquisition of commercial products and commercial services, as set forth in sections 1906, 1907, and 3307 of title 41, United States Code, and sections 3451 through 3453 of title 10, United States Code, which establish acquisition policies more closely resembling those of the commercial marketplace and encourage the acquisition of commercial products and commercial services. (2) Congressional defense committees.--The term congressional defense committees'' has the meaning given such
term in section 101(a) of title 10, United States Code.
(3) Golden dome.--The term
Golden Dome'' shall means the holistic missile defense architecture described in this Act. (4) Missile.--The term missile'' means a ballistic,
hypersonic, cruise, hypersonic cruise, or loitering munition.
(5) Program manager.--The term
Program Manager'' means the Golden Dome Direct Report Program Manager appointed under section 4(a)(4)(A). (6) Secretary.--The term Secretary'' means the Secretary
of Defense.
(7) Unmanned system.--The term
unmanned system'' means a remote-operated or autonomous unmanned system of any size maneuvering in land, sea, air, or space that is capable of single attacks, swarm attacks, or sensor and data collection and reconnaissance. SEC. 4. IMPROVING UNITED STATES MISSILE DEFENSE CAPABILITIES. (a) Development of a Holistic Missile Defense Strategy; Golden Dome Administration.-- (1) Development of a holistic missile defense strategy.-- Not later than 1 year after the date of the enactment of this Act, the Secretary of Defense shall develop a holistic missile defense strategy informed by discussions with and suggestions from such other government agencies as the Secretary deems necessary to determine which critical infrastructure must be defended, against which adversaries, and from which specific capabilities, including from both missiles and unmanned systems. (2) All-domain awareness.--The strategy developed pursuant to paragraph (1) shall include plans for a system of layered sensors from the seafloor to space and cyberspace to provide persistent all-domain awareness. (3) Integrated, redundant command and control.--The strategy developed pursuant to paragraph (1) shall include plans for integrated, secure, open, and redundant command and control software and technology architecture for the nationwide missile defense system and shall designate a clear human chain of command for control of such systems and responses. (4) Leadership.-- (A) Establishment of a golden dome direct report program manager.--There is established a Golden Dome Direct Report Program Manager, who shall be appointed by the Secretary from among the general officers of the Army, Air Force, Space Force, or flag officers of the Navy and Marine Corps. (B) Grade.--The individual serving as the Program Manager, while so serving, shall have the grade of general without vacating the permanent grade of the officer and will be placed directly under the Chairman of the Joint Chiefs of Staff in the Department of Defense order of precedence. (C) Responsibilities.--The Program Manager shall be responsible for the acquisition, contracting, development, testing, and initial operations and sustainment of Golden Dome. (D) Reporting and authority.--Subject to the authority, direction, and control of the Secretary, the Program Manager shall-- (i) report directly to the Deputy Secretary of Defense; (ii) have the acquisition authorities equivalent to Defense Acquisition Executives, including milestone decision authority, contracting authority, direct hiring authority, direct liaison authority with congressional oversight committees, original classification authority, expedited military construction authority, and technical authority for missile defense of the homeland; (iii) have full authority to budget for Golden Dome and perform oversight of funds identified to be in support of Golden Dome across all categories of budget authority, regardless of reprogramming thresholds; and (iv) establish Golden Dome program elements and programs consistent with the format used by the President for submittal of the budget of the President pursuant to section 1105(a) of title 31, United States Code, to facilitate oversight by Congress. (E) Exception from certain manual and directive.-- Programs or projects carried out under the authority of this section shall not be subject to the Joint Capabilities Integration and Development System Manual and Department of Defense Directive 5000.01, or successor manuals and directives. The Program Manager shall use all lawful acquisition and procurement methods necessary outside of this process to carry out the accelerated implementation and execution of Golden Dome. (F) Protection from intervention.--Unless otherwise directed by the President, the Secretary, or statute, no officer other than the Secretary of Defense may intervene to exercise, authority, direction, interference, including unreasonable delays in answering requests for information or other requests relating to the implementation or execution of Golden Dome or its subsystems, or control over the Program Manager in the discharge of responsibilities specified in subparagraph (C) and authority specified in subparagraph (D). (G) Authority to work with other federal agencies.-- (i) In general.--The Program Manager may work with other Federal agencies, including the Department of Homeland Security, the Federal Communications Commission, the Federal Aviation Administration, and the various elements of the intelligence community, to expedite research, testing, and execution of any Golden Dome- related systems. (ii) Priority for decision requests.--In any case in which a Federal agency receives a decision request under clause (i) relating to the planning and implementation of Golden Dome, the head of the Federal agency shall prioritize the decision request. (5) Leveraging distributed, advanced, additive manufacturing.--The Secretary shall develop and implement a plan for leveraging distributed, advanced, or additive manufacturing to rapidly develop technologies and munitions critical for the strategy required by paragraph (1). (6) Leveraging commercial solutions.--To the maximum extent practicable, the architectures developed by the Department of Defense as part of Golden Dome shall use commercial solutions, including subcontracting by prime contractors at all tiers to incorporate commercial items or nondevelopmental items as components of items, supplied to the Department of Defense for rapid deployment. (7) Testing requirements.-- (A) In general.--The Secretary of Defense and the Program Manager shall ensure that a robust testing regime is established for all kinetic and nonkinetic interceptors or similar systems throughout the system's lifecycle. To the maximum extent practicable, testing shall include execution of end-to-end missile defense detection, tracking, and destruction techniques that exercise multiple components of the Golden Dome system. (B) Testing schedule.-- (i) In general.--In carrying out subparagraph (A), the Secretary and the Program Manager shall ensure that, not later than 540 days after the date of the enactment of this Act, a demanding testing cadence begins, commencing with a virtual exercise commencing on or before the date that is 540 days after the date of the enactment of this Act. (ii) Test plans.--Not later than 90 days before carrying out a test under this paragraph, the Secretary and the Program Manager shall present to the congressional defense committees a detailed plan for the test. (iii) Briefings.--In any case in which the Program Manager fails to conduct a test under this paragraph in accordance with a timeline specified in this paragraph, the Program Manager shall provide the applicable subcommittees of the congressional defense committees an in-person briefing in each month for with the test is delayed. (C) Live-fire exercise requirement.--At a minimum, kinetic and nonkinetic systems deemed to be mission essential by the Secretary to the capabilities of Golden Dome shall be tested on a semiannual basis in a live-fire exercise, starting after the virtual test described in clause (i). (D) Participants.-- (i) Required participation.--Each exercise under this paragraph shall include the following participants: (I) The Program Manager. (II) A representative from the Office of the Secretary of Defense. (III) A representative from each of the Army, Navy, Air Force, Marines, and Space Force. (IV) A representative from the National Security Agency. (V) Representative from North American Aerospace Defense Command (NORAD) or United States Northern Command (USNORTHCOM). (VI) A representative from Indo- Pacific Command. (ii) Invited for participation.--For each exercise under this paragraph, the Program Manager shall invite the participation of the following: (I) A representative from the Coast Guard. (II) A representative from the Federal Aviation Administration. (III) A representative from the congressional defense committees. (E) Waivers.-- (i) In general.--Pursuant to a request submitted to the Secretary under clause (ii), the Secretary may waive the requirement in subparagraph (B) for an individual system. (ii) Requests.--The Program Manager may submit to the Secretary a request for a waiver of the requirement in subparagraph (B) for an individual system. (iii) Congressional notification.--Not later than 14 days after granting a waiver under clause (i), the Secretary shall provide the congressional defense committees an in- person briefing of the waiver with a detailed explanation of the reasons for the decision of the Secretary to grant the waiver. (F) Annual reports.--Not later than 90 days after the date of the enactment of this Act, and not less frequently than once each year thereafter, the Secretary shall, in consultation with the heads of such government agencies as the Secretary considers relevant, submit to the congressional defense committees a report detailing key regulations preventing rapid, iterative testing of systems vital to Golden Dome. (b) Accelerating Development of Non-Kinetic Capabilities.--The Secretary shall use all authorities available to the Secretary to accelerate development of non-kinetic capabilities to negate missile or unmanned system threats prior to launch or after launch. Such capabilities may include cyber (offense and defense), supply chain interdiction, artificial intelligence-driven battle management, electromagnetic spectrum, directed energy weapons, and high-power microwave defense options capable of defeating large-scale missile or unmanned system attacks. (c) Accelerating Development of Information Fusion Platform Using Artificial Intelligence To Detect Threats.--The Secretary shall use all authorities available to the Secretary to accelerate development and rapid prototyping of high technology readiness level (TRL) capabilities in order to acquire and field an information fusion, software-centric platform that utilizes machine learning and artificial intelligence technologies capable of delivering air, land, space, and maritime domain awareness and early warning capabilities for homeland defense across disparate novel and legacy systems. Such platform shall employ a common data layer that can support the rapid integration of new sensors and effectors across all tiers of the integrated air and missile defense system. (d) Acceleration of Development for Proliferated Warfighter Space Architecture of Space Development Agency.-- (1) In general.--In support of Golden Dome, the Director of the Space Development Agency shall use all authorities available to the Director to accelerate development and rapid fielding of satellites and associated systems for tranches 3, 4, and 5 of the proliferated warfighter space architecture of the Agency. (2) Status of space development agency.--The Space Development Agency shall remain an independent element of the United States Space Force, and shall be exempt from the Joint Capabilities Integration and Development System requirements process. (e) Accelerating Space Sensor Layer for Golden Dome.--The Secretary of Defense shall, acting through the Program Manager and in coordination with the Director of the Missile Defense Agency and the Director of the Space Development Agency, use all the authorities available to the Secretary to accelerate the deployment of the Hypersonic and Ballistic Tracking Space Sensor by procuring, not later than December 1, 2025, at least 40 space vehicles with Hypersonic and Ballistic Tracking Space Sensor payloads. (f) Requirement for Next Generation Interceptor Fielding and Silo Construction.--The Program Manager shall, with support from the Missile Defense Agency, take such actions as may be necessary to expand Next Generation Interceptor production and silo construction at Fort Greely, Alaska, to field up to 80 interceptors at Fort Greely for defense of the United States. Interceptor testing and initial fielding shall be completed not later than January 1, 2028. (g) Requirement for Combatant Commands To Account for Missile Defense Interceptors and Sensor Requirements in Their Annual Requests.--For each fiscal year beginning after the date of the enactment of this Act, each commander of a combatant command shall include the missile defense interceptor requirements, terrestrial-based sensor requirements, space-based sensor requirements, and counter- unmanned system requirements of the combatant command of the commander in the supporting information for the Department of Defense submitted along with the budget of the President to Congress for such fiscal year pursuant to section 1105(a) of title 31, United States Code. (h) Accelerating Development of Glide Phase Interceptor.-- (1) Use of authorities to accelerate development.--The Program Manager shall use all authorities available to the Secretary to accelerate development of the Glide Phase Interceptor to defend against hypersonic threats to the United States homeland. (2) Report on potential for parallel development.--Not later than 90 days after the date of the enactment of this Act, the Director of the Missile Defense Agency shall submit to the Secretary and the Program Manager a report on the potential for parallel development of capabilities, revised program schedule, and the risk associated with pursuing only one alternative for the Glide Phase Interceptor. (i) Accelerating Production and Fielding of Ground Mobile Interceptors.--The Program Manager shall use all authorities available to the Program Manager to accelerate the production and fielding of ground mobile interceptors and radars for forward deployment and homeland defense as the Secretary and President consider appropriate. (j) Accelerating Development of Resilient Positioning, Navigation, and Timing for Missile Defense Systems.--The Program Manager shall use all authorities available to the Program Manager to accelerate development and fielding of resilient positioning, navigation, and timing (PNT) solutions that can operate effectively in ground positioning system (GPS)-denied environments. Such solutions may include the following: (1) Quantum-enhanced inertial navigation and atomic clock technologies to maintain continuous positioning, navigation, and timing functionality in ground positioning system-degraded or denied scenarios. (2) Enhanced terrestrial-based navigation systems for greater assured positioning in ground positioning system- contested environments. (3) Robust data fusion techniques that integrate multiple positioning, navigation, and timing sources, such as radar- based tracking, vision-aided navigation, and low-Earth orbit (LEO) signals, to sustain operational effectiveness during electronic warfare (EW) attacks or cyber intrusions. (4) Commercially available, field-proven alternative positioning, navigation, and timing solutions that leverage advanced sensor fusion, artificial intelligence-driven error correction, and resilient positioning, navigation, and timing processing to provide assured navigation for mobile and fixed defense platforms, including those currently deployed in hypersonic tracking and integrated air and missile defense applications. (k) Accelerating Development of Autonomous Agents To Defend Against Cruise Missiles and Unmanned Systems.--The Program Manager shall use all authorities available to the Program Manager to accelerate development of autonomous agents to cost-effectively defend the United States homeland and forward-deployed armed forces against raids of both large cruise missiles and unmanned systems as the Secretary considers appropriate. (l) Accelerating Development and Fielding of Low-Cost Scalable Interceptor.--The Program Manager shall use all authorities available to the Program Manager to accelerate development, test, and fielding of a low-cost scalable interceptor that can augment existing production lines and provide resiliency to the integrated air and missile defense system. (m) Accelerating Development and Deployment of Space-Based Sensors and Interceptors.-- (1) In general.--The Program Manager shall use all authorities available to the Secretary to accelerate development and deployment of proliferated space-based sensors and interceptors capable of ballistic and hypersonic missile intercept. (2) Requirement.--The Program Manager shall ensure that development and deployment described in paragraph (1) will-- (A) substantially avail itself of commercial space capabilities to reduce cost and time to deploy; (B) ensure that space-based interceptors and ground-based interceptors are fully integrated; and (C) provide an autonomy layer that supports time- critical targeting through advancements in information technology and mitigates latency issues. (n) Report To Reduce Cost Savings Per Round for Space-Based Interceptors.--Not later than 180 days after the date of the enactment of this Act, the Program Manager shall submit a feasibility study to the congressional defense committees outlining multiple methods for reducing the cost per round of various space-based interceptors including kinetic and non-kinetic capabilities and informed by traditional and nontraditional defense technology companies. (o) Accelerating Modernization of Certain Terrestrial Domain Capabilities.--The Program Manager shall use all authorities available to the Program Manager to accelerate modernization of terrestrial-based radar capabilities, including those located at or known as Cobra Dane, Thule Ballistic Missile Early Warning System (BMEWS), Upgraded Early Warning Radar (UEWR) in Greenland and Cape Cod, Homeland Defense Radar and Maui Space Surveillance Complex in Hawaii, and the Alaska Radar System. (p) Modernization of Perimeter Acquisition Radar Attack Characterization System.--The Program Manager shall use all authorities available to the Program Manager to accelerate the modernization and digitization of the Perimeter Acquisition Radar Attack Characterization System (PARCS) to improve detection of intercontinental and sea- launched missile threats, as well as improve space domain awareness capabilities. (q) Site Selection and Program Execution Plan for Southern Hemisphere-Facing Early Warning Radar System.--Not later than 180 days after the date of the enactment of this Act, the Program Manager shall submit to Congress a report detailing a site selection and proposed program execution plan for a southern hemisphere-facing early warning radar system capable of detecting threats from next generation complex missile attacks. (r) Site Selection and Program Execution Plan for Highly Flexible Missile Defense Sites.--Not later than 180 days after the date of the enactment of this Act, the Program Manager shall submit to Congress a report detailing a plan for a highly flexible, and if necessary mobile, terrestrial missile defense network capable of defending critical nodes across the United States, including noncontiguous States and territories, from likely attack vectors. (s) Site Selection and Program Execution Plan for Construction of Alaska-Based Aegis Ashore System.--Not later than 180 days after the date of the enactment of this Act, the Program Manager shall submit to Congress a report detailing a site selection and proposed program execution plan for an Alaska-based Aegis Ashore missile defense system. (t) Completion and Certification of Aegis Ashore System in Hawaii.--The Program Manager shall use all authorities available to the Program Manager to accelerate completion and certification of an Aegis Ashore system based in Hawaii. (u) Acceleration of Munitions Production for Missile Defense.--The Program Manager, working with the Services, shall use all authorities available to the Program Manager to accelerate production of critical munitions used for missile interception, including Standard Missile 3 Blocks IB and IIA and PAC-2 and PAC-3 munitions, to ensure their availability as an additional sub-layer of the Ground-based Midcourse Defense system. (v) Expedited Military Construction Authority.-- (1) Waiver of regulations.--Notwithstanding any other provision of law, the Secretary of Defense may waive all legal requirements the Secretary, in such Secretary's sole discretion, determines necessary to ensure expeditious construction, deployment, testing, and operation of Golden Dome, including mission and life support. Any such decision by the Secretary shall be effective upon being published in the Federal Register. (2) Federal court review.-- (A) In general.--The district courts of the United States shall have exclusive jurisdiction to hear all causes of action or claims arising from any action undertaken, or any decision made, by the Secretary pursuant to paragraph (1). A cause of action or claim may only be brought alleging a violation of the Constitution of the United States. The court shall not have jurisdiction to hear any claim not specified in this subparagraph. (B) Time for filing of complaint.--Any cause or claim brought pursuant to subparagraph (A) shall be filed not later than 60 days after the date of the action or decision made by the Secretary. A claim shall be barred unless it is filed within the time specified. (C) Ability to seek appellate review.--An interlocutory or final judgment, decree, or order of the district court may be reviewed only upon petition for a writ of certiorari to the Supreme Court of the United States. (w) Acceleration of Integrated Air and Missile Defense Technology Exchanges.-- (1) In general.--The Secretary shall, in collaboration with the Secretary of State, look for and exploit opportunities to accelerate technology exchanges and transfers of integrated missile defense technology, including over the horizon radar with trusted allies under current defense agreements and arrangements. (2) Utilizing partner technology.--The Secretary may utilize the technology of trusted partners to fill capability gaps in Golden Dome that are identified as an urgent need by the Program Manager. (3) Rule of construction.--Nothing in this subsection shall be construed to require the Secretary to exchange technology with a foreign country if the President or the Secretary determines that doing so would present a grave national security threat to the United States. (x) Development and Securing of Supply Chains Critical to Missile Defense.-- (1) In general.--The Secretary shall, in collaboration with the Secretary of State, the Secretary of Commerce, and the Secretary of the Interior, identify critical shortages and vulnerabilities in supply chains critical to missile and unmanned system defense component production and shall use all authorities available to the Secretaries to develop and secure such supply chains. (2) Advanced data analytics techniques and artificial- intelligence-driven supply chain mapping tools.--In carrying out paragraph (1), the Secretary may leverage advanced data analytics techniques and artificial-intelligence-driven supply chain mapping tools to assess supply chain vulnerabilities related to missile defense and unmanned systems defense systems, and other critical technologies. (y) Authorization for Procurement and Fielding of Dirigibles to Support Missile Defense.-- (1) In general.--The Secretary of the Army may procure and field such dirigibles, including airships and aerostats, in support of the missile defense of the United States homeland from ballistic, hypersonic, and cruise missiles, and unmanned systems as the Secretary of Defense determines are necessary to the defense of the United States from long-range missile threats. (2) Requirements.--The requirements of paragraph (1) cover-- (A) high altitude air defense systems to detect, characterize, track, and engage current and emerging advanced missile and unmanned system threats; and (B) both short-term and long-term solutions that leverage the innovative dirigible and associated sensor development that the Armed Forces, partners of the United States, such as Israel, and United States industry have undertaken during the 30-year period ending on the date of the enactment of this Act. (3) Consideration.--In carrying out paragraph (1), the Secretary of the Army shall consider the use of dirigibles in supporting resilient military and emergency communication networks in a crisis. (z) Requirement for Acceleration of Procurement and Fielding of Air Moving Target Indicator Systems.--The Program Manager shall use all the authorities available to the Program Manager to accelerate the procurement and fielding of air moving target indicator (AMTI) systems capable of detecting, tracking, and distinguishing airborne moving targets from stationary or cluttered backgrounds. (aa) Requirement for Accelerated Development and Expansion of Integrated Undersea Surveillance System.--The Program Manager shall use all the authorities available to the Program Manager to accelerate the development and expansion of the Integrated Undersea Surveillance System to detect and track undersea threats like submersibles that carry missiles near United States shorelines. SEC. 5. PROTECTION OF THE SPACE INDUSTRIAL BASE. (a) Finding.--Congress finds that robust competition in the space industrial base is essential to assuring United States space superiority and the ability of the United States Space Force to provide national security mission-critical space warfighting systems and operations across the joint force. (b) Requirement To Maximize Competition.--Chapter 382 of title 10, United States Code, is amended by adding at the end the following new section: Sec. 4821. Preservation of space industrial base
(a) In General.--The head of an agency shall, to the maximum extent practicable-- (1) ensure that space acquisitions employ procedures that
maximize competition;
(2) ensure that mission-critical national security space- based systems that deliver tactical data from low Earth orbit within a program and across the Armed Forces shall be procured from an open competition allowing for competition between multiple vendors, and those vendors' products shall comply with interfaces and standards that maximize resilience and interoperability with Department of Defense systems; and (3) ensure that a contract or other agreement for a
mission-critical space-based tactical data delivery system
acquired or contracted as-a-service must require the
performance, cost, and speed of delivery of the capability to
be demonstrably competitive to any existing program currently
delivering that capability which it seeks to replace or
substitute, and use reasonable best efforts to avoid the as-a-
service contract if the agency head believes in good faith that
it will result in a major contraction in the space an
industrial base available to support the Department of Defense.
(b) Implementation.--The head of an agency shall, to the maximum extent possible, ensure that acquisition, contracting, and other procurement officials develop guidance-- (1) to achieve and act in accordance with the
requirements of subsection (a) and with the intent to deliver
mission-critical space-based tactical data delivery systems in
accordance with government standards and interfaces; and
(2) to prevent the major reduction and consolidation of the space industrial base.''. SEC. 6. PROTECTION OF UNITED STATES ASSETS FROM INCURSIONS. Section 130i of title 10, United States Code, is amended-- (1) in subsection (a)-- (A) by striking Notwithstanding'' and inserting
(1) Notwithstanding''; (B) by striking any provision of title 18'' and
inserting
sections 32, 1030, and 1367 and chapters 119 and 206 of title 18''; and (C) by adding at the end the following new paragraph: (2) The Secretary of Defense shall delegate the authority under
paragraph (1) to take actions described in subsection (b)(1) to the
commander of a combatant command, the Secretary concerned, or such
other official of the Department of Defense as the Secretary of Defense
considers appropriate.'';
(2) in subsection (b)(1)(B), by inserting before the period
at the end the following:
, including through the use of remote identification broadcast or other means''; (3) in subsection (e)(4)-- (A) in subparagraph (B), by striking ; or'' and
inserting a semicolon;
(B) by redesignating subparagraph (C) as
subparagraph (D); and
(C) by inserting after subparagraph (B) the
following new subparagraph:
(C) would support another Federal agency with authority to mitigate the threat of unmanned aircraft systems or unmanned aircraft in mitigating such threats; or''; (4) by redesignating subsections (g), (h), (i), and (j) as subsections (h), (j), (k), and (l), respectively; (5) by inserting after subsection (f) the following new subsection: (g) Exemption From Disclosure.--Information pertaining to the
technology, procedures, and protocols used to carry out this section,
including any regulations or guidance issued to carry out this section,
shall be exempt from disclosure under section 552(b)(3) of title 5 and
any State or local law requiring the disclosure of information.'';
(6) by inserting after subsection (h), as redesignated by
paragraph (4), the following new subsection:
(i) Applicability of Other Laws to Activities Related to the Mitigation of Threats From Unmanned Aircraft Systems or Unmanned Aircraft.--Sections 32, 1030, and 1367 and chapters 119 and 206 of title 18, and section 46502 of title 49, may not be construed to apply to activities of the Department of Defense or the Coast Guard, whether under this section or any other provision of law, that-- (1) are conducted outside the United States; and
(2) are related to the mitigation of threats from unmanned aircraft systems or unmanned aircraft.''; (7) in subsection (k), as so redesignated-- (A) in paragraph (1)-- (i) by striking subsection (j)(3)(C)''
and inserting
subsection (l)(3)(C)''; and (ii) by striking December 31, 2026'' and
inserting
December 31, 2030''; and (B) in paragraph (2)-- (i) by striking 180 days'' and inserting
one year''; and (ii) by striking November 15, 2026'' and
inserting
November 15, 2030''; and (8) in subsection (l), as so redesignated-- (A) in paragraph (1)-- (i) in subparagraph (B), by inserting the
Committee on Homeland Security and Governmental
Affairs,'' after
the Committee on the Judiciary,''; and (ii) in subparagraph (C), by inserting the Committee on Homeland Security,'' after
the Committee on the Judiciary,''; (B) by redesignating paragraphs (3) through (6) as paragraphs (4) through (7), respectively; (C) by inserting after paragraph (2) the following new paragraph (3): (3) The term `combatant command' has the meaning given
that term in section 161 of this title.''; and
(D) in paragraph (4), as redesignated by
subparagraph (B)--
(i) in clause (viii), by striking
; or'' and inserting a semicolon; (ii) in clause (ix), by striking the period at the end and inserting a semicolon; and (iii) by adding at the end the following new clauses: (x) protection of the buildings, grounds,
and property to which the public are not
permitted regular, unrestricted access and that
are under the jurisdiction, custody, or control
of the Department of Defense and the persons on
that property pursuant to section 2672 of this
title;
(xi) assistance to Federal, State, or local officials in responding to incidents involving nuclear, radiological, biological, or chemical weapons, high-yield explosives, or related materials or technologies, including pursuant to section 282 of this title or the Robert T. Stafford Disaster Relief and Emergency Assistance Act (42 U.S.C. 5121 et seq); (xii) activities permitted by section
2692(b) of this title; or
``(xiii) emergency response that is limited
to a specified timeframe and location.''.
SEC. 7. AUTHORIZATION OF APPROPRIATIONS.
There is authorized to be appropriated to carry out this Act
$23,023,100,000 for fiscal year 2026, of which--
(1) $500,000,000 shall be available for requirements of
this Act relating to SM-3 Block 1B;
(2) $500,000,000 shall be available for requirements of
this Act relating to SM-3 Block IIA;
(3) $1,000,000,000 shall be available for requirements of
this Act relating to development, testing, and additional
procurement of ground mobile interceptors and radars;
(4) $1,500,000,000 shall be available for requirements of
this Act relating to PAC-2 and PAC-3 Munitions and MM-104
Patriot batteries;
(5) $500,000,000 shall be available for requirements of
this Act relating to Alaska-based Aegis Ashore station
construction;
(6) $460,000,000 shall be available for Next Generation
Interceptor production and expansion of missile interceptor
fields available at Fort Greely, Alaska, to up to 80 units with
the Next Generation Interceptor;
(7) $260,000,000 shall be available for construction of an
additional Next Generation Interceptor site in the continental
United States as the Secretary deems necessary;
(8) $250,000,000 shall be available for requirements of
this Act relating to completion and certification of Hawaii
Aegis Ashore system and upgrades to the Maui Space Surveillance
Complex;
(9) $100,000,000 shall be available for requirements of
this Act relating to Space Development Agency satellite
sensors;
(10) $750,000,000 shall be available for requirements of
this Act relating to modernization of terrestrial-based domain
awareness radars;
(11) $2,500,000,000 shall be available for requirements of
this Act relating to research and development relating to non-
kinetic missile defense capabilities across the military
departments;
(12) $ 5,900,000,000 shall be available for requirements of
this Act relating to research and development and deployment of
space-based missile defense and sensor networks;
(13) $3,100,000,000 shall be available for the requirements
of this Act relating to procurement of Hypersonic and Ballistic
Tracking Space Sensor space vehicles;
(14) $63,100,000 shall be available for requirements of
this Act relating to Missile Defense Complex (MDC) and Fire
Team Readiness Facility (FTRF);
(15) $50,000,000 shall be available for requirements of
this Act relating to procurement and fielding of dirigibles;
(16) $750,000,000 shall be available for requirements of
this Act relating to innovation and modernization of all domain
sensor capabilities, of which $76,000,000 shall be available to
procure and rapidly field a high technology readiness level
machine learning and artificial intelligence information and
data fusion platform;
(17) $450,000,000 shall be available for requirements of
this Act relating to counter-hypersonic programs for advanced
glide phase interceptors;
(18) $1,500,000,000 shall be available for requirements of
this Act relating to research, development, and deployment of
positioning, navigation, and timing systems;
(19) $ 90,000,000 shall be available for requirements of
this Act relating to procurement and fielding of the Integrated
Undersea Sensor System;
(20) $2,500,000,000 shall be available for requirements of
this Act relating to procurement and fielding of air moving
target indicator systems;
(21) $100,000,000 shall be available for requirements
relating to integrated command and control software and
technology architecture;
(22) $75,000,000 shall be available for the development and
fielding of a new low-cost, highly scalable ground interceptor;
and
(23) $125,000,000 shall be available for the development
and fielding of autonomous agents to defend against cruise
missile threats and unmanned systems.
主题分类:
关键基础设施与产业安全
新闻 47: S. 2389 (IS) - Advanced Reactor Modernization for Operational Resilience Act of 2025
类别: Bills and Statutes
日期: 2025-11-05
主题: 美国国防部利用先进核能为军事设施及人工智能基础设施提供弹性电力
摘要:
该法案（ARMOR Act of 2025）要求美国陆军部长启动一项试点计划，通过部署先进核反应堆（微型或小型模块化反应堆）为陆军设施的关键基础设施提供弹性电力。该计划考虑将核反应堆与人工智能基础设施和数据中心共置，以确保到2030年底提供可靠能源。法案还授权签订长达50年的多年度合同，并将核能技术纳入国防部战略资本办公室的覆盖技术类别。
分析:
它直接提及了“artificial intelligence infrastructure and data centers”（人工智能基础设施和数据中心）作为先进核反应堆提供弹性电力的考虑因素之一。这表明美国国防部正在战略性地将人工智能基础设施视为关键基础设施的一部分，并寻求通过先进核能来确保其能源韧性和运行安全，符合高价值标准中“关键基础设施与产业安全”的维度。
正文:
[Congressional Bills 119th Congress]
[From the U.S. Government Publishing Office]
[S. 2389 Introduced in Senate (IS)]
119th CONGRESS
1st Session
S. 2389
To require the Secretary of the Army to carry out a pilot program to
provide resilient energy to critical infrastructure of installations of
the Army through the use of advanced nuclear reactors, to authorize
multi-year contracts for such reactors, and to include nuclear energy
and technology as a covered technology category for the Office of
Strategic Capital of the Department of Defense, and for other purposes.
IN THE SENATE OF THE UNITED STATES
July 23, 2025
Mr. Kim (for himself and Mr. Sheehy) introduced the following bill;
which was read twice and referred to the Committee on Armed Services
A BILL
To require the Secretary of the Army to carry out a pilot program to
provide resilient energy to critical infrastructure of installations of
the Army through the use of advanced nuclear reactors, to authorize
multi-year contracts for such reactors, and to include nuclear energy
and technology as a covered technology category for the Office of
Strategic Capital of the Department of Defense, and for other purposes.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. SHORT TITLE.
This Act may be cited as the
Advanced Reactor Modernization for Operational Resilience Act of 2025'' or the ARMOR Act of 2025''.
SEC. 2. PILOT PROGRAM TO PROVIDE RESILIENT ENERGY TO CRITICAL
INFRASTRUCTURE OF INSTALLATIONS OF THE ARMY.
(a) Pilot Program Required.--The Secretary of the Army (in this
section referred to as the
Secretary''), in conjunction with the Director of the Defense Innovation Unit, shall carry out a pilot program to provide resilient energy to critical infrastructure of installations of the Department of the Army through the deployment of a fixed facility advanced nuclear micro-reactor or small modular reactor (in this section referred to as the pilot program). (b) Locations.--The Secretary shall carry out the pilot program at installations in the United States under the jurisdiction of the Secretary that are identified by the Secretary for purposes of the pilot program. (c) Objectives.--The objective of the pilot program is to develop and provide a source of resilient energy for critical infrastructure of installations of the Department of the Army selected under subsection (b) by not later than December 31, 2030, utilizing a fixed facility advanced nuclear reactor. (d) Considerations.--In carrying out the pilot program, the Secretary shall consider whether a fixed facility advanced nuclear reactor under the pilot program-- (1) should be owned and operated by a contractor; (2) should be licensed as a commercial reactor by the Nuclear Regulatory Commission, with advice and consent of the Secretary; or (3) as feasible and consistent with military requirements, should be co-located with artificial intelligence infrastructure and data centers. (e) Capabilities.--In carrying out the pilot program, the Secretary shall ensure that a fixed facility advanced nuclear reactor under the pilot program-- (1) is capable of power generation output of up to 300 megawatts; and (2) as feasible and consistent with military requirements, is capable of connecting to the commercial grid in order to sell excess energy pursuant to section 2916 of title 10, United States Code. (f) Licensing Priority.--Licensing of advanced reactors covered under the pilot program shall, consistent with the Accelerating Deployment of Versatile, Advanced Nuclear for Clean Energy Act of 2024 (division B of Public Law 118-67; 138 Stat. 1448), be prioritized by the Office of Nuclear Reactor Regulation and the Nuclear Regulatory Commission. (g) Expansion of Pilot Program.--Upon request to the Secretary of Defense, and with notice to the congressional defense committees (as defined in section 101(a) of title 10, United States Code), the Secretary of another military department may participate in the pilot program to provide resilient energy to critical infrastructure at installations under the jurisdiction of that Secretary through the deployment of a fixed facility advanced nuclear micro-reactor or small modular reactor. (h) Funding.--All costs of the pilot program may be paid from any appropriation available for the purposes of the pilot program. (i) Termination Date.--The authority to develop and construct a fixed facility advance nuclear micro-reactor or small modular reactor under this section shall terminate on December 31, 2035. SEC. 3. AUTHORITY FOR MULTI-YEAR CONTRACTS FOR ENERGY FROM ADVANCED NUCLEAR REACTORS. Subchapter II of chapter 173 of title 10, United States Code, is amended by adding at the end the following new section: Sec. 2922K. Multi-year contracts for energy from advanced nuclear
reactors
(a) In General.--Subject to subsection (b), the Secretary of a military department may enter into a contract or contracts for a duration of not more than 50 years for the operation of an energy production facility through the use of an advanced nuclear reactor, as that term is defined in section 951(b)(1) of the Energy Policy Act of 2005 (42 U.S.C. 16271(b)(1)). (b) Funding.--The costs of any contract under this section may be
paid from any appropriation available for that purpose.
(c) Consideration.--As part of any consideration under a contract made under this section for the operation of an energy production facility, the Secretary of a military department may include the value of land leased for the siting of the energy production facility.''. SEC. 4. MODIFICATION OF COVERED TECHNOLOGY CATEGORY FOR OFFICE OF STRATEGIC CAPITAL. Section 149(e)(2) of title 10, United States Code, is amended by adding at the end the following: (HH) Nuclear energy.
``(II) Nuclear technologies.''.
主题分类:
关键基础设施与产业安全
新闻 48: S. 2388 (IS) - Water Infrastructure Modernization Act of 2025
类别: Bills and Statutes
日期: 2025-11-05
主题: 美国水基础设施现代化；人工智能在水务领域的应用；联邦水污染控制法修订
摘要:
美国国会提出《2025年水基础设施现代化法案》(S. 2388)，旨在修订《联邦水污染控制法》，重新授权替代水源项目试点计划，并大力推广“智能水基础设施技术”。该法案明确将人工智能纳入水处理和收集系统、污水管理、水质监测、预测性维护和运营优化等领域，并增加相关拨款至5000万美元，延长至2028年。
分析:
它明确涉及“人工智能”技术在“关键基础设施”（水基础设施）领域的应用。正文多次提及“artificial intelligence and other intelligent optimization tools”，旨在通过AI提升水基础设施的“energy efficiency, cost efficiency, reliability, and resiliency”，并用于“real-time monitoring”、“predictive maintenance”以及“detect and alert owners and operators to wastewater and water supply treatment facilities operations, including leakages, and pipe bursts on a real-time basis”。这符合高价值标准中“关键基础设施与产业安全”的定义，即AI在关键基础设施领域的应用，旨在提升其韧性和安全性。
正文:
[Congressional Bills 119th Congress]
[From the U.S. Government Publishing Office]
[S. 2388 Introduced in Senate (IS)]
119th CONGRESS
1st Session
S. 2388
To amend the Federal Water Pollution Control Act to reauthorize the
pilot program for alternative water source projects, and for other
purposes.
IN THE SENATE OF THE UNITED STATES
July 23, 2025
Mr. Gallego (for himself and Mr. Curtis) introduced the following bill;
which was read twice and referred to the Committee on Environment and
Public Works
A BILL
To amend the Federal Water Pollution Control Act to reauthorize the
pilot program for alternative water source projects, and for other
purposes.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. SHORT TITLE.
This Act may be cited as the
Water Infrastructure Modernization Act of 2025''. SEC. 2. INTELLIGENT WATER INFRASTRUCTURE TECHNOLOGY. Section 220 of the Federal Water Pollution Control Act (33 U.S.C. 1300) is amended-- (1) in subsection (b), by adding at the end the following: (3) Intelligent water infrastructure technology.--The
term `intelligent water infrastructure technology' means--
(A) intelligent wastewater treatment and collection systems and stormwater management operations, including technologies that rely on-- (i) the use of real-time monitoring,
management, analytics, and data collection
tools, embedded intelligence, and predictive
maintenance capabilities that improve the
energy efficiency, cost efficiency,
reliability, and resiliency of wastewater
treatment and collection systems;
(ii) real-time remote sensors that provide continuous monitoring of water quality to support optimization; and (iii) the use of artificial intelligence
and other intelligent optimization tools that--
(I) reduce operational costs, including operational costs relating to energy consumption and chemical treatment; and (II) improve decisionmaking;
(B) innovative and alternative combined sewer and stormwater control projects, including groundwater banking, that rely on real-time data acquisition to support predictive aquifer recharge through water reuse and stormwater management capabilities; (C) advanced digital design and construction
management tools, including advanced digital
technologies;
(D) technology that can identify or reduce water losses in a nondestructive or nondisruptive manner, including through analytical software, flow and pressure monitoring, or acoustic data collection; (E) predictive and diagnostic tools for informed
decisionmaking;
(F) technology that can provide comprehensive data on pipe integrity to identify the presence of leaks or gas pockets; (G) technology that can provide information on
the extent of leaks or gas pockets, with an emphasis on
detecting weakness of, vulnerability of, or damage to
pipe barrels, pipe joints, or other pipe features;
(H) real-time remote sensing technologies, including the use of advanced data management and analytics, that detect and alert owners and operators to wastewater and water supply treatment facilities operations, including leakages, and pipe bursts on a real-time basis, including persistent sensor networks capable of measuring-- (i) acoustic signals;
(ii) pressure transient; (iii) water quality; or
(iv) water flow; (I) advanced metering infrastructure, including
meter data analytics and ratepayer technology--
(i) to improve end-user conservation; and (ii) in support of disadvantaged
communities;
(J) resilient water supply projects that may provide real-time monitoring of weather patterns and weather-related impacts on water quality and flood protection reservoirs and dams that enhance operations, including-- (i) improved water supply reliability and
management;
(ii) protection of natural resources, including fisheries; and (iii) temperature control;
(K) innovative and alternative water supply projects, including groundwater banking, that rely on real-time data acquisition to support predictive aquifer recharge through water reuse and stormwater management capabilities; (L) artificial intelligence and other intelligent
optimization tools that--
(i) reduce operational costs, including costs relating to energy consumption and chemical treatment of wastewater and stormwater; and (ii) improve decisionmaking; and
(M) advanced digital design and construction management technologies and tools relating to water treatment systems and distribution networks the development of advanced digital models.''; (2) by striking subsection (f) and inserting the following: (f) Uses of Grants.--
(1) In general.--Amounts from grants received under this section may be used for engineering, design, construction, and final testing of alternative water source projects designed to meet critical water supply needs. (2) Prohibition.--Amounts from grants received under this
section may not be used for planning, feasibility studies,
operation, or maintenance.
(3) Intelligent water infrastructure technologies.-- (A) In general.--Amounts from grants received
under this section may be used for engineering, design,
construction, implementation, training, and operations
relating to the adoption and use of intelligent water
infrastructure technology.
(B) Applicability.--For purposes of paragraph (2), any costs with respect to intelligent water infrastructure technology shall not be considered operation or maintenance costs.''; (3) by striking subsection (h) and inserting the following: (h) Reports.--
(1) In general.--Not later than 180 days after the date of enactment of the Water Infrastructure Modernization Act of 2025, and not less frequently than annually thereafter, the Administrator shall submit to Congress a report that-- (A) describes--
(i) the projects awarded grants for the purposes described in subsection (f)(3); and (ii) the improvements in the resiliency
that resulted from grants awarded under this
section; and
(B) includes any recommendations of the Administrator to improve the ability of grants under this section to achieve the uses described in subsection (f). (2) Initial report.--In the initial report required under
paragraph (1), the Administrator shall include a description of
the implementation of this section, including a description
of--
(A) the projects for which a grant was sought under this section for the purposes described in subsection (f)(3) that were denied; and (B) for each of the projects described in
subparagraph (A), the reasons for which the grant was
denied.''; and
(4) in subsection (i)(1)--
(A) by striking
$25,000,000'' and inserting $50,000,000''; and
(B) by striking
2026'' and inserting 2028''.
主题分类:
关键基础设施与产业安全
新闻 49: H.R. 1608 (RH) - Department of Homeland Security Vehicular Terrorism Prevention and Mitigation Act of 2025
类别: Bills and Statutes
日期: 2025-11-05
主题: 美国国土安全部关于车辆恐怖主义威胁及AI技术在预防和应对中的作用的报告要求
摘要:
美国国会法案H.R. 1608要求国土安全部提交一份关于车辆恐怖主义新兴威胁和对策的报告。该报告需评估当前及未来威胁，包括恶意行为者利用自动驾驶、ADAS及AI驱动技术进行攻击的潜在风险；审查高风险地点；总结国土安全部在预防、威慑和响应方面的行动；评估与公私部门的合作；描述与执法机构的协调；并提出技术研发建议，特别是利用AI和机器学习算法进行威胁检测和车辆禁用系统，同时强调在实施对策时需尊重隐私和公民自由。
分析:
该新闻具有高价值。正文明确指出“人工智能驱动的技术”（artificial intelligence-enabled technologies）在自动驾驶车辆中可能被恶意利用，构成“网络安全威胁”（cybersecurity threats），并要求研发“利用人工智能和机器学习算法”（artificial intelligence and machine learning algorithms）的预测性分析和威胁检测软件来识别和应对车辆恐怖主义。这直接涉及AI技术在“关键基础设施与产业安全”领域的潜在威胁（如利用AI车辆进行攻击）和防御应用（如AI驱动的威胁检测），以及“恶意利用与网络犯罪”的防范。此外，作为一项国会法案，它也属于“重大监管与合规动态”。
正文:
[Congressional Bills 119th Congress]
[From the U.S. Government Publishing Office]
[H.R. 1608 Reported in House (RH)]
Union Calendar No. 180
119th CONGRESS
1st Session
H. R. 1608
[Report No. 119-222]
To require the Secretary of Homeland Security to produce a report on
emerging threats and countermeasures related to vehicular terrorism,
and for other purposes.
IN THE HOUSE OF REPRESENTATIVES
February 26, 2025
Mr. Gimenez (for himself and Mr. Green of Tennessee) introduced the
following bill; which was referred to the Committee on Homeland
Security
August 8, 2025
Additional sponsor: Mr. Carter of Louisiana
August 8, 2025
Reported with an amendment, committed to the Committee of the Whole
House on the State of the Union, and ordered to be printed
[Strike out all after the enacting clause and insert the part printed
in italic]
[For text of introduced bill, see copy of bill as introduced on
February 26, 2025]
A BILL
To require the Secretary of Homeland Security to produce a report on
emerging threats and countermeasures related to vehicular terrorism,
and for other purposes.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. SHORT TITLE.
This Act may be cited as the Department of Homeland Security Vehicular Terrorism Prevention and Mitigation Act of 2025''. SEC. 2. FINDINGS. Congress finds the following: (1) On January 1, 2025, a devastating vehicular terrorist attack occurred on Bourbon Street in New Orleans, Louisiana, when an assailant inspired by the Islamic State drove a vehicle into a crowd and engaged in a shootout with law enforcement. This tragic incident resulted in the loss of 14 lives and injuries to at least thirty-five others, including two police officers. (2) Vehicle-ramming attacks and other vehicular terrorist incidents represent an enduring and evolving threat to public safety in the United States and around the world, targeting innocent civilians and first responders. (3) These attacks, carried out by both organized terrorist groups and individual actors, often aim to exploit high-density public gatherings, critical infrastructure, and key transportation hubs, causing mass casualties and widespread disruption. (4) Emerging automotive technologies, such as autonomous vehicles, Advanced Driver Assistance System (ADAS) capabilities, and ride-sharing platforms, create new vulnerabilities that could be leveraged by malicious actors to conduct sophisticated vehicle-based attacks. (5) The Department of Homeland Security, through agencies like the Transportation Security Administration and the Cybersecurity and Infrastructure Security Agency, plays a vital role in detecting, assessing, and mitigating the risks associated with vehicle-based threats. (6) Strengthened coordination between Federal, State, local, Tribal, territorial, and private sector stakeholders is essential to enhance prevention, preparedness, and response efforts, ensuring the safety of communities across the nation. SEC. 3. REPORT ON EMERGING THREATS AND COUNTERMEASURES RELATED TO VEHICULAR TERRORISM. (a) Report.-- (1) In general.--Not later than 180 days after the date of the enactment of this Act, the Secretary of Homeland Security, in coordination with the Administrator of the Transportation Security Administration and the Director of the Cybersecurity and Infrastructure Security Agency, shall submit to the appropriate congressional committees a report on the Department of Homeland Security's efforts to prevent, deter, and respond to vehicular terrorism. (2) Elements.--The report under paragraph (1) shall include the following: (A) An assessment of the current and emerging threats posed by vehicular terrorism, as well as the following: (i) An analysis of the methods, tactics, and motivations used by perpetrators of vehicular terrorism. (ii) An evaluation of domestic and international trends in vehicular terrorism. (iii) An identification of potential future threats related to the misuse of connected or autonomous vehicles, Advanced Driver Assistance System (ADAS) -equipped vehicles, ride-sharing services, and advancements in automotive technologies, including cybersecurity threats to underlying software technologies (including artificial intelligence-enabled technologies) powering autonomous vehicles. (B) A review of higher-risk locations and events that may be vulnerable to vehicular terrorism, including the following: (i) Critical infrastructure sites such as the following: (I) Airports. (II) Seaports. (III) Federal, State, local, Tribal, and territorial government facilities. (IV) Power plants. (V) Substations. (VI) Oil refineries. (VII) Public transportation hubs. (VIII) Healthcare facilities. (ii) Soft-targets and crowded spaces, including mass gatherings and widely attended events such as parades, concerts, sporting events, political rallies, holiday markets, places of worship, public demonstrations, and ceremonial events. (iii) High-density urban areas with limited physical security measures such as pedestrianized city centers, commercial districts, residential neighborhoods, public parks, recreational areas, educational institutions, and tourist destinations. (C) A comprehensive summary of actions taken by the Department of Homeland Security, the Transportation Security Administration, and the Cybersecurity and Infrastructure Security Agency to research measures that prevent, deter, and respond to vehicular terrorism, including the following: (i) The identification and coordination with State, local, Tribal, and territorial governments and industry partners for the strategic placement of physical barriers, bollards, and other protective infrastructure at higher-risk locations. (ii) The research, testing, and deployment of geofencing, surveillance systems, cybersecurity measures, and other technologies designed to monitor, restrict, and manage vehicle access to such higher-risk locations. (iii) The creation of real-time response strategies and operational plans to neutralize vehicular terrorism, including ongoing research into best practices for threat detection, incident management, and threat containment. (D) An evaluation of the Department's engagement with private and public sector stakeholders to address risks of vehicular terrorism, including the following: (i) Collaboration with vehicle rental companies, ride-sharing platforms, vendors of connected, autonomous, and ADAS technologies, freight operators, and automotive manufacturers. (ii) Development of industry-specific best practices to prevent the misuse of vehicles. (iii) Protocols for sharing threat intelligence and security guidance with private sector partners. (E) A description of the Department's coordination efforts with Federal, State, local, Tribal, and territorial law enforcement agencies to prevent vehicular terrorism, including the following: (i) Mechanisms for sharing threat intelligence and situational awareness. (ii) Guidance provided to such law enforcement agencies regarding implementing countermeasures, such as traffic control measures and rapid vehicle containment protocols. (iii) Joint exercises and training programs to enhance interagency preparedness and response. (iv) Efforts to equip law enforcement, first responders, and private sector partners with the knowledge and skills to recognize and respond to vehicular terrorism, including the development of specialized curricula addressing emerging threats, such as connected or autonomous vehicles and other advanced technologies. (v) Outreach efforts to ensure that smaller jurisdictions have access to necessary training resources and public safety awareness tools. (F) Recommendations for the research, development, and deployment of technologies to detect, deter, and mitigate vehicular terrorism, including the following: (i) Vehicle immobilization systems and remote disablement technologies. (ii) Predictive analytics and threat detection software that incorporate artificial intelligence and machine learning algorithms to identify and flag in real time anomalous or suspicious vehicle behavior, as well as associated technologies to disable or divert a vehicle before it becomes a threat. (iii) Innovations in cybersecurity to prevent the hacking or misuse of connected, autonomous, or ADAS-equipped vehicles. (G) A description of the Department's engagement with privacy, civil rights, and civil liberties stakeholders to ensure all countermeasures and technologies, including artificial-intelligence and machine learning algorithms, deployed to prevent vehicular terrorism are implemented in a manner that respects individual rights and freedoms. (H) A review of the Department's public awareness initiatives focused on the following: (i) Educating the public on recognizing suspicious vehicle-related behavior and reporting potential threats. (ii) Building trust and fostering collaboration between communities and law enforcement agencies. (iii) Enhancing resilience by encouraging community-based security measures. (I) Such other elements as the Secretary of Homeland Security considers appropriate. (3) Form.--The report under paragraph (1) shall be submitted in classified form, but may include an unclassified executive summary. (4) Publication.--The unclassified executive summary of the report required under paragraph (1) shall be published on a publicly accessible website of the Department of Homeland Security. (b) Briefing.--Not later than 30 days after the submission of the report under subsection (a), the Secretary of Homeland Security shall provide to the appropriate congressional committees a briefing on the findings, conclusions, and recommendations of such report. (c) Definitions.--In this section: (1) Appropriate congressional committees.--The term appropriate congressional committees'' means--
(A) the Committee on Homeland Security of the House
of Representatives; and
(B) the Committee on Commerce, Science, and
Transportation and the Committee on Homeland Security
and Governmental Affairs of the Senate.
(2) Vehicular terrorism.--The term ``vehicular terrorism''
means an action that utilizes automotive transportation to
commit terrorism (as such term is defined in section 2(18) of
the Homeland Security Act of 2002 (6 U.S.C. 101(18))).
Union Calendar No. 180
119th CONGRESS
1st Session
H. R. 1608
[Report No. 119-222]
A BILL
To require the Secretary of Homeland Security to produce a report on
emerging threats and countermeasures related to vehicular terrorism,
and for other purposes.
August 8, 2025
Reported with an amendment, committed to the Committee of the Whole
House on the State of the Union, and ordered to be printed
主题分类:
关键基础设施与产业安全
新闻 50: S. 2592 (IS) - Supporting Ukraine Act of 2025
类别: Bills and Statutes
日期: 2025-11-05
主题: 美国对乌克兰的军事和财政援助，以及通过无人系统和新兴技术吸取乌克兰战争经验以加强美国和盟友防御。
摘要:
《2025年支持乌克兰法案》旨在为乌克兰提供紧急补充拨款，包括财政援助、没收俄罗斯资产和军事支持。该法案特别强调从乌克兰的防御策略中吸取经验，尤其是其对“新兴技术”和“无人系统”的运用，并提议与乌克兰和台湾在“无人空中、海上和水下防御系统”方面进行三边合作。此外，法案还将成立一个工作组，将这些经验整合到美国的防御体系中。
分析:
这则新闻具有高价值，因为它直接涉及先进技术（特别是“无人空中、海上和水下防御系统”以及“新兴技术、无人系统、网络防御”）的应用及其战略影响，这些技术在现代战争中高度依赖人工智能。法案提议与乌克兰和台湾开展“无人空中、海上和水下防御系统”三边合作倡议（第301节），这表明了对人工智能驱动的防御能力的战略关注。此外，成立“乌克兰经验教训工作组”（第302节）旨在将这些经验（包括来自“新兴技术”和“无人系统”的经验）整合到美国防御体系中，直接影响“关键基础设施与产业安全”和“技术攻防与供应链安全”，通过指导“美国军事研究、开发和理论”（第2.7节）来体现。这清晰地表明了利用人工智能驱动的军事创新来维护国家安全的意图。
正文:
[Congressional Bills 119th Congress]
[From the U.S. Government Publishing Office]
[S. 2592 Introduced in Senate (IS)]
119th CONGRESS
1st Session
S. 2592
To provide emergency supplemental appropriations in response to the
crisis in Ukraine, and for other purposes.
IN THE SENATE OF THE UNITED STATES
July 31, 2025
Mrs. Shaheen (for herself and Ms. Murkowski) introduced the following
bill; which was read twice and referred to the Committee on Foreign
Relations
A BILL
To provide emergency supplemental appropriations in response to the
crisis in Ukraine, and for other purposes.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. SHORT TITLE; TABLE OF CONTENTS.
(a) Short Title.--This Act may be cited as the
Supporting Ukraine Act of 2025''. (b) Table of Contents.--The table of contents for this Act is as follows: Sec. 1. Short title; table of contents. Sec. 2. Sense of Congress. Sec. 3. Definitions. TITLE I--PROVISIONS TO SUPPORT UKRAINE'S WAR EFFORT Sec. 101. Sense of Congress regarding security assistance for Ukraine. Sec. 102. Ukraine Reconstruction Investment Fund. Sec. 103. Seizure of illicit weapons transfers for the benefit of Ukraine. Sec. 104. Supplementing United States assistance for Ukraine through the use of immobilized Russian sovereign assets. Sec. 105. Sense of Congress welcoming President Trump's commitment to sell weapons to NATO allies for Ukraine. Sec. 106. Supporting Ukraine by holding corrupt Russian oligarchs accountable. TITLE II--SUPPLEMENTAL APPROPRIATIONS FOR UKRAINE Sec. 201. Emergency appropriations for Department of Defense assistance to Ukraine. Sec. 202. Emergency appropriations to the Department of State for international disaster assistance. Sec. 203. Foreign Military Financing Program. Sec. 204. Emergency designation. Sec. 205. Presidential Drawdown Authority for Ukraine. Sec. 206. Support for Ukraine rule of law, governance, and justice for war crimes. TITLE III--ADDITIONAL LEGISLATIVE MECHANISMS IN SUPPORT OF UKRAINE Sec. 301. Trilateral cooperation initiative with Ukraine and Taiwan involving unmanned air, marine, and underwater defense systems. Sec. 302. Establishment of Ukraine Lessons Learned Task Force. Sec. 303. Acceptance back into stock of equipment procured under Ukraine Security Assistance Initiative. Sec. 304. Intelligence support for Ukraine. Sec. 305. International security cooperation program funding for United States European Command. SEC. 2. SENSE OF CONGRESS. It is the sense of Congress that-- (1) Vladimir Putin has demonstrated his intent to continue his war of aggression against Ukraine, including through violating ceasefires over the last decade, laying out maximalist demands, employing stall tactics, and repeatedly firing weapons into civilian areas; (2) the Russian Federation poses a threat beyond Ukraine, with Russian Government officials stating territorial ambitions in Poland and in the Baltic States, and carrying out acts of hybrid war, including sabotage and assassinations, across the NATO Alliance and in partner nations; (3) since 2014, the United States has stood firmly with Ukraine in its defense of its territorial integrity, sovereignty, and democratic character, and has reaffirmed this commitment following Russia's full-scale invasion of Ukraine in February 2022; (4) continued support for Ukraine serves vital national security interests of the United States by helping to uphold international law, deter aggression, and promote stability in Europe and around the world; (5) since 2014, and particularly following Russia's full- scale invasion of Ukraine in 2022, Ukraine has employed adaptive, innovative, and asymmetric defense strategies to resist aggression from the Russian Federation; (6) the United States has a compelling national interest in learning from partners' combat experience to inform its own defense strategies, procurement processes, and military doctrine; (7) Ukraine's adaptive and resourceful defense strategies, particularly its use of emerging technologies, unmanned systems, cyber defense, and decentralized operations, have yielded critical insights into modern warfare, and have directly informed United States military research, development, and doctrine; (8) such innovations are directly relevant to deterring and responding to potential aggression in the Indo-Pacific region; (9) the lessons learned in Ukraine's defense against Russia's aggression should be immediately and directly applied to deterring aggression by foreign adversaries, including the People's Republic of China, and where possible, bilateral and multilateral initiatives to build upon these innovations should be encouraged and sponsored; (10) initiatives, such as Operation Spiderweb, have exposed potential vulnerabilities within United States and allied defense systems, and have offered valuable opportunities to enhance readiness; (11) lessons learned from Ukraine's experience may help the United States identify vulnerabilities, improve resilience, and enhance innovation in its own defense posture; (12) the People's Republic of China is watching the extent to which the United States continues to vigorously support and provide military assistance to Ukraine in its defense against Russian aggression and to evaluate the practical strength of the United States commitment to deterring potential aggression in the Indo-Pacific region; (13) what the United States does or does not do to support Ukraine could directly influence the People's Republic of China's calculus with respect to its own territorial aspirations; (14) while there can only be a diplomatic resolution to Russia's war of aggression against Ukraine, decreasing or ceasing United States military and financial support to Ukraine would only strengthen Vladimir Putin's bargaining power in such negotiations by weakening Ukraine's position on the battlefield; (15) demonstrating the United States resolve in support of Ukraine is the only way to force Vladimir Putin to negotiate seriously to end the war on fair and equitable terms; and (16) it is therefore in the vital national security interest of the United States to continue strategic investments in Ukraine's defenses in order to strengthen the defenses of the United States and its allies to advance President Trump's Peace through Strength'' agenda.
SEC. 3. DEFINITIONS.
In this Act:
(1) Appropriate congressional committees.--The term
appropriate congressional committees'' means the Committee on Foreign Relations of the Senate and the Committee on Foreign Affairs of the House of Representatives. (2) Russian aggressor state sovereign asset.--The term Russian aggressor state sovereign asset'' has the meaning
given such term in section 2 of the REPO for Ukrainians Act
(division F of Public Law 118-50; 22 U.S.C. 9521 note).
TITLE I--PROVISIONS TO SUPPORT UKRAINE'S WAR EFFORT
SEC. 101. SENSE OF CONGRESS REGARDING SECURITY ASSISTANCE FOR UKRAINE.
It is the sense of Congress that--
(1) the provision of United States security assistance is
mutually beneficial to Ukraine and the national security
interests of the United States;
(2) the procurement of security assistance for Ukraine
helps spur manufacturing necessary to prepare for other United
States military contingencies, including in the Indo-Pacific,
while also countering and deterring adversaries of the United
States;
(3) appropriations by Congress provide a demand signal for
industry to continue to support the needs of the United States
and our allies;
(4) United States assistance to Ukraine is not charity, but
must be given in coordination with contributions from other
sources; and
(5) the United States should use all available sources
available to continue its support for Ukraine, including--
(A) using United States funds to backfill and
procure United States assistance for Ukraine;
(B) leveraging Russian assets that are frozen in
the United States to benefit Ukraine;
(C) seizing illicit weapons transfers around the
globe to benefit Ukraine;
(D) capitalizing the Ukraine Reconstruction
Investment Fund through the provision of security
assistance and generating future returns for taxpayers;
and
(E) selling needed arms and other materiel to
allies that are willing to provide such items to
Ukraine.
SEC. 102. UNITED STATES-UKRAINE RECONSTRUCTION INVESTMENT FUND.
(a) Authorization of the United States-Ukraine Reconstruction
Investment Fund.--The United States International Development Finance
Corporation is authorized to implement the Agreement between the
Government of Ukraine and the Government of the United States of
America on the Establishment of a United States-Ukraine Reconstruction
Investment Fund, done at Washington April 30, 2025 (commonly known as
the
Ukraine-United States Mineral Resources Agreement''). (b) Contributions to the United States-Ukraine Reconstruction Investment Fund.--Security assistance provided by the United States to Ukraine, including assistance provided pursuant to this Act, shall, consistent with the Agreement between the Government of Ukraine and the Government of the United States of America on the Establishment of a United States-Ukraine Reconstruction Investment Fund, done at Washington April 30, 2025 (commonly known as the Ukraine-United
States Mineral Resources Agreement''), be taken into account towards
the United States capital contributions for the Ukraine Reconstruction
Investment Fund, consistent with section 5 of Article VI of the
agreement, which states
If, after the Effective Date, the Government of the United States of America delivers new military assistance to the Government of Ukraine in any form (including the donation of weapons systems, ammunition, technology or training), the capital contribution of the U.S. Partner will be deemed to be increased by the assessed value of such military assistance, in accordance with the LP Agreement.''. (c) Report Required.-- (1) In general.--Not later than 180 days after the date of the enactment of this Act, and annually thereafter for the following 2 years, the President shall submit a report to the appropriate congressional committees describing the capital contributions of the United States, including the donation of any weapon systems and other materiel or items that increased the capital contributions of the United States. (2) Form.--The report required under paragraph (1) shall be submitted in unclassified form, but may contain a classified annex. SEC. 103. SEIZURE OF ILLICIT WEAPONS TRANSFERS FOR THE BENEFIT OF UKRAINE. (a) In General.--It is the policy of the United States to work to provide, consistent with applicable Federal law, weapons systems and components seized from sanctioned Iranian entities to the Government of Ukraine for use in its war against the Russian Federation. (b) Information Sharing.--The Department of Defense and other relevant Federal agencies shall seek to provide information to the Department of Justice that is relevant to a potential forfeiture action of any weapons systems or components seized from sanctioned Iranian entities that could have utility for Ukraine in its war against Russia. (c) Transfers Authorized.--The Attorney General, in coordination with the Secretary of State and other relevant Federal agencies, shall seek to transfer any items described in subsection (b) that are needed by Ukraine to the Government of Ukraine or the Armed Forces of Ukraine. (d) Surplus Items.--If the Secretary of Defense determines, after consultation with the Government of Ukraine and the Commander of the United States European Command, that certain items are not needed or usable by Ukraine, the Secretary may sell such items as surplus in accordance with existing law and reserve the proceeds from such sales for the purposes of supporting Ukraine. (e) Report Required.-- (1) In general.--Not later than 180 days after the date of the enactment of this Act, and every 180 days thereafter, the Secretary of Defense and the Attorney General, in coordination with the Secretary of State, shall submit a report to the Committee on Armed Services of the Senate, the Committee on the Judiciary of the Senate, the Committee on Armed Services of the House of Representatives, and the Committee on the Judiciary of the House of Representatives that-- (A) details the use of the authority described in this section; and (B) identifies any seized weapons or items provided to Ukraine and any proceeds from the sale of such items that was used to support Ukraine. (2) Form.--The report required under paragraph (1) shall be submitted in unclassified form, but may contain a classified annex. SEC. 104. SUPPLEMENTING UNITED STATES ASSISTANCE FOR UKRAINE THROUGH THE USE OF IMMOBILIZED RUSSIAN SOVEREIGN ASSETS. (a) In General.--Not later than 90 days after the date of the enactment of this Act, the President shall-- (1) effectuate the seizure, confiscation, transferral, or vesting of Russian aggressor state sovereign assets subject to the jurisdiction of the United States, in whole or part, including any interest earned on such assets, and transfer such assets to the Ukraine Support Fund pursuant to subsections (b)(2)-(3) and (d) of section 104 of the REPO for Ukrainians Act (division F of Public Law 118-50; 22 U.S.C. 9521 note); or (2) submit to the appropriate congressional committees and the Committee on Banking, Housing, and Urban Affairs of the Senate and the Committee on Financial Services of the House of Representatives a strategy for raising additional revenue from Russian aggressor state sovereign assets subject to the jurisdiction of the United States, including through the reinvestment of such assets in asset classes with greater potential to produce revenue or through the taxation of the income of such assets. (b) Elements.--The strategy required under subsection (a)(2) shall include-- (1) a proposed plan for reinvesting immobilized Russian sovereign assets, including-- (A) a description of the advantages and disadvantages of investing in different asset classes, including equities; and (B) a projection of the potential for raising revenue under various investment scenarios and timelines; (2) a proposal for taxing the income of immobilized Russian aggressor state sovereign assets; (3) any other proposal to raise revenue from immobilized Russian aggressor state sovereign assets subject to the jurisdiction of the United States and an estimate of the amount of revenue to be so raised; (4) a timeline and plan for the implementation of the preferred method for raising revenue; and (5) a plan for utilizing the amounts generated by such additional revenue for the benefit of Ukraine, including by procuring and providing new security assistance for Ukraine. (c) Report.--Not later than 30 days following the submission of a strategy pursuant to subsection (a)(2), and every 180 days thereafter for the following 3 years, the Secretary of State, in coordination with the Secretary of the Treasury, shall submit to the appropriate congressional committees and the Committee on Banking, Housing, and Urban Affairs of the Senate and the Committee on Financial Services of the House of Representatives a report that describes-- (1) the revenue generated as a result of the approach recommended by the strategy; (2) any additional steps the Secretary of State and the Secretary of the Treasury intend to take to generate additional revenue from immobilized Russian assets; and (3) how any revenue generated from the implementation of the strategy has been used to support Ukraine. (d) Expanded Use of Ukraine Support Fund.--Section 104(f)(2) of the REPO for Ukrainians Act (division F of Public Law 118-50 (22 U.S.C. 2951 note)) is amended by adding at the end the following: (D) Procuring weapons intended to be transferred
to Ukraine.
(E) Backfilling weapons provided to Ukraine through the use of Presidential Drawdown Authority under section 506(a) of the Foreign Assistance Act of 1961 (22 U.S.C. 2318 (a)).''. SEC. 105. SENSE OF CONGRESS WELCOMING PRESIDENT TRUMP'S COMMITMENT TO SELL WEAPONS TO NATO ALLIES FOR UKRAINE. It is the sense of Congress that-- (1) the July 14, 2025, announcement by President Donald Trump and North Atlantic Treaty Organization Secretary General Mark Rutte that NATO will coordinate funding from allies in Europe and Canada to procure United States origin weapons for Ukraine is a welcome development; (2) the commitment by NATO allies to purchase United States origin weapons-- (A) demonstrates meaningful burden sharing between allies in Euro-Atlantic support for Ukraine; (B) builds upon the $180,000,000,000 that the European Union has made available to Ukraine since February 2022, including $65,000,000,000 in military assistance; and (C) provides additional demand to United States industries to ensure consistent production of weapons and materiel essential for the United States own defense and contingency operations; (3) the initiative developed by President Trump and Secretary General Rutte provides the requisite reassurance to United States taxpayers that the United States will support Ukraine as part of a balanced partnership with Europe and Canada; and (4) in order to maintain a balanced partnership between the United States and NATO allies in support of Ukraine, the United States must also provide new funding for security assistance to Ukraine to fund remaining military needs not otherwise provided by other partners. SEC. 106. SUPPORTING UKRAINE BY HOLDING CORRUPT RUSSIAN OLIGARCHS ACCOUNTABLE. (a) Reestablishment.--Not later than 15 days after the date of the enactment of this Act, the Attorney General, in coordination with the Secretary of State and the Secretary of the Treasury, shall reconstitute Task Force KleptoCapture'', consistent with the stated
purpose of such task force when it was launched by the Department of
Justice on March 2, 2022.
(b) Functions.--Task Force KleptoCapture shall--
(1) enforce sanctions, export restrictions, and economic
countermeasures imposed by the United States and its allies in
response to the Russian Federation's unprovoked military
invasion of Ukraine;
(2) target enforcement actions against officials of the
Russian Federation and individuals who aid or conceal the
unlawful conduct of the Russian Federation;
(3) coordinate efforts, including information sharing and
collection, with like-minded governments to enforce sanctions,
export restrictions, and economic countermeasures related to
the Russian Federation's war in Ukraine or corruption by
Russian elites and oligarchs; and
(4) determine whether any assets seized during the
enforcement of such sanctions and restrictions are subject to
forfeiture.
(c) Report.--Not later than 60 days after the date of the enactment
of this Act, the Attorney General, in coordination with the Secretary
of State and the Secretary of the Treasury, shall submit a report to
the appropriate congressional committees, the Committee on the
Judiciary of the Senate, the Committee on Banking, Housing, and Urban
Affairs of the Senate, the Committee on the Judiciary of the House of
Representatives, and the Committee on Financial Services of the House
of Representatives that--
(1) describes the operations and activities of Task Force
KleptoCapture during the most recent 180-day period;
(2) identifies the number of staff members and attorneys
who are working for Task Force KleptoCapture; and
(3) outlines the resources that will be dedicated to carry
out the functions required under subsection (b), including
efforts that will be taken to coordinate with relevant allies
and partners.
TITLE II--SUPPLEMENTAL APPROPRIATIONS FOR UKRAINE
SEC. 201. EMERGENCY APPROPRIATIONS FOR DEPARTMENT OF DEFENSE ASSISTANCE
TO UKRAINE.
(a) Provision of Defense Assistance to Ukraine.--The following sums
are appropriated, out of any money in the Treasury not otherwise
appropriated, for the fiscal year ending September 30, 2025: For an
additional amount for
Operations and Maintenance, Defense-Wide'', $30,000,000,000, to remain available until September 30, 2026, to respond to the situation in Ukraine and for related expenses: Provided, That of the total amount provided under this section, $15,000,000,000, to remain available until September 30, 2027, shall be for the Ukraine Security Assistance Initiative: Provided further, That such funds shall be available to the Secretary of Defense under the terms and conditions set forth in section 8148 of the Department of Defense Appropriations Act, 2024 (division A of Public Law 118-47): Provided further, That of the total amount provided under this subsection, $15,000,000,000, to remain available until September 30, 2025, may be transferred to accounts under the headings Operation and
Maintenance'',
Procurement'', and Revolving and Management Funds''
for replacement, through new procurement or repair of existing
unserviceable equipment, of defense articles from the stocks of the
Department of Defense, and for reimbursement for defense services of
the Department of Defense and military education and training, provided
to the Government of Ukraine or identified and notified to Congress for
provision to the Government of Ukraine or to foreign countries that
have provided support to Ukraine at the request of the United States:
Provided further, That funds transferred pursuant to the preceding
proviso shall be merged with and available for the same purposes and
for the same period as the appropriations to which the funds are
transferred: Provided further, That the Secretary of Defense shall
notify the congressional defense committees (as defined in section
101(a)(16) of title 10, United States Code) of the details of such
transfers not less than 15 days before any such transfer: Provided
further, That upon a determination that all or part of the funds
transferred under this subsection are not necessary for the purposes
described in this subsection, such amounts may be transferred back and
merged with the amount appropriated under this subsection: Provided
further, That any transfer authority provided under this subsection is
in addition to any other transfer authority provided by law: Provided
further, That such amount is designated by the Congress as being for an
emergency requirement pursuant to section 251(b)(2)(A)(i) of the
Balanced Budget and Emergency Deficit Control Act of 1985.
(b) Use of Funds.--Amounts appropriated under subsection (a) shall
be used, to the greatest extent practicable, to provide the Government
of Ukraine with--
(1) air defense systems, such as PATRIOT, National Advanced
Surface-to-Air Missile System (NASAM), short-range air defense
systems, man-portable air defense systems, anti-aircraft
weapons, radars, and other appropriate foreign systems,
including replenishment of interceptor missiles;
(2) man-portable missiles and rockets in a ready-to-fire
configuration, including Javelin, Stinger Missiles, and other
light anti-tank weapons;
(3) multi-role fixed- and rotary-wing aircraft, air-to-air
and air-to-ground munitions, including precision-guided
munitions and equipment to convert gravity bombs to precision-
guided weapons, spare parts, logistics, and maintenance
support;
(4) air defense radar jamming and deception systems,
electronic warfare systems;
(5) strike unmanned aerial and maritime systems, loitering
munitions, and tactical intelligence, surveillance, and
reconnaissance unmanned aircraft systems;
(6) artillery and mortar rounds of various calibers,
including 155mm howitzers;
(7) M142 High Mobility Artillery Rocket Systems with
appropriate missile sets, including Army Tactical Missile
Systems, 122mm Grad rockets and launchers, and counter-battery
radars;
(8) tanks and tank ammunition;
(9) coastal defense missile systems, such as Harpoon
missiles, maritime surveillance, autonomous underwater
vehicles, and anti-mine systems;
(10) tactical communication systems and satellite
communication services;
(11) mine clearance equipment, ground vehicles, and night
vision devices; and
(12) other appropriate military equipment and supplies.
(c) Provision of Defense Assistance to North Atlantic Treaty
Organization Members.--The following sums are appropriated, out of any
money in the Treasury not otherwise appropriated, for the fiscal year
ending September 30, 2025: For an additional amount for
Operations and Maintenance'', Procurement'', and
Revolving and Management Funds'', $2,000,000,000, to remain available until September 30, 2027, may be transferred to accounts under such headings to provide the Governments of Poland, of Lithuania, of Latvia, and of Estonia, and other members of the North Atlantic Treaty Organization with aircraft, tanks, munitions, and anti-air and anti-tank weaponry: Provided further, That funds transferred pursuant to the previous proviso shall be merged with and available for the same purposes and the same period as the appropriations to which the funds are transferred: Provided further, That the Secretary of Defense shall notify the congressional defense committees (as defined in section 101(a)(16) of title 10, United States Code) of the details of such transfers not less than 15 days before any such transfer: Provided further, That upon a determination that all or part of the funds transferred under this subsection are not necessary for the purposes described in this subsection, such amounts may be transferred back and merged with the amount appropriated under this subsection: Provided further, That any transfer authority provided under this subsection is in addition to any other transfer authority provided by law: Provided further, That such amount is designated by the Congress as being for an emergency requirement pursuant to section 251(b)(2)(A)(i) of the Balanced Budget and Emergency Deficit Control Act of 1985. (d) Use of Funds.--Amounts appropriated under subsection (c) shall be provided-- (1) to bolster the deterrence efforts of the governments referred to in such subsection against an invasion by the Russian Federation; and (2) to replace equipment donated by such governments to the Government of Ukraine. SEC. 202. EMERGENCY APPROPRIATIONS TO THE DEPARTMENT OF STATE FOR INTERNATIONAL DISASTER ASSISTANCE. There is appropriated to the Department of State, out of any money in the Treasury not otherwise appropriated, for the fiscal year ending September 30, 2025, $500,000,000, to remain available until expended, for International Disaster Assistance'' to address humanitarian needs
in Ukraine due to the impact caused by the Russian Federation's
invasion.
SEC. 203. FOREIGN MILITARY FINANCING PROGRAM.
There is appropriated, out of any money in the Treasury not
otherwise appropriated, for the fiscal year ending September 30, 2025,
$3,000,000,000, to remain available until September 30, 2027, for the
Foreign Military Financing Program'' for assistance for Ukraine and countries impacted by the situation in Ukraine and for related expenses: Provided, That such amounts shall also be made available for the cost of loans and loan guarantees authorized under section 2606 of the Ukraine Supplemental Appropriations Act, 2022 (division N of Public Law 117-103), subject to the terms and conditions provided in such section, or as otherwise authorized by law: Provided further, That loan guarantees made using amounts described in the preceding proviso for loans financed by the Federal Financing Bank may be provided notwithstanding any provision of law limiting the percentage of loan principal that may be guaranteed: Provided further, That funds made available under this heading for assistance for Ukraine may be made available for procurement of defense articles, defense services, or design and construction services that are not sold by the United States Government under the Arms Export Control Act (22 U.S.C. 2751 et seq.): Provided further, That up to $10,000,000 of funds made available under this heading in this division, in addition to funds otherwise available for such purposes, may be used by the Department of State for necessary expenses for the general costs of administering military assistance and sales, including management and oversight of such programs and activities: Provided further, That such amount is designated by the Congress as being for an emergency requirement pursuant to section 251(b)(2)(A)(i) of the Balanced Budget and Emergency Deficit Control Act of 1985. SEC. 204. EMERGENCY DESIGNATION. (a) In General.--Amounts appropriated by this Act are designated as an emergency requirement pursuant to section 4(g) of the Statutory Pay- As-You-Go Act of 2010 (2 U.S.C. 933(g)). (b) Designation in House and Senate.--This Act is designated as an emergency requirement pursuant to subsections (a) and (b) of section 4001 of S. Con. Res. 14 (117th Congress), the concurrent resolution on the budget for fiscal year 2022, and to legislation establishing fiscal year 2025 budget enforcement in the House of Representatives. SEC. 205. PRESIDENTIAL DRAWDOWN AUTHORITY FOR UKRAINE. During each of the fiscal years 2025, 2026, and 2027, section 506(a)(1) of the Foreign Assistance Act of 1961 (22 U.S.C. 2318(a)(1)) shall be applied by striking $100,000,000'' and inserting
$6,000,000,000''. SEC. 206. SUPPORT FOR UKRAINE RULE OF LAW, GOVERNANCE, AND JUSTICE FOR WAR CRIMES. (a) In General.--There is appropriated, out of any money in the Treasury not otherwise appropriated, for the fiscal year ending September 30, 2026, in addition to the amount otherwise appropriated for such fiscal year, $600,000,000, which shall be made available to the Bureau of International Narcotics and Law Enforcement Affairs to support the National Police of Ukraine and the State Border Guard Service of Ukraine, including units supporting or under the command of the Armed Forces of Ukraine, by providing funding for-- (1) small arms and related equipment; (2) armored vehicles; (3) anti-mining and demining equipment and technology; (4) surveillance and reconnaissance Unmanned Aerial Systems; and (5) personal protective equipment. (b) Mobile Firing Teams.--The Assistant Secretary of State for International Narcotics and Law Enforcement Affairs shall provide the equipment and provisions described in subsection (a) to mobile firing teams of the National Police of Ukraine for the purposes of protecting civilian infrastructure, civilian and residential communities, energy infrastructure, and other critical infrastructure. (c) Anti-Corruption Measures.--There is appropriated, out of any money in the Treasury not otherwise appropriated, for the fiscal year ending September 30, 2026, in addition to the amount otherwise appropriated for such fiscal year, $100,000,000 for the Bureau of International Narcotics and Law Enforcement Affairs to support rule of law, good governance, and anti-corruption measures in Ukraine by providing funding for-- (1) the training of judges, prosecutors, and anti- corruption agencies, including the National Anti-Corruption Bureau of Ukraine and the Specialized Anti-Corruption Prosecutor's Office of Ukraine; (2) assistance to civil society, nongovernmental, and intergovernmental organizations that are working to strengthen the rule of law in Ukraine, including the International Organization for Migration and the United Nations High Commissioner for Refugees (UNHCR); and (3) professional training and support to the Economic Security Bureau of Ukraine and the State Customs Service of Ukraine and their efforts to root out tax fraud, money laundering, and other financial crimes. (d) Prosecutions of War Crimes.--There is appropriated, out of any money in the Treasury not otherwise appropriated, for the fiscal year ending September 30, 2026, in addition to the amount otherwise appropriated for such fiscal year, $50,000,000 for the programs and activities of the Bureau of International Narcotics and Law Enforcement Affairs to assist the Prosecutor General of Ukraine and the National Police of Ukraine in carrying out investigations and prosecutions of war crimes committed by Vladimir Putin's regime in Ukraine, including by providing funding for-- (1) training, support, professional development, and capacity strengthening of the National Police of Ukraine to collect evidence; (2) forensic equipment and DNA analysis for the National Police of Ukraine and Prosecutor General of Ukraine's Office; and (3) information sharing from the Secretary of State regarding attacks in Eastern Ukraine and other targeted attacks against civilian and residential communities throughout the sovereign nation of Ukraine. TITLE III--ADDITIONAL LEGISLATIVE MECHANISMS IN SUPPORT OF UKRAINE SEC. 301. TRILATERAL COOPERATION INITIATIVE WITH UKRAINE AND TAIWAN INVOLVING UNMANNED AIR, MARINE, AND UNDERWATER DEFENSE SYSTEMS. (a) In General.--The Secretary of Defense and the Secretary of State, in collaboration with the Government of Ukraine and the relevant authorities in Taiwan, shall jointly establish a trilateral research, development, and production initiative to promote the rapid development and deployment of unmanned air, marine, and underwater autonomous and semi-autonomous systems, including drones, and countermeasures within their respective territories. Private and parastatal entities within each of the trilateral partners may be used, as appropriate, to assist in carrying out such trilateral initiative. (b) Appropriations.--There is appropriated to the Secretary of State, out of any money in the Treasury not otherwise appropriated, for the fiscal year ending September 30, 2025, $1,050,000,000, to remain available until September 30, 2027, to carry out the initiative established pursuant to subsection (a). SEC. 302. ESTABLISHMENT OF UKRAINE LESSONS LEARNED TASK FORCE. (a) Establishment.--Not later than 60 days after the date of the enactment of this Act, the Secretary of State, in coordination with the Secretary of Defense and the Chairman of the Joint Chiefs of Staff, shall establish a joint interagency task force, to be known as the Ukraine Lessons Learned Task Force'' (referred to in this section as
the
Task Force''). (b) Purposes.--The purposes of the Task Force are-- (1) identifying, evaluating, and synthesizing key battlefield innovations, operational practices, and defense strategies employed by Ukraine in its resistance to Russian aggression; (2) assessing the relevance of such lessons to United States military doctrine, training, logistics, acquisition, and strategic planning; (3) recommending specific changes or pilot programs to integrate such lessons into United States defense systems; (4) identify vulnerabilities in United States systems highlighted by Ukraine's experience, including through joint operations such as Operation Spider Web; and (5) coordinate with NATO allies and Ukrainian defense counterparts, as appropriate. (c) Reporting Requirements.-- (1) Annual report to congress.--Not later than 180 days after the date of the enactment of this Act, and annually thereafter for the following 5 years, the Secretary of State, in coordination with the Secretary of Defense and the Chairman of the Joint Chiefs of Staff, shall submit a report to the Committee on Foreign Relations of the Senate, the Committee on Armed Services of the Senate, the Committee on Appropriations of the Senate, the Committee on Foreign Affairs of the House of Representatives, the Committee on Armed Services of the House of Representatives, and the Committee on Appropriations of the House of Representatives that contains-- (A) a summary of the findings and assessments conducted by the Task Force; (B) recommendations for changes to doctrine, training, acquisition, or organizational structure; (C) an overview of any pilot programs or implementation actions taken in response to such recommendations; and (D) a classified annex with detailed assessments, to the extent necessary. (2) Public version.--An unclassified version of the report required under paragraph (1) that excludes sensitive and classified information shall be made available to the public through a public website. (d) Integration Into Military Training and Strategy.--The Secretary of Defense and the Chairman of the Joint Chiefs of Staff shall ensure that relevant findings from the Task Force are-- (1) incorporated into professional military education curricula, including at the National Defense University, service academies, and war colleges; (2) reflected in joint and service-specific training exercises and war games; and (3) considered in the development of future operational concepts and planning scenarios. (e) NATO and Allied Coordination.--The Secretary of State, in coordination with the Secretary of Defense and the Chairman of the Joint Chiefs of Staff, shall coordinate with NATO allies-- (1) to share and compare assessments of lessons learned from Ukraine's defense; (2) to promote interoperability in defense innovation; and (3) to explore the establishment of a multilateral Defense Innovation Lessons Hub'' or similar mechanism.
(f) Sunset.--This section shall cease to have any force or effect
beginning on the date that is 5 years after the date of the enactment
of this Act.
SEC. 303. ACCEPTANCE BACK INTO STOCK OF EQUIPMENT PROCURED UNDER
UKRAINE SECURITY ASSISTANCE INITIATIVE.
(a) In General.--Equipment procured to carry out the authority
under section 1250(a) of the National Defense Authorization Act for
Fiscal Year 2016 (Public Law 114-92; 129 Stat. 1068) may only be
treated as stocks of the Department of Defense if the equipment
procured--
(1) has not yet been transferred to the Government of
Ukraine and is no longer needed to support a program carried
out pursuant to such section; or
(2) has been transferred to the Government of Ukraine and
has been returned by Ukraine to the United States.
(b) Notification.--The Secretary of Defense may not transfer back
into stock equipment described in subsection (a) until the date that is
15 days after the date on which the Secretary of Defense submits a
notification to Congress describing how the conditions of such
subsection were met.
SEC. 304. INTELLIGENCE SUPPORT FOR UKRAINE.
(a) Defined Term.--In this section, the term ``territory of
Ukraine'' includes all territory internationally recognized to be the
sovereign territory of Ukraine, including Crimea and the territory the
Russian Federation claims to have annexed in Kherson Oblast,
Zaporizhzia Oblast, Donetsk Oblast, and Luhansk Oblast.
(b) In General.--The Secretary of Defense shall provide continuous,
ongoing intelligence support, including information, intelligence, and
imagery collection authorized under title 10, United States Code, to
the Government of Ukraine for the purpose of supporting military
operations of the Government of Ukraine that are specifically intended
or reasonably expected to defend and retake the territory of Ukraine.
(c) Notification Required.--Not later than 10 days before any pause
in providing the support described in subsection (b), the Secretary of
Defense shall notify the Committee on Foreign Relations of the Senate,
the Committee on Armed Services of the Senate, the Select Committee on
Intelligence of the Senate, the Committee on Foreign Affairs of the
House of Representatives, the Committee on Armed Services of the House
of Representatives, and the Permanent Select Committee on Intelligence
of the House of Representatives of any such pause, including a
justification for such pause.
(d) Sunset.--This section shall cease to have any force or effect
beginning on the earlier of--
(1) the date that is 5 years after the date of the
enactment of this Act; or
(2) upon the submission of a certification from the
President to the committees described in subsection (c) that--
(A) there has been a complete and durable cessation
of military hostilities by the Russian Federation in
Ukraine; and
(B) the Government of Ukraine has willingly and
freely entered into a negotiated agreement with the
Government of the Russian Federation regarding the
cessation of hostilities in Ukraine.
SEC. 305. INTERNATIONAL SECURITY COOPERATION PROGRAM FUNDING FOR UNITED
STATES EUROPEAN COMMAND.
The Secretary of Defense shall expend not less than 15 percent of
the amounts appropriated for each of the fiscal years 2025, 2026, and
2027 in this Act, or in any other Act, for the International Security
Cooperation Program for United States European Command operations.
主题分类:
关键基础设施与产业安全
新闻 51: S. 2722 (IS) - Taiwan Energy Security and Anti-Embargo Act of 2025
类别: Bills and Statutes
日期: 2025-11-05
主题: 美国立法支持台湾能源安全，包括液化天然气出口、能源基础设施网络安全和核能发展，以应对地缘政治威胁，并提及人工智能对能源需求的增长。
摘要:
美国参议院提出S. 2722法案，即《2025年台湾能源安全与反禁运法案》，旨在通过促进液化天然气出口、加强能源基础设施韧性、评估核能利用以及为运输关键物资的船只提供保险等措施，提升台湾的能源安全。法案强调台湾能源安全对美国印太战略利益的重要性，并指出台湾能源基础设施易受中国非对称和动能威胁。其中，法案特别提到人工智能对能源的需求日益增长，并呼吁加强电网系统和液化天然气终端的网络安全。
分析:
该新闻具有高价值。正文第5节第(6)条明确指出，台湾的“人工智能”和数据中心对能源有新兴需求，这使得能源基础设施的韧性变得更为关键。法案旨在保护的能源基础设施（如电网系统、液化天然气进口设施）如果受到“非对称和动能威胁”（如网络攻击），将直接影响到支持人工智能运行的电力供应，可能导致相关AI系统“瘫痪”或“系统失控”，符合“关键基础设施与产业安全”的高价值标准。此外，法案第3节第5540C条明确提出要“加强网络安全计划以保护电网操作系统、液化天然气终端和监控控制与数据采集系统”，这些关键基础设施的保护与人工智能的稳定运行息息相关。
正文:
[Congressional Bills 119th Congress]
[From the U.S. Government Publishing Office]
[S. 2722 Introduced in Senate (IS)]
119th CONGRESS
1st Session
S. 2722
To promote the energy security of Taiwan, and for other purposes.
IN THE SENATE OF THE UNITED STATES
September 4, 2025
Mr. Ricketts (for himself and Mr. Coons) introduced the following bill;
which was read twice and referred to the Committee on Foreign Relations
A BILL
To promote the energy security of Taiwan, and for other purposes.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. SHORT TITLE.
This Act may be cited as the
Taiwan Energy Security and Anti- Embargo Act of 2025''. SEC. 2. FINDINGS. Congress makes the following findings: (1) Taiwan is a vital democratic partner the energy security of which is critical to the strategic interests of the United States in the Indo-Pacific region. (2) Enhancing Taiwan's energy resilience through diversified and reliable sources reduces vulnerability to coercion, disruption, or attack by authoritarian regimes. (3) The United States possesses abundant supplies of liquefied natural gas and other energy resources that support economic growth, job creation, and the national security interests of the United States. (4) Promoting United States energy exports to and partnerships with Taiwan aligns with United States energy diplomacy objectives, strengthens bilateral economic and security ties, and contributes to regional stability. (5) The Alaska Liquefied Natural Gas Project, which has received pledged support from Taiwan's state energy firm CPC Corp, would enhance the ability of the United States to supply Taiwan and other allies and partners of the United States in the Indo-Pacific with a cost-effective, reliable supply of energy. (6) Taiwan's energy infrastructure, including electric grid systems and liquefied natural gas import facilities, is vulnerable to asymmetric and kinetic threats from the People's Republic of China. (7) Supporting Taiwan's efforts to improve the resilience and security of its energy infrastructure advances deterrence and promotes continuity of government operations in the event of a crisis. SEC. 3. PROMOTION OF LIQUEFIED NATURAL GAS EXPORTS AND ENERGY INFRASTRUCTURE RESILIENCE FOR TAIWAN. The Taiwan Enhanced Resilience Act (22 U.S.C. 3351 et seq.) is amended by adding at the end the following: PART 8--PROMOTION OF LIQUEFIED NATURAL GAS EXPORTS AND ENERGY
INFRASTRUCTURE RESILIENCE FOR TAIWAN
SEC. 5540A. DEFINITIONS. In this part:
(1) Appropriate congressional committees.--The term `appropriate congressional committees' means-- (A) the Committee on Foreign Relations, the
Committee on Commerce, Science, and Transportation, and
the Committee on Energy and Natural Resources of the
Senate; and
(B) the Committee on Foreign Affairs, the Committee on Energy and Commerce, and the Committee on Natural Resources of the House of Representatives. (2) Asymmetric threat.--The term `asymmetric threat'
means a threat posed by unconventional means, including a
cyberattack, sabotage, or economic coercion, designed to
undermine or disrupt the operation of critical infrastructure.
SEC. 5540B. PROMOTION OF LIQUEFIED NATURAL GAS EXPORTS TO TAIWAN. (a) In General.--The Secretary of State, in coordination with the
Secretary of Commerce and the Secretary of Energy, shall prioritize
efforts to support and facilitate increased exportation to Taiwan of
liquefied natural gas produced in the United States.
(b) Required Activities.--In carrying out subsection (a), the Secretaries shall-- (1) engage with United States liquefied natural gas
producers, exporters, and infrastructure entities to identify
and address barriers to liquefied natural gas exports and
storage projects intended for the market of Taiwan;
(2) facilitate coordination between United States private sector entities and relevant government and private sector stakeholders in Taiwan; (3) provide diplomatic and technical support to
streamline regulatory processes and expedite permitting for
liquefied natural gas export and storage infrastructure
projects linked to Taiwan;
(4) consult with the Government of Taiwan to assess and strengthen liquefied natural gas import and storage capabilities; and (5) coordinate interagency efforts to ensure cohesive and
sustained United States support for liquefied natural gas
exports to Taiwan.
SEC. 5540C. ENERGY INFRASTRUCTURE RESILIENCE CAPACITY BUILDING. (a) Requirement.--Not later than 180 days after the date of the
enactment of the Taiwan Energy Security and Anti-Embargo Act of 2025,
the Secretary of State, in coordination with the Secretary of Defense
and the Secretary of Energy, shall seek to engage with appropriate
officials of Taiwan for the purpose of cooperating with the Ministry of
Foreign Affairs, the Ministry of the Interior, the Ministry of Defense,
and the head of any other applicable ministry of Taiwan for capacity
building to enhance energy infrastructure resilience, including
defensive military cybersecurity activities.
(b) Identification of Activities.--In carrying out subsection (a), the Secretary of State may identify cooperative activities-- (1) to enhance cybersecurity programs to protect grid
operating systems, liquefied natural gas terminals, and
supervisory control and data acquisition systems;
(2) to support physical security improvements, operational redundancy, and continuity-of-operations planning; (3) to engage in joint training exercises and scenario-
based planning with relevant agencies in Taiwan; and
(4) to support workforce development, emergency response planning, and institutional modernization of energy sector operators. (c) United States-Taiwan Energy Security Center.--The Secretary
of State may establish a joint United States-Taiwan Energy Security
Center in the United States, leveraging the expertise of institutions
of higher education and private sector entities to foster dialogue and
collaboration for academic cooperation in energy security and
resilience.
(d) Authorization of Assistance.--The Secretary of State, in coordination with the Secretary of Defense and the Secretary of Energy, may provide technical assistance to support the activities described in subsection (b) or the center described in subsection (c). (e) Implementation.--
(1) In general.--Assistance under this section shall be provided through the American Institute in Taiwan and in consultation with relevant authorities in Taiwan, consistent with the Taiwan Relations Act (22 U.S.C. 3301 et seq.). (2) Notification.--Any assistance provided by the
Department of State pursuant this section shall be subject to
the regular notification requirements of section 634A of the
Foreign Assistance Act of 1961 (22 U.S.C. 2394-1).
(f) Briefings.--Not later than 180 days after the date of the enactment of the Taiwan Energy Security and Anti-Embargo Act of 2025, the Secretary of State, in coordination with the Secretary of Defense and the Secretary of Energy, shall provide to the appropriate congressional committees a briefing on the implementation of this section. SEC. 5540D. ANNUAL REPORT.
(a) In General.--Not later than 180 days after the date of the enactment of the Taiwan Energy Security and Anti-Embargo Act of 2025, and annually thereafter for 3 years, the Secretary of State, in coordination with the Secretary of Commerce, the Secretary of Energy, and the Secretary of Defense, shall submit to the appropriate congressional committees a report that-- (1) describes actions taken under this part;
(2) identifies barriers to-- (A) increased exportation of liquefied natural
gas to Taiwan; and
(B) energy infrastructure security cooperation; (3) evaluates the effectiveness of capacity building and
technical assistance activities carried out under section
5540C; and
(4) provides recommendations to expand and improve future bilateral energy cooperation between the United States and Taiwan. (b) Form.--Each report required by subsection (a) shall be
submitted in unclassified form but may include a classified annex.''.
SEC. 4. TRAINING TO IMPROVE TAIWAN'S CRITICAL ENERGY INFRASTRUCTURE
PROTECTION.
Section 5504(a)(3) of the Taiwan Enhanced Resilience Act (22 U.S.C.
3353(a)(3)) is amended by inserting after
capabilities'' the following: and critical energy infrastructure protection''.
SEC. 5. FINDINGS AND SENSE OF CONGRESS REGARDING TAIWAN'S USE OF
NUCLEAR ENERGY.
(a) Findings.--Congress makes the following findings:
(1) According to the International Atomic Energy Agency,
nuclear energy--
(A) is the second safest source of energy;
(B) is one of only 2 clean energies that offer non-
stop baseload power required for sustainable economic
growth and improved human welfare; and
(C) when compared with other sources of electricity
from cradle to grave, has the lowest carbon footprint,
uses fewer materials, and takes up less land.
(2) A nuclear fuel assembly lasts up to 6 years, making
supply more resistant to maritime disruption.
(3) Taiwan has built a robust civilian nuclear capability
over previous decades that has shown the potential to provide
clean, reliable power to Taiwan.
(4) On May 17, 2025, the Maanshan-2, Taiwan's last
operating nuclear power plant, was shut down after its 40-year
operating license expired.
(5) There are compelling economic and security reasons to
evaluate placing existing infrastructure back in service to
ensure Taiwan has clean, reliable power that is more resilient
in a contingency.
(6) As a result of Taiwan's substantial use of energy in
industrial manufacturing and production, and emerging energy
requirements for electrification, artificial intelligence, and
data center support, there is considerable benefit for Taiwan
to evaluate new small modular reactors technology to augment
its energy capacity and resilience.
(7) As Taiwan modernizes its military, the power demand
from command-and-control systems, intelligence platforms, drone
operations, and joint battlespace integration will continue to
increase.
(b) Sense of Congress.--It is the sense of Congress that--
(1) it is in the interests of both the United States and
Taiwan for the Government of Taiwan to consider--
(A) maintaining nuclear power as an energy source;
and
(B) utilizing new nuclear technologies, including
Gen III+ nuclear reactors and small modular reactor
technology; and
(2) the United States should prioritize assistance and
cooperation with Taiwan on nuclear energy to improve technology
exports and job creation in the United States and energy
security and resilience in Taiwan.
SEC. 6. INSURANCE FOR VESSELS TRANSPORTING VITAL GOODS TO STRATEGIC
PARTNERS.
Section 53902 of title 46, United States Code, is amended by adding
at the end the following:
(d) Vessels Transporting Vital Goods to Strategic Partners.-- (1) In general.--The Secretary of Transportation may
provide insurance and reinsurance under this chapter for any
vessel engaged in commerce transporting critical energy,
humanitarian, or other goods to Taiwan or another strategic
partner of the United States that is facing coercive maritime
threats if the Secretary determines, in consultation with the
Secretary of Defense, the Secretary of State, and the Director
of National Intelligence, that providing such insurance or
reinsurance is necessary to support vital strategic commerce or
to deter coercive maritime behavior that undermines regional
security.
``(2) Nonapplicability of certain condition.--The condition
under section 53902(c) shall not apply with respect to a vessel
described in paragraph (1).''.
主题分类:
关键基础设施与产业安全
新闻 52: Wars of deception are becoming the norm. America isn’t ready.
作者: Mick Ryan, Peter W. Singer
日期: 2025-09-16
主题: 人工智能在现代战争中的应用及其对国家战略和防御能力的影响。
摘要:
现代战争正日益演变为欺骗性战争，美国尚未为此做好准备。昂贵过时的武器无法匹敌廉价无人机和高科技误导战术。
分析:
它直接涉及人工智能在军事领域的应用及其对国家安全战略的深远影响。标题中的“Wars of deception”和“America isn’t ready”以及摘要中的“cheap drones and high-tech misdirection”明确指出AI技术（如无人机和高科技误导战术）正在改变战争形态，并对传统军事力量构成挑战。这符合“政治与意识形态安全”和“关键基础设施与产业安全”中关于国防和国家战略的价值判断标准。
正文:
Mick Ryan is a retired major general in the Australian army and author of “White Sun War.” Peter W. Singer is a senior fellow at New America Foundation and managing partner of Useful Fiction LLC.
By Mick Ryan
and Peter W. Singer
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- OpinionThe wine industry doesn’t work the way Washington thinks it doesKevin D. WilliamsonSeptember 14, 2025
- OpinionObama makes an about-face on red and blue AmericaTheodore JohnsonSeptember 14, 2025
- 1Hannah Knowles,Shawn BoburgandAaron Schaffer‘It was me’: Suspect in Charlie Kirk shooting appeared to confess in Discord chat
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主题分类:
关键基础设施与产业安全
新闻 53: Vistra CEO Burke poised for $340 million payout amid fossil fuel, nuclear revival
作者: Tim McLaughlin
日期: 2025-09-22
主题: 人工智能驱动的电力需求激增及其对美国能源基础设施和电力公司的影响
摘要:
Vistra公司首席执行官James Burke因带领公司走出破产并成为美国领先电力生产商而获得3.4亿美元巨额报酬。在人工智能驱动的数据中心建设热潮下，美国电力需求激增，尤其是在德克萨斯州和PJM互联区域，导致电网面临巨大压力。Vistra通过投资化石燃料和核能电厂来满足这一增长需求，其股价也因此大幅上涨。
分析:
它直接涉及人工智能对“关键基础设施与产业安全”的影响。正文明确指出，“人工智能驱动的数据中心建设”导致“电力需求激增”，并使“电网面临巨大压力”。Vistra公司通过收购化石燃料和核能电厂来应对“AI驱动的电力需求”，这表明AI的发展正在对能源供应和电网稳定性构成重大挑战，并促使能源产业进行战略调整。
正文:
Sept 22 (Reuters) - Vistra(VST.N) CEO James Burke stands to receive about $340 million for helping lift the Texas-based utility from the ashes of bankruptcy nearly a decade ago to become the hottest power producer in the United States.
Vistra shares have returned about 450% since January 1, 2024, outpacing the S&P 500’s 42% gain tenfold.
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During that time, the value of Burke’s vested stock-based pay has soared to about $340 million from $43 million, according to a Reuters analysis of stock option and restricted share grants since 2016.
This month, Burke has exercised some of those options, realizing more than $35 million in gross proceeds, company disclosures show.
Vistra did not return messages seeking comment.
Burke oversees a fleet of coal, gas and nuclear power plants occupying a dominant position in the U.S. markets most desperate for electricity during peak demand hours.
After two decades of stagnation, electricity demand is surging in Texas and the PJM Interconnection that covers the densely populated mid-Atlantic region, driven in part by a boom cycle of artificial intelligence-fueled data center construction.
U.S. President Donald Trump’s retreat from renewables boosts Vistra’s edge in the unregulated power market, according to Tim Winter, a portfolio manager of The Gabelli Utilities Fund.
The Trump administration on Thursday launched an effort to speed development of power plants and transmission lines, even as it orders fossil fuel plants set to shut for good to keep operating.
In May, Burke and Vistra bet more on fossil fuels, agreeing to buy seven gas-fired power plants from Lotus Infrastructure Partners for $1.9 billion, furthering its foothold in the PJM market, where the electric grid is straining to keep pace with AI-driven electricity demand.
Tanner James, a stock analyst at Jefferies, estimates Vistra will generate an operating profit of $7.4 billion next year, a 31% increase over the company’s results in 2024.
Turbocharging that profit forecast for Vistra is PJM’s July energy auction to cover electricity needs on peak demand days. Vistra and other power producers stand to collect $329 a megawatt day, a roughly 1,000% jump from two years ago.
In 2014, Vistra’s predecessor company, TCEH Corp, landed in Chapter 11 bankruptcy with about $42 billion in debt. The collapse was emblematic of the go-for-broke mentality of highly leveraged independent power producers chasing energy boom cycles.
But Vistra emerged from bankruptcy in 2016 with almost no debt. A veteran senior executive of the company, Burke worked alongside then-CEO Curt Morgan to make sure the company did not squander its fresh start.
Burke received stock options and restricted stock in 2016 with an estimated value of $4 million, according to disclosures with the U.S. Securities and Exchange Commission.
Today, that stock-based pay is alone worth about $108 million with Vistra shares trading around $210 each, according to the Reuters analysis.
Burke became Vistra’s CEO in 2022, taking the reins from Morgan, whom he helped transform Vistra from a single-state power company heavily reliant on coal, into a diversified national supplier with 40 gigawatts (GW) of generation. A gigawatt is enough power for about one million U.S. homes.
"They expanded into the eastern part of the United states, but it wasn’t clear there would be much growth there," said Travis Miller, a utility stock analyst for Morningstar. “It’s definitely turned out to be a good move, though it didn’t look that way at the time."
Last year, Vistra completed its acquisition of Energy Harbor Corp, a $6.8 billion deal that added 4 GW of nuclear capacity and about 1 million retail customers.
As Gabelli’s Winter explained in a July research note, most of the country’s nearly 100 nuclear reactors are owned by regulated utilities. That leaves unregulated Vistra in a prime spot to offer its nuclear generation from the Comanche Peak plant in Texas, for example, to data center hyperscalers.
"Google (GOOGL.O) is viewed as the most likely partner due to its limited existing data center footprint in Texas," Jefferies analyst Tanner James said in an August research note.
Reporting by Tim McLaughlin in Boston; Editing by Marguerita Choy
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 54: Australia’s Rising Inflation Boosts Case For Rate Pause
类别: Newsletter
Australia Briefing
日期: 2025-10-30
主题: 澳大利亚经济、全球人工智能竞争及其市场影响
摘要:
新闻指出澳大利亚通胀超预期，可能促使央行暂停降息。同时，澳大利亚养老基金警告称，来自中国的廉价人工智能工具可能对押注生成式AI的美国科技巨头构成威胁，引发市场抛售。英伟达公司市值达到5万亿美元，反映出人工智能热潮持续。此外，新闻还涵盖了WiseTech创始人风险、澳大利亚环境法改革、稀土供应多元化以及美联储降息等其他经济和商业动态。
分析:
它直接涉及“人工智能”技术及其“产业安全”和“供应链安全”维度。正文中明确指出“澳大利亚养老基金警告中国人工智能工具的崛起可能对美国科技巨头造成冲击，引发市场抛售”，以及“Cheaper artificial intelligence tools from China threaten to trigger a sudden sell-off in US tech giants betting on generative AI”。这表明了AI技术在国际竞争中对关键产业（美国科技巨头）可能造成的经济冲击，符合“关键基础设施与产业安全”和“技术攻防与供应链安全”中关于竞争和市场中断的判断标准。
正文:
Australia’s Rising Inflation Boosts Case For Rate Pause
Good morning, it’s Sharon in Sydney. Here’s the headlines you need to know.
Today’s must-reads:
- Inflation spike boosts case for rate-cut pause
- Key-man risk on WiseTech founder estimated at $6 billion
- Australia pension fund warns on China AI push
What’s happening now
Australia’s core inflation accelerated beyond expectations last quarter, complicating the Reserve Bank’s path to further policy easing and prompting money markets to slash bets on a near-term interest-rate cut.
WiseTech Global chairman and founder Richard White is so integral to the business that his departure could wipe out as much as A$9.3 billion ($6.1 billion) off the company’s value, according to Morningstar Inc. White’s share trading is being investigated by the securities regulator.
Australia plans to overhaul national environmental laws to better protect nature, while speeding up approvals for major projects in sectors including natural gas, renewable energy and mining.
Cheaper artificial intelligence tools from China threaten to trigger a sudden sell-off in US tech giants betting on generative AI, said John Pearce, CIO of UniSuper, at the Bloomberg Forum for Investment Management in Sydney on Wednesday.
Lynas Rare Earths will expand its processing capacity of so-called heavy rare earths at its Malaysian refinery to meet increasing demand for the metals key to robotics, advanced tech and military applications. The move comes as governments in Europe, Japan, Australia and the US look to cut their reliance on Chinese supply.
La Trobe Financial, an Australian asset manager owned by Brookfield Corp, said net outflows are still likely to be A$50 million ($33 million) to A$100 million for October, compared to roughly A$88 million of the outflows in September, despite inflows improving after the local regulator removed a recent sales ban on its private credit funds.
What happened overnight
Here’s what my colleague, market strategist Mike “Willo” Wilson says happened while we were sleeping...
The Federal Reserve cut rates by a quarter percentage point, as expected but the central bank said a like move in December “far from” a foregone conclusion. This stalled the S&P 500 Index but the market darling Nasdaq 100 edged higher ahead of big tech earnings reports. The dollar bounced back after the Fed decision, leaving the Aussie and kiwi to close lower for the first day in a few. Australia has a trade price index on today’s calendar while New Zealand digests the ANZ business confidence and activity outlook for October. ASX futures indicate a soft start for local equities.
James Hardie Industries investors ousted Chair Anne Lloyd in a forceful backlash after the company pushed through a divisive $8.4 billion purchase of home-decking provider AZEK Co. without a shareholder vote.
Rio Tinto Group’s new boss has told staff that plans to focus the miner’s sprawling corporate structure on its most profitable metals will be a blueprint for a “sharper, simpler” operation, though he stopped short of outlining long-expected job cuts.
Nvidia Corp. achieved a historic $5 trillion market capitalization on Wednesday as Chief Executive Officer Jensen Huang’s spree of deals catapults the artificial intelligence frenzy to new heights.
US President Donald Trump and South Korean President Lee Jae Myung finalized a trade deal Wednesday, capping months of negotiation over implementation of a framework agreement struck in July.
What to watch
• Australia 3Q export import price index (11 a.m. Sydney)
One more thing...
As the number of battery-boosted bikes grows in the US, companies that refurbish second-hand cycles are looking to lower the barriers to bike ownership.
— With assistance from Michael G Wilson
主题分类:
关键基础设施与产业安全
新闻 55: Mitsubishi-led groups to withdraw from three offshore wind projects in Japan, Nikkei says
作者: Yuka Obayashi,Katya Golubkova
日期: 2025-08-26
主题: 日本能源战略与AI对能源需求的影响
摘要:
据日经新闻报道，三菱牵头的财团因盈利担忧，正准备退出日本千叶和秋田县的三个海上风电项目。日本正通过风能、太阳能和核电重启来加强能源安全并实现2050年碳中和目标。然而，日本经济产业省（METI）预测，随着人工智能的蓬勃发展，日本的液化天然气（LNG）需求可能再次上升，这可能导致可再生能源推广滞后。
分析:
它涉及“关键基础设施与产业安全”维度。新闻中明确指出，日本经济产业省（METI）预测“随着人工智能的蓬勃发展，日本的液化天然气（LNG）需求可能再次上升”。这表明AI的快速发展正在对国家能源需求和能源安全这一关键基础设施领域产生战略性影响，可能导致可再生能源推广滞后，从而影响日本的碳中和目标。
正文:
Mitsubishi-led groups to withdraw from three offshore wind projects in Japan, Nikkei says
TOKYO, Aug 26 (Reuters) - Mitsubishi Corp (8058.T)-led consortia are preparing to withdraw from three offshore wind power projects in Japan's Chiba and Akita prefectures due to concerns over profitability, the Nikkei business daily reported on Tuesday.
Japan, the world's second liquefied natural gas (LNG) buyer after China, has turned to wind and solar energy as well as nuclear power station restarts to bolster energy security and achieve carbon neutrality by 2050.
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In 2021, groups led by Mitsubishi were selected to operate three projects in the Akita prefecture in the north and the Chiba prefecture to the east of Tokyo, with total projected capacity of 1.76 gigawatt (GW) to be launched in 2028-2030.
A Mitsubishi Corp spokesperson told Reuters nothing had been decided, adding that the company is still examining its domestic offshore power projects.
Japan's industry ministry, or METI, could not be immediately reached for a comment.
Japan is targeting future offshore wind farm capacity of 10 GW by 2030 and 45 GW by 2040. It has held three offshore wind auctions, the first of which, for the projects in Akita and Chiba, was won by the Mitsubishi-led consortia.
Sources have said Japan was likely to sweeten terms for offshore wind developers, including foreign players such as Germany's RWE (RWEG.DE), Spain's Iberdrola (IBE.MC) and BP (BP.L), as some other players decided to quit.
In a sign of commitment to the offshore wind industry despite Mitsubishi's issues, Japan's industry and land ministries on Tuesday proposed revising guidelines to extend offshore wind project leases by 10 years, from the current 30, to help developers manage soaring construction costs and complete projects.
In February, Mitsubishi said it was reviewing how to proceed with its offshore wind projects in Japan given a "significantly changed" business environment, showing Japan's vulnerability to rising costs across offshore wind projects globally.
Earlier this year, METI acknowledged the renewable energy rollouts could be behind the schedule, predicting that Japan's demand for LNG could be on the rise again as artificial intelligence booms, after years of decline.
Reporting by Yuka Obayashi and Katya Golubkova Additional reporting by Satoshi Sugiyama and Kaori Kaneko; Editing by Susan Fenton, Louise Heavens, Aidan Lewis
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 56: Global Stocks Slump With Bitcoin in Nervy Trading
类别: Newsletter
Evening Briefing Asia
日期: 2025-11-18
主题: 全球市场动荡、AI产业风险、地缘政治紧张、区域经济挑战
摘要:
全球股市和比特币在紧张情绪中下跌，投资者担忧估值过高。亚洲股市普遍下挫，科技和AI相关股票领跌。市场对AI热潮的可持续性、AI硬件可能过时以及AI泡沫的担忧加剧。此外，新闻还涵盖了日本首相涉台言论引发中方反弹、香港房地产市场下行压力、日元汇率波动、前哈佛校长与爱泼斯坦的关联、苹果iPhone在华销量增长以及菲律宾市长涉嫌与跨国犯罪网络有关等多个事件。
分析:
它直接涉及人工智能产业的“关键基础设施与产业安全”维度。正文明确指出，市场对“AI热潮的可持续性”感到担忧，特别是“AI硬件可能很快变得过时”，以及“AI泡沫”的风险，认为“估值已极度膨胀”。这些事实表明AI产业面临潜在的“重大财产损失”和“供应链中断”风险，符合高价值标准。
正文:
Global Stocks Slump With Bitcoin in Nervy Trading
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Fear is increasingly gripping financial markets as investors flee some of the most hyped assets this year amid concern valuations are overstretched.
MSCI’s Asian Pacific Index of stocks retreated 2.3%, its biggest drop since April, paring its 2025 gain to 22%. Equity gauges in Tokyo and Seoul were the biggest losers in the region, sliding at least 2.8%. Tech and AI-related stocks contributed most to the Topix’s slump, with SoftBank tumbling 7.5%. Bitcoin fell below $90,000.
Sentiment has turned nervy before the world’s most valuable company — Nvidia — reports earnings after Wednesday’s close, which is expected to provide clues on the sustainability of an AI boom that’s seen the Nasdaq 100 double over the past three years. A series of circular, multibillion-dollar deals between AI chipmakers, startups, data center operators and others across the tech ecosystem has stoked concerns that the industry is propping up itself.
With the end of the year approaching fast, and worries that markets are in a bubble adding to the increasing sense of gloom, investors appear to be deciding that caution is the better part of valor.
What You Need to Know Today
Options traders are betting on further losses in Bitcoin after the cryptocurrency erased its gains for the year. Demand for downside protection at the $85,000 and $80,000 strikes is dominating recent flows. The declines also mean investors in US exchange-traded funds that offer direct access to the cryptocurrency are now sitting on collective losses.
Digital-asset treasuries — public companies such as Michael Saylor’s Strategy Inc. that amassed crypto holdings earlier this year — are under pressure, with some forced to reassess positions as token prices fall below key accumulation levels.
Japan is mounting a diplomatic effort to ease tensions with China after Prime Minister Sanae Takaichi’s comments on Taiwan sparked a sharp backlash from Beijing. Foreign Minister Toshimitsu Motegi told lawmakers that Tokyo is working on multiple fronts to clarify the prime minister’s remarks, including sending a senior diplomat to Beijing. Takaichi rattled China by becoming the first sitting Japanese leader in decades to publicly link a Taiwan Strait crisis with the possible deployment of Japanese troops.
Meanwhile, Chinese state media said in a commentary that Takaichi’s comments show Japan is returning to the path of militarism, adding that any “militarist fantasies” would blow up in Tokyo’s face. In another sign of damaged ties, Chinese tour operators have started canceling prebooked flights and hotels for group travelers after Beijing issued a travel advisory against visiting Japan.
Hong Kong bankers and regulators are signaling growing concern over the real estate downturn, according to people familiar with the matter. In recent months, the de facto central bank has intensified scrutiny of lenders’ decisions on distressed loans, and called banks to gauge their willingness to extend credit lines to smaller developers. Meanwhile, bankers are reassessing how realistic are the lofty valuations assigned to collateral that backs hundreds of billions of dollars of shaky property loans. The moves add to signs of stress in the economically important sector.
Japan’s Finance Minister warned that movements in the currency market are “extremely one-sided and rapid.” The yen fell past 155 per dollar overnight, increasing market concerns over a possible intervention to stem further weakness. The decline comes after reports of a larger-than-expected economic package fueled speculation that Takaichi’s pro-stimulus stance may slow Bank of Japan rate hikes. Japan’s longer-maturity sovereign bonds tumbled amid concern rising debt issuance risks threatening market stability.
Former Harvard President Larry Summers said he plans to step back from his public commitments after his correspondence with the late disgraced sex offender Jeffrey Epstein was made public by US lawmakers. “I am deeply ashamed of my actions and recognize the pain they have caused. I take full responsibility for my misguided decision to continue communicating with Mr. Epstein,” said Summers, who was US Treasury secretary from 1999 to 2001.
Apple’s iPhone 17 series drove a 37% rise in the company’s monthly smartphone sales in China. iPhones accounted for one in every four smartphones sold in the country in October, the first time it’s hit that threshold since 2022, according to Counterpoint Research. The figures support CEO Tim Cook’s prediction that the company will return to growth in China this quarter.
When an online casino in the small Philippine town of Bamban was raided in March 2024, the authorities uncovered hundreds of captive workers and an internet scamming operation. The town’s popular mayor, Alice Guo, turned out to be one of the founders of the company that owned the casino site. Her Chinese-born business associates were among those convicted in Singapore’s largest-ever money-laundering case. The authorities found that Guo herself is a Chinese national who they allege falsely claimed Filipino citizenship.
This episode of Bloomberg Investigates delves into the story of Guo, a small-town mayor whose case came to symbolize the way transnational criminal networks have infiltrated parts of the Philippine gaming industry. Watch the video here.
What You’ll Need to Know Tomorrow
China Ramps Up Buying of US Soybeans After Brief Pause in Trade
Xiaomi Turns Into Worst-Performing China Tech Stock on EV Doubts
Notices of Impending Layoffs by US Companies Surged in October
Top Australia Banker Says Housing Market Heat Raising Concerns
For Your Commute
Even without Michael Burry’s latest warning that today’s graphics-processing units or GPUs may quickly lose their value, the broader concern that AI hardware might soon become obsolete has been growing for a while, writes Bloomberg Opinion’s John Authers. Since ChatGPT launched three years ago, corporates have poured almost endless resources into AI infrastructure, mostly by stockpiling advanced chips.
If Burry — who famously called the subprime mortgages that triggered the Global Financial Crisis — is right, investors bankrolling this massive AI infrastructure buildout are staring down the barrel of a gun. Valuations are extremely stretched. For now, exceptional third-quarter earnings have tamped down fears that AI is a bubble. Read more here.
The New Economy Forum, Bloomberg’s flagship economic conference for global leaders, is back in Singapore this week for three days of dialogue and collaboration. Starting Wednesday, watch the livestream here:
https://www.bloomberg.com/live/asia_stream
Catch up on the forum's sessions here:
https://www.bloomberg.com/live-events.
Visit BloombergNewEconomy.com to learn more.
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主题分类:
关键基础设施与产业安全
新闻 57: This Week in DOW: Unleashing AI, Growing Australian Partnership, Breaking Ground for Futur
类别: News
作者: By C. Todd Lopez, Pentagon News
日期: 2025-12-12
主题: 美国战争部AI部署；国防AI战略；美澳防务合作；AUKUS协议；太空司令部重组
摘要:
美国战争部推出了其AI工具GenAI.mil，该工具基于Google的Gemini政府版，旨在通过AI赋能军事行动，提升作战效率和优势，并被要求整合到日常工作中以超越对手。此外，新闻还提及了美澳防务合作、AUKUS协议进展以及美国太空司令部总部的搬迁。
分析:
它直接涉及人工智能在“关键基础设施与产业安全”领域的应用。具体体现在美国“战争部”推出了其“AI工具”GenAI.mil，该工具基于“Google AI工具 Gemini”的“Gemini for Government”版本，被批准处理“受控非机密信息”。战争部长强调“美国未来战争是AI”，并要求所有部门成员将AI融入日常工作，“超越我们的对手”。这表明AI被视为提升“国防”能力和“国家安全”的关键战略资产。
正文:
In July, President Donald J. Trump released his plan for how the U.S. will become the dominant player in the global artificial intelligence race. The War Department is now playing a big role in that effort.
Earlier this week, Secretary of War Pete Hegseth unveiled the department's own AI tool, GenAI.mil.
"The future of American warfare is AI, and the U.S. military will not be behind," Pentagon Press Secretary Kingsley Wilson said today during the department's Weekly Sitrep video. "We are revolutionizing the way we win, and we are innovating our operations on every level. This new platform is now at the fingertips of our warfighters and our civilian personnel to expedite efforts and give the services an advantage over the enemy."
Visitors to the department's new AI platform will find a specialized version of the Google AI tool Gemini, known as Gemini for Government. This version is approved to handle controlled unclassified information. A green banner at the top of the page reminds users of what kinds of information can and can't be processed. Other tools from additional American companies will also be available soon.
The new tool, Hegseth said, can help write documents, answer questions, conduct deep research and format content.
"I expect every member of the department to log in, learn it and incorporate it into your workflows immediately," he said. "AI should be in your battle rhythm every single day; it should be your teammate. By mastering this tool, we will outpace our adversaries."
The department this week also spent significant time with longtime ally, Australia, at both the State Department building and the Pentagon.
On Dec. 8, Hegseth and Secretary of State Marco Rubio met with their Australian counterparts as part of the 40th Australia-United States Ministerial Consultations.
As part of the gathering, Hegseth and Rubio met with Australia’s Deputy Prime Minister and Defense Minister Richard Marles and Foreign Affairs Minister Penny Wong to discuss issues such as enhanced force posture, strengthening of the U.S. and Australian defense industrial bases, and access to rare earth and other critical minerals important to the defense industry.
Later in the week, the secretary hosted a defense minister trilateral meeting at the Pentagon with Marles and United Kingdom Defense Secretary John Healey.
"In line with the shared intent to move 'full steam ahead' on [the Australia, U.K. and U.S. trilateral security agreement], the principals recognized the work underway to deliver priority infrastructure and workforce uplift in support of an enhanced trilateral submarine industrial base," Wilson said.
The AUKUS agreement includes two pillars. The first pillar involves the delivery of a conventionally armed, nuclear-powered submarine capability to Australia, as well as significant investments in the industrial bases of all three partner nations.
As part of that plan, Australia will buy three Virginia-class submarines from the U.S. to be delivered in the 2030s. Together, all three partner nations will also develop a new platform called SSN-AUKUS, which is expected to be ready for use by the U.K. in the 2030s and by Australia in the 2040s.
The War Department recently concluded a review of the AUKUS agreement meant to identify opportunities to strengthen it and ensure its long-term success, in alignment with the president's America First agenda.
In October, President Donald J. Trump confirmed the U.S. is going "full steam ahead" on the AUKUS deal.
"You see through AUKUS, and the review that we conducted, a continued commitment to a pragmatic, practical application of hard power between our countries that reflects peace through strength, and also hard power — real capabilities — that demonstrate a deterrent effect that we all want," Hegseth explained.
At the southern border, the Interior Department and the War Department partnered again to strengthen border security.
"This week, the Interior Department will transfer jurisdiction of roughly 760 acres of public land in California to the Department of the Navy for a three-year period in order for the Navy to establish the fifth national defense area to support our ongoing border security operations," Wilson said.
According to DOI, the land area being transferred stretches from the western boundary of the Otay Mountain Wilderness area to about 1 mile west of the California-Arizona state line. That corridor of land is one of the highest-traffic regions for unlawful crossings along the southern border.
Once the Navy accepts jurisdiction of that land, it will become part of a national defense area — a specified piece of federal land over which DOW maintains administrative authority and jurisdiction and is permitted to establish and enforce a controlled perimeter and access.
Service members stationed at the border and operating on that land will have greater authority to execute their mission. They will be governed by the same rules as when they are defending any other military installation, such as apprehending trespassers and passing them to appropriate civilian or federal law enforcement officials.
Finally this week, Hegseth and the department moved forward with relocating the headquarters of U.S. Space Command from Peterson Space Force Base in Colorado to Redstone Arsenal in Huntsville, Alabama.
"Secretary Hegseth is in Rocket City, Alabama, to break ground on our rightfully relocated Space Command headquarters and to meet with defense industry leaders," Wilson said. "Secretary Hegseth is committed to rebuilding our defense industrial base — the arsenal of freedom. A strong defense industrial base that's American-made means a strong economy and a strong America."
In September, Trump and Hegseth announced the decision to move Spacecom to Alabama. At the time, the president said the move would result in more than 30,000 jobs for the state of Alabama, as well as hundreds of billions of dollars in investments. He also said Spacecom would play a key role in building the planned Golden Dome for America missile defense system.
At the groundbreaking, Hegseth said the president has a deep understanding of the importance of space to America's defense.
"President Trump has understood the importance of the space domain from the beginning — from his first term," Hegseth said. "From recognizing the importance of the need for Space Force, to the recognition of reestablishing Spacecom ... to choosing this place.
"It is common sense that this is precisely where Space Command should be," he said. "It is common sense that we need to move rapidly and expeditiously, and we will."
The groundbreaking for Spacecom is just one of the many bricks the department is laying to help America achieve the president's peace through strength initiative.
"When you look at what we're doing at the Department of War ... we are defending the homeland in the hemisphere, we're deterring adversaries, we're working with our allies to burden share and shift those burdens, we're looking at rebuilding the defense industrial base — which is what we are doing here — we're reviving the warrior ethos, rebuilding the military and reestablishing deterrence," he said.
主题分类:
关键基础设施与产业安全
新闻 58: Leonardo Unveils AI-Driven System to Defend Cities From Attack
类别: Technology
日期: 2025-11-28
主题: 莱昂纳多公司发布AI驱动多域防御系统
摘要:
意大利莱昂纳多公司推出了一款名为“米开朗基罗穹顶”的AI驱动集成防御系统，旨在利用人工智能对抗高超音速武器、无人机群和海军攻击等多种威胁，以协调海陆空天多域作战平台，加强欧洲多域安全，预计未来十年市场潜力达2030亿欧元。
分析:
该新闻具有高价值。正文明确指出莱昂纳多公司发布了“AI驱动”的集成防御系统，旨在利用“人工智能”对抗“高超音速武器”、“无人机群”和“海军攻击”等威胁，以“保卫城市”并加强“欧洲多域安全”。这直接符合高价值标准中“关键基础设施与产业安全”的维度，因为AI在此被应用于国防领域，旨在防止对城市等关键基础设施的“物理伤害”与“系统瘫痪”。
正文:
Leonardo Unveils AI-Driven Dome System to Defend Cities
Leonardo SpA unveiled an integrated defense system that uses artificial intelligence to neutralize a range of threats, from hypersonic weapons to drone swarms and naval attacks, in a bid to strengthen its role in European multi-domain security.
The system, dubbed Michelangelo Dome, aims to coordinate warfare platforms from below sea level to out in space across a single network, and has a potential market of €203 billion ($235 billion) over the next ten years, according to a presentation from the state-controlled Italian company.
主题分类:
关键基础设施与产业安全
新闻 59: Westinghouse, Cameco and Brookfield in $80 billion US nuclear power push
作者: Reuters
日期: 2025-10-28
主题: 美国核能投资以满足AI电力需求
摘要:
美国西屋电气、Cameco和Brookfield资产管理公司与美国政府合作，计划投资至少800亿美元在美国各地建设新的核反应堆。此举旨在加速核电部署，以满足人工智能和数据中心日益增长的电力需求，并符合特朗普总统推广核能的行政命令。
分析:
它明确指出美国政府与企业合作推动800亿美元核电项目，旨在“满足人工智能和数据中心日益增长的电力需求”。这直接关联到AI对“能源”这一“关键基础设施”的巨大影响和需求，符合“关键基础设施与产业安全”的高价值标准。
正文:
Oct 28 (Reuters) - Westinghouse Electric, Cameco (CCO.TO) and Brookfield Asset Management (BAM.TO) have entered a partnership with the U.S. government to build at least $80 billion worth of new nuclear reactors across the country, the companies said on Tuesday.
U.S.-listed shares of Cameco rose about 10% in premarket trading.
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The deal aims to accelerate nuclear power deployment and meet surging electricity demand from artificial intelligence and data centers, in line with President Donald Trump's May executive order promoting nuclear energy, the companies said.
Nuclear energy has garnered renewed interest from investors and companies, as it is considered to be a cleaner source and more reliable than wind or solar energy.
Cameco Corp and Brookfield Renewable Partners (BEP.N) closed the $7.9 billion acquisition of Westinghouse including debt in 2023.
The companies said that the new reactors will be constructed using Westinghouse nuclear reactor technology.
Reporting by Katha Kalia in Bengaluru; Editing by Nivedita Bhattacharjee and Sriraj Kalluvila
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 60: Microgrids spread across US as Big Tech, utilities shore up power supplies
作者: Juliana Ennes
日期: 2025-11-03
主题: 微电网发展、数据中心及AI电力需求、电网韧性与关键基础设施安全
摘要:
新闻指出，随着大型科技公司需求激增和新技术应用，美国微电网系统正在迅速发展。数据中心（包括支持AI运营的）对电力需求巨大，且面临主电网连接等待时间长的问题，促使企业寻求现场发电和储能解决方案。微电网被视为未来电网的关键组成部分，能提高电网韧性，抵御极端天气断电，并满足数据中心和AI对全天候供电的巨大需求。联邦和州政府正通过资金和激励措施支持微电网项目，公用事业公司也积极参与，以确保关键基础设施的电力供应。
分析:
它直接关联到人工智能 (AI) 技术对关键基础设施与产业安全的影响。正文明确指出，“长期的电网连接等待时间促使企业转向现场发电，以满足不断增长的云和AI运营需求”，并且微电网旨在满足“数据中心和AI对全天候供电的巨大需求”，以加强“电网韧性”。这表明AI的快速发展对电力基础设施提出了新的、更高的安全和可靠性要求，微电网的部署直接关系到AI服务的稳定运行，从而影响到关键产业的正常运作。
正文:
November 3 - Microgrids are being developed across the U.S. as new data centers drive up power demand and companies and communities seek reliable power supplies and protection against extreme weather outages. Microgrid systems combine on-site or behind-the-meter generation, energy storage and electrical load, and can operate either connected to or independent from the main grid.
U.S. microgrid capacity could hit 10 GW by the end of 2025, according to the Department of Energy (DOE). There was 4.4 GW of microgrid capacity installed at the end of 2022 across 692 sites, data from the Center for Climate and Energy Solutions (C2ES) show.
The DOE has said microgrids are “essential building blocks” of the future grid. The Biden administration pledged $7.6 billion of federal investment for grid resilience and innovation projects but cutbacks by the Trump administration have cast doubt on funding going forward and may increase the importance of state-level support. In June, the Trump administration allocated $8 million in funding and technical assistance to support 14 microgrid projects reaching 35 towns and rural villages.
Meanwhile, states including California, Colorado and Texas are offering grants and incentives to microgrid projects while utilities are implementing new models and providing support.
California utility PG&E has been “leaning heavily” into community microgrids, Jeremy Donnell, senior manager at PG&E, told Reuters Events.
Cost is a challenge and community projects often rely on public or state funding but demand from cash-rich tech groups is growing as they race to secure on-site generation and energy storage for new data centers. Long waits for grid connection are prompting companies to turn to on-site generation to meet growing demand from cloud and AI operations. Some data center facilities require over 300 MW of power capacity and connection requests are stretching a power network already under strain from clean power deployment.
CHART: Capacity in US grid connection queues
Microgrids are spreading as utilities and power networks look to strengthen the resilience of power supply amid more frequent weather-related outages while they also meet surging demand for around-the-clock power from data centers and AI, Libby Zemaitis, senior manager for resilience programs at the Center for Climate and Energy Solutions (C2ES), told Reuters Events.
“They really need that grid reliability,” Zemaitis said.
Utility funding
In California, utilities are using microgrids to improve grid resilience and reliability, using funds from a $200 million Microgrid Incentive Program (MIP) established by the state government in 2023 to fund clean energy, community-scale microgrids in disadvantaged or vulnerable areas.
The grants are distributed by California's three major investor-owned utilities, PG&E, Southern California Edison, and San Diego Gas & Electric with each project receiving up to around $15 million to build multi-customer, energy island microgrids.
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In March, PG&E announced up to $43 million in grants for nine new projects in Northern and Central California.
PG&E has installed microgrids in communities affected by public safety power shutoffs (PSPS) that help to prevent wildfires during high-risk weather. The utility also uses standalone remote grids to replace overhead lines in fire-prone areas, serving small loads more safely and cost-effectively.
PG&E partnered with storage supplier Energy Vault to build the Calistoga Resiliency Center, a hybrid battery and hydrogen storage microgrid that can supply 1,600 customers for up to 48 hours during shutoffs. The contract with PG&E allows the operator to earn additional revenue during normal conditions, which helps limit the cost of the project.
“It doesn’t make sense to spend ratepayers’ money and not to amortize those ratepayers’ money on many, many more use cases,” said Marco Teruzin, Energy Vault’s chief revenue officer.
CHART: Forecast investment in US transmission, distribution grids
In Texas, where demand for power is soaring, lawmakers have approved a $1.8 billion fund for microgrids at critical sites such as hospitals and water plants.
Texas has been a hotbed of solar and wind deployment and blackouts caused by outages of fossil fuel and clean power generation during the winter storm Uri in 2021 highlighted the vulnerability of power networks to extreme weather events.
Elsewhere, Colorado has a Microgrids for Community Resilience program which supports projects that operate as single, controllable systems, while Georgia’s Gridovation initiative aims to expand access to resilient, cost-effective power.
“Microgrids are just one of the pieces of the puzzle we’re leveraging as part of this investment,” a spokesperson for Georgia Transmission told Reuters Events.
Advancements in technology are increasing the value of microgrids. With the latest technology, microgrids can "add to grid resiliency, support commercial industrial loads, manage regional demand and provide support for grid reliability in rural communities,” the spokesperson said.
Multiple models
Microgrids can be designed for specific on-site needs and critical infrastructure such as airports are increasingly turning to these systems to ensure reliable power supply.
In New York City, development consortium AlphaStruxure is building a microgrid with a 12 MW solar array to power the New Terminal One at JFK airport. The microgrid will distribute electric energy from solar, fuel cells and batteries through a self-contained energy system that can operate independently from the main power grid. Pittsburgh International also operates a microgrid power system.
Five smaller microgrid systems in North Carolina showcase the variety of models emerging across the country. North Carolina hosts 26 electric cooperatives and microgrid projects include Ocracoke Island’s hybrid solar, diesel and battery setup for backup power, and Heron’s Nest, a small sustainable community using rooftop solar and storage. Butler Farms produces electricity from methane captured through hog waste, while Rose Acre Farms powers its egg production for Walmart with solar and battery storage.
Wake Electric cooperative originally developed the Eagle Chase microgrid in Youngsville, North Carolina, to boost community resilience and reliability, but found multiple benefits. The system includes a 300 kW gas generator and a 500 kW battery system and can start almost instantly during outages and earn revenue by selling power when prices spike on the regional electricity network.
Eagle Chase was initially funded through a $25 monthly rider for 31 homes as well as support for battery installation from North Carolina’s generation and transmission cooperative. The microgrid now covers its costs through energy sales, while supporting regional utility Duke Energy during times of grid constraint under a wholesale supply agreement.
“We tackled this project for resiliency and achieved all these other benefits throughout the process of sustainability, demand response, lowering our capacity needs,” said Don Bowman, senior VP of Wake Electric.
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Microgrids face many of the same hurdles as large energy projects, including supply chain delays and lengthy permitting procedures, and technological barriers remain significant.
The U.S. grid was not built for two-way power flows, complicating integration for systems that both draw from and supply electricity. Community-led projects can be particularly complex and success often depends on utilities’ willingness to collaborate and state programs that provide grants and regulatory support. A number of states are stepping in to fill the funding gap and provide technical assistance and policy coordination. Eagle Chase for instance required new DC inverters to adapt to long-established AC infrastructure.
“The technical assistance aspect is really important and can’t be undervalued,” said Zemaitis of C2ES.
Big Tech demand
Data center operators and other major power users are fuelling a new wave of microgrid investment as they seek access to reliable power supplies that can be developed swiftly.
“Data centers are the most recent customer ‘du jour,’ if you will, that are really focused on having behind the meter generation, reliability, high power quality,” said PG&E's Donnell said.
Download our report: Soaring US Power Demand Opens New Paths for Developers.
In one example, Google and partners Intersect Power and TPG Rise Climate are working together to co-locate data centers with clean electricity alongside battery storage.
"When Intersect Power builds new clean energy assets in regions and projects of interest, Google will be able to provide power offtake as an anchor tenant in the co-located industrial park that would support data center development," Google said in a blog post in December 2024.
Another example is Vantage Data Centers, which plans to install over 1 GW of microgrid systems featuring gas-fired capacity across North America.
“There is this tremendous pressure to get power faster, and the grid doesn’t react in days. The grid reacts in years,” said Teruzin of Energy Vault. “This is a moment where generation technology and storage technology will make the difference, for community and also large economic development.”
--Editing by Robin Sayles
Opinions expressed are those of the author. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias. Reuters Events, a part of Reuters Professional, is owned by Thomson Reuters and operates independently of Reuters News.
主题分类:
关键基础设施与产业安全
新闻 61: Waymo to expand robotaxi service to Las Vegas, San Diego and Detroit next year
作者: Reuters
日期: 2025-11-03
主题: Waymo自动驾驶出租车服务扩张与新车型部署
摘要:
Waymo宣布将于明年将其自动驾驶出租车服务扩展至拉斯维加斯、圣地亚哥和底特律，这是其迄今为止最大的地理扩张。该公司还将推出与吉利合作开发的全新Zeekr车型，并已在凤凰城、旧金山等地运营，累计完成超过1000万次行程。在圣地亚哥，Waymo正与当地官员合作以获得部署许可。
分析:
该新闻具有高价值。首先，它直接涉及“人工智能”技术在“关键基础设施”（交通运输）领域的“应用”与“扩张”。Waymo将其“robotaxi service”扩展到拉斯维加斯、圣地亚哥和底特律，并引入了“new Zeekr-built vehicles”，这代表了AI技术在商业化落地和规模化部署上的重大进展，增加了AI系统在现实世界中可能面临的“系统失控”或“物理伤害”的潜在风险暴露。其次，新闻中提到在圣地亚哥“working with local officials and first responders to secure deployment permits”，这符合“重大监管与合规动态”的判断标准，表明AI在关键领域的应用正面临具体的监管审批过程。
正文:
Nov 3 (Reuters) - Waymo said on Monday it will launch its robotaxi service in Las Vegas, San Diego and Detroit next year, marking its biggest geographic expansion yet.
The Alphabet (GOOGL.O) unit will also start driving its new Zeekr-built vehicles this week, alongside its existing Jaguar I-PACE fleet, it added.
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The new Zeekr model, developed with Chinese automaker Geely, are designed specifically for robotaxi use cases and will be rolled out gradually as the company expands its service.
Companies like Waymo, Tesla (TSLA.O) and Amazon's (AMZN.O) Zoox are investing billions into self-driving technology.
Tesla launched its long-awaited robotaxi service earlier this year, while Waymo already operates driverless services in Phoenix, San Francisco, Los Angeles, and Austin, and has completed more than 10 million trips.
Waymo plans to launch the service in Las Vegas next summer, while in San Diego, it is working with local officials and first responders to secure deployment permits.
In Detroit, the company said its winter-weather testing in Michigan's Upper Peninsula has strengthened its ability to operate year-round, where it has long maintained engineering operations.
Reporting by Akash Sriram in Bengaluru; Editing by Leroy Leo
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 62: Projects at LM Sites Aim to Improve Soil Moisture Monitoring While Lowering Costs
类别: ArticlePress Releases
日期: 2025-09-22
主题: 机器学习在核废料处理场环境监测与成本优化中的应用
摘要:
美国能源部遗产管理办公室（LM）正在其铀尾矿处理场测试一项创新技术，通过结合卫星遥感数据、地面传感器测量和机器学习，开发高精度模型，实时预测土壤湿度。该技术旨在优化蒸散发（ET）覆盖层管理，减少水分渗透，防止污染物进入地下水，同时降低长期监测和维护成本，确保核废料处理设施的合规性和环境安全。
分析:
它涉及人工智能（机器学习）在关键基础设施（铀尾矿处理场）环境安全管理中的应用。正文明确指出，“AS&T和他们的合作者正在结合卫星遥感数据、地面传感器测量和机器学习，构建能够实时预测处理单元覆盖层内土壤湿度的高精度模型”，以及“卫星技术与机器学习的强大功能相结合，使我们能够以前所未有的方式监测三维水均衡”。这直接关系到“关键基础设施与产业安全”，通过AI技术确保核废料处理设施的长期稳定性和合规性，防止潜在的“物理伤害”和环境污染风险。
正文:
Soil moisture (cubic centimeter per cubic centimeter) modeled and mapped within the lysimeter (green line) embedded in the disposal cell at the Monticello, Utah, Disposal site. Each layer corresponds to the subsurface layers within the disposal cell.
Office of Legacy Management (LM) scientists are investigating groundbreaking options for the future management of disposal sites containing uranium mill tailings.
LM Support Partners with the Applied Studies & Technology team (AS&T) are testing a technique to manage conventional rock-armor covers more like evapotranspiration covers at the disposal sites LM manages.
Evapotranspiration (ET) is a process by which water is naturally removed from soil via root uptake by plants (transpiration) and evaporation. The concept is fairly straightforward: ET covers employ naturally occurring vegetation, which takes up water through its roots, reducing soil moisture. Less moisture in the soil means a lower probability that water will accumulate, begin to flow through the disposal cell cover, and transport contaminants buried under the cell cover into groundwater.
Relatively simple methods, such as strategic revegetation techniques, can be used to enhance these natural processes on rock-armored covers at many LM sites, which were originally designed without vegetation. Ultimately, managing ET helps LM maintain the performance of the remedy/cell by minimizing percolation of water through the cover system, ensuring compliance with Nuclear Regulatory Commission standards.
AS&T scientists and their collaborators have found that increasing ET can effectively prevent rain and snowmelt from traveling through disposal covers, thereby reducing the potential of that water to transport contaminants or compromise the disposal cells’ integrity.
“LM’s mission is inherently long-term, and what better model to follow than Mother Nature? We are developing simple ways to enhance beneficial natural processes on our engineered disposal cells,” said AS&T Senior Scientist David Holbrook. “Technology has helped us quantify their effectiveness, and as a result, these approaches have become accepted compliance strategies. Plus, it can be a very cost-effective alternative.”
The key performance parameter in ET covers is soil moisture. If soil moisture is too high, water could percolate into tailings; if it is too low, radon gas diffusion and flux could increase through the cover. AS&T and their collaborators at the University of Montana are currently combining spaceborne satellite (remote sensing) data, ground-based sensor measurements, and machine learning to build highly accurate models capable of predicting soil moisture in near real-time within the disposal cell cover at the Monticello, Utah, Disposal Site.
Monticello is an internationally unique test site, where these models are developed and refined using one of the largest and longest ongoing ET cover studies in the world, with more than 25 years of continuous data collection.
After the models have been calibrated and optimized using the Monticello test site, they will be applied to LM’s disposal cell near Grand Junction, Colorado. These data will be used in several ways to directly improve and reduce costs of long-term surveillance and maintenance at LM. They will be used to detect if and when soil-water content exceeds a particular threshold, indicating where and when water is draining through the cover system; they will be used to identify and target specific areas where cover enhancement efforts should be focused (i.e., areas that are too moist or too dry); and they will be used to track horizontal and vertical “wetting fronts” to determine subsurface movement of water and to identify the source of subsurface water.
The models and methods the AS&T team is developing are also being applied more broadly within LM at sites with no direct means of measuring the local water balance (e.g., ET and drainage of water through the cover). LM typically uses hydrologic instruments known as lysimeters to accurately measure these parameters, but that method is expensive and may not capture important spatial differences within individual sites and across the LM portfolio.
“Advances in satellite technology, combined with the powerful capabilities of machine learning, gives us the unprecedented ability to monitor the three-dimensional water balance that was previously not possible with traditional, more expensive instruments like lysimeters,” said AS&T Senior Scientist Chris Jarchow.
The AS&T team will apply the machine learning models to LM’s disposal site in Rifle, Colorado, where pore water had been accumulating and causing concern for the cell’s integrity. Following immediate mitigation measures implemented in 2024 (i.e. upgraded pump and evaporation systems), LM initiated a pilot test to increase ET and monitor potential reductions in pore water accumulation utilizing this technology.
The results will be used to inform a targeted implementation strategy geared toward providing long-term pore water management. Using the data from Monticello and Grand Junction, remote sensing technology, and emerging data-driven modeling techniques, AS&T is developing cost-effective, minimally invasive, and accurate methods to enhance and track the water balance performance in LM’s disposal cells.
Darina Castillo, who leads the Applied Studies and Technology Program for LM, is proud of the work AS&T is doing and believes it will lead to better management of LM’s engineered disposal cells.
“Our scientists are using cutting-edge technology for maximum gain,” she said. “We’re not only improving the accuracy of our data, we’re lowering the cost to compile it. And that’s exactly the point.”
主题分类:
关键基础设施与产业安全
新闻 63: Ford CEO Jim Farley has lofty goals for automaker: 'When I’m done, we’ll all know'
类别: NEWS
作者: Jamie L LaReau
日期: 2025-11-22
主题: 福特汽车CEO吉姆·法利的战略愿景与自动驾驶技术发展
摘要:
福特CEO吉姆·法利阐述了公司未来愿景，包括实现电动汽车盈利、在两年内推出自动驾驶技术、提升产品质量并与中国汽车制造商竞争。他分享了对特斯拉技术的反思，以及福特在电动汽车转型中面临的挑战，并强调了公司在全球汽车行业中的地位和尊严。法利还讨论了其领导理念、个人职业选择以及对福特未来的信心，认为公司正处于转型中期。
分析:
它直接涉及人工智能在“关键基础设施与产业安全”领域的应用。文章明确指出福特计划在“两年内”推出“自动驾驶技术”，并实现“眼睛无需注视路面”的驾驶功能（“Ford will drive the car for you. Hands free winds up being a gateway to eyes off”），这表明AI技术在交通这一关键行业中的深度融合与快速发展，可能对未来的交通系统和产业格局产生重大影响。
正文:
Ford CEO Jim Farley has lofty goals for automaker: 'When I’m done, we’ll all know'
- On a recent podcast, Ford CEO Jim Farley talked about a range of topics, from his personal life to the new WHQ to what is ahead for himself and the automaker.
- He said he was humbled after discovering a Tesla Model 3 had less wiring and weight than Ford's Mustang Mach-E.
- He said the automaker is in the fight of its life when it comes to making EVs buyers can afford.
Ford Motor CEO Jim Farley has no thoughts of slowing down. He has too much to do, such as deliver autonomous driving technology in the next two years, continue Ford's transformation to improve quality, get its electric vehicles profitable and create adjacent businesses that provide revenue and, finally, compete with Chinese automakers for sales of electric vehicles.
"If Ford’s going to be successful, we can’t walk away from EVs. If we want to be a global company — I’m not just going to cede that to the Chinese," Farley said. "I want to restore the company’s dignity globally. I want Ford to be the most respected industrial company in the country."
Farley made those comments on the podcast "Office Hours: Business Edition" hosted by Monica Langley, which was recorded in late October in Dearborn, Michigan, and went live Nov. 12.
The podcast ran about an hour and Farley touched on a broad range of topics from: Why he took the CEO job, to why a Tesla car left him "shocked," to when Ford will offer true autonomous technology, to the status of Ford's EV transition and, finally, how long Farley, 63, intends to lead the company.
"Every day I walk into that office and I have no idea what is going to happen," Farley said. "I know specifically what I want to do. But there’s always a surprise around the corner. But I’m extremely connected to the mission of making this American icon relevant through this transition.”
The job of leading the 180,000 employees at Ford, a $200 billion public company, is not only about cars, he said.
"It’s about the best product and always will be," Farley said. "But in my job as a CEO, I would not be successful if all I did was focus on the best vehicles. It’s not that simple."
Ford must have competitive costs, competitive quality, great talent and technology, he said.
“We’ll have adjacent businesses. Like our finance business today or our software business. There’ll be new adjacency," Farley said. "Who knows ... we’ll be making a large-scale robot in the future that works in your house for you? I don’t think my job affords me to just focus on just the physical four walls of the product.”
Farley had another job offer to consider
Farley became CEO in October 2020. It was a job his grandfather groomed him for from a young age. But it was at Phil Hill's Restoration shop in Santa Monica, California, where he got his chops for cars. He started there as a janitor and worked his way up to working on car interiors to help pay for college.
"I remember the body guy said, 'Come over here Farley and tell me if this panel is straight.' So I went and put a couple fingers on it (to assess the panel's alignment to the rest of the body) and he looks at me and said, 'Is that how you hold your girlfriend?’ I said, 'OK.' I used my whole hand. He said, 'Don’t you get a lot more information there?' I said, ‘Yes, this is not flat.' ”
Farley said that was one of the most important jobs he ever had because those guys taught him about the beauty of cars.
It's that affection for the automobile and his family's expectations that makes Farley feel pressure to preserve Ford's 122-year-old legacy while still making Ford profitable and innovative.
"That’s why I took the job. I had another offer to go to another job, which I won’t talk about," Farley said, but added that he told his wife he wanted to lead Ford because it faced "big problems."
"These will be important problems for a lot of people and I want to help the company be the best," Farley said. "Ford deserves to be the best. I’m an American kid. My grandfather worked here. His job at Ford put my mom through college."
His maternal grandfather, Emmet Tracy, came up several times in the conversation. Though Tracy died before Farley became Ford's CEO, Farley considers him to be his greatest mentor. Tracy was Ford's 389th employee and Farley keeps a photo of his grandfather as a young man on his desk.
'When I'm done, we'll know'
As committed as Farley is to the job, he said he knows his time in this role is limited.
"I think the next CEO will have a completely different complexion to me. I believe each of these eras require a specific kind of leader and I think the board recognized the moment we were in, and when I’m done, we’ll all know," Farley said. "I know that this will be looked on as one of the most critical periods, maybe one of the most awkward periods, for that 122-year history."
It is critical because of all Ford has to do with its quest to improve quality — Ford has led the industry in recalls this year — and find a way to sell EVs for a profit.
When asked how much longer Farley sees himself in the job, he said, "There’s just a moment when you know" if it's time to go. He referenced an interview he saw with retired race car driver and three-time Indianapolis 500 champion Johnny Rutherford.
“We’re performance-oriented and we’re competitive. We all recognize that we don’t want to lead when we’re not the right person to lead," Farley said. "Johnny said he knew that he was done with his racing career six months before he retired because he came into the garage and he didn’t sweat all the little details he had the previous race. ... He said, ‘I knew when I had stopped sweating those details, I was not going to be the best in the world.' "
Farley said he "absolutely" still sweats the details especially considering Ford, and most car companies, are in the middle of a "geopolitic tariff war with China" and there's a dearth of skilled trades people to fill factory jobs and dealership service bays.
"I feel like I do have the right skills and every year I get better," Farley said. To which Langley asked whether he plans to be around for awhile then.
"Absolutely, absolutely," Farley said. "But that’s the board and (Executive Chair) Bill Ford’s decision.”
Ford has 'crested a hill'
Ford reported strong third-quarter results with record revenue on consistent sales of gasoline cars and gains in sales of commercial vehicles and products — despite a $700 million tariff bill and production disruptions due to a fire at a supplier.
It is also a significant time at Ford as the company moves salaried employees to a new world headquarters building in Dearborn that is designed to foster collaboration and improve efficiency.
"I feel like we just crested a hill. Not because we had a good quarter but … as a leader, you have a sixth sense of when you get critical mass with your team and how they work together," Farley said. "We are far enough down the execution of our plan that it feels more exciting than it did yesterday.”
The shock he got from Tesla
But Ford continues to lose money on its EVs. Last year, Ford lost $5 billion on EV sales. Through the third quarter this year, Ford has lost $3.6 billion on them. Farley is determined to give Americans an EV that they will want and that is affordable.
“I was very humbled when we took apart the first (Tesla) Model 3 and started to take apart the Chinese vehicles," Farley said. "When we took them apart it was shocking what we found.”
He said Ford's all-electric Mustang Mach-E has 1.6 kilometers more electrical wiring than the Tesla, which resulted in an additional 70 pounds of unnecessary weight on the Mach-E. The added weight meant a more expensive and larger battery.
Farley's decision a few years ago to create a separate division for EVs in the company, called Model e, was to address specific issues such a the wiring in the Mach-E and because, he said, Ford "needed a new way to govern that part of the business because they are software-defined vehicles."
Also, he wanted those losses made public to force Ford to solve the problem quicker if investors see it.
Ford to give you back 20 minutes of your life
Nearly half a century ago Farley said his grandfather Tracy told him about the first major autonomous invention in his lifetime: an automatic elevator.
“He said, 'Automation is a scary thing Jim,' " Farley said. "I think about that story a lot because at Ford, the ethos with the Model T is to democratize technology."
That means Ford may not be first out with technology, but its technology is something everyone can use. The Model T is the car that famously put Americans on wheels because in the early 1900s, it was more affordable than other cars at the time.
"So Ford’s view of autonomy is: You push a button on the highway and your car drives for you," Farley said.
That's not just hands-free driving, which is what Ford's BlueCruise offers today, that still requires the driver to watch the road and be ready to take over. This would be technology that allows the driver to take eyes off the road, too, and let the car drive.
"Ford will drive the car for you. Hands free winds up being a gateway to eyes off," Farley said. "The average American spends 20 minutes to 30 minutes a day on the highway. I never thought I could say this in my lifetime — what if Ford gives you back 20 minutes of your life?”
Farley said the automaker is a little more than two years away from launching such technology for highway driving, and it just might be the first to do so.
"Elon (Musk CEO of Tesla) is working hard, but he’s not there yet," Farley said, noting that General Motors and a few others will all have eyes-free autonomous driving around the same time as Ford plans for it.
“I don’t want to be the first and be OK," Farley said. "I’d rather be six months later and be the best."
Farley's modern mentor
Farley said Ford is making progress on quality improvement, the transformation to software and to EVs. But there is "no playbook" on how to bring the company into the future and there is still a lot to do, he said.
“We needed to get serious about treating our vehicles as digital devices and wrap more services around our business," Farley said. "So it was a huge transformation in the last five years and I would say we’re about in the middle of things.”
As to who Farley consults with and would like to interview if he could do an "office hours," he named JPMorgan Chase CEO Jamie Dimon.
"I talk to him as much as I can. Jamie’s been through so much. He’s led through so many different circumstances, and he’s had so many different challenges in his life, and he just sails through it," Farley said. "So I think I would learn so much.”
Then he added, "But of all the people, I’d like to have my grandfather back.”
His grandfather endured the Great Depression and had no money for a long time, yet he "whistled through life," Farley said. The advice his grandfather would likely give him today is simple, Farley said. "For me, he’d say, 'Get back to work.' ”
Jamie L. LaReau is the senior autos writer for USA Today Co. who covers Ford Motor Co. for the Detroit Free Press. Contact Jamie at jlareau@freepress.com. Follow her on Twitter @jlareauan. To sign up for our autos newsletter. Become a subscriber.
主题分类:
关键基础设施与产业安全
新闻 64: OpenAI, Oracle, SoftBank plan five new AI data centers for $500 billion Stargate project
作者: Deepa Seetharaman
日期: 2025-09-23
主题: AI基础设施建设与战略竞争
摘要:
OpenAI、甲骨文和软银宣布计划在美国新建五个大型人工智能数据中心，作为其耗资5000亿美元的“Stargate”项目的一部分。该项目旨在建设总计10吉瓦的AI计算能力，并已获得美国前总统特朗普的重视。英伟达将投资并供应芯片，OpenAI计划通过债务融资租赁芯片。此举旨在满足AI发展的巨大算力需求，并被视为美国在AI领域保持领先地位的关键。
分析:
该新闻具有高价值。首先，它直接涉及“人工智能”领域，是关于AI核心“基础设施”建设的重大投资，总额高达“5000亿美元”，目标是“10吉瓦”的计算能力，这属于“关键基础设施与产业安全”范畴。其次，新闻明确指出“AI在国防等敏感领域的作用”以及“中国追赶的努力”，使得AI成为“特朗普的首要任务”，这表明该项目具有国家战略层面的重要性，关乎国家在AI领域的“技术攻防与供应链安全”以及全球竞争优势。此外，英伟达“供应数据中心芯片”和OpenAI“通过债务融资租赁芯片”的细节也触及了AI供应链的关键环节。
正文:
ABILENE, Texas, Sept 23 (Reuters) - OpenAI, Oracle (ORCL.N) and SoftBank (9984.T) on Tuesday announced plans for five new artificial intelligence data centers in the United States to build out their ambitious Stargate project.
U.S. President Donald Trump in January hosted top tech CEOs to launch Stargate, a private-sector initiative that plans to spend up to $500 billion to build AI infrastructure.
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AI is a priority for Trump and tech companies that are pouring billions into building the computers that are necessary to power the technology.
ChatGPT-maker OpenAI said on Tuesday it will open three new sites with Oracle in Shackelford County, Texas, Dona Ana County, New Mexico and an undisclosed site in the Midwest. Two more data center sites will be built in Lordstown, Ohio and Milam County, Texas by OpenAI, Japan's SoftBank and a SoftBank affiliate.
The new sites, the Oracle-OpenAI site expansion in Abilene, Texas, and the ongoing projects with CoreWeave (CRWV.O) will bring Stargate's total data center capacity to nearly 7 gigawatts and more than $400 billion in investment over the next three years, OpenAI said.
The $500 billion project was intended to generate 10 gigawatts in total data center capacity.
"AI can only fulfill its promise if we build the compute to power it," OpenAI CEO Sam Altman said in a statement.
The Tuesday's announcement, expected to create 25,000 onsite jobs, follows Nvidia (NVDA.O) saying on Monday that it will invest up to $100 billion in OpenAI and supply data center chips.
OpenAI and partners plan to use debt financing to lease chips for the Stargate project, people familiar with the matter said.
OpenAI and its backer Microsoft (MSFT.O) are among the tech giants pouring billions into data centers to power generative AI services such as ChatGPT and Copilot.
AI's role in sensitive sectors such as defense and China's push to catch up have made the nascent technology a top priority for Trump.
Reporting by Nilutpal Timsina and Angela Christy in Bengaluru and Deepa Seetharaman in Abilene; Editing by Shinjini Ganguli
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 65: Boeing's defense and space unit partners with Palantir for AI adoption
作者: Reuters
日期: 2025-09-23
主题: 波音国防部门与Palantir合作，将AI应用于军事生产和敏感任务
摘要:
波音公司的国防与太空部门已与Palantir Technologies建立合作，将在其生产线中采用Palantir的AI解决方案平台，并利用其AI工具支持多项机密军事任务，旨在标准化数据分析。
分析:
它涉及人工智能技术在“国防”领域的“关键基础设施与产业安全”应用。正文明确指出，波音的国防与太空部门将采用Palantir的“AI解决方案平台”和“AI工具”，用于“标准化数据分析”以及“支持敏感军事任务”。波音的该部门负责“军事飞机、直升机、卫星、航天器、导弹和武器”的生产线，这直接关联到国家安全和关键军事能力。
正文:
Sept 23 (Reuters) - Boeing (BA.N) has partnered with Palantir Technologies (PLTR.O) to use the software firm's AI solutions platform across the planemaker's defense and space unit, the companies said on Tuesday.
The tie-up will help Boeing standardize data analytics across its production lines. Boeing has also tapped Palantir to supply AI tools for several classified projects aimed at supporting sensitive military missions.
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The Boeing unit, called Boeing Defense Systems, operates production lines for military aircraft, helicopters, satellites, spacecraft, missiles and weapons.
Palantir, co-founded by investor Peter Thiel in 2003, announced a partnership in June for the development of an AI-powered software system for nuclear reactor construction.
Shares of Palantir rose on the news and ended the session nearly 2% higher.
Reporting by Aishwarya Jain in Bengaluru; Editing by Krishna Chandra Eluri
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 66: Samsung and other South Korean firms pledge larger domestic investments after US tariff deal
类别: Business
作者: KIM TONG-HYUNG
日期: 2025-11-16
主题: 韩国企业在美韩贸易协议后加大国内AI及半导体产业投资
摘要:
在与美国达成关税协议后，韩国总统李在明与主要企业领导人会面。三星、现代汽车集团和SK集团等韩国主要企业承诺增加国内投资，以应对外界对其可能优先投资美国的担忧。其中，三星计划在未来五年内投资450万亿韩元（3100亿美元）扩建国内业务，包括建设新的半导体生产线以满足人工智能驱动的全球需求，并建设AI数据中心。现代汽车集团计划投资125万亿韩元（863亿美元）用于AI、机器人和自动驾驶等新技术的研发。SK集团也表示将重点投资AI领域。
分析:
该新闻具有高价值。正文明确指出，三星将投资建设半导体生产线以满足“人工智能（artificial intelligence）”驱动的全球需求，并建设“AI数据中心”。现代汽车集团计划投资于“AI、机器人和自动驾驶汽车”等新技术，而SK集团的投资重点也包括“AI”。这些投资涉及半导体产业（AI核心硬件）、AI数据中心（AI关键基础设施）以及AI应用（机器人、自动驾驶），直接关联到“关键基础设施与产业安全”维度，旨在加强韩国在AI相关领域的国内产业基础和竞争力，而非仅仅是常规商业发展。
正文:
Samsung and other South Korean firms pledge larger domestic investments after US tariff deal
Samsung and other South Korean firms pledge larger domestic investments after US tariff deal
SEOUL, South Korea (AP) — Samsung Electronics and other major South Korean companies on Sunday announced fresh domestic investment plans at a meeting with President Lee Jae Myung, who hopes the moves will counter concerns that the firms would prioritize U.S. investments under a trade deal.
Lee’s meeting with business leaders came days after his government finalized a trade deal with the United States, in which Seoul pledged to invest $350 billion in U.S. industries in exchange for averting the Trump administration’s highest tariffs.
Samsung, a global leader in computer chips, said it will invest 450 trillion won ($310 billion) over the next five years to expand its domestic operations, including building another production line at its Pyeongtaek manufacturing hub to meet surging global semiconductor demands fueled by artificial intelligence.
Samsung said the new line, set to begin operations in 2028, is part of its broader effort to secure additional production capacity in anticipation of rising mid- to long-term demands for memory chips. The company also plans to build AI data centers in the country’s southwest South Jeolla Province and the southeastern city of Gumi to support government efforts to reduce the development gap between the greater Seoul metropolitan area and other regions.
Hyundai Motor Group, South Korea’s largest automaker, said it plans to invest 125 trillion won ($86.3 billion) from 2026 to 2030 to expand domestic research and development and advance new technologies such as AI, robotics and self-driving cars.
SK Group, another semiconductor powerhouse, and shipbuilders Hanwha Ocean and HD Hyundai also announced plans to increase their domestic investments. Both are central to South Korean commitments to boost the U.S. shipbuilding industry, a sector highlighted by President Donald Trump in negotiations with Seoul.
In his meeting with the companies’ chiefs, Lee credited the business sector for helping his government negotiate the trade deal with Washington but urged the companies to maintain strong domestic investments to ease concerns they might cut spending at home to invest more in America. He said his government is exploring various policy steps, including easing regulations, to help create a more favorable business environment for the companies.
SK Chair Chey Tae-won, whose group plans to invest at least 128 trillion won ($88.3 billion) domestically through 2028 with a focus on AI, said the finalization of trade talks with the United States eases uncertainties and paves way for bolder domestic investment.
The two governments on Friday released the details of the trade agreement, including $150 billion in South Korean investments in the U.S. shipbuilding sector and an additional $200 billion in other American industries, which Seoul says will be capped at $20 billion per year to prevent financial instability.
The United States agreed to reduce tariffs on South Korean cars and auto parts from 25% to 15%, and to apply tariffs on South Korean semiconductors on terms “no less favorable” than those granted to comparable competitors in the future.
主题分类:
关键基础设施与产业安全
新闻 67: Belgium mulls energy limits for power-hungry data centres as AI demand surges
作者: Alban Kacher
日期: 2025-10-22
主题: AI数据中心能源需求激增对比利时电网的冲击及应对措施
摘要:
由于人工智能(AI)驱动的数据中心能源需求激增，比利时电网运营商Elia正考虑对数据中心设定电力分配限制，以防止其他工业用户被挤占。自2022年以来，数据中心的需求增长了九倍，2034年的预留容量已远超国家电网发展计划。比利时能源部长表示，将在2028-2038年联邦电网发展计划中解决这一问题。谷歌等科技巨头在比利时投资数据中心以支持其AI战略。
分析:
该新闻具有高价值。首先，新闻明确提及“AI demand surges”和“energy-intensive facilities that power AI”，直接关联人工智能。其次，它符合“关键基础设施与产业安全”的高价值标准，因为“Belgium's grid operator could set an electricity allocation limit on data centres to prevent other industrial users from being squeezed out”，这表明AI数据中心对国家“能源”和“电力”等关键基础设施造成了巨大压力，可能导致“系统失控”或影响其他产业的正常运行。新闻中提到“requests from data centres have shot up nine-fold since 2022, with reserved capacity for 2034 already running at more than double the 8 terawatt-hours foreseen in national grid development plans”，这进一步强调了对关键基础设施的潜在威胁。
正文:
Oct 22 (Reuters) - Belgium's grid operator could set an electricity allocation limit on data centres to prevent other industrial users from being squeezed out, it said, following a surge in demand from the energy-intensive facilities that power AI.
Under reforms proposed by the operator Elia (ELI.BR), data centres would be placed in a separate category that would allow grid capacity to be allocated specifically for them within a set limit, the company told Reuters.
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That would ensure other sectors are not blocked out from connecting to the network, the operator said, adding that flexible connections where access may be limited during grid congestion would remain possible.
While major tech companies splurge billions of dollars on AI technologies and the data centres that run them, countries around the world are scrambling to meet the sudden demand for energy required to run the buildings, which are expected to drive power consumption to record highs over the next two years.
In Belgium, requests from data centres have shot up nine-fold since 2022, with reserved capacity for 2034 already running at more than double the 8 terawatt-hours foreseen in national grid development plans, Elia said.
"Such volumes were not anticipated during the development of the various grid development scenarios for Belgium’s electricity network," it said, emphasising the need to stop speculative developments that are unlikely to materialise from blocking grid capacity.
The evolution of data centre consumption will be addressed in the upcoming 2028–2038 federal grid development plan, the country's energy minister Mathieu Bihet told parliament earlier this week.
"I will pay particular attention to this during the plan’s approval," he said on Tuesday.
U.S. tech giant Google (GOOGL.O) has plans to invest 5 billion euros ($5.80 billion) in Belgium, aiming to expand its data centre campuses to support its AI strategy.
Reporting by Alban Kacher; Editing by Muvija M
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 68: Tech companies want flying taxis on the battlefield
类别: AI
作者: Julia Hornstein
日期: 2025-12-16
主题: AI在军事VTOL中的应用及国防技术竞争
摘要:
美国科技公司Archer、Beta和Joby正积极开发用于军事用途的自主式油电混合空中出租车（VTOL），以期获得国防合同。这些飞行器将利用自主技术和人工智能进行导航和威胁规避，可用于情报、监视、侦察及物资运输。此举响应了五角大楼对快速获取新技术的需求，并凸显了美中两国在VTOL技术领域的竞争。
分析:
它直接涉及“人工智能”和“自主技术”在“国防”领域的“关键基础设施与产业安全”应用。正文明确指出，这些空中出租车将“incorporate autonomous technology that could detect and avoid threats”以及“artificial intelligence can help it navigate to the destination”，并且“Archer, Joby, and Beta are all developing military VTOLs that can fly autonomously”。此外，新闻还提及“American air-taxi makers are racing to develop cutting-edge technology as Chinese companies like EHang do the same”，这反映了AI在国防技术领域的国际竞争，符合“技术攻防与供应链安全”的范畴。
正文:
- Air taxi makers have been vying for regulatory clearance for short commercial flights in the US.
- They're also developing gas-electric hybrid versions in hopes of winning defense contracts.
- They say air taxis could be used for intelligence, surveillance, reconnaissance, or moving supplies.
US tech companies are hoping soon to gain clearance for flying taxis that make short commercial hops like Manhattan to LaGuardia Airport. Eyeing defense dollars, they're also equipping air taxies for the battlefield.
Air taxis have wings and propellers, allowing them to take off and land like a helicopter and fly like an airplane. You can't yet hail a flying taxi anywhere in the US, though those futuristic flights could be coming in the next couple of years.
Pentagon leaders have shifted their focus to the tech industry, arguing that traditional defense contractors can't deliver new weapons fast or cheaply enough to meet today's fast-changing global threats. The Pentagon has pledged to pour billions of dollars into new technology and has issued requests for information on hybrid, autonomous air taxis, also known as vertical takeoff and landing vehicles, or VTOLs.
Flying-taxi makers including Archer Aviation, Joby Aviation, and Beta Technologies say that gas-electric hybrid vehicles reminiscent of "The Jetsons" could carry military cargo more cheaply and quietly than helicopters. Some of the designs under development for the battlefield incorporate autonomous technology that could detect and avoid threats. The aircraft could be used for intelligence, surveillance, and reconnaissance, or moving supplies and equipment, these companies say.
American air-taxi makers are racing to develop cutting-edge technology as Chinese companies like EHang do the same. The VTOL industry is still young, and China hasn't yet cornered the air-taxi market as it has for smaller, aerial combat drones.
"When we can fundamentally go further and faster than a helicopter, then we have a tool that's more powerful than what the Chinese are going to bring to the fight," said Beta's CEO, Kyle Clark.
Commercial air-taxi designs are typically electric. Swapping the electric battery for a hybrid engine will help the aircraft carry more weight and travel farther, a key consideration for the Pentagon, executives from Joby and Beta told Business Insider.
Archer, Joby, and Beta are all developing military VTOLs that can fly autonomously. In Beta's battlefield version, a human must plug in destination coordinates for the aircraft, and artificial intelligence can help it navigate to the destination, said Clark. Configuring the aircraft to operate without a pilot makes it lighter than a commercial air taxi, since it doesn't require seats or the safety and avionics systems that are necessary when transporting people, Clark added.
Clinching coveted contracts from the Pentagon would add air-taxi manufacturers to a growing list of dual-use companies that sell to commercial clients as well as to the government. Joby is collaborating with traditional defense firm L3Harris on a military VTOL and test-flew a prototype in November. Archer is developing one with Anduril Industries for the US, according to Archer's CEO, Adam Goldstein. Anduril is also developing a military VTOL called Omen in a joint venture with Emirati defense giant Edge Group.
Permission to fly
One of the air-taxi makers' biggest hurdles to commercial adoption is securing Federal Aviation Administration certification, though the Trump administration is attempting to make it easier. In September, Transportation Secretary Sean Duffy announced an FAA program that permits VTOL companies to test-fly piloted and unmanned aircraft before receiving federal certification.
Joby is leading the pack in the certification race, having cleared four of the five stages for commercial clearance. Archer and Joby hope to fly commercially as early as 2026.
For defense adoption in the US, the companies would need the Defense Department to deem their VTOLs ready to fly, Goldstein said.
Taylor Rains contributed to this story.
主题分类:
关键基础设施与产业安全
新闻 69: Contracts for September 29, 2025
类别: Contracts
日期: 2025-09-30
主题: 美国国防部军事采购与合同
摘要:
美国国防部公布了总额超过750万美元的合同，涵盖陆军、海军、空军、国防财务与会计局以及导弹防御局的多个项目。其中，陆军获得了多项大额合同，包括雷神公司50亿美元的“郊狼导弹系统”合同、Mistral公司9.82亿美元的“致命无人系统”合同，以及AMTEC公司1.68亿美元的弹药生产合同。海军L3Harris和Collins Aerospace各获得9.39亿美元的MIDS无线电系统合同。空军的合同包括C-130H螺旋桨和C-5运输机维护，以及Praeses公司关于“未来导向Rook地理空间引擎”的合同。导弹防御局授予雷神公司1.27亿美元的AN/TPY-2雷达维护合同。
分析:
它明确提到了“致命无人系统”（Lethal Unmanned Systems）的采购。这类系统通常依赖人工智能技术实现自主或半自主操作，直接关系到国防领域的AI应用，符合高价值标准中“关键基础设施与产业安全”维度，特别是涉及国防和潜在的“系统失控”、“误操作”风险。此外，Praeses LLC的“未来导向Rook地理空间引擎”和“边缘网络系统”项目也暗示了AI在数据处理和战场感知中的应用潜力。
正文:
ARMY
Raytheon Co., Tucson, Arizona, was awarded a cost-plus-fixed-fee contract for the Coyote Missile System – Fixed, Mobile Coyote Missile Launchers, Kinetic and Non-Kinetic Interceptors, and Ku-band radio frequency system radars. The amount of this action is $5,039,629,681. Bids were solicited via the internet with one received. Work locations and funding will be determined with each order, with an estimated completion date of Sept. 28, 2033. Army Contracting Command, Redstone Arsenal, Alabama, is the contracting activity (W31P4Q-25-D-0013).
Mistral Inc,* Bethesda, Maryland, was awarded a $982,000,000 hybrid cost-no-fee and firm-fixed-price contract to provide Lethal Unmanned Systems. Work locations and funding will be determined with each order, with an estimated completion date of Sept. 29, 2030. This contract was awarded on a sole source basis under Federal Acquisition Regulations 6.302-7 Public Interest. Army Contracting Command, Aberdeen Proving Ground, Maryland, is the contracting activity (W91CRB-25-D-A009).
AMTEC Corp.,* Janesville, Wisconsin, was awarded a $168,135,659 modification (P00020) to contract W52P1J-22-C-0049 for production and delivery of 40 mm systems family of ammunition cartridges. The modification brings the total cumulative face value of the contract to $1,413,188,839. Work will be performed in Janesville, Wisconsin, with an estimated completion date of Sept. 30, 2026. Fiscal 2023, 2024, and 2025 ammunition procurement, Army funds in the amount of $168,135,659 were obligated at the time of the award. Army Contracting Command, Rock Island Arsenal, Illinois, is the contracting activity.
Accenture Federal Services LLC, Arlington, Virginia, was awarded a firm-fixed-price contract to modernize the Defense Commissary Agency Enterprise Business Solutions platform. The amount of this action is $99,752,352. Bids were solicited via the internet with nine received. Work will be performed in Arlington, Virginia, with an estimated completion date of Sept. 26, 2025. Fiscal 2025 Defense Working Capital Fund funds in the amount of $7,290,690 were obligated at the time of the award. Army Contracting Command, Aberdeen Proving Ground, Maryland, is the contracting activity (W58P05-25-C-0007). (Awarded Sept. 27, 2025)
The Boeing Co., Ridley Park, Pennsylvania, was awarded a $52,682,574 firm-fixed-price contract for maintenance and overhaul of the mechanical transmission for the CH-47 Chinook. Bids were solicited via the internet with one received. Work locations and funding will be determined with each order, with an estimated completion date of Sept. 28, 2029. Army Contracting Command, Redstone Arsenal, Alabama, is the contracting activity (W58RGZ-25-D-0007).
Kokatat Inc.,* Arcata, California, was awarded a $50,077,212 firm-fixed-price contract for production of all-purpose personal protective equipment (modernization) garments. Bids were solicited via the internet with two received. Work locations and funding will be determined with each order, with an estimated completion date of Sept. 28, 2030. Army Contracting Command, Aberdeen Proving Ground, Maryland, is the contracting activity (W911QY-25-D-A007).
Arcadis Germany GmbH, Darmstadt, Germany (W912GB-25-D-A007); AECOM International Inc., Frankfurt am Main, Germany (W912GB-25-D-A008); CDM Federal Services Europe JV, Bickenbach, Germany (W912GB-25-D-A009); and WSP USA Inc., Washington, D.C. (W912GB-25-D-A010), will compete for each order of the $49,000,000 firm-fixed-price contract for multi-media compliance and hazardous materials and hazardous waste management requirements at installations throughout the European Command. Bids were solicited via the internet with 11 received. Work locations and funding will be determined with each order, with an estimated completion date of Sept. 29, 2030. U.S. Army Corps of Engineers, Europe District, is the contracting activity. (Awarded Sept. 27, 2025)
Saab Inc., East Syracuse, New York, was awarded a $46,204,620 contract for procurement and delivery of Saab G1X radars. Bids were solicited via the internet with one received. Work will be performed in East Syracuse, New York, with an estimated completion date of Sept. 29, 2025. Fiscal 2024 Building Partner Capacity funds in the amount of $46,204,620 were obligated at the time of the award. Army Contracting Command, Redstone Arsenal, Alabama, is the contracting activity (W31P4Q-25-C-0037).
AECOM Technical Services Inc., Los Angeles, California (W912LR-25-D-A001); Burns & McDonnell Engineering Co. Inc., Kansas City, Missouri (W912LR-25-D-A002); and Pond & Co., Peachtree Corners, Georgia (W912LR-25-D-A003), will compete for each order of the $35,000,000 firm-fixed-price contract for architect-engineer services supporting Air National Guard and Army National Guard projects in Puerto Rico and Virgin Islands. Bids were solicited via the internet with 13 received. Work locations and funding will be determined with each order, with an estimated completion date of March 28, 2031. National Guard Bureau Operational Contracting Division, Arlington, Virginia, is the contracting activity.
AAR Allen Services Inc., Wellington, Kansas, was awarded a $25,090,834 firm-fixed-price contract for overhaul of the CH-47-cylinder assembly. Bids were solicited via the internet with one received. Work locations and funding will be determined with each order, with an estimated completion date of Sept. 29, 2030. Army Contracting Command, Redstone Arsenal, Alabama, is the contracting activity (W58RGZ-25-D-0016).
Cycle Construction Co. LLC,* Kenner, Louisiana, was awarded a $22,159,000 firm-fixed-price contract for Calcasieu River and Pass Dredged Material Management Plan CDF-D Degrading. Bids were solicited via the internet with three received. Work locations and funding will be determined with each order, with an estimated completion date of Oct. 30, 2027. U.S. Army Corps of Engineers, New Orleans District, is the contracting activity (W912P8-25-F-0111).
Range Construction LLC,* Washington, D.C. (W9126G-25-D-0007); Potawatomi Defense Operations,* Milwaukee, Wisconsin (W9126G-25-D-0008); and Feathered Friends of America JV LLC,* Pitkin, Louisiana (W9126G-25-D-0009), will compete for each order of the $20,000,000 firm-fixed-price contract for horizontal construction projects at Fort Polk, Louisiana, including parking lots, roads, taxiways, playgrounds, culverts, and drainage. Bids were solicited via the internet with five received. Work locations and funding will be determined with each order, with an estimated completion date of Sept. 28, 2032. U.S. Army Corps of Engineers, Fort Worth, Texas, is the contracting activity.
Bilbro Construction Co. Inc.,* Escondido, California, was awarded a $17,163,700 firm-fixed-price contract for design-build, maintenance, repair, and renovation with a total cumulative face value of $17,226,800. Bids were solicited via the internet with 10 received. Work will be performed in Sacramento, California, with an estimated completion date of Oct. 9, 2027. Fiscal 2025 operation and maintenance, Army Reserve funds in the amount of $17,163,700 were obligated at the time of the award. U.S. Army Corps of Engineers, Louisville, Kentucky, is the contracting activity (W912QR-25-C-A037).
Kyle Conti Construction LLC, Hillsborough, New Jersey, was awarded a $14,189,000 firm-fixed-price contract for design/build construction. Bids were solicited via the internet with six received. Work will be performed in West Point, New York, with an estimated completion date of Nov. 30, 2026. Fiscal 2025 operation and maintenance, Army funds in the amount of $14,189,000 were obligated at the time of the award. U.S. Army Corps of Engineers, New York, New York, is the contracting activity (W912WJ-25-C-A019).
Southwest Shipyard LP, Channelview, Texas, was awarded a firm-fixed-price contract to finalize engineering, construct, test, and deliver a new deck barge. The amount of this action is $14,147,554. Bids were solicited via the internet with four received. Work will be performed in Houston, Texas, with an estimated completion date of July 21, 2027. Fiscal 2025 revolving funds in the amount of $14,147,554 were obligated at the time of the award. U.S. Army Corps of Engineers, Philadelphia, Pennsylvania, is the contracting activity (W912BU-25-C-A034).
R. J. Zavoral & Sons Inc., East Grand Forks, Minnesota, was awarded a $13,377,389 modification (P00005) to contract W912ES-24-C-0009 for construction of the Fargo Moorhead Metropolitan Area Flood Risk Management Project, Southern Reach SE-2B. The modification brings the total cumulative face value of the contract to $59,293,136. Work will be performed in Fargo, North Dakota, with an estimated completion date of Oct. 23, 2027. Fiscal 2025 civil construction funds in the amount of $13,377,389 were obligated at the time of the award. U.S. Army Corps of Engineers, St. Paul District, is the contracting activity (W912ES-24-C-0009).
VRD Contracting Inc., Holbrook, New York, was awarded a $12,994,000 firm-fixed-price contract for construction of an operational flight trainer facility, with a total cumulative face value of $13,025,000. Bids were solicited via the internet with three received. Work will be performed in Westhampton Beach, New York, with an estimated completion date of Oct. 5, 2027. Fiscal 2025 military construction, Air National Guard funds in the amount of $12,994,000 were obligated at the time of the award. U.S. Army Corps of Engineers, New York, New York, is the contracting activity (W912DS-25-C-A019).
Bell Textron Inc., Fort Worth, Texas, was awarded a $12,425,322 modification (P00004) to contract W58RGZ-25-F-0166 for Bell 412 EPX helicopters with customization. The modification brings the total cumulative face value of the contract to $38,457,822. Bids were solicited via the internet with one received. Work locations and funding will be determined with each order, with an estimated completion date of Sept. 29, 2025. Army Contracting Command, Redstone Arsenal, Alabama, is the contracting activity.
Cottrell Contracting Corp.,* Chesapeake, Virginia, was awarded an $11,778,000 firm-fixed-price contract for maintenance dredging of Rollinson and Silver Lake Harbor, North Carolina, with a total cumulative face value of $12,583,000. Bids were solicited via the internet with one received. Work will be performed in Hatteras, and Ocracoke, North Carolina, with an estimated completion date of June 30, 2026. Fiscal 2022, 2023, 2024, and 2025 civil operation and maintenance funds in the amount of $11,778,000 were obligated at the time of the award. U.S. Army Corps of Engineers, Wilmington, North Carolina, is the contracting activity (W912PM-25-C-A013).
Curtin Maritime Corp., Long Beach, California, was awarded a $10,833,195 firm-fixed-price contract for the Inland Waterway Chesapeake and Delaware Canal maintenance dredging project. Bids were solicited via the internet with six received. Work will be performed in Middletown, Delaware, with an estimated completion date of Feb. 5, 2026. Fiscal 2024 civil operation and maintenance funds in the amount of $10,833,195 were obligated at the time of the award. U.S. Army Corps of Engineers, Philadelphia District, is the contracting activity (W912BU-25-C-A039).
McKenzie Construction and Site Development LLC,* Washington, D.C., was awarded a firm-fixed-price contract for design-build construction services to remove and replace the existing heating, ventilation, and air conditioning system with a new geothermal heat pump system at the historic Hacienda building at Fort Hunter Liggett. The amount of this action is $8,702,780 with a total cumulative face value of $9,562,904. Bids were solicited via the internet with two received. Work will be performed in Jolon, California, with an estimated completion date of June 29, 2027. Fiscal 2025 civil construction funds in the amount of $8,702,780 were obligated at the time of the award. U.S. Army Corps of Engineers, Sacramento, California, is the contracting activity (W91238-25-C-A018).
NAVY
L3Harris Technologies Inc., Salt Lake City, Utah, is being awarded an indefinite-delivery/indefinite-quantity contract (N00039-25-D-4007) with a maximum potential value of $939,600,000 for the development, production, sustainment, and systems engineering and integration of the Multifunctional Information Distribution System (MIDS) Weapon Data Link Small-Form-Factor Weapons Attritable Radio Multi-Mode Family 2 radio. Funds in the amount of $42,123,914 will be placed on contract and obligated on the first delivery order concurrent with contract award, which will meet the minimum order requirement. This total includes fiscal 2025 weapons procurement (Navy) funding in the amount of $22,256,315; and fiscal 2025 missile procurement (Air Force) funding in the amount of $19,867,599, both of which will be obligated at time of award and will not expire at the end of the current fiscal year. This contract combines purchases for the Navy and Air Force. This contract was competitively procured, and two proposals were received. Work will be performed in Salt Lake City, Utah (50%); and Carlsbad, California (50%). The ordering period for this contract is through September 2030. Naval Information Warfare System Command (N00039), San Diego, California, is the contracting authority and awarded the contract on behalf of the MIDS Program Office (PMA/PMW-101).
Collins Aerospace, Cedar Rapids, Iowa, is being awarded an indefinite-delivery/indefinite-quantity contract (N00039-25-D-4006) with a maximum potential value of $939,600,000 for the development, production, sustainment, and systems engineering and integration of the Multifunctional Information Distribution System (MIDS) Weapon Data Link Small-Form-Factor Weapons Attritable Radio Multi-Mode Family 2 radio. Funds in the amount of $57,152,766 will be placed on contract and obligated on the first delivery order concurrent with contract award, which will meet the minimum order requirement. Fiscal 2025 missile procurement (Air Force) funding in the amount of $57,142,766 will be obligated at time of award and will not expire at the end of the current fiscal year. This contract purchase is for the Air Force. This contract was competitively procured, and two proposals were received. Work will be performed in Cedar Rapids, Iowa. The ordering period for this contract is September 2030. Naval Information Warfare System Command (N00039), San Diego, California, is the contracting authority and awarded the contract on behalf of the MIDS Program Office (PMA/PMW-101).
Quadrant Construction,* Jacksonville, North Carolina (N4008525D2991); Blue Rock Structures,* Pollocksville, North Carolina (N4008525D2992); Bristol General Contractors,* Anchorage, Alaska (N4008525D2993); Joyce and Associates Construction,* Newport, North Carolina (N4008525D2994); Military and Federal Construction,* Jacksonville, North Carolina (N4008525D2995); P&S Construction,* Tampa, Florida (N4008525D2996); and Syncon LLC,* Chesapeake, Virginia (N4008525D2997), are awarded a $495,000,000 firm-fixed-price, indefinite-delivery/indefinite-quantity, multiple award construction contract for new construction, demolition, repair, alteration, and renovation of buildings, systems and infrastructure. Work will be performed at Marine Corps Base Camp Lejeune, and Marine Corps Air Station Cherry Point, North Carolina, and is expected to be completed no later than September 2030. Additional work may be required in other areas within the Naval Facilities Engineering Systems Command Mid-Atlantic area of responsibility. Fiscal 2025 operations and maintenance, (Navy) (OM,N) funds in the amount of $5,000 will be obligated to satisfy minimum contract guarantees. Funds in the amount of $35,000 will expire at the end of the current fiscal year. Future task orders will be primarily funded with OM,N and military construction funds. Contract awardees may compete for task orders under the terms and conditions of the contract. This contract was competitively procured via the
www.SAM.gov website with twenty-nine proposals received. The Naval Facilities Systems Engineering Systems Command, Mid Atlantic Core, Norfolk, Virginia, is the contracting activity.
Sodexo Management Inc., North Bethesda, Maryland, is awarded a $155,078,833 firm-fixed-price modification to exercise Option Year Seven under a previously awarded contract (M95494-18-C-0016) for the management and operation of west coast mess halls in support of the Marine Corps Regional Garrison Food Services Program. Work will be performed in Camp Pendleton, California; San Diego, California; Twentynine Palms, California; Miramar, California; Yuma, Arizona; and Bridgeport, California, with an expected completion date of Sept. 30, 2026. Fiscal 2026 military personnel (Marine Corps) funding will be obligated to the contract and will expire at the end of the fiscal year. The Marine Corps Installations Command, Arlington, Virginia, is the contracting activity.
Sodexo Management Inc., North Bethesda, Maryland, is awarded a $144,832,998.42 firm-fixed-price modification to exercise Option Year Seven under a previously awarded contract (M95494-18-C-0018) for the management and operation of east coast mess halls in support of the Marine Corps Regional Garrison Food Services Program. Work will be performed Washington, D.C.; Indian Head, Maryland; Quantico, Virginia; Camp Lejeune, North Carolina; Cherry Point, North Carolina; Bogue, North Carolina; New River, North Carolina; Beaufort, South Carolina; and Parris Island, South Carolina, with an expected completion date of Sept. 30, 2026. Fiscal 2026 military personnel (Marine Corps) funding will be obligated to the contract and will expire at the end of the fiscal year. The Marine Corps Installations Command, Arlington, Virginia, is the contracting activity.
Lockheed Martin Corp., Lockheed Martin Aeronautics Co., Fort Worth, Texas, is awarded a $137,245,941 modification (P00058) to a previously awarded fixed-price incentive (firm-target), firm-fixed-price, cost-plus-fixed-fee contract (N0001920C0009). This modification adds scope to provide diminishing manufacturing sources and engineering change proposals implementation and integration in support of updating configurations for F-35 production aircraft Lot 17 for the Air Force, Marine Corps, Navy, F-35 Cooperative Program Partners, and Foreign Military Sales (FMS) customers. Work will be performed in Nashua, New Hampshire (32%); Fort Worth, Texas (31%); Palm Bay, Florida (19%); San Diego, California (10%); El Segundo, California (3%); Linthicum Heights, Maryland (2%); Hoogerheide, Netherlands (1%); Wallingford, Connecticut (1%); and Greensborough, Australia (1%) and is expected to be completed in July 2026. Fiscal 2023 aircraft procurement (Air Force) funds in the amount $52,616,180; fiscal 2023 aircraft procurement (Navy) funds in the amount of $37,923,763; FMS customer funds in the amount of $25,543,206; and cooperative program partner funds in the amount of $21,162,792, will be obligated at the time of award, $90,539,943 of which will expire at the end of the current fiscal year. This contract was not competed. Naval Air Systems Command, Patuxent River, Maryland, is the contracting activity.
Lockheed Martin Aeronautics Co., Fort Worth, Texas, is awarded a $101,125,979 cost-plus-fixed-fee contract for the advanced procurement of parts susceptible to anticipated diminishing manufacturing sources and material shortages events in support of F-35 production and sustainment for the Air Force, Marine Corps, Navy, F-35 cooperative program partners, and Foreign Military Sales (FMS) customers. Work will be performed in Fort Worth, Texas, and is expected to be completed in September 2027. Fiscal 2025 aircraft procurement (Air Force) funds in the amount of $6,150,875; fiscal 2025 aircraft procurement (Navy) funds in the amount of $3,368,011; fiscal 2025 operation and maintenance (Air Force) funds in the amount of $624,047; fiscal 2025 operations and maintenance (Marine Corps) funds in the amount $142,918; fiscal 2025 operations and maintenance (Navy) funds in the amount of $96,370; fiscal 2023 aircraft procurement (Air Force) funds in the amount of $17,022,366; fiscal 2023 aircraft procurement (Navy) funds in the amount of $7,989,082; FMS customer funds in the amount of $24,636,177; and cooperative program partner funds in the amount of $18,871,103, will be obligated at the time of award, of which $25,874,784 will expire at the end of the current fiscal year. This contract was not competed. Naval Air Systems Command, Patuxent River, Maryland, is the contracting activity (N0001925C0084).
HawkEye 360 Inc., Herndon, Virginia, is awarded a $98,869,611 firm-fixed-price, indefinite-delivery/indefinite-quantity contract for access to commercial satellite data and maritime analytics. Work will be performed in Herndon, Virgina (90%), and additional locations nationally and internationally. Work is expected to be completed in September 2030. Funds will be obligated as task orders are issued. Funding will be made available at the delivery order level as contracting actions occur. This contract was awarded as a sole-source acquisition pursuant to 10 U.S. Code 3204(a) (1). Naval Information Warfare Center Pacific, San Diego, California, is the contracting activity (N66001-25-D-0065).
Seasatellites Inc.,* San Diego, California, is awarded a $70,687,286 firm-fixed-price, indefinite-delivery/indefinite quantity contract (N6523625D1020) for Unmanned Maritime Vessels (UMVs). The commercial contract awarded under Small Business Innovation Research (SBIR) Phase III will provide small UMVs capable of persistent intelligence, surveillance and reconnaissance collection in the open ocean, coastal littorals and inland waterways. The planned contract will include development of additional engineering modifications that derive and extend from the Collisions at Sea Regulations algorithm developed under Seasatellites Inc.'s SBIR Phase I contract. The contract includes a single five-year ordering period and a two-year option period. The option period, if exercised, would bring the cumulative value of this contract to an estimated $89,159,971. Work will be performed in San Diego and is expected to be completed in September 2030. If the option is exercised, work could continue until September 2032. Expiring fiscal 2024 research, development, test and evaluation funds in the amount of $1,290,821 will be placed on the first delivery order issued concurrently with the contract award. An additional $712,692 of non-expiring fiscal 2025 research, development, test and evaluation funds will also be placed on the first delivery order. This requirement was solicited using other than full and open competition under the authority of 10 U.S. Code 3204(a)(5) – authorized or required by statute (Federal Acquisition Regulation Subpart 6.302-5). The Naval Information Warfare Center Atlantic, Charleston, South Carolina, is the contracting activity.
Chickasaw Defense Group LLC,* Norman, Oklahoma, is awarded a $43,497,606 firm-fixed-price contract for the repair, renovation, and process equipment installation at an industrial building to support the munitions mission. This contract includes two options that will be exercised at time of award, resulting in a cumulative total of $43,497,606 for this contract. Work will be performed in Indian Head, Maryland, and is expected to be completed by November 2027. Fiscal 2025 operations and maintenance funds in the amount of $43,497,606 will be obligated at time of award and will expire at the end of the current fiscal year. This contract was not competitively procured pursuant to Federal Acquisition Regulations 6.302-5(b)(4). The Naval Surface Warfare Center Indian Head Division, Indian Head, Maryland, is the contracting activity (N0017425C0009).
Lockheed Martin Rotary and Mission Systems, Moorestown, New Jersey, was awarded a $35,517,687 cost-plus-incentive-fee modification to a previously awarded contract (N00024-13-C-5116) for AEGIS Combat System Engineering Agent to allow for the settlement of the Advanced Capability Build 20 request for equitable adjustment. Work was performed in Moorestown, New Jersey, and was completed by July 30, 2023. The request for equitable adjustment proposal was dated Nov. 10, 2021, due to a directed change. Fiscal 2021 research, development, test, and evaluation funds in the amount of $6,472,483 (27.28%); fiscal 2019 research, development, test, and evaluation funds in the amount of $5,528,603 (23.30%); fiscal 2023 research, development, test and evaluation funds in the amount of $3,918,406 (16.52%); fiscal 2019 shipbuilding and conversion (Navy) funds in the amount of $2,832,527 (11.94%); fiscal 2020 research, development, test, and evaluation funds in the amount of $1,851,482 (7.80%), fiscal 2018 shipbuilding and conversion (Navy) funds in the amount of $1,630,818 (6.87%); fiscal 2023 operations and maintenance (Navy) funds in the amount of $618,973 (2.61%); fiscal 2016 shipbuilding and conversion (Navy) funds in the amount of $605,046 (2.55%); fiscal 2022 research, development, test, and evaluation funds in the amount of $136,864 (0.58%), fiscal 2021 shipbuilding and conversion (Navy) funds in the amount of $60,842 (0.26%); fiscal 2015 shipbuilding and conversion (Navy) funds in the amount of $62,605 (0.26%); and fiscal 2017 shipbuilding and conversion (Navy) funds in the amount of $12,672 (0.05%), will be obligated at time of award, of which, funds in the amount of $3,918,406 will expire at the end of the current fiscal year. The Naval Sea Systems Command, Washington, D.C., is the contracting activity. (Awarded Sept. 25, 2025)
Bell Textron Inc., Fort Worth, Texas, is awarded a $26,669,832 firm-fixed-price, cost-plus-fixed-fee order (N0001925F0088) against a previously issued basic ordering agreement (N0001921G0012). This order provides H-1 structural improvements and electrical power upgrades time critical parts, to include 19 rotorcraft station control units; 18 alternating current generators; 18 generator control units; and 20 tube assemblies. Additionally, this order provides for the repair and upgrade of nine AH-1W Whiskey Combining Gearboxes (C-Boxes) and two UH-1Y/AH-1Z retrograde condition C-Boxes to AH-1Z SIEPU C-Boxes for the Navy. Work will be performed in Fort Worth, Texas (76.51%); Tempe, Arizona (6.58%); Grand Rapids, Michigan (5.01%); St. Laurent, Quebec, Canada (1.95%); Lebanon, New Hampshire (1.6%); South Rutherfordton, North Carolina (1.43%); and various locations within the continental U.S. (6.92%) and is expected to be completed in December 2028. Fiscal 2025 aircraft procurement (Navy) funds in the amount of $16,205,301; and fiscal 2024 aircraft procurement (Navy) funds in the amount of $3,090,786, will be obligated at the time of award, none of which will expire at the end of the current fiscal year. This order was not completed. Naval Air Systems Command, Patuxent River, Maryland, is the contracting activity.
L3 Technologies Inc., L-3 Telemetry and Radio Frequency Products, San Diego, California, is awarded a $17,686,439 modification (P00025) to a previously awarded cost-plus-fixed-fee contract (N0001921C0064). This modification adds scope to procure the redesign of the modernized radio to mitigate parts obsolescence including studies and analyses to address possible upgrades for future architectures. Work will be performed in San Diego, California, and is expected to be completed in February 2031. Fiscal 2025 research, development, test and evaluation (Navy) funds in the amount of $15,600,163 will be obligated at the time of award, none of which will expire at the end of the current fiscal year. This contract action was not competed. Naval Air Systems Command, Patuxent River, Maryland, is the contracting activity.
Lockheed Martin Rotary and Missions Systems, Owego, New York, is awarded a $14,997,480 firm-fixed-price order (N0001925F2119) against a previously issued basic ordering agreement (N0001923G0002). This order is for the production and delivery of 44 Gen 5i- Mission Computers, to include 30 for the Navy and 14 for Foreign Military Sales (FMS) customers in support of the H-60 Multi-Mission Helicopter program. Work will be performed in Owego, New York and is expected to be completed in June 2030. Fiscal 2023 aircraft procurement (Navy) funds in the amount of $10,225,555; and FMS customer funds in the amount of $4,771,926, will be obligated at the time of award, $10,225,555 of which will expire at the end of the current fiscal year. Naval Air Systems Command, Patuxent River, Maryland, is the contracting activity.
Raytheon, McKinney, Texas, is awarded a not-to-exceed $13,729,000 cost-plus-fixed-fee, firm-fixed-price undefinitized order (N0001925F0948) against a previously issued basic ordering agreement (N0001925G0009). This order provides for Harpoon service life extension program seeker repairs, as well as procures test equipment low value spares and lay-in spares. Work will be performed in McKinney, Texas, and is expected to be completed in December 2026. Security Cooperation Initiative, Building Partner Capacity (defense-wide) funds in the amount of $11,894,000 will be obligated at the time of award, all of which will expire at the end of the current fiscal year. This order was not competed. Naval Air Systems Command, Patuxent River, Maryland, is the contracting activity.
Everett Ship Repair LLC, Everett, Washington, is awarded a $13,096,387 firm-fixed-price contract for the maintenance, repair and preservation of Bangor Caisson 1 Prime. Work will be performed in Everett, Washington, and is expected to be completed by September 2026. Fiscal 2025 operations and maintenance (Navy) funding in the amount of $13,096,387 will be obligated at time of award and will expire at the end of the current fiscal year. This contract was competitively procured, solicited via System Award Management website, and one offer was received. Puget Sound Naval Shipyard and Intermediate Maintenance Facility, Code 400, Bremerton, Washington, is the contracting activity (N4523A25C1103).
Lockheed Martin Corp., Lockheed Martin Aeronautics Co., Fort Worth, Texas, is awarded a $12,529,999,033 modification (P00015) to a fixed-price incentive (firm-target), firm-fixed-price, cost-plus-fixed-fee contract (N0001923C0003). This modification provides for the definitization of 148 Lot 18 aircraft, and adds scope for the production and delivery of 148 lot 19 aircraft, to include 40 F-35A aircraft for the Air Force, 12 F-35B and eight F-35C aircraft for the Marine Corps, nine F-35C aircraft for the Navy, 13 F-35A and two F-35B aircraft for F-35 cooperative program partners, and 52 F-35A and 12 F-35-B aircraft for Foreign Military Sales (FMS) customers. Work will be performed in Fort Worth, Texas (57%); El Segundo, California (14%); Warton, United Kingdom (9%); Cameri, Italy (4%); Orlando, Florida (4%); Nashua, New Hampshire (3%); Baltimore, Maryland (3%); San Diego, California (2%); Nagoya, Japan (2%); and various locations outside the continental U.S. (2%), and is expected to be completed in August 2028. Fiscal 2025 aircraft procurement (Air Force) funds in the amount of $3,110,913,188; fiscal 2025 aircraft procurement (Navy) funds in the amount of $2,670,915,923; fiscal 2024 aircraft procurement (Air Force) funds in the amount of $13,574,693; fiscal 2024 aircraft procurement (Navy) funds in the amount of $12,646,802; fiscal 2023 aircraft procurement (Navy) funds in the amount of $28,876; FMS customer funds in the amount of $5,407,510,876; and cooperative program partner funds in the amount of $1,314,408,676, will be obligated at the time of award, $28,876 of which will expire at the end of the current fiscal year. The contract action was not competed. Naval Air Systems Command, Patuxent River, Maryland, is the contracting activity.
Lockheed Martin Aeronautics Co., Fort Worth, Texas, is awarded a $11,618,620 firm-fixed-price order (N0001925F0958) against a previously issued basic ordering agreement (N0001924G0010). This order provides for the redesign of the Sensor Electronics circuit card assembly in support of resolving the NextGen Electro Optical Distributed Aperture System diminishing manufacturing sources and material shortages redesign for the F-35 Lightning II for the Air Force, Marine Corps, Navy, and F35 cooperative program partners. Work will be performed in Fort Worth, Texas and is expected to be completed in July 2027. Fiscal 2023 aircraft procurement (Air Force) funds in the amount of $4,760,649; fiscal 2023 aircraft procurement (Navy) funds in the amount of $4,760,649; and cooperative program partners funds in the amount of $2,097,321, will be obligated at the time of award, $9,521,299 of which will expire at the end of the current fiscal year. This order was not competed. Naval Air Systems Command, Patuxent River, Maryland, is the contracting activity.
The Entwistle Co. LLC,* Hudson, Massachusetts, is being awarded $10,881,480 for a firm-fixed-price contract for the procurement of wire coils as spare parts for post-launch remote operation of torpedoes. The one-year contract for 1,329 units contains a one-year option provision for the delivery of an additional 1,470 units at a value of $12,365,434 that if exercised will bring the total value of the contract to $23,246,914. Work will be performed in Hudson, Massachusetts (89%); and Danville, Virginia (11%). Work under the base contract is expected to be completed by December 2029 and if the one-year option for additional units is exercised the work on those will be completed by July 2035. This contract involves Foreign Military Sales (FMS) to Turkey (7%); Canada (5%); Taiwan (4%); Netherlands (3%); and Brazil (2%). Fiscal 2025 weapon procurement (Navy) funds in the amount of $8,596,369 (79%); and FMS funds in the amount of $2,285,111 (21%), will be obligated at the time of award and funds will not expire at the end of the current fiscal year. This requirement was solicited as a full and open competition with one offer received. Naval Supply Systems Command Weapon Systems Support, Mechanicsburg, Pennsylvania, is the contracting activity (N00104-25-C-K044).
DEFENSE LOGISTICS AGENCY
Pacific Unlimited Inc.,* Barrigada, Guam, has been awarded a maximum $980,000,000 firm-fixed-price, indefinite-delivery/indefinite-quantity contract for full-line food distribution. This was a competitive acquisition with one response received. This is a five-year contract with one five-year option period. The ordering period end date is Sept. 30, 2030. Using customers are Army, Navy, Air Force, Marine Corps and Coast Guard. Type of appropriation is fiscal 2025 defense working capital funds. The contracting agency is the Defense Logistics Agency Troop Support, Philadelphia, Pennsylvania (SPE300-25-D-4007).
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This contract provides for the modification of the CONECT system to support UAI and integrate Phase Two of UAI for the B-52 aircraft. Work will be performed at Tinker Air Force Base, Oklahoma; and Oklahoma City, Oklahoma, and is expected to be completed by Sept. 29, 2028. This contract is a sole source acquisition. Fiscal 2025 operation and maintenance funds in the amount of $76,589,808 are being obligated at the time of award. The Air Force Life Cycle Management Center, Tinker AFB, Oklahoma, is the contracting activity (FA8107-25-F-B005). (Awarded on Sept. 26, 2025)
Northrop Grumman Systems Corp., Clearfield, Utah, was awarded a ceiling $41,000,000 indefinite-delivery/indefinite-quantity contract for T-38 Sustaining Engineering. This contract provides for sustaining engineering services of T-38 aircraft. Work will be performed at Clearfield, Utah, and is expected to be complete by Sept. 30, 2035. This award is the result of a sole source acquisition. Fiscal 2025 operations and maintenance funds for three separate orders in the total amount of $3,835,838 are being obligated at the time of award. The Air Force Life Cycle Management Center, Hill Air Force Base, Utah, is the contracting activity (FA8220-25-D-B002).
Raytheon Co., McKinney, Texas, was awarded a five-year $40,593,079 definitive contract for sustaining engineering support of the HC/MC-130J aircraft. The contract provides specialized engineering services and technical support to improve the performance of the AN/AAS-54 Electro-Optical/Infrared system. Work will be performed at McKinney, Texas, and is expected to be completed by Sept. 29, 2030. This contract is the result of a sole source acquisition. Fiscal 2025 operations and maintenance funds in the amounts of $10,330,577 are being obligated at the time of award. The Air Force Life Cycle Management Center, Robins Air Force Base, Warner Robins, Georgia, is the contracting activity (FA8509-25-C-B006).
General Atomics Integrated Intelligence Inc., Charlottesville, Virgina, was awarded an indefinite-delivery/indefinite-quantity contract with a ceiling of $29,448,000 for the Archer program. This contract provides logistics support, maintenance and repairs on various configurations, technologies, and manufacturers of the Atmospheric Early Warning System. Work will be performed in northwestern region of the U.S. is expected to be complete Sept. 29, 2030. This contract is the result of a sole source acquisition. Fiscal 2025 operations and maintenance funds in the amount of $1,991,318 are being obligated at the time of award. The Air Force Life Cycle Management Center, Hill Air Force Base, Utah, is the contracting activity. (FA8217-25-D-B009)
L3 Technologies, Inc., Camden, New Jersey, was awarded a $26,382,679 firm-fixed-price contract for Space Hub Integrated End Cryptographic Unit (ECU) Leading Edge Development. This contract provides for the development, testing, and delivery of ECUs for the Protected Tactical Satellite Communication family of systems. Work will be performed at Camden, New Jersey, and is expected to be completed by Sept. 30, 2030. This contract is the result of a sole source acquisition. Fiscal 2025 Space Force research, development, test and evaluation funds in the amount of $12,000,000 are being obligated at the time of award. United States Space Force, Space Systems Command, Los Angeles Air Force Base, El Segundo, California, is the contracting activity (FA8807-25-C-B002).
TeamGov, Inc., Hyattsville, Maryland, was awarded a $25,695,824 firm-fixed-price contract for providing custodial services at Joint Base Langley-Eustis in Virginia. This contract provides custodial services, in accordance with the performance work statement and Air Force Common Output Level Standards. Work will be performed at Langley Air Force Base, Virginia, and Fort Eustis, Virginia, and is expected to be completed by Oct. 31, 2030. This contract is the result of a competitive acquisition where two offers were received. Fiscal 2026 operation and maintenance funds in the amount of $1,204,865 will be obligated at time of contract award. The contracting activity is the 633rd Contracting Squadron, Joint Base Langley-Eustis, Hampton, Virginia. (FA4800-26-F-0001).
Lockheed Martin Corp., Fort Worth, Texas, had been awarded a $23,810,654 cost-plus-fixed-fee/firm-fixed price modification (PZ0103) to previously awarded (FA8615-16-C-6048) for the upgrade and integration of an aircraft communications system. The modification brings the total cumulative face value of the contract to $1,108,419,488 from $1,115,620,829. Work will be performed in Ft. Worth, Texas, and is expected to be completed by Feb. 7, 2027. This contract involves Foreign Military Sales to an unspecified customer. foreign military sales funds in the amount of $8,310,654 will be obligated at the time of award. The Air Force Life Cycle Management Center, Wright-Patterson Air Force Base, Ohio, is the contracting activity.
The Boeing Co., St. Louis, Missouri, has been awarded a $21,159,401 cost-plus-fixed-fee and firm-fixed-price contract modification (P00069) to previously awarded (FA8634-18-C-2698) for F-15 Advanced Display Core Processor II Full Rate Production 1. This contract change proposal provides interim contract support and field service representatives to bridge the gap between production and the standup of organic depot support. Work will be performed at multiple continental U.S. operating locations and is expected to be completed by Dec. 31, 2026. Fiscal 2023, 2024, and 2025 procurement funds in the amount of $10,013,266 are being obligated at the time of award. The Air Force Life Cycle Management Center, Fighter/Advanced Aircraft Directorate, F-15 Division, Wright-Patterson Air Force Base, Ohio, is the contracting activity.
Matrix Design Group Inc., San Antonio, Texas, and place of performance was awarded a $20,681,341 firm-fixed-price contract for Space Force ground infrastructure planning and programming framework. This contract provides for developing Small Business Innovation Research technology and streamlines maintenance requests, enhancing communication, and providing real-time visibility into facility readiness. Work will be performed at Colorado Springs, Colorado, and is expected to be completed by Sept. 28, 2030. This award is the result of a sole source acquisition under the Small Business Innovation Research Phase III. Fiscal 2025 operations and maintenance funds in the amount of $4,114,859 are being obligated at the time of award. Space Acquisition and Integration Office, Peterson Space Force Base, Colorado Springs, Colorado, is the contracting activity (FA2518-25-C-0007).
United Crane and Excavation, Grand Forks, North Dakota, has been awarded a $19,817,205 indefinite-delivery/indefinite-quantity task order contract for runway repairs. This task order provides for all materials, plans, travel, plant, labor, and equipment necessary to construct runway repairs. Work will be performed at Grand Forks Air Force Base, North Dakota, and is expected to be completed by Sept. 20, 2026. Fiscal 2025 operation and maintenance funds in the amount of $19,817,205 will be obligated at the time of award. The 319th Contracting Squadron, Grand Forks AFB, North Dakota, is the contracting activity (FA4659-24-D-0001/FA4659-25-F-0036). (Awarded Sept 26, 2025)
Rockwell Collins Inc., Cedar Rapids, Iowa; and Colorado Springs, Colorado, was awarded a $17,227,582 contract for Advanced Concept Ejection Seat sequencer update Phase III. This contract provides for final development and testing of the Line Replaceable Unit, with additional option testing. Work will be performed at Colorado Springs, Colorado, and expected to be complete by Dec. 31, 2027. This contract is the result of a sole source acquisition. Fiscal 2025 operations and maintenance ammunition funds in the amount of $14,620,932 are being obligated at the time of award. The Air Force Life Cycle Management Center, Hill Air Force Base, Utah, is the contracting activity (FA8213-25-C-0012).
Spirit Aerosystems Inc., Wichita, Kansas, was awarded a $12,835,483 cost-plus-fixed-fee contract for Hypersonic Air-Breather research and manufacturing expansion effort. The contract provides for strengthening defense manufacturing capabilities through the discovery of new manufacturing capabilities and efficiencies, and transitioning capability to the factory floor. Work will be performed at Wichita, Kansas, and is expected to be completed by Sept. 30, 2028. This contract was a competitive acquisition and one offer was received. Fiscal 2024 research and development funds in the amount of $12,835,483 are being obligated at time of award. The Air Force Laboratory, Wright Patterson Air Force Base, Dayton, Ohio, is the contracting activity (FA2394-25-C-B057).
Hamilton Sundstrand Corp., Windsor Locks, Connecticut, was awarded an $11,717,344 delivery order on an indefinite-delivery/indefinite-quantity contract for the NP2000 8-Blade Propeller and Electronic Propeller Control System Production. This contract provides for the manufacturing and engineering services of the NP2000 eight blade propeller, electronic propeller control system, and procurement of initial spares for the C-130H aircraft. Work will be performed at Windsor Lock, Connecticut, and is expected to be completed by July 31, 2030. This contract was a sole source acquisition. Fiscal 2023 procurement funds in the amount of $11,717,344 are being obligated at time of award. The C-130 Contracting Office, Robins Air Force Base, Georgia, is the contracting activity (FA8504-23-D-0002/FA8504-25-F-B027).
Thomas Instrument Inc., Brookshire, Texas, was awarded a $11,012,564 firm-fixed-price and requirements-type contract for the overhaul of the C-5 trailing edge flap gearbox assemblies. This contract provides for all overhaul services for the C-5 Trailing Edge Flap Gearbox. Work will be performed at Brookshire, Texas, and is expected to be completed by Sept. 28, 2028. This contract was a sole source acquisition. No funds are being obligated at the time of award. The Air Force Sustainment Center, Robins Air Force Base, Georgia, is the contracting activity (FA8538-25-D-0011).
Praeses LLC, Shreveport, Louisiana, was awarded a $10,542,173 cost-type contract for Future-Oriented Rook Geospatial engine. This contract provides for design, development, and testing an edge-networking system to operate in an existing AgilePod arrangement. Work will be performed in Shreveport, Louisiana, and is expected to be completed by Aug. 27, 2027. This contract is the result of a competitive acquisition, offers were solicited electronically via an open Broad Agency Announcement and two offers were received. Fiscal 2024 research and developments funds in the amount of $1,799,684 are being obligated at time of award. The Air Force Research Laboratory, Rome, New York, is the contracting activity (FA8750-25-C-B067).
L3 Aviation Products Inc., Alpharetta, Georgia, was awarded a $10,452,727 firm-fixed-price and requirements-type contract for C-130 sustainment. This contract provides for repair and maintenance services for the C-130 aircraft electronic flight instrument and radar display unit. Work will be performed at Alpharetta, Georgia, and is expected to be completed by Sept. 28, 2031. This contract is the result of a sole source acquisition. Fiscal 2025 working capital funds in the amount of $3,527,616 are being obligated at the time of award. The contracting activity is Air Force Sustainment Center, Robins Air Force Base, Georgia (FA8538-25-D-0003).
Lockheed Martin Co., Moorestown, New Jersey, has been awarded a $10,075,000 contract modification (P00004) to a previously awarded contract (FA8820-25-C-B002) to purchase materials to continue maintaining the Space Fence Weapon System. The modification brings the total cumulative face value of the contract to $38,686,699 from $28,611,699. Work will be performed in Moorestown, New Jersey, and is expected to be completed by April 30, 2027. Fiscal 2025 operations and maintenance funds in the amount of $10,075,000 are being obligated at the time of award. The Space Systems Center Directorate of Contracting, Peterson Space Force Base, Colorado, is the contracting activity.
Citrine-Olsson JV 2 LLC, Grand Junction, Colorado, was awarded a hybrid contract action with $1,651,745 firm-fixed-price and a ceiling of $7,814,178 for High-altitude Electromagnetic Pulse (HEMP) verification/re-verification testing and test-fix-test services. This contract provides for HEMP hardening assessment and mitigation. Work will be performed at Pituffik Space Base, Greenland, and is expected to be completed by Sept. 30, 2030. This contract was a competitive acquisition and two offers were received. Fiscal 2022 procurement funds in the amount of $9,465,923 are being obligated at time of award. Space Force, Space Operations Command, Space Acquisition and Integration Office, Peterson Space Force Base, Colorado, is the contracting activity (FA2518-25-F-H001).
CORRECTION: The contract announced on Sept. 22, 2025, for Intercomp Co., Medina, Minnesota, (FA4452-25-C-0006), for $9,991,905 was announced with an incorrect dollar amount. The correct dollar amount is $9,984,179,79. The contracting activity is the 763rd Enterprise Sourcing Squadron, Scott Air Force Base, Illinois.
DEFENSE FINANCE AND ACCOUNTING SERVICE
Ernst & Young LLP, New York, New York, is being awarded a maximum $153,538,162 labor-hour contract for audit services for the Department of Defense Office of the Inspector General audits of the Defense Logistics Agency working capital funds financial statements, with an expected completion date of Dec. 31, 2026. The contract has a 12-month base period with four individual one-year option periods, and is the result of a competitive acquisition for which one quote was received. Subject to availability of funding, fiscal 2026 Defense Working Capital funds in the amount of $29,161,322 will be obligated when funds are available for this contract. The Defense Finance and Accounting Service, Contract Services Directorate, Columbus, Ohio, is the contracting activity (HQ042325FE048).
MISSILE DEFENSE AGENCY
Raytheon Co., Woburn, Massachusetts, is being awarded a modification (P00065) to contract HQ0862-20-C-0001 under a Foreign Military Sales (FMS) case to the United Arab Emirates (UAE). The value of this contract modification is $127,482,767. Under this contract modification, the contractor will continue to provide maintenance and sustainment support for an additional two years to the UAE for the AN/TPY-2 radar. The work will be performed in Woburn, Massachusetts. The performance period is from October 2025 through September 2027. Foreign Government National Funds in the amount of $122,123,341 are being obligated on this award. The Missile Defense Agency, Huntsville, Alabama, is the contracting activity.
*Small business
**Woman-owned small business
主题分类:
关键基础设施与产业安全
新闻 70: Anthropic, Microsoft announce new AI data center projects as industry's construction push continues
类别: Business
作者: MATT O’BRIEN
日期: 2025-11-12
主题: AI基础设施投资、数据中心建设、行业竞争与风险
摘要:
Anthropic宣布投资500亿美元用于AI计算基础设施建设，包括在德克萨斯州和纽约州新建数据中心。微软也宣布在亚特兰大建设新的数据中心，将与威斯康星州的设施连接形成“巨型超级计算机”。这些举措凸显了科技行业在AI基础设施上的巨大投入，尽管存在对“AI投资泡沫”、环境影响和电力成本上升的担忧。OpenAI首席执行官提及未来八年将有约1.4万亿美元的基础设施承诺，而白宫官员已明确表示不会对AI行业进行“联邦救助”。
分析:
该新闻具有高价值。首先，它揭示了AI行业在“计算基础设施”上的“巨大投入”，Anthropic投资“500亿美元”，OpenAI承诺“未来8年约1.4万亿美元”，微软在资本支出上投入“近350亿美元”，其中近一半用于“计算机芯片”，这直接关系到“关键基础设施与产业安全”维度，特别是对“芯片”等核心供应链的战略控制和资源竞争。其次，新闻明确提及了对“AI投资泡沫”的担忧，以及“环境考虑”和“电费快速上涨”带来的“政治影响”，这触及了“社会影响与伦理风险”。最后，白宫高级AI官员明确表示“不会对AI进行联邦救助”，这是政府对AI行业发展和潜在风险的“重大监管与合规动态”信号。
正文:
Anthropic, Microsoft announce new AI data center projects as industry’s construction push continues
Artificial intelligence company Anthropic announced a $50 billion investment in computing infrastructure on Wednesday that will include new data centers in Texas and New York.
Microsoft also on Wednesday announced a new data center under construction in Atlanta, Georgia, describing it as connected to another in Wisconsin to form a “massive supercomputer” running on hundreds of thousands of Nvidia chips to power AI technology.
The latest deals show that the tech industry is moving forward on huge spending to build energy-hungry AI infrastructure, despite lingering financial concerns about a bubble, environmental considerations and the political effects of fast-rising electricity bills in the communities where the massive buildings are constructed.
Anthropic, maker of the chatbot Claude, said it is working with London-based Fluidstack to build the new computing facilities to power its AI systems. It didn’t disclose their exact locations or what source of electricity they will need.
Another company, cryptocurrency mining data center developer TeraWulf, has previously revealed it was working with Fluidstack on Google-backed data center projects in Texas and New York, on the shore of Lake Ontario. TeraWulf declined comment Wednesday.
A report last month from TD Cowen said that the leading cloud computing providers leased a “staggering” amount of U.S. data center capacity in the third fiscal quarter of this year, amounting to more than 7.4 gigawatts of energy, more than all of last year combined.
Oracle was securing the most capacity during that time, much of it supporting AI workloads for Anthropic’s chief rival OpenAI, maker of ChatGPT. Google was second and Fluidstack came in third, ahead of Meta, Amazon, CoreWeave and Microsoft.
Anthropic said its projects will create about 800 permanent jobs and 2,400 construction jobs. It said in a statement that the “scale of this investment is necessary to meet the growing demand for Claude from hundreds of thousands of businesses while keeping our research at the frontier.”
Microsoft has branded its two-story Atlanta data center as Fairwater 2 and said it will be connected across a “high-speed network” with the original Fairwater complex being built south of Milwaukee, Wisconsin. The company said the facility’s densely packed Nvidia chips will help power Microsoft’s own AI technology, along with OpenAI’s and other AI developers.
Microsoft was, until earlier this year, OpenAI’s exclusive cloud computing provider before the two companies amended their partnership. OpenAI has since announced more than $1 trillion in infrastructure obligations, much of it tied to its Stargate project with partners Oracle and SoftBank. Microsoft, in turn, spent nearly $35 billion in the July-September quarter on capital expenditures to support its AI and cloud demand, nearly half of that on computer chips.
Anthropic has made its own computing partnerships with Amazon and, more recently, Google.
The tech industry’s big spending on computing infrastructure for AI startups that aren’t yet profitable has fueled concerns about an AI investment bubble.
Investors have closely watched a series of circular deals over recent months between AI developers and the companies building the costly chips and data centers needed to power their AI products. Anthropic said it will continue to “prioritize cost-effective, capital-efficient approaches” to scaling up its business.
OpenAI had to backtrack last week after its chief financial officer, Sarah Friar, made comments at a tech conference suggesting the U.S. government could help in financing chips needed for data centers. The White House’s top AI official, David Sacks, responded on social media platform X that there “will be no federal bailout for AI” and if one of the leading companies fails, “others will take its place,” though he also added he didn’t think “anyone was actually asking for a bailout.”
OpenAI CEO Sam Altman later confirmed in a lengthy statement that “we do not have or want government guarantees” for the company’s data centers and also sought to address concerns about whether it will be able to pay for all the infrastructure it has signed up for.
“We are looking at commitments of about $1.4 trillion over the next 8 years,” Altman wrote. “Obviously this requires continued revenue growth, and each doubling is a lot of work! But we are feeling good about our prospects there.”
主题分类:
关键基础设施与产业安全
新闻 71: Musk reports Tesla sales jump after months of boycotts, but experts suspect more pain is in store
类别: Business
作者: BERNARD CONDON
日期: 2025-10-02
主题: 特斯拉销量、埃隆·马斯克政治影响、自动驾驶机器人出租车服务问题
摘要:
特斯拉报告称，在经历数月抵制后，其汽车销量在第三季度增长了7%，但专家对此持怀疑态度，认为这主要得益于税收抵免到期前的消费者抢购，且特斯拉的增长速度低于竞争对手。尽管埃隆·马斯克（Elon Musk）的政治立场引发争议，但投资者仍对其自动驾驶机器人出租车服务和Optimus机器人等非汽车业务抱有期待，并推动了股价上涨，尽管机器人出租车服务仍存在问题。
分析:
该新闻具有价值，因为它直接提及了特斯拉的“自动驾驶机器人出租车服务”（driverless robotaxi service）在测试中出现“突然停车”（stopping suddenly for no reason）和“逆向行驶”（driving in the opposing lane）的“故障”（hitches）。这符合高价值标准中“关键基础设施与产业安全”维度下的“系统失控”或“误操作”风险，表明AI在关键应用中可能存在的安全隐患。
正文:
Musk reports Tesla sales jump after months of boycotts, but experts suspect more pain is in store
NEW YORK (AP) — Months after Elon Musk left the Trump administration to the relief of Tesla investors worried about boycotts, the world’s richest man has announced some good news: Sales of Tesla cars are back.
Well, maybe.
The electric vehicle maker run by Musk reported Thursday that car sales jumped 7% in the three months through September after plunging for most of the year as people turned off by his embrace of President Donald Trump and far-right politicians in Europe balked at buying his cars.
But the jump comes with a caveat: Tesla benefited from consumers taking advantage of a $7,500 tax credit before it expired on Sept. 30, a surge in buying that helped all EV makers.
In fact, many Tesla rivals saw sales rise more. Rivian Automotive reported a 32% increase.
Tesla stock rose sharply on the sales news, but closed the day down 4.5% to $439 amid skepticism the new number really signals a turnaround given all the anti-Musk backlash.
“I don’t think most people are any more enamored with Elon now than they were a few months ago,” said Telemetry Insight’s Sam Abuelsamid. “I expect this is more a blip for Tesla than the restart of growth.”
Even Tesla bull Dan Ives of Wedbush Securities was cautious, noting there are “still demand issues.”
Still, it was a blowout number with sales hitting 497,099 vehicles versus 462,890 in the same period last year. Analysts expected a small drop to 456,000.
Investors cheered Musk’s decision in April to leave Washington for Austin, Texas, where Tesla is headquartered. But he is still heavily involved in political and social wars, alienating potential car buyers.
On Wednesday, he posted on X that he was canceling his Netflix subscription because of critical comments made by the creator of a show on the streaming service, which appeared to spark a wave of cancellations in turn.
The sharp fall in Tesla stock Thursday was remarkable as investors have been surprisingly optimistic about the company in recent weeks despite terrible financial figures.
Investors drove the stock up 34% in September alone in a bet that Musk’s planned new cheaper version of his bestselling Model Y will recharge sales. Musk has also been successful in shifting investor attention away from cars to other aspects of the business — the rollout of its driverless robotaxi service planned for several cities and its Optimus robots for factory work and household chores.
Driving the stock higher has also been Musk’s apparent renewed focus on the company.
To hold his attention, Tesla’s board proposed last month a pay package that would allow Musk to earn $1 trillion if he meets certain financial goals over the next several years. The pay offer, unprecedented for U.S. companies known for outsized CEO compensation, drew criticism from Pope Leo in an interview lamenting widening income gaps.
If Musk meets the goals, he could set a record on top of his own record. He recently became the first person ever to hit $500 billion in net worth, at least according to rich list compiler Forbes magazine.
The 7% sales rise in the last quarter compares with a 13% dropped in the first three months of the year when Musk led Trump’s government cost-cutting efforts at the Department of Government Efficiency. In the following three months through June, sales plunged 13% again.
The anti-Musk backlash in Europe had been also been fierce. Sales plunged 40% in more than two dozen countries after he publicly supported far-right politicians there.
Musk said a British prime minister was an “evil tyrant” who belongs in prison and told Germans “things will get very, very much worse” in their country if they didn’t vote for the anti-immigrant Alternative for Germany party. Protests broke out in several cities, including a hanging of the billionaire in effigy in Milan and posters in London likening him to a Nazi.
For her part, the Tesla head of the board of directors who approved Musk’s latest pay package recently told Bloomberg that she is not sure if Musk’s politics have had any impact on the company’s finances. Robyn Denholm has earned nearly $700 million in compensation for serving on the board since 2014, a package that itself has drawn criticism.
Tesla reports third-quarter earnings later this month. Profits for the previous quarter fell 16% as the company continued to lose market share to European EV makers and fast-growing Chinese rivals, such as BYD.
Musk’s new robotaxi service, which began with a test-run in Austin in June, has had some hitches with reports of the cabs stopping suddenly for no reason and even driving in the opposing lane in one instance. But Musk says the service will quickly roll out anyway with launches in several other cities by the end of next year.
主题分类:
关键基础设施与产业安全
新闻 72: China showed off how it fires Shahed-like drones from a truck-mounted multiple launch system
类别: Military & Defense
作者: Matthew Loh
日期: 2025-10-28
主题: 中国自主攻击无人机技术展示及其对关键防空系统的潜在威胁
摘要:
中国展示了其ASN-301三角翼无人机从卡车多管发射系统发射的实弹演习。该无人机类似以色列哈比无人机，旨在搜寻并摧毁敌方防空系统，可远程操控或完全自主运行。其射程可达170英里，足以覆盖台湾大部分地区。此次演习由解放军东部战区进行，凸显了中国在自主攻击无人机技术方面的进展及其潜在战略意义。
分析:
它涉及AI技术在“关键基础设施与产业安全”领域的应用和潜在威胁。正文明确指出，ASN-301无人机“可以远程操控或完全自主运行 (operate fully autonomously)”，且其设计目的是“搜寻并摧毁防空系统 (hunt and destroy air defense systems)”。防空系统属于关键国防基础设施。如果这种自主运行的无人机被用于攻击，可能导致关键防空系统“瘫痪”或“误操作”，符合高价值标准中的第二条。
正文:
- China's military showcased a live-fire exercise of its long-range delta-wing drone on Sunday.
- State media aired footage of an ASN-301 fired by the PLA's Eastern Theater Command.
- The drone, closely resembling the Israeli Harpy, is meant to hunt and destroy air defense systems.
The People's Liberation Army has released brief footage of an ASN-301 drone being fired from a truck-based multiple launch system, offering a rare glimpse of the Chinese munition in action.
State media outlet CCTV aired the video on Sunday, describing the live-fire exercise as training for newly recruited drone operators.
The clips, seen by Business Insider, show two 6×6 trucks in desert terrain. Each is mounted with launchers that appear to feature six canisters for firing drones.
The ASN-301, a delta-wing drone, is seen rocketing forth from a launcher and climbing sharply in a straight flight pattern.
After showing several seconds of the drone in flight, CCTV cuts to a shot of the loitering munition diving into its target — seemingly a mock airfield with a nearby shelter — and detonating.
The clips have since circulated on international social media.
A striking resemblance to an Israeli drone
The ASN-301's shape and design resemble the Iranian Shahed-136, but it shares more similarities with Israel's Harpy loitering munition.
China's drone is widely believed to be modeled after the Harpy. Unlike the Shahed, which was built as a general one-way attack drone, the ASN-301 and Harpy are both meant to detect radio frequencies that can help them target enemy air defenses.
Beijing purchased 100 Harpy drones from Israel Aerospace Industries in the 1990s. The US, concerned that shared sensitive technology might end up in Chinese hands, later pressured Israel to stop upgrading that batch of drones.
Eventually, the ASN-301 began appearing at defense exhibitions around 2017. It was marketed by China National Aero-Technology Import & Export Corporation, or CATIC, which said the eight-foot-long drone can be remotely piloted or operate fully autonomously.
CATIC said at the time that the ASN-301, known within China as the JSW-01 or the Flying Dragon 300A, can fly for four hours and scan for radio frequencies up to 15.5 miles away.
The drone itself is supposed to fly at up to 136 mph, weigh 440 pounds, and travel up to 170 miles.
The Taiwan Strait is roughly 110 miles wide, while Taiwan's main island spans nearly 90 miles at its widest point. Thus, if launched from mainland China, the ASN-301 can likely reach the greater Taipei area.
CCTV's Sunday report on the ASN-301 did not mention Taiwan. However, it said the live-fire exercise was carried out by a brigade of the Eastern Theater Command, which is China's primary Taiwan-facing military force.
The China North Industries Corporation, a state conglomerate that builds launchers and armored vehicles, previously showed a partially animated promotional clip of the ASN-301 being fired from a similar launcher mounted on a 6×6 chassis.
The video, published in November 2024, shows that the ASN-301 is propeller-driven and sports a bulbous nose.
Shahed-like drones are gaining attention
Delta-wing drones have especially entered the spotlight in recent years with Russia's increased use of the Shahed, which is originally of Iranian design but is now produced locally by the Kremlin.
Dubbed the Geran-2, the Russian version of the loitering munition has been a core part of the Kremlin's regular bombardments of Ukraine. Moscow's favored tactic is to launch hundreds of these cheap one-way attack drones and decoys in a single night to overwhelm air defenses.
If produced en masse, the Geran-3, Russia's version of the jet-powered Shahed-236, stands to be a greater threat. A Russian general once boasted that it can fly 500 mph, compared to the Geran-2's 115 mph.
Ukraine, meanwhile, has adopted an improvised air defense system that combines small arms fire, anti-air quadcopters, and expensive missile interceptors to counter the Shahed threat.
The drone war there has reshaped how the world's militaries are now thinking about air defense and battlefield tactics. Taiwan, for example, said this summer that it plans to buy nearly 100,000 military drones, including tens of thousands of small quadcopters like the ones used in Ukraine.
主题分类:
关键基础设施与产业安全
新闻 73: OpenAI is asking for the federal government to help power a massive expansion of its data center network
类别: AI
作者: Katherine Li
日期: 2025-10-28
主题: OpenAI数据中心扩张对能源、劳动力、国家安全及社会经济的影响与挑战。
摘要:
OpenAI正寻求美国联邦政府支持其大规模数据中心网络扩张，该项目（Stargate）预计耗资5000亿美元，需要大量电力（每年新增100吉瓦）和熟练劳动力（全国现有熟练工人的五分之一）。OpenAI警告美国与中国存在“电子差距”，并指出能源瓶颈威胁美国AI竞争力及国家安全。此扩张可能导致电价上涨和公共健康问题，OpenAI计划通过培训平台解决劳动力短缺。
分析:
它直接涉及人工智能产业发展对“关键基础设施与产业安全”和“社会影响与伦理风险”的深远影响。文中明确指出，OpenAI的数据中心扩张将导致“能源”需求激增，可能威胁“美国AI竞争力及国家安全”，并引发“公共健康”问题和“电价上涨”，这些都符合高价值标准中关于关键基础设施安全和社会影响的定义。
正文:
- OpenAI's $500 million Stargate project needs more workers and electricity.
- The AI company recommends that the US add 100 gigawatts in energy capacity every year.
- The spike in energy demand could have consequences for public health and electricity prices.
OpenAI's project to build more data centers is hungry for more workers and electricity.
In a letter sent by CEO Sam Altman to the White House's Office of Science and Technology Policy on Monday, OpenAI called its $500 billion Stargate project, which is a chain of AI data centers now under construction in Texas, New Mexico, Ohio, and Wisconsin, a "once-in-a-century opportunity" to reindustrialize the US economy.
The company also projects that a $1 trillion investment in AI infrastructure could result in more than 5% in additional GDP growth over three years.
To make the ongoing data center buildout a success, it might take one-fifth of the nation's existing skilled trade workforce, as well as for the US to add 100 gigawatts of energy production capacity a year.
"The country will need many more electricians, mechanics, metal and ironworkers, carpenters, plumbers, and other construction trade workers than we currently have," the letter said, adding that OpenAI plans to create new training pipelines through a "Certifications and Jobs Platform" starting in 2026.
In the letter, OpenAI also warned of an "electron gap" between the US and China and wrote that limited domestic electricity generation threatens both America's AI competitiveness and national security. According to figures cited by OpenAI, while China added 429 gigawatts of new power capacity in 2024, the US only added 51 gigawatts.
The energy bottleneck is becoming an issue for AI companies seeking to build data centers, and so is the pushback. This summer, new AI centers popping up across the country have drawn the ire of local residents for driving up household electricity bills in at least 13 states. As major utilities companies plan multibillion-dollar infrastructure projects to build more energy-generating capacity, there is little regulation to prevent companies from recovering those costs from a utility's entire customer base.
A Business Insider investigation earlier this year also found that annual public health costs from electricity generation for data centers could reach between $5.7 billion and $9.2 billion. This is mainly because the US relies on highly polluting fossil-fuel-fired sources for at least 60% of its electricity, which has health implications for residents in the region.
OpenAI did not immediately respond to a request for comments.
主题分类:
关键基础设施与产业安全
新闻 74: OpenAI's Stargate project will cost $500 billion and will require enough energy to power a whole city
类别: Tech
作者: Max Adams
日期: 2025-10-17
主题: OpenAI大型AI数据中心项目及其能源与资金需求
摘要:
OpenAI的“星门”项目是一项耗资巨大的AI数据中心建设计划，预计投资高达5000亿美元，并需要10吉瓦的电力，相当于一个大型城市的用电量。该项目旨在满足AI计算的庞大需求，凸显了AI产业对能源和资本的巨大消耗。
分析:
它涉及AI产业对“关键基础设施”——特别是能源供应——的巨大影响。正文明确指出，OpenAI的“星门”项目将“需要七吉瓦的电力”甚至最终达到“10吉瓦的计算能力，需要5000亿美元的投资”，并强调这“足以满足整个城市电力需求”。这种规模的能源需求对电网等关键基础设施构成巨大挑战，符合高价值标准中的“关键基础设施与产业安全”维度。
正文:
- OpenAI's sprawling Stargate data center initiative carries a huge price tag and enormous energy needs.
- The project, which spans five facilities, will require seven gigawatts of power and $400 billion of investment.
- Business Insider is keeping tabs on the biggest numbers driving OpenAI news. Check back daily for updates.
OpenAI is embarking on a sprawling AI data center buildout known as Stargate, and the cost in both dollars and energy will be staggering.
According to an announcement from the ChatGPT maker at the end of September, it has zeroed in on five data center sites—in Shackelford County, Texas, Doña Ana County, New Mexico, Lordstown, Ohio, Milam County, Texas, and an unnamed Midwest site—in addition to its flagship facility in Abilene, Texas. All told, the projects will cost $400 billion and require seven gigawatts of power. To give an idea of how much energy that is, New York City requires about six gigawatts of power.
The data center buildout is among the most publicized aspects of the AI boom, mainly because of the huge costs associated with these facilities. OpenAI has inked deals worth $1 trillion just in 2025, and hyperscalers like Meta and Microsoft have steadily ramped up capex spending to meet the moment.
But the power requirements are also dizzying. Stargate will ultimately be even larger by gigawatts, with OpenAI CEO Sam Altman stating in last month's announcement that the ultimate aim of the project is for 10 gigawatts of compute requiring $500 billion of investment.
And that's just the tip of the iceberg when it comes to how much power the global AI data center boom will ultimately require. According to research from RAND, global data center demand could reach 68 gigawatts by 2027 and 327 gigawatts by 2030.
主题分类:
关键基础设施与产业安全
新闻 75: Exclusive: Google planning powerful AI data centre on tiny Australian Indian Ocean outpost
作者: Kirsty Needham
日期: 2025-11-06
主题: 谷歌在圣诞岛建设AI数据中心及其军事战略意义
摘要:
谷歌计划在澳大利亚偏远的圣诞岛建设一个大型人工智能数据中心，此前已与澳大利亚国防部签订云服务协议。该设施被军事专家视为监测中国在印度洋活动的关键前线，并可作为AI赋能的无人系统指挥与控制节点。谷歌还申请了连接圣诞岛与达尔文的海底电缆项目。该项目具有商业和国防战略价值，但也引发了当地社区对环境和经济影响的关注。
分析:
该新闻具有高价值。它直接涉及“人工智能”技术在“国防”领域的应用，特别是“AI赋能的指挥与控制”以及“无人系统进行监视和目标识别任务”。新闻中明确指出，该数据中心将成为“关键前线”和“前沿‘指挥与控制’节点”，用于监测“中国潜艇及海军活动”，这直接关联到“关键基础设施与产业安全”中的“国防”维度，符合高价值标准。
正文:
SYDNEY, Nov 6 (Reuters) - Google plans to build a large artificial intelligence data centre on Australia's remote Indian Ocean outpost of Christmas Island after signing a cloud deal with the Department of Defence earlier this year, according to documents reviewed by Reuters and interviews with officials.
Plans for the data centre on the tiny island located 350 km (220 miles) south of Indonesia have not previously been reported, and many details including its projected size, cost and potential uses, remain secret.
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However, military experts say such a facility would be a valuable asset on the island, which is increasingly seen by defence officials as a critical frontline in monitoring Chinese submarine and other naval activity in the Indian Ocean.
Google is in advanced talks to lease land near the island's airport to construct the data hub, including a deal with a local mining company to secure its energy needs, Christmas Island Shire officials told Reuters and council meeting records show.
Alphabet Inc-owned Google (GOOGL.O) declined to comment for this story.
Australia's Department of Defence had no comment.
FRONTLINE FOR DEFENCE
A recent tabletop war game involving the Australian, U.S. and Japanese militaries highlighted Christmas Island's role as a forward line of defence for Australia in any regional conflict, particularly its advantages for launching uncrewed weapons systems.
Bryan Clark, a former U.S. Navy strategist who ran the war games, said having a forward "command and control" node on Christmas Island would be critical in a crisis with China or another adversary.
"The data centre is partly to allow you to do the kinds of AI-enabled command and control that you need to do in the future, especially if you rely on uncrewed systems for surveillance missions and targeting missions and even engagements," Clark, now a Hudson Institute fellow, told Reuters.
Subsea cables provide more bandwidth for communication than a satellite, and greater reliability, because China would be expected to jam satellite communications or Starlink in a crisis, he said.
"If you've got a data centre on Christmas, you can do a lot of that through cloud infrastructure," he added.
Australia's defence department entered into a three-year cloud agreement with Google in July. Britain's military recently announced a similar Google cloud deal, which it said will boost intelligence sharing with the United States.
Google applied last month for Australian environmental approvals to build the first subsea cable connecting Christmas Island to the northern Australian city of Darwin, where the U.S. Marine Corps are based for six months of the year.
The cable link to Darwin for Google will be installed by U.S. company SubCom, documents show. Reuters has reported SubCom, the exclusive undersea cable contractor to the U.S. military, previously connected the U.S./UK military base of Diego Garcia in the Indian Ocean to a cable stretching from Australia to Oman.
BUILDING COMMUNITY SUPPORT FOR MILITARY
Christmas Island Shire President Steve Pereira said his administration is examining the community impact of the proposed data centre before giving final construction approval.
The 135 square km (52 square mile) island, best known for its asylum seeker detention centre and annual migration of millions of red crabs, has until recently struggled with poor telecommunications and its 1,600 residents lack job opportunities.
"There is support for it, providing this data centre actually does put back into the community with infrastructure, employment and adding economic value to the island," he said.
Two Christmas Island sources and a defence source said the data centre was of commercial benefit to Google because of the Indian Ocean location between Africa, Asia and Australia, as well as its potential defence uses.
Another recent war game on Christmas Island involved the rapid deployment of an advanced U.S. HIMARS truck-mounted rocket system from Darwin, which drew a mixed response from residents.
Some anti-war protesters were fearful of the impact on tourism, while business people are hopeful increased defence activity will boost the economy, Pereira said.
"We are a strategic asset for defence," he said.
"There are many industries on the island we have to protect, all of this will be closely considered for any new projects - whether it be defence or Google," he added.
Retired Navy Commodore Peter Leavy, who lived on the island as a student, told Reuters he has taken several Australian defence groups to Christmas Island since last year, seeking to build community support for defence activities.
"Christmas Island is quite well positioned to at least monitor what is going through Sunda Strait, Lombok Strait, Malacca Straits. It is a really good location."
Reporting by Kirsty Needham in Sydney; Editing by Lincoln Feast.
Our Standards: The Thomson Reuters Trust Principles.
主题分类:
关键基础设施与产业安全
新闻 76: Ukraine proves America’s secret weapon works — now we must double down on it
类别: opinion
作者: Chuck DeVore
日期: 2025-09-07
主题: AI在现代战争中的战略作用、去中心化军事文化与美中军事竞争
摘要:
新闻指出, 乌克兰在对抗俄罗斯的冲突中, 凭借去中心化的军事文化和快速决策能力（OODA循环理论）在无人机战中取得优势, 证明了其超越僵化层级体系的有效性。文章强调, 随着无人机和人工智能（AI）重塑战场, 美国应吸取教训, 在未来与中国的潜在冲突中, 投资于增强人类决策的AI, 强化军队的独立思考和快速适应能力, 以保持战略优势。
分析:
该新闻具有高价值。文章明确指出“无人机和AI正在改变战场”，并强调“中国在无人机蜂群和AI驱动的战争中处于领先地位”，以及美国需要“投资于增强人类决策的AI”。这直接涉及AI在“国防”这一“关键基础设施”领域的战略应用和技术竞争，符合高价值标准中关于AI在关键领域影响的描述。
正文:
When Russia invaded Ukraine in February 2022, many experts predicted Kyiv’s quick fall. When Ukraine pushed back overextended Russian forces, the same experts confidently said that Russia’s mass — a population almost four times larger than Ukraine — would certainly grind Ukraine down. Triumph for Putin was inevitable. But, an odd thing happened on the way to Russia’s victory parade: Ukraine is outfighting Russia.
Why is that? A big factor comes out of the grinding trenches of Ukraine, where a Russian war blogger known as "Atomic Cherry" recently laid bare a stark truth about Moscow’s persistent military woes. As translated and analyzed by an OSINT enthusiast, the blogger laments how Ukraine’s forces have outmaneuvered Russia’s rigid, Soviet-style bureaucracy in the drone war.
Ukrainian commanders, he notes, have spun up alternative structures to pull resources from the traditional military to innovate rapidly. Meanwhile, Russia’s monolithic Air Force and Navy fumble with technologies that should be in their wheelhouse, like unmanned aerial vehicles and naval drones. The result? Ukraine’s loose system fosters flexibility, while Russia’s top-down control stifles it.
AFTER UKRAINE’S SURPRISE DRONE ASSAULT ON RUSSIA, NEW ATTENTION DRAWN TO SENSITIVE SITES STATESIDE
The blogger doesn't name it, but he's describing the essence of Colonel John Boyd’s OODA Loop theory — Observe, Orient, Decide, Act. This cycle, in which speed in processing information and adapting trumps sheer firepower, has been America’s edge in warfare for decades.
I know this firsthand. In 1987, as a 24-year-old Reagan appointee in the Pentagon, I received the full Boyd briefing, alongside two or three other men in a brownstone two blocks east of Union Station in Washington, D.C. Boyd, the maverick fighter pilot turned strategist, hammered home how out-cycling the enemy — getting inside their decision loop — wins battles. His ideas reshaped U.S. military doctrine, from the Gulf War to today.
In Ukraine, this plays out vividly. Russian forces can observe emerging threats, but they then orient slowly, bogged down by layers of approval. Ukrainians, however, decide and act swiftly, often outsourcing innovations to special ops or civilian-military hybrids. This adaptability has turned the tide in key domains — from the sea to the air. Ukrainian drone boats have humbled Russia’s Black Sea Fleet while long-range drones execute devastating deep strikes on Russian refineries and warehouses.
The implications for modern warfare are profound, especially as drones and AI supercharge the battlefield. These technologies compress the OODA Loop to seconds, demanding not just superior hardware, but cultures that empower independent command.
Here, Malcolm Gladwell’s insights in "Outliers" and "The Tipping Point" are instructive. Gladwell explores how cultural legacies shape behavior — high-power-distance societies like Russia or China prioritize hierarchy, discouraging junior officers from improvising. In contrast, low-power-distance Western cultures, rooted in individualism, encourage initiative. America’s all-volunteer force thrives on this, training NCOs and officers to seize opportunities without waiting for orders from afar.
Yet even the West isn’t immune to pitfalls. The communications revolution — satellites, real-time video feeds — has enabled the White House to micromanage commanders, slowing our loop. We saw this in Afghanistan and Iraq, where political second-guessing eroded battlefield agility. President Trump is remedying this by slashing the bloated National Security Council staff, devolving power back to the field. It’s a smart move, restoring the decentralized ethos Boyd championed. Lawyers — both military and civilian — are a problem as well. Victory doesn’t emerge from a legal brief and the pace of deliberative law is ill-suited to the battlefield.
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Now, pivot to the big threat: China. Beijing's People’s Liberation Army mirrors Russia’s rigidity, with Communist Party oversight ensuring loyalty over innovation. But don’t underestimate them. China leads in drone swarms and AI-driven warfare, pouring billions into hypersonics and unmanned systems. In a Taiwan scenario, their massed forces could overwhelm regional defenses. The U.S. must double down on OODA superiority. We must invest in AI that augments human decision-making, not replaces it; increase the pace of exercises emphasizing rapid adaptation and culturally reinforce independent thinking in our ranks.
Drones and AI aren’t just tools — they’re force multipliers for the side that cycles fastest. Ukraine’s success against a larger foe proves it. Against China, we’ll need more than cash, ammunition and spare parts — we’ll need Boyd’s spirit. We must cut the red tape that hampers innovation.
The OODA Loop remains America and the West’s secret weapon. As Boyd warned, victory goes to the agile, not the arrogant. In an era of hypersonic threats and autonomous swarms, let’s ensure we’re the ones inside the enemy’s loop — before they get inside ours.
主题分类:
关键基础设施与产业安全
新闻 77: Trump and Hegseth’s backward-facing message to the generals
作者: David Ignatius
日期: 2025-09-30
主题: 美国军事战略与人工智能在未来战争中的作用
摘要:
新闻指出，特朗普和国防部长赫格塞思将军事重点放在“觉醒文化”和“内部敌人”上，而非21世纪战争中由无人机和人工智能主导的高科技需求。文章批评这种倒退的思维无法为未来战争做好准备。
分析:
它直接提及了“人工智能”和“无人机”将主导“21世纪的战斗”，并指出美国军方领导层对这一现实“似乎视而不见”。这属于“关键基础设施与产业安全”范畴，因为国防是国家关键基础设施的重要组成部分，对AI等高科技的忽视可能导致未来军事行动中的“系统失控”或“瘫痪”，从而影响国家安全。
正文:
Here’s the scariest part about Tuesday’s military pep rally: President Donald Trump and Defense Secretary Pete Hegseth — in their focus on grooming, fitness standards and “the enemy within” — seem oblivious to the reality that 21st-century combat will be dominated by drones and artificial intelligence, plus commanders who understand these high-tech weapons.
- 1Dan Lamothe,Tara CoppandAlex HortonTrump, Hegseth lecture military leaders in rare, politically charged summit
- 2Emily DaviesandMatt ViserTrump tells a roomful of silent generals to join a ‘war from within’
- 3Noah Robertson,Tara Copp,Alex HortonandDan LamotheMilitary leaders voice concern over Hegseth’s new Pentagon strategy
- 4Riley Beggin,Hannah Natanson,Theodoric Meyer,Marianna SotomayorandJacob BogageGovernment shutdown set to begin overnight as Congress hits impasse
- 5AnalysisKaren TumultyHegseth wants to return the military to 1990 — a dark time in its history
主题分类:
关键基础设施与产业安全
新闻 78: Claude Code's creator explains the limits of vibe coding
类别: AI
作者: Lee Chong Ming
日期: 2025-12-16
主题: AI辅助编程的局限性与发展趋势
摘要:
Claude Code的创建者Boris Cherny指出，AI辅助的“vibe coding”适用于原型和非关键代码，但对于需要“可维护性”和“严谨性”的软件开发仍有局限。他强调AI模型在编码方面“仍有很大改进空间”，并表示在关键任务中他会与AI模型“结对编程”。尽管AI编码工具发展迅速，并能帮助非技术人员构建应用，但专家们也警告其生成的代码可能存在“错误”、“冗余”或“结构不佳”等问题，不适用于对“安全性”要求高的“大型代码库”。
分析:
它直接讨论了AI辅助编程工具（如Claude Code）的“局限性”，并明确指出AI生成的代码可能“包含错误”、“过于冗长”或“缺乏适当结构”。谷歌CEO Sundar Pichai也强调，AI编码不适用于“需要高度正确性”和“安全性”的“大型代码库”。这些信息揭示了AI技术在关键软件开发领域应用时潜在的“系统失控”或“误操作”风险，符合高价值标准中的“关键基础设施与产业安全”维度。
正文:
- Claude Code's creator says vibe coding falls short when it comes to producing "maintainable code."
- Boris Cherny says he typically pairs with a model to write code for tasks that are more critical.
- The models are still "not great at coding," he added.
The creator of one of the most popular AI coding tools says vibe coding can only go so far.
Boris Cherny, the engineer behind Anthropic's Claude Code, said on an episode of "The Peterman Podcast" published Monday that while vibe coding has its place, it's far from a universal solution.
It works well for "throwaway code and prototypes, code that's not in the critical path," he said.
"I do this all the time, but it's definitely not the thing you want to do all the time," Cherny said, referring to vibe coding.
"You want maintainable code sometimes. You want to be very thoughtful about every line sometimes," he added.
Claude Code launched earlier this year as part of Anthropic's efforts to integrate AI more deeply into code development workflows.
Top AI coding services like Cursor and Augment run on Anthropic's models, and even Meta uses Anthropic's models inside its coding assistant. Claude Code has also taken off with non-technical developers who want to build software with natural-language prompts.
Anthropic's CEO, Dario Amodei, said in October that Claude was writing 90% of the code in the company.
For critical coding tasks, Cherny said he typically pairs with a model to write code.
He starts by asking an AI model to generate a plan, then iterates on the implementation in small steps. "I might ask it to improve the code or clean it up or so on," he said.
For parts of the system where he has strong technical opinions, Cherny said he still writes the code by hand.
Cherny said the models are still "not great at coding."
"There's still so much room to improve, and this is the worst it's ever going to be," he said.
Cherny said it's "insane" to compare current tools to where AI coding was just a year ago, when it amounted to little more than type-ahead autocomplete. Now, it's a "completely different world," he said, adding that what excites him is how fast the models are improving.
The rise of vibe coding
AI-assisted coding has been gaining momentum across the tech world.
Google CEO Sundar Pichai said last month that vibe coding is "making coding so much more enjoyable," adding that people with no technical background can now build simple apps and websites.
"Things are getting more approachable, it's getting exciting again, and the amazing thing is, it's only going to get better," he said in a podcast interview with Logan Kilpatrick, who leads Google's AI Studio.
Pichai said during Alphabet's April earnings call that AI is writing over 30% of the new code at Google, an increase from 25% in October 2024.
It's "fantastic" how quickly developers can write software with AI coding tools, sometimes while "barely looking at the code," said Google Brain founder Andrew Ng in May.
For non-technical developers, vibe coding has enabled them to automate parts of their jobs, prototype ideas, or build a creative product on the side, Business Insider reported last month.
Still, leaders caution that the technology has limits. AI-generated code could contain mistakes, be overly verbose, or lack the proper structure.
"I'm not working on large codebases where you really have to get it right, the security has to be there," Pichai said in November.
主题分类:
关键基础设施与产业安全
新闻 79: What AI-powered industrial copilots mean for the future of skilled labor in manufacturing
类别: AI
作者: Sponsor Post
日期: 2025-09-29
主题: AI在制造业中应对劳动力短缺和提升生产力
摘要:
该新闻探讨了AI驱动的工业副驾驶（copilots）如何在美国制造业中发挥关键作用，以应对日益严重的熟练劳动力短缺问题。这些AI助手通过增强人类专业知识、提供实时故障排除、自动化重复任务，从而提高生产力、加速新员工培训并使经验丰富的工程师专注于创新。文章强调了AI副驾驶在电动汽车制造等关键行业中的应用，并指出其将成为行业变革者，提升工厂韧性和竞争力。
分析:
该新闻是高价值的，因为它详细阐述了“AI-powered industrial copilots”如何应对“US manufacturing”面临的“skilled labor deficit”，这直接关系到“关键基础设施与产业安全”。文章指出，劳动力短缺可能导致“cost $1 trillion annually in lost productivity by 2030”和“stop production lines”，而AI通过“augmenting human expertise”和“accelerating America's industrial priorities”来增强“factory resilience”和“competitive advantage”，特别是在“electric vehicle manufacturing”等“critical industries”中。
正文:
American manufacturing is at a crossroads. Record demand fueled by reshoring initiatives and clean energy investments clashes with a worsening skilled labor deficit.
Over 600,000 US factory jobs remained unfilled in 2024, with the National Association of Manufacturers warning that persistent shortages could cost $1 trillion annually in lost productivity by 2030. To make matters worse, it's been estimated that about 10,000 baby boomers retire every day, which undoubtedly includes those with a lifetime of manufacturing experience.
The global talent shortage, projected at $8.5 trillion by Korn Ferry, is hitting the US hard, with 70% of manufacturers reporting moderate-to-severe workforce gaps. This deficit can stop production lines in their tracks, with downtime costing thousands in lost revenue per minute for manufacturers and even leading to shortages or higher prices for consumers.
The workforce multiplier
Enter technology. New applications for AI can address this gap by augmenting human expertise. Unlike conventional factory automation, which removes the need for people on certain tasks, these AI assistants collaborate with workers minute-to-minute, functioning as mentors accessible at any time. Industrial Copilot providers are even developing role-specific assistants for design, maintenance, and quality control. These assistants can solve an age-old problem in manufacturing: teaching.
Seasoned engineers might be able to "read machines' thoughts" by knowing exactly what to do based on a complex error code. But it can take years for this type of hyper-specialized knowledge to be passed from one generation of engineers to the next. With AI, engineers can now use intuitive natural language queries to troubleshoot equipment live, allowing the copilot to answer their questions by drawing from manuals, real-time sensor data via IoT, and past failure patterns.
Accelerating America's industrial priorities
Industrial AI technology shines in critical industries like electric vehicle manufacturing. These sectors present unique technological challenges that Industrial AI is poised to help solve, such as battery-testing systems, which are essential for US EV plants and require flawless quality assurance to meet strict safety standards.
Before industrial copilots, engineers manually handled repetitive tasks like sensor configuration for battery discharge monitoring, compliance reporting for each inspection stage, and debugging machine control code. As a global leader of AI innovation, Siemens created industrial copilots designed specifically for engineering to automate these processes, which allow engineers to redirect their focus toward innovation and more complex problem-solving tasks.
As the director of digital factory solutions at thyssenkrupp, Marcel Pfeiffer, confirms: "The industrial copilot, especially for engineering, will help a lot to keep up with the pace of that game. In general, I'm convinced that AI copilots will become a game changer for the whole industry."
The human advantage in the age of AI
The skilled labor shortage won't vanish overnight. But with industrial copilots, expertise becomes scalable. Workers spend less time deciphering seldom-updated manuals and more time solving high-impact problems. Factories convert downtime into productive capacity, and US manufacturing builds resilience and efficiency, not by replacing people, but by enhancing them.
Through platforms like the Siemens Xcelerator marketplace, these solutions are rapidly becoming more accessible. Businesses can deploy purpose-built industrial AI alongside complementary digital tools — from simulation software incorporating digital twins to energy optimization systems on the factory or the grid scale — all integrated through an open ecosystem.
As AI assistant technology advances, it's revolutionizing manufacturing. New hires gain proficiency faster, seasoned engineers can dedicate their expertise to breakthrough innovations, and all workers are equipped with valuable new tools. This drives increased factory resilience, ensuring US production lines maintain a strong competitive advantage and continue to thrive.
See how industrial copilots from Siemens are bridging the skill gap with AI solutions.
This post was created by Siemens with Insider Studios.
主题分类:
关键基础设施与产业安全
新闻 80: Commerce Announces Proposed Rule to Secure Connected Vehicle Supply Chains from Foreign Adversary Threats
类别: FOR IMMEDIATE RELEASE |
日期: 2024-09-23
主题: 美国限制中俄联网汽车及自动驾驶系统组件以保障供应链安全
摘要:
美国商务部工业与安全局 (BIS) 提出新规，禁止销售或进口与中国或俄罗斯有联系的联网汽车及其关键软硬件组件。此举旨在保护美国国家安全和关键基础设施，防止外国对手通过车辆连接系统 (VCS) 和自动驾驶系统 (ADS) 获取敏感数据或远程操控车辆。软件禁令将于2027车型年起生效，硬件禁令将于2030车型年起生效。
分析:
该新闻具有高价值。首先，它直接涉及“关键基础设施与产业安全”，新闻明确指出，该规则旨在防止外国对手“远程操控汽车”和对“美国关键基础设施”造成“系统失控”风险。其次，该规定“禁止销售或进口”与中国或俄罗斯有联系的联网汽车软硬件，这构成对“芯片/算法的“封锁”、“断供”、“制裁”及“供应链中断””，直接影响AI在自动驾驶领域的应用和供应链安全。此外，作为一项“国家级”的“立法”或“禁令”，它也符合“重大监管与合规动态”的标准。
正文:
Washington, D.C. – Today, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) published a Notice of Proposed Rulemaking (NPRM) that would prohibit the sale or import of connected vehicles integrating specific pieces of hardware and software, or those components sold separately, with a sufficient nexus to the People’s Republic of China (PRC) or Russia.
The proposed rule focuses on hardware and software integrated into the Vehicle Connectivity System (VCS) and software integrated into the Automated Driving System (ADS). These are the critical systems that, through specific hardware and software, allow for external connectivity and autonomous driving capabilities in connected vehicles. Malicious access to these systems could allow adversaries to access and collect our most sensitive data and remotely manipulate cars on American roads. The proposed rule would apply to all wheeled on-road vehicles such as cars, trucks, and buses, but would exclude vehicles not used on public roads like agricultural or mining vehicles.
BIS and its Office of Information and Communications Technology and Services (OICTS) have found that certain technologies originating from the PRC or Russia present an undue risk to both U.S. critical infrastructure and those who use connected vehicles. Today’s action is a proactive measure designed to protect our national security and the safety of U.S. drivers.
“Cars today have cameras, microphones, GPS tracking, and other technologies connected to the internet. It doesn’t take much imagination to understand how a foreign adversary with access to this information could pose a serious risk to both our national security and the privacy of U.S. citizens. To address these national security concerns, the Commerce Department is taking targeted, proactive steps to keep PRC and Russian-manufactured technologies off American roads,” said U.S. Secretary of Commerce Gina Raimondo.
“The Biden-Harris Administration is ensuring that Americans can drive the car of their choice safely and securely – free from risks posed by Chinese technologies,” said National Economic Advisor Lael Brainard.
“Today, the U.S. government is taking strong action to protect the American people, our critical infrastructure, and automotive supply chains from the national security risks associated with connected vehicles produced by countries of concern. While connected vehicles yield many benefits, the data security and cybersecurity risks posed by software and hardware components sourced from the PRC and other countries of concern are equally clear, and we will continue to take necessary steps to mitigate these risks and get out ahead of the problem,” said National Security Advisor Jake Sullivan.
“This rule marks a critical step forward in protecting America’s technology supply chains from foreign threats and ensures that connected vehicle technologies are secure from the potential exploitation of entities linked to the PRC and Russia,” said Under Secretary of Commerce for Industry and Security Alan F. Estevez. “The Department of Commerce will continue to take a proactive approach to address this national security risk before Chinese and Russian suppliers proliferate within the U.S. automotive ecosystem. Our goal is always to safeguard our national security.”
“Our regulatory focus remains steadfast on enhancing the security of our nation’s critical technologies,” said Elizabeth Cannon, Executive Director of OICTS. “Without this proposed rule, we would be leaving an open door for foreign adversaries looking to compromise one of our most important assets, our cars. BIS is committed to safeguarding our technology supply chains from foreign adversary manipulation.”
Today’s proposed rule would prohibit the import and sale of vehicles with certain VCS or ADS hardware or software with a nexus to the PRC or Russia. The VCS is the set of systems that allow the vehicle to communicate externally, including telematics control units, Bluetooth, cellular, satellite, and Wi-Fi modules. The ADS includes the components that collectively allow a highly autonomous vehicle to operate without a driver behind the wheel.
The rule would also prohibit manufacturers with a nexus to the PRC or Russia from selling connected vehicles that incorporate VCS hardware or software or ADS software in the United States, even if the vehicle was made in the United States.
The prohibitions on software would take effect for Model Year 2027 and the prohibitions on hardware would take effect for Model Year 2030, or January 1, 2029 for units without a model year.
The proposed rule is implemented under BIS’s ICTS authorities, as provided for under Executive Order 13873, “Securing the Information and Communications Technology and Services Supply Chain.” EO 13873 allows the Department of Commerce to issue regulations that establish criteria by which particular technologies may be included in EO 13873’s prohibitions when transactions involving those technologies (1) pose an undue or unacceptable risk of sabotage to or subversion of ICTS in the United States; (2) pose an undue risk of catastrophic effects on the security or resiliency of U.S. critical infrastructure or the digital economy of the United States; or (3) otherwise pose an unacceptable risk to the national security of the United States or the security and safety of U.S. persons.
This NPRM incorporates public feedback submitted in response to an Advance Notice of Proposed Rulemaking (ANPRM) on connected vehicles published by BIS on March 1, 2024. BIS is seeking additional public comment on today’s proposed rule from all interested parties.
Additional Information:
The text of the proposed rule is available here. BIS invites public comments, which are due 30 days after publication. Stakeholders are encouraged to submit their feedback by the deadline to ensure that the final provisions reflect broad industry and public input. You may submit comments for the rule by identified docket number BIS-2024-0005 or RIN 0694-AJ56. All comments must be submitted through the Federal eRulemaking Portal (
https://www.regulations.gov) or emailed directly to
connectedvehicles@bis.doc.gov with “RIN 0694-AJ56” included in the subject line.
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主题分类:
关键基础设施与产业安全
新闻 81: I said I didn't get the Costco hype. Then the superfans came at me.
类别: Retail
作者: Steve Russolillo
日期: 2025-10-05
主题: 人工智能对SaaS产业的冲击与自动驾驶技术进展
摘要:
本期新闻汇总指出，OpenAI推出新的工作场所应用，对SaaS市场造成冲击，导致DocuSign和HubSpot等公司股价下跌，并迫使其他公司适应竞争。此外，特斯拉自动驾驶团队的关键人物Ashok Elluswamy正推动其自动驾驶技术发展，而Waymo的无人驾驶汽车也遇到了警方拦停等实际操作挑战。新闻还提及Sora 2预示着AI未来的潜力和隐忧。
分析:
它涉及人工智能技术对“产业安全”的冲击，具体体现在OpenAI推出新应用导致DocuSign和HubSpot等软件公司“股价下跌”及“抹去竞争对手的市场价值”，这符合高价值标准中“关键基础设施与产业安全”下“重大财产损失”的描述。同时，Waymo自动驾驶汽车被警方拦停的事件，也反映了AI在“交通”领域应用中可能出现的“误操作”或未预见情况，进一步佐证了其在关键基础设施领域的潜在风险。
正文:
- This post originally appeared in the BI Today newsletter.
- You can sign up for Business Insider's daily newsletter here.
Welcome back to our Sunday edition, where we round up some of our top stories and take you inside our newsroom. One Big Tech worker earned $600,000 last year — but only half of that came from her main job. She made $302,000 from a side hustle she only spends five hours a week on.
Also, be sure to sign up for Business Insider's upcoming markets newsletter First Trade, led by Joe Ciolli.
On the agenda today:
- BI's Emily Stewart is starting to regret having an Amex Platinum card.
- Meet the most powerful Tesla executive you've never heard of.
- OpenAI launched its SaaS attack, and these companies are in the firing line.
- Pete Hegseth's speech is another sign that workplace loyalty is dead.
But first: I read your Costco feedback.
If this was forwarded to you, sign up here. Download Business Insider's app here.
This week's dispatch
A Costco revolt
In last Sunday's newsletter, I confessed that I didn't understand the whole Costco craze.
Sure, I anticipated some pushback. What I didn't expect was an avalanche of reader emails in support of Costco. One called me "obviously overly privileged." Another suggested I didn't know how to shop for a family (for the record, I have two kids to feed!).
Yes, some readers agreed with me. But overall, Costco loyalists were eager to set the record straight: Shopping at Costco is an experience filled with great customer service, cost savings, and high-quality items. Cheap gas prices are a big plus, too.
Here are some reader responses, edited for length and clarity.
Costco has developed into a tribal entity. We belong to it; take pride in it, just as if it were a winning football team. We are faithful to it; we proselytize. Rather nicely, one of the characteristics of Costco is that it values our diversity, and serves it in multiple ways; so folks rarely feel excluded. — Philip Alan Rutter, 76, southeastern Minnesota
My husband and I have been members of Costco for 8 years. Before that, we had memberships to other variations, including Sam's Club and BJs. The No. 1 reason for us having a membership is the gas prices. My husband has a 40-mile commute, one way 4x a week. The gas savings usually pay for the card. — Michele Fischer, 53, Newberry, SC
I was a member of Costco for several years. I canceled my membership when I came home yet again with way more "stuff" than I went for. I realized I just can't afford to save that much money. — Bob Baron, 78, Charlotte, NC
As a former NYC resident, and current NJ resident, I appreciate Costco for what it is. Lifestyles are different in the city and suburbs. Costco has good quality products at great prices, be it $20 dress shirts or $100 beef. I have worn those $20 shirts for more than 3 years and still wearing it. Costco has its benefits, and drawbacks. But it has found a loyal market that no other company has been able to replicate. Costco is just different. — Ruchik Sadavrati, 52, Franklin Park, NJ
My wife and I have three small kids, and we live in a multigenerational home with my in-laws and my brother-in-law. Buying in bulk works well for us because that huge pack of chicken often provides dinner for all of us and the main portion of lunch for the kiddos the next day or two. It's an even better deal for us to get snacks. Certain policies like DEI are very important to us, and Costco is one of the few that have stuck with it. — Zach Batton, 37, Pittsboro, NC
Agree or disagree with these takes? I'd love to hear from you. Please reach out at srussolillo@businessinsider.com.
Platinum woes
The American Express Platinum card is hot. It's also the most expensive credit card on the block, since Amex just announced it's hiking the annual fee 29%, from $695 to $895.
Amex says its perks are now worth $3,500, but that only matters if you're actually using them — and you might have to shift your spending habits to do so. For BI's Emily Stewart, that meant spending more money than she normally would've at places she might not have otherwise shopped at.
Now, she's rethinking the card.
Introducing Ashok Elluswamy
In 2014, Elluswamy joined the Autopilot team as a founding member. Now, as the team's big boss, he's front and center in Tesla's most defining initiatives.
Despite his influence at the EV maker, there's minimal reporting on Elluswamy. BI spoke with more than a dozen colleagues, friends, and former classmates of the executive to better understand his rise within Tesla.
He's taking on Tesla's self-driving gamble.
The shot heard around the software industry
OpenAI recently showcased new workplace applications in sales, support, and contract tools, and it quickly sparked concern about market competition in the software-as-a-service (SaaS) industry.
Software companies like DocuSign and HubSpot took hits on the stock market after the launch. The move could force companies to either partner with OpenAI or compete against its AI tools.
Also read:
- These are the most "AI-proof" software companies, according to analysts
- Is OpenAI the new Amazon? The ChatGPT maker keeps branching out and erasing market value from competitors.
21 guns for loyalty
Secretary of Defense Pete Hegseth had tough words for the military leaders he recently summoned to Washington, DC: Get on board with stricter standards, or get out.
It's a message that's already shaken corporate America. The military is famous for values not common in corporate America, like brotherhood and belonging — but Hegseth's comments put less weight on those and more on performance metrics.
Hardcore hits the armed forces.
Also read:
This week's quote:
"It's hard to take out the king."
— Jack Miller, president and CEO of T3 Sixty, on how difficult it is to bet against real estate behemoth Zillow.
How America's trash is fueling toxic tofu in Indonesia
Despite Indonesia's ban on plastic waste imports, the US continues to send millions of pounds of plastic to the country. Villagers are burning it to create tofu, contaminating the food with deadly toxins.
More of this week's top reads:
- Sora 2 makes me realize the AI future really is here. It's wonderful — and terrifying.
- The "stupidity" of 300 investment bankers tricked by a 20-something founder is a lesson in due diligence.
- "No driver, no hands, no clue": San Bruno police officers were met with a first after pulling over a Waymo.
- Two top execs at Vanguard lay out their vision for quantum-powered investing.
- Exclusive: Meta Superintelligence Labs executives are pushing staff to ditch slow internal systems for faster engineering tools.
- Step inside Goldman Sachs' Dallas office for 5,000 workers.
- This networking trick helps you skip the "cattle call" of applying for jobs.
- After a Reddit user took a dig at Harvey, Harvey's CEO fired back — and brought receipts.
Marissa Mayer's shuttered photo app was just too beautiful for this cruel world.
The BI Today team: Steve Russolillo, chief news editor, in New York. Lisa Ryan, executive editor, in New York. Dan DeFrancesco, deputy editor and anchor, in New York. Akin Oyedele, deputy editor, in New York. Grace Lett, editor, in New York. Amanda Yen, associate editor, in New York.
主题分类:
关键基础设施与产业安全
新闻 82: How Trump, Data Centers and Pricey Gas Are Fueling a US Coal Revival
类别: Green
Explainer
日期: 2025-10-01
主题: 美国燃煤业复苏及其与数据中心（包括AI数据中心）能源需求的关联。
摘要:
新闻指出，受前总统特朗普政策、高昂天然气价格以及日益增长的数据中心能源需求驱动，美国燃煤业正在经历复苏。电力公司为确保供电稳定，正加大燃煤电厂运行力度，扭转了过去二十年燃煤消费下降的趋势。
分析:
它直接涉及“人工智能(AI)”技术对“关键基础设施与产业安全”的影响。正文中明确提到“growing fleet of data centers buzzing”和“AI Data Centers Use a Lot of Energy”，这表明AI数据中心对能源需求巨大，正给电力系统带来压力，导致“utilities are now concerned about being able to keep the lights on”，这符合关键基础设施（能源、电力）面临系统负荷增加的判断标准。
正文:
How Trump, Data Centers and Pricey Gas Are Fueling a US Coal Revival
The US coal industry is having a good year. Demand for the dirtiest fossil fuel is increasing, utilities are running their plants harder, and miners are boosting production.
The country’s coal consumption had been trending downward for much of the past two decades in the face of cheap natural gas, tighter environmental restrictions and pressure to curb planet-warming emissions. But utilities are now concerned about being able to keep the lights on and the growing fleet of data centers buzzing.
More From Bloomberg
Trump Launches Broad Effort to Help Revive Flagging US Coal
JSW Sinks Most Since 2023 as Coal Miner Faces Cash Shortage
AI Data Centers Use a Lot of Energy. You May Be Paying for It
Trump Says US Close to Finalizing $500 Million Harvard Deal
Can Small Nuclear Reactors Help Power the AI Boom and Fight Climate Change?
主题分类:
关键基础设施与产业安全