• Home
  • Latest
  • Fortune 500
  • Finance
  • Tech
  • Leadership
  • Lifestyle
  • Rankings
  • Multimedia

Trendingnow

1

The Bezos family just donated $100 million to help achieve one of Mayor Zohran Mamdani’s top campaign promises

2

Despite having a $165 million net worth, Scarlett Johansson says work-life balance doesn’t exist—and the first step to success is admitting that

3

Nearly 50,000 Lake Tahoe residents have to find a new power source after their energy source looks to redirect lines to data centers

1

The Bezos family just donated $100 million to help achieve one of Mayor Zohran Mamdani’s top campaign promises

2

Despite having a $165 million net worth, Scarlett Johansson says work-life balance doesn’t exist—and the first step to success is admitting that

3

Nearly 50,000 Lake Tahoe residents have to find a new power source after their energy source looks to redirect lines to data centers
AIDefense

Top AI defense CEO sees China planning for a ‘very protracted conflict’ and the U.S. running out of weapons in 7 days

Marco Quiroz-Gutierrez
By
Marco Quiroz-Gutierrez
Marco Quiroz-Gutierrez
Reporter
Down Arrow Button Icon
Marco Quiroz-Gutierrez
By
Marco Quiroz-Gutierrez
Marco Quiroz-Gutierrez
Reporter
Down Arrow Button Icon
December 18, 2025, 10:31 AM ET
Tara Murphy Dougherty, CEO of  defense software company Govini sits next to Gary Steele, CEO of Shield AI at the Fortune Brainstorm AI conference in 2025.
Tara Murphy Dougherty, CEO of defense software company Govini sits next to Gary Steele, CEO of Shield AI at the Fortune Brainstorm AI conference in 2025.Stuart Isett—Fortune

When it comes to a potential future conflict, especially with China, the U.S. may be on its back foot, claim experts at the intersection of AI and defense.

Recommended Video

Speaking at the Fortune Brainstorm AI conference in San Francisco last week, Tara Murphy Dougherty, the CEO of defense software company Govini, said that in a conflict with China the U.S. could run out of some munitions in seven days, while China could potentially hold out longer.

“They are planning for a very protracted conflict, and would be happy to draw that fight out to bleed American stockpiles dry, because they aren’t missing the economic piece of this puzzle,” Dougherty said.

This possibility should be troubling to the U.S., and yet there is no easy fix, explained Dougherty. The U.S. stockpile of munitions and other war time resources are held up by various obstacles established over years, she said.

“Unfortunately, those stockpiles are low enough, and the United States has outsourced so much manufacturing capacity at this point, that the amount of time it will take to build the munitions and weapons systems that the United States needs is just much, much too long,” she said.

The U.S. could indeed run out some munitions especially in a conflict with China over the Taiwan strait, according to a study by the Center for Strategic and International Studies. Still, the study only singled out certain types of munitions such as long range and precision-guided munitions in under a week.

At the same time, the U.S. has the second most number of nuclear warheads, just behind Russia, and significantly more than China’s 600, according to the International Campaign to Abolish Nuclear Weapon (ICAN).

The war in Ukraine, which has escalated since Russia’s invasion in 2022, has shown the need for countries to be nimble when it comes to the resources required for war. Yet, in a war time situation it’s unclear how quickly the U.S. would be able to mobilize, Dougherty added. 

“Our weapon systems and military platforms have historically low operational availability, which basically means, if we need to go to war, half the fleet is sitting in depot or at dock,” she said.

The Trump administration and Department of War secretary Pete Hegseth have tried to spur a change in the status quo. Earlier this year, Hegseth sent a memo to senior Pentagon leadership asking for the Army to restructure its acquisition systems and close redundant and inefficient programs.

Using AI, though, may be another way to help America’s war readiness, added Gary Steele, the CEO of AI-powered autonomous systems company Shield AI. Steele said AI will completely transform the aerospace and defense industry so much so that in 20 years it will look radically different.

“You’re gonna have lower cost systems, AI-led, software-led, not these super expensive, incredibly elaborate systems that just get shut down,” said Steele. “I think there’s a revolution happening, and we’re at the very beginning of that journey.”

In 2001, Fortune first convened the smartest people we know, bringing together CEOs and founders, builders and investors, thinkers and doers. Since then, Fortune Brainstorm Tech has been the place where bold ideas collide. From June 8–10, we will return to Aspen—where it all began—to mark 25 years of Brainstorm. Register now.
About the Author
Marco Quiroz-Gutierrez
By Marco Quiroz-GutierrezReporter
LinkedIn iconTwitter icon

Role: Reporter
Marco Quiroz-Gutierrez is a reporter for Fortune covering general business news.

See full bioRight Arrow Button Icon

Latest in AI

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025

Most Popular

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Fortune Secondary Logo
Rankings
  • 100 Best Companies
  • Fortune 500
  • Global 500
  • Fortune 500 Europe
  • Most Powerful Women
  • World's Most Admired Companies
  • See All Rankings
  • Lists Calendar
Sections
  • Finance
  • Fortune Crypto
  • Features
  • Leadership
  • Health
  • Commentary
  • Success
  • Retail
  • Mpw
  • Tech
  • Lifestyle
  • CEO Initiative
  • Asia
  • Politics
  • Conferences
  • Europe
  • Newsletters
  • Personal Finance
  • Environment
  • Magazine
  • Education
Customer Support
  • Frequently Asked Questions
  • Customer Service Portal
  • Privacy Policy
  • Terms Of Use
  • Single Issues For Purchase
  • International Print
Commercial Services
  • Advertising
  • Fortune Brand Studio
  • Fortune Analytics
  • Fortune Conferences
  • Business Development
  • Group Subscriptions
About Us
  • About Us
  • Press Center
  • Work At Fortune
  • Terms And Conditions
  • Site Map
  • About Us
  • Press Center
  • Work At Fortune
  • Terms And Conditions
  • Site Map
  • Facebook icon
  • Twitter icon
  • LinkedIn icon
  • Instagram icon
  • Pinterest icon

Latest in AI

Americans would rather live near a nuclear power plant than a data center—by a lot
AIData centers
Americans would rather live near a nuclear power plant than a data center—by a lot
By Catherina GioinoMay 15, 2026
9 minutes ago
Cisco’s AI orders forecast just hit $9 billion—and the stock surged
AICFO Daily
Cisco’s AI orders forecast just hit $9 billion—and the stock surged
By Sheryl EstradaMay 15, 2026
1 hour ago
chase
CommentaryCities
San Francisco has $2 trillion in AI wealth and can’t fix its own city. That’s every city’s problem
By Chase GarbarinoMay 15, 2026
1 hour ago
peters
Startups & VentureAI agents
AI agents are saving California’s favorite cheese. Here’s how Salesforce brought Petaluma Creamery back from the dead
By Nick LichtenbergMay 15, 2026
2 hours ago
michael
CommentaryEducation
AI is wiping out entry-level jobs. Here’s how colleges can fill the gap
By Michael HansenMay 15, 2026
3 hours ago
Wall Street sees ‘nothing of real substance’ in Trump’s China trade deal—and stocks sell off globally
North AmericaMarkets
Wall Street sees ‘nothing of real substance’ in Trump’s China trade deal—and stocks sell off globally
By Jim EdwardsMay 15, 2026
4 hours ago

Most Popular

The Bezos family just donated $100 million to help achieve one of Mayor Zohran Mamdani’s top campaign promises
Politics
The Bezos family just donated $100 million to help achieve one of Mayor Zohran Mamdani’s top campaign promises
By Jake AngeloMay 12, 2026
3 days ago
Despite having a $165 million net worth, Scarlett Johansson says work-life balance doesn’t exist—and the first step to success is admitting that
Success
Despite having a $165 million net worth, Scarlett Johansson says work-life balance doesn’t exist—and the first step to success is admitting that
By Preston ForeMay 13, 2026
2 days ago
Nearly 50,000 Lake Tahoe residents have to find a new power source after their energy source looks to redirect lines to data centers
Travel & Leisure
Nearly 50,000 Lake Tahoe residents have to find a new power source after their energy source looks to redirect lines to data centers
By Catherina GioinoMay 12, 2026
3 days ago
The airplane fuel shortage is a myth propagated by airlines who want to cancel unprofitable flights, says private jet CEO
Energy
The airplane fuel shortage is a myth propagated by airlines who want to cancel unprofitable flights, says private jet CEO
By Jim EdwardsMay 14, 2026
1 day ago
Steve Jobs used a 'beer test' for interviews at Apple—if he didn’t want to drink with you, you didn’t get the job
Success
Steve Jobs used a 'beer test' for interviews at Apple—if he didn’t want to drink with you, you didn’t get the job
By Orianna Rosa RoyleMay 14, 2026
1 day ago
Current price of oil as of May 14, 2026
Personal Finance
Current price of oil as of May 14, 2026
By Joseph HostetlerMay 14, 2026
1 day ago

© 2026 Fortune Media IP Limited. All Rights Reserved. Use of this site constitutes acceptance of our Terms of Use and Privacy Policy | CA Notice at Collection and Privacy Notice | Do Not Sell/Share My Personal Information
FORTUNE is a trademark of Fortune Media IP Limited, registered in the U.S. and other countries. FORTUNE may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.