Following our inaugural 2024 report that made the case for treating national security as an investment category, CGCI is proud to release our second major research report: “From Strategy to Execution: A Playbook for Private Capital in the Era of Global Competition & Innovation.” This report moves beyond the “why” and into the “how”—providing investors, corporates, and policymakers with a practical roadmap for deploying capital across the eight critical technology sectors that will define U.S. and allied competitiveness for the next decade.
Where our first report established Global Competition & Innovation (GCI) as a coherent investment framework, this follow-on report examines the concrete execution progress made in 2025—from JPMorganChase’s $1.5 trillion Security and Resiliency Initiative to over $1.2 trillion in announced U.S. manufacturing capacity—and identifies the choke points, financing structures, and policy tools that will determine whether strategic ambition translates into lasting industrial strength. With a sector-by-sector analysis spanning AI, biotechnology, critical minerals, defense technology, energy, food security, manufacturing, and semiconductors, this report is designed to equip serious actors with the architecture needed to turn the GCI thesis into bankable, repeatable, measurable deployment at scale.



