Caleb Withers

Executive Summary In 2026, artificial intelligence (AI) chip production has become a binding constraint on the pace of the AI compute buildout. Demand for computing power to train and deploy advanced AI models continues to grow exponentially, outpacing many chip manufacturers’ forecasts. Supply chains for AI chips and key inputs cannot scale rapidly enough to meet demand, as it takes years to build additional manufacturing capacity.

Paul Scharre, CNAS Executive Vice President, joins host Luisa Rodriguez to explain why we are hurtling toward a “battlefield singularity” — a tipping point where AI increasingly replaces humans in much of the military, changing the way war is fought with speed and complexity that outpaces humans’ ability to keep up. Watch the full interview on 80,000 Hours.

Published by The Lawfare Institute in Cooperation With Caleb Withers, a researcher at the Center for a New American Security, joins Kevin Frazier, the AI Innovation and Law Fellow at the University of Texas School of Law and a Senior Editor at Lawfare, to discuss how frontier models shift the balance in favor of attackers in cyberspace.