Morgan D. Bazilian is Director of the Payne Institute and professor at Colorado School of Mines. Former World Bank energy specialist and UN diplomat, he is a leading expert on energy security and policy, with 220+ publications and affiliations.
AI’s future may hinge on an obscure material few policymakers recognize: indium phosphide, which powers the optical interconnects linking massive AI chip clusters. As China tightens export controls, the U.S. faces a strategic chokepoint in the physical infrastructure underlying AI dominance.
Morgan Bazilian