Security and Resiliency in Action: Powering the AI revolution
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What is the purpose of the Security and Resiliency Initiative and who are the hosts?
Hello, Making Sense listeners. You're listening to the next episode of our Security and Resiliency in Action series, where we unpack the big moves and macro trends shaping our economic future. Over the course of the series, JPMorgan experts will cover industries that are critical to national security and resiliency, including energy, healthcare, pharma, manufacturing, defense, and technology. In this episode, we're diving into the world of strategic tech. Christina Nielsen, Global Co-Head of AI Investment, and Justin Krauss, SRI Lead for Defense Tech and Innovation Economy, will talk through how AI is becoming more integrated into everything from business operations and national security to our day-to-day lives.
We'll hear about the infrastructure needed to support the AI revolution, the future of autonomous technology, and why we're supporting strategic tech as part of the Security and Resiliency Initiative. If you'd like to learn more, you can visit jpmorgan.com slash SRI. With that, let's jump into the conversation.
The Security and Resiliency Initiative, having spent years covering venture-backed companies working in frontier tech and really changing the way we live, right, almost bringing science fiction to real life.
How does the AI “liquid” concept shape trust, policy, and global competition?
The Security and Resiliency Initiative, what it really does is gives us a chance to focus even more than we have before on finding those ones that fit these incredibly critical pillars of energy independence and defense in aerospace and supply chain, it is one of the most rewarding things you can possibly do is to spend time with a founder who's building a business that is changing the world. And you can help him or her through those steps. And in this case, it's even better because it fits in something that we all believe fundamentally is important for our country and our allies.
You know, as we think about the AI value chain, the broader ecosystem associated with that, it truly does encompass pretty much every economy in the world. And so having a framework that evaluates policy, evaluates financing evaluates really targeted focus on advancing these technologies which is everything from manufacturing to construction to the electronic supply chain to data centers broadly to the entire ai application model development ecosystem having a partner that really cares about that, thinks about it on a domestic and global basis, and thinks about how do we as a firm, how do we as a team really say, okay, how can we best leverage our assets, which is everything from connectivity to capital markets and that interface and interplay with government and policy to really ensure that all of this is successful.
Think about AI almost like an enabling liquid for human beings to function in the future. And that enabling liquid has a lot of physical infrastructure behind it. But ultimately, all information, all data by individuals, corporations and governments are going to flow through this liquid.
What infrastructure challenges arise when building AI data centers?
And so the debate is very active right now by every country in the world. Who has access to that liquid and what influence do they have on it? And so if you think about AI build out both here domestically and internationally. You want to ensure that you have a solid technical foundation that is trustworthy, that is not going to use or abuse that information on a country basis, on a governmental basis, a corporation basis, and on an individual basis. And so really it's this network of trust that is getting deployed everywhere such that we all can benefit from AI on the back end.
So to all these amazing things, all these amazing technologies, now we're gonna power them. Obviously the data center question in terms of thinking about not just the capital to build, but like, where do you build them? What the permitting process is to build them, right? What is the implications for the local communities when you build them? What's interesting about the data center demand piece is the broad supply chain there.
How are autonomous drones and vehicles transforming defense and logistics?
And this actually gets to the heart of our security and resiliency initiative, that it's not just about, can you put up a data center?
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Chapters
6 chapters
1
What is the purpose of the Security and Resiliency Initiative and who are the hosts?
0:03–1:16
2
How does the AI “liquid” concept shape trust, policy, and global competition?
1:16–3:18
3
What infrastructure challenges arise when building AI data centers?
3:18–4:33
4
How are autonomous drones and vehicles transforming defense and logistics?
4:33–5:15
5
Why is AI seen as a generational productivity boost for the economy?
5:15–6:40
6
What are the key take‑aways and next steps for listeners interested in strategic tech?
6:40–8:20
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