Cache Me If You Can

In this episode of Cache Me if You Can, we examine how two of the world’s most influential companies, SpaceX and Huawei, are increasingly shaping the trajectory of global technology competition. Once operating in entirely separate domains, space infrastructure and telecommunications, these firms are now converging across critical frontiers, including AI, connectivity, and data ecosystems.

Our guest, Eva Dou, is an award-winning journalist and the author of House of Huawei. Drawing on years of reporting on China’s political economy and technology sector, Eva unpacks how Huawei’s rise and its rivalry with U.S. firms offer a powerful lens into broader geopolitical competition.

In this episode, we explore how space-based connectivity is challenging traditional terrestrial networks, why companies like SpaceX may be redefining infrastructure from orbit, and how both firms are becoming central to surveillance and data systems. This episode looks beyond individual companies to ask a bigger question: what do SpaceX and Huawei reveal about how the United States and China build, scale, and compete in the technologies that will define the future?

In this episode of Cache Me if You Can, we examine Iran’s evolving cyber strategy and what recent activity reveals about the role of cyberspace in modern conflict. While headlines often highlight disruptive attacks and hacktivist activity, the reality of Iran’s cyber operations is more complex—blending state-backed actors, proxy groups, and information campaigns to shape perceptions, signal resolve, and complement activity across other domains.

Our guests, Lauryn Williams, Deputy Director and Senior Fellow with the Strategic Technologies Program at CSIS; Dr. Nikita Shah, Senior Fellow with the Intelligence, National Security, and Technology Program at CSIS; and Lieutenant General (Ret.) Maria Barrett, former Commander of U.S. Army Cyber Command, bring deep expertise from government, military, and strategic policy roles. Together, they unpack how Iran calibrates cyber operations alongside information warfare, economic pressure, and geopolitical signaling.

We discuss the distinction between high-volume cyber activity and operations that create meaningful strategic effects, including reported attacks on financial systems and the growing use of AI-enabled influence campaigns. The conversation also explores how cyber operations intersect with other tools of statecraft, why cyber activity alone rarely determines the trajectory of conflict, and what indicators may signal escalation in the months ahead.

In this episode of Cache Me if You Can, we explore how artificial intelligence is driving an unprecedented expansion of data center infrastructure. While the cloud era transformed digital services, AI workloads are fundamentally changing how data centers must be designed, powered, and cooled.

Our guest, Ty Schmitt, Vice President and Dell Fellow in Dell Technologies’ Infrastructure Solutions Group CTO organization, brings more than three decades of experience in server hardware, thermal design, and data center engineering. Drawing on his work shaping Dell’s data center technology and sustainability strategy, Ty explains why AI infrastructure is scaling so rapidly and what makes it technically different from the cloud systems that came before.  
We discuss the engineering challenges behind high-power AI chips, the industry’s shift from air to liquid cooling, and how data center builders are adapting to rising energy demands and community concerns as AI infrastructure expands.

In this episode of Cache Me if You Can, we go beneath the cloud to examine the physical infrastructure powering today’s digital economy: data centers. As demand for cloud services, AI workloads, and high-performance computing accelerates, data centers have become critical national assets—while also emerging as flashpoints for debates over energy use, land, labor, and local governance.

Our guest, Chris Kimm, former Senior Vice President at Equinix, brings decades of experience operating and scaling global data center infrastructure at the intersection of technology, customers, and public policy. Drawing on his leadership across data center operations in the Americas and global customer service teams, as well as his time chairing the Data Center Coalition’s Board of Directors, Chris helps unpack how modern data centers work, how they’ve evolved, and why misconceptions about their impact persist.

We discuss what actually happens inside a data center, how facilities differ from hyperscale to edge deployments, where innovation is happening most rapidly, and how the industry is responding to mounting energy and sustainability challenges. The conversation also explores why regions like Northern Virginia became data center hubs, what economic benefits these facilities bring to local communities, and how policymakers can better balance growth with public concerns as digital infrastructure continues to expand.

In this special Cache Me If You Can episode, we bring you a CSIS event featuring Matt Pearl, Director of the Strategic Technologies Program, in conversation with Bill Whyman, Senior Advisor with CSIS Strategic Technologies and author of the new CSIS paper Sovereign Cloud–Sovereign AI Conundrum: Policy Actions to Achieve Prosperity and Security.

The discussion explores the global push for sovereign cloud and sovereign AI, as well as the difficult tradeoffs governments face as they seek greater control over data, compute, and cloud infrastructure. Matt and Bill break down what cloud computing is, why digital sovereignty has surged to the top of the policy agenda, and where sovereign approaches risk undermining innovation, competitiveness, and economic growth through higher costs, scalability limits, and fragmentation.

Read Bill’s paper: https://www.csis.org/analysis/sovereign-cloud-sovereign-ai-conundrum-policy-actions-achieve-prosperity-and-security