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Technology, Security & Governance
Analysis of emerging technology, cybersecurity, military applications, public policy, international governance, and strategic risk.


OpenAI's Ground Game vs. SpaceX's High Ground: A $500 Billion Question
The content of this article does not represent the views, policies, opinions, positions, or official statements of the U.S. Navy, the Department of Defense, the federal government, or any military or government organization. WASHINGTON, Two fundamentally different bets on the future of artificial intelligence infrastructure are now in direct competition, and the chief executives behind them are making that competition public. On one side: OpenAI's Stargate project, $500 billi
Theoplis Stewart II
Jul 144 min read


SpaceX's Merger With xAI Creates AI Infrastructure Moat Rivals Cannot Match, Analysts Say
The content of this article does not represent the views, policies, opinions, positions, or official statements of the U.S. Navy, the Department of Defense, the federal government, or any military or government organization. WASHINGTON, On Feb. 2, 2026, SpaceX completed its merger with xAI in what financial analysts described as the largest private merger in history, creating a combined entity, SpaceXAI, valued at $1.25 trillion. The headlines focused on the valuation. The mo
Theoplis Stewart II
Jul 145 min read


SpaceX's Orbital Data Centers Threaten to Reshape Nuclear Industry's AI Boom
The content of this article does not represent the views, policies, opinions, positions, or official statements of the U.S. Navy, the Department of Defense, the federal government, or any military or government organization. WASHINGTON, When SpaceX filed an application with the Federal Communications Commission on Jan. 30, 2026, proposing up to one million solar-powered satellites to serve as orbital data centers, it raised a question the nuclear energy industry has been relu
Theoplis Stewart II
Jul 145 min read


When the Referees Leave the Field: Military AI Is Advancing Without a Rulebook
Introduction In February 2026, diplomats, defense officials, and technology leaders gathered in A Coruña, Spain, for the third international summit on Responsible Artificial Intelligence in the Military Domain — a process known as REAIM. These summits have been, since their inception in 2023, one of the few serious multilateral efforts to establish guardrails on how governments use artificial intelligence in warfare. The outcome was sobering. Only 35 nations signed the summit
Theoplis Stewart II
Jun 124 min read


Q-Day Is Not a Punchline: What Every Leader Needs to Understand About Post-Quantum Cryptography
Introduction There's a concept in cybersecurity circles called "harvest now, decrypt later." The idea is straightforward and unsettling: adversaries — nation-states, sophisticated criminal organizations, anyone with sufficient resources and patience — are collecting encrypted communications and data today, storing them, and waiting. Waiting for the day when a quantum computer powerful enough to break current encryption finally exists. That day doesn't have a fixed date on the
Theoplis Stewart II
Jun 122 min read


Disney Employee’s AI Download Sparks Cyberattack: What It Means for Media and Cybersecurity
This is an editorialized blog, drafted with the assistance of AI. When Disney employee Matthew Van Andel downloaded an AI tool, he had no...
Theoplis Stewart II
Mar 1, 20252 min read
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