Kreps: AI, Energy Security and the Future of Global Competition

Presenter: Sarah Kreps, Professor, Government & Law, Cornell University
Timing: Wednesday, Feb. 25, 2026 (11:45 am - 1:15 pm)
Session: Luncheon Speaker

Transcript

1. AI, Energy Security, and the Future of Global Competition
3. Embedded everywhere From Tool to System
4. AI has become a cross-sector issue Power Compute Manufacturing
5. Why energy enters the story Compute is Physical
6. Energy security becomes a binding constraint Power Community
7. Infrastructure turns AI into a national issue
8. Scale meets sovereignty Geopolitics
9. Critical minerals and leverage Processing matters
10. Politics as a constraint U.S. political polarization is at its highest level since Reconstruction
11. Where AI is going Infrastructure Institutions Capability AI progress will be constrained by whichever of these three pillars lags