CMU 提出“Electrotech moneyball”框架评估能源与 AI 供应链风险

September 10, 2026 'Electrotech moneyball' framework developed to rank risk and opportunity in energy and AI supply chains by Jess Regan, Carnegie Mellon University edited by Gaby Clark, reviewed by Andrew Zinin Gaby Clark Scientific Editor Meet our editorial team Behind our editorial process Andrew Zinin Chief Editor Meet our editorial team Behind our editorial process Editors' notes This article has been reviewed according to Science X's editorial process and policies. Editors have highlighted the following attributes while ensuring the content's credibility: fact-checked trusted source proofread The GIST Add as preferred source Credit: Carnegie Mellon University Carnegie Mellon University researchers developed a framework to help the United States secure the power infrastructure needed to support artificial intelligence and other emerging technologies, all while reducing vulnerabilities in the global supply chains that make that infrastructure possible. The research, conducted over the past two years by the Carnegie Mellon Institute for Strategy and Technology (CMIST), examines how competition among global powers is increasingly tied to two foundational resources: electricity and compute. As the United States expands its power grid and builds the data centers needed to support AI, the hardware and software connecting those systems will play an increasingly important role in national security, the researchers said. Harry Krejsa, director of studies at CMIST, described the massive investment in new energy infrastructure as a "once-in-a-generation" opportunity to build security into the grid from the start rather than trying to address vulnerabilities later. "The technologies redefining the battlefield and economic competitiveness alike increasingly draw on a common industrial base of batteries, power electronics, electric motors and embedded software," Krejsa said. Krejsa authored the paper with CMIST nonresident fellows Phoebe Benich and Emma Stewart in partnership with the Foundation for Defense of Democracies. The researchers draw on the same risk-prioritization logic used in defense manufacturing, where producers regularly separate the "smart," susceptible components that demand scrutiny from "dumb" commodity inputs. Not every component needs the same level of security, the authors argue. The U.S. cannot stop using all Chinese parts right away, as blocking everything would slow energy expansion and harm power reliability. The "Moneyball" framework outlined in the paper assesses each technology across three dimensions to maximize strategic return: urgency of deployment, level of risk versus opportunity to mitigate and competitive advantage for domestic leadership. For example, basic parts like batteries and solar panels don't pose the same security risks as the "smart" software that runs them, such as the systems that manage energy storage, power inverters and cloud connections. These digital systems are what actually control how power is generated, stored and sent across the grid. Based on that assessment, the framework sorts components into three tiers of policy priority: tight domestic control, trusted-ally sourcing or managed global procurement. The framework has circulated among the executive branch, Congress, allied ambassadors and industry, generating requests for briefings and testimony as well as interest from tech companies exploring how the approach could be used in their own sectors. Looking at the big picture, Krejsa highlighted the central goal of this work. "The nations that can build, power and secure this 'electrotech' foundation will hold the advantage across all of the technologies built on top of it, even as those same technologies put unprecedented capability into more hands than ever before—a paradox of concentrating foundations and diffusing power that CMIST is making a defining focus of its research," he said. More information Electrotech Moneyball: An Industrial Strategy for Ranking Risk and Opportunity in Energy & AI Supply Chains, www.cmu.edu/cmist/tech-and-pol … moneyball/index.html Key concepts Power system flexibilityEnergy transitionAI data center infrastructureCybersecurity frameworks Provided by Carnegie Mellon University Who's behind this story? Gaby Clark MA in English, copy editor since 2021 with experience in higher education and health content. Dedicated to trustworthy science news. Full profile → Andrew Zinin Master's in physics with research experience. Long-time science news enthusiast. Plays key role in Science X's editorial success. Full profile → Citation: 'Electrotech moneyball' framework developed to rank risk and opportunity in energy and AI supply chains (2026, September 10) retrieved 10 September 2026 from https://techxplore.com/news/2026-09-electrotech-moneyball-framework-opportunity-energy.html This document is subject to copyright. Apart from any fair dealing for the purpose of private study or research, no part may be reproduced without the written permission. The content is provided for information purposes only. US clean energy supply chains projected to fall short of rising demand Oct 9, 2025 Scientists put forth a smarter way to protect a smarter grid Mar 4, 2024 Hacking the grid: How digital sabotage turns infrastructure into a weapon Jan 22, 2026 Report: Energy leaders present six big ideas to help avoid US electricity crisis Apr 4, 2025 International balance of power determined by Chinese control over emerging technologies, study shows Apr 22, 2024 Report: CHIPS Act just the first step in addressing threats to US leadership in advanced computing Mar 1, 2023 Unexpectedly rigid polymers boost ion transport in hydrogen fuel cell membranes 31 minutes ago Humanoid robot learns to sprint and perform spin kicks using AI trained on human motion data 5 hours ago Training fix could let AI-generated scenes respond properly to a user's controls 2 hours ago Audio tones can help automated vehicles communicate with pedestrians 3 hours ago A stolen-phone safeguard could disrupt home alarms and block new flagship phones 19 hours ago New Apple CEO unveils latest iPhone lineup, including a foldable model called Duo 21 hours ago