We regret to inform you that this event has been postponed. Apologies for the inconvenience and thank you for your interest in Atlantic Council’s events.

On Monday, January 26, at 10:00 a.m. ET, the Atlantic Council will host a conversation examining whether today’s rapid acceleration in artificial intelligence investment reflects durable long-term fundamentals or signals the emergence of a speculative bubble.

As AI drives unprecedented demand for compute capabilities, data centers, semiconductors, electricity, talent, and capital, questions of sustainability and systemic risk have come to the forefront. Governments and markets alike are grappling with how to balance innovation, competitiveness, and resilience amid massive infrastructure buildouts and evolving economic pressures.

This discussion will explore the dynamics shaping the current AI investment surge, the structural constraints that could amplify volatility, and the long-term factors that distinguish hype cycles from genuine technological transformation. The panelists will assess the resilience of the AI ecosystem, the fragility of supply chains, the role of private capital, and the broader implications for national security and global economic stability.

This event will take place in person at the Atlantic Council’s headquarters in Washington, DC. The event will be live streamed on ACTV, YouTube, and X.

Tess deBlanc-Knowles
Senior Director, Atlantic Council Technology Programs
Atlantic Council

Sarah Myers West
Co-Executive Director
AI Now Institute

Trey Herr
Senior Director, Cyber Statecraft Initiative
Atlantic Council

Issue Brief Sep 5, 2025

Securing data in the AI supply chain  

By Justin Sherman

To avoid lopsided AI policy, policymakers must see the data used and generated by AI as a chain, not a snapshot.

Artificial Intelligence Cybersecurity

Issue Brief Dec 3, 2025

Cloudbusting: Policy for evaluating trust in compute infrastructure

By Sara Ann Brackett

A global cloud built on technical assurances—not geography—is essential to securing critical infrastructure and the future of AI.

Artificial Intelligence Cybersecurity

The Atlantic Council’s Cyber Statecraft Initiative, part of the Atlantic Council Technology Programs, works at the nexus of geopolitics and cybersecurity to craft strategies to help shape the conduct of statecraft and to better inform and secure users of technology.

learn more

Watch this event and more content on ACTV

Follow the conversations shaping our world. Available on all major platforms.

Start watching