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SPEAKING

The AI Stack: Who Will Deploy the Future — and Who Will Stall

  • Artificial intelligence will not be won by the best algorithm.
  • It will be won by who can finance, power, regulate, and deploy complete AI systems at national and allied scale.
  • Mark R. Kennedy delivers executive-level briefings on the next phase of the AI race — where compute, capital markets, energy infrastructure, export controls, sovereign strategy, and alliance coordination converge.
  • A former Fortune 100 executive, U.S. Congressman, and president of two flagship public research universities, Kennedy now serves as Director of NYU’s Development Research Institute and leads the Wahba Initiative for Strategic Competition — convening senior leaders across government, finance, technology, and energy to address AI stack deployment at scale.
  • This is not an AI trends talk.
  • It is a strategic systems briefing for decision-makers.

FLAGSHIP KEYNOTE

The AI Stack: Deployment, Power, and Strategic Advantage

  • The global AI race has entered a decisive phase.
  • Model performance is no longer the primary constraint.
  • Deployment is.
  • China’s advantage does not lie in superior algorithms. It lies in its ability to bundle infrastructure, capital, standards, and political coordination into deployable systems.
  • Western democracies possess deeper capital markets and stronger innovation ecosystems — yet often stall at financing, regulatory fragmentation, and execution gaps.
  • In this high-level executive briefing, Kennedy addresses:
  • Why compute, energy, and capital markets — not just models — determine AI dominance
  • How export controls and cloud policy shape real-world diffusion
  • Where sovereign capital is moving — and where it hesitates
  • Why AI infrastructure stalls even when demand and policy support exist
  • How allied coordination can scale trusted AI systems without sacrificing openness
  • What boards must understand about AI-driven geopolitical fragmentation
Designed for CEOs, boards, private equity, infrastructure investors, technology leaders, and senior policymakers navigating AI at industrial scale.

EXECUTIVE BRIEFINGS

Capital, Energy, and the Industrial AI Economy

  • Capital, Energy, and the Industrial AI Economy
  • Data centers, semiconductor supply chains, sovereign capital flows, export finance tools, and multilateral institutions shape the AI landscape as much as software engineers.
  • This briefing examines:
  • The capital bottlenecks limiting AI scale
  • Energy constraints reshaping data center geography
  • Industrial policy and national AI competitiveness
  • How public and private finance can accelerate trusted AI deployment
Ideal for financial institutions, infrastructure funds, sovereign wealth funds, and global industry leaders.

Strategic Competition in the Age of AI Infrastructure

  • The AI race is redefining alliances, trade policy, and economic security.
  • Kennedy analyzes:
  • The shift from globalization to system-level rivalry
  • How trusted AI ecosystems are becoming alliance architecture
  • Where regulatory divergence risks technological fragmentation
  • What strategic alignment means in a world of interdependence
Designed for multinational leadership teams, global forums, and public-private convenings.

WHAT DISTINGUISHES MARK KENNEDY

Systems-Level AI Strategy

Most AI speakers focus on productivity, tools, or ethics. Kennedy focuses on deployment architecture — the integration of compute, energy, finance, governance, and alliances.

Cross-Sector Authority

He is the only speaker to have served as:
  • Senior officer of a Fortune 100 company
  • Member of the U.S. Congress
  • President of two major public research universities
  • Director of a strategic competition institute at NYU
He speaks with operational credibility — not commentary distance.

Global Strategic Access

Kennedy collaborates with senior policymakers, sovereign capital leaders, technology executives, and development finance institutions across North America, Europe, Asia, and the Middle East. His briefings reflect current strategic conversations shaping AI deployment worldwide.

Nonpartisan Strategic Lens

  • Kennedy evaluates actions through a consistent standard:
  • Does this strengthen or weaken long-term strategic position?
  • His analysis is trusted across sectors because it prioritizes execution, alignment, and institutional performance over ideology.

FORMAT OPTIONS

  • Keynote Address (45–60 minutes)
  • Executive Strategy Briefing
  • Board Retreat Session
  • Closed-Door Senior Roundtable
  • Moderated Strategic Conversation
Each engagement is tailored to the audience’s industry exposure, geographic footprint, and strategic risk profile.

IDEAL AUDIENCES

  • Corporate boards and C-suites
  • Private equity and institutional investors
  • Infrastructure and energy executives
  • Global technology firms
  • Financial institutions
  • Sovereign wealth and development finance leaders
  • Government and multilateral policymakers

AVAILABILITY

  • Based in Washington, DC
  • Available globally
  • Select engagements annually
  • For booking inquiries:
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Or via leading speaker bureaus