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~$240 million in awards just announced from the CHIPS and Science Act, including $39 million for North Carolina. These investments will take technologies from lab to fab and support U.S. military capabilities. defense.gov/News/News-Stor…

My new piece ⁦The Wall Street Journal⁩ on #CEOActivism. A lot has changed since ⁦Mike Toffel⁩ and I introduced this topic in 2015. Key point in this article is that many of our most challenging political issues are business issues too. wsj.com/business/c-sui…

Great to see all the Duke families at this fireside chat w/ my colleague Peter Feaver ⁦DukePoliticalScience⁩. We talked about serving in the White House & agencies across 4 different administrations and how economic and natsec policy are intersecting in new and interesting ways.

ICYMI, here is a recap from a ⁦Duke University⁩ event on the CHIPS Act. Great mix of panels w/ companies like ⁦Intel⁩ ⁦Samsung Electronics⁩ ⁦Wolfspeed, Inc.⁩ ⁦Boston Consulting Group⁩ ⁦IBM⁩ & great turnout from Duke community including provost, deans & faculty today.duke.edu/2023/11/bettin…

My take on the economic outlook for 2024 ⁦Bloomberg TV⁩ youtube.com/watch?v=FUmF_B…

First announcement from ⁦U.S. Commerce Dept.⁩ to support chip manufacturing. $35M for ⁦BAE Systems, Inc.⁩ in NH, underscoring natsec focus & commitment to legacy chips. Great start that shows the wide impact of chips across geographies and sectors cnbc.com/2023/12/11/bae…

More big chips news. $10B investment in a new chip research facility in Albany with partners like ⁦IBM⁩ ⁦Micron Technology⁩ ⁦Applied Materials⁩ ⁦ASML⁩ ⁦Tokyo Electron US. R&D as important as manufacturing for success of CHIPS. wsj.com/tech/new-york-…

First 2 announcements from Biden Administration’s CHIPS manufacturing program are smaller grants that show a commitment to increasing supply chain resilience for chips that were short during pandemic. Key inputs in auto & defense as discussed CNBC cnb.cx/41RKdHX

Talked to ⁦WRAL NEWS in NC⁩ about North Carolina's Battery Belt boom and the impact of the Inflation Reduction Act. wral.com/story/vinfast-…

White House investing $5 billion in chips: Here's what to know cnbc.com/video/2024/02/…

Looking forward to our event ⁦Duke Fuqua⁩ on how the Inflation Reduction Act is shaping private investment. Proud to co-host with ⁦Nicholas Institute⁩ & welcome leaders from private, public and philanthropic sectors for this important conversation nicholasinstitute.duke.edu/events/billion…

Full house at #BillionsToTrillions conference on climate finance. Thanks to the hundreds who came out

Largest CHIPS grant so far to fund projects across 4 states. Loans and investment tax credit are also important levers to achieve the goal of producing more advanced chip in the U.S. nytimes.com/2024/03/20/us/…

Great discussion on ⁦Yahoo Finance⁩ on how public policy is shaping the chip industry including #NVDA #MU #INTC and more finance.yahoo.com/video/chips-ac…

Jennifer Hankins from Tulsa Innovation Labs says that a lesson learned from their EDA Build Back Better Regional Challenge initiative is the importance of governance. The CHIPS Tech Hub program in Tulsa has a coalition 3X the size of the BBBRC one. Tune in now:

Great conversation The Brookings Institution on how recent federal legislation is powering local economic development across the nation, including in Upstate NY, Oklahoma and Illinois. Thanks to the team Duke University & Brookings Metro for co-hosting this event.

On ⁦Squawk Box⁩ today talking about ⁦NVIDIA⁩ ⁦Intel⁩ earnings and implications for America’s chips strategy. cnbc.com/video/2024/08/…

newsobserver.com/news/business/…

Excited to get started ⁦OpenAI⁩ Thank you to ⁦Duke Fuqua⁩ for supporting me every step of the way. nytimes.com/2024/10/22/tec…

Amazing news for my hometown wral.com/story/durham-t…