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Gregory Allen

Founder and CEO, Decision Tree Research

Search every verified Gregory Allen interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Gregory Allen, founder and CEO of Decision Tree Research and a former Department of Defense AI strategy official, has been a frequent commentator on AI policy and geopolitics. He has discussed the reported plans by Nvidia's board to oust CEO Jensen Huang, saying the company is not structured to easily absorb his loss and that Huang's personal conduct raised national security concerns. Allen has also analyzed U.S.–China AI competition, arguing that China's new AI export controls mirror the strategic logic of U.S. policy, and has said that China is likely to continue advancing through distillation of American models, though he noted Anthropic's reported success in blocking most such attempts. On domestic AI policy, Allen has described the Trump administration's messaging on AI regulation as highly volatile, swinging between dismissing safety concerns and adopting mandatory rules. He has said that AI model releases are outpacing safety technologies and pointed to incidents involving autonomous agents as evidence of real risk. Following the 2026 midterm elections, Allen said that AI and data center issues influenced voter behavior and that Democrats' scrutiny of the industry is likely to shape future legislation. He has also stated that AI data center projects already underway will continue, bringing tens of gigawatts of new compute capacity online, while future projects may face new requirements around tax breaks, labor, and power costs.

Recent appearances

  • Nvidia Preparing to Oust CEO Jensen Huang: WSJ

    November 11, 2026 · 📺 Bloomberg Television

    "Balance of Power" focuses on the intersection of politics and global business. On today's show, Rep. Suzan DelBene says there should be an investigation into Nvidia and Jensen Huang to understand potential national security implications. Kevin Brady, former Republican Congressman from Texas, says Democrats are effectively in control of the timing and content of government funding legislation during the lame-duck session as control of the House changes hands. Gregory Allen, Founder and CEO of Decision Tree Research, says Nvidia is not structured to easily absorb the loss of Jensen Huang and ar…

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  • Nvidia CEO Hangs Out with Chinese Spy? + China’s New AI Export Controls + AI's Cyber Month from Hell

    November 06, 2026 · 📺 Gregory C. Allen

    Released October 29, 2026 Adam Goodwin and Gregory Allen examine a shocking New York Times story that Jensen Huang was targeted by Chinese intelligence via the CEO of a partner company, and break down the litany of red flags surrounding diversion efforts to get Nvidia chips into China over the last few years. Then, Adam and Greg break down China’s new AI export controls regime, how it bears a striking resemblance to the Biden-era Diffusion Rule, and what strategic objectives Beijing is pursuing by employing this playbook. Lastly, Greg recounts the PHP vulnerability and a Black October that sa…

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  • China reaches Mythos-tier Cyber AI + White House AI Accord + Trump/Xi Debrief

    November 06, 2026 · 📺 Gregory C. Allen

    Released September 30, 2026 Gregory Allen and Jack Conlin recap the modest outcomes of the U.S.–China AI Summit and Trump’s UN General Assembly speech. Then, the White House has secured a voluntary AI safety accord from leading U.S. tech companies committing to a “morally binding” framework called the White House Accord on Super Intelligence. Greg also breaks down Anthropic and the U.S.’ CAISI reports that Z.ai’s openly downloadable GLM 5.3 model has reached the Mythos-tier of cyber power and lags the US frontier by only four months in cyber capabilities. Plus, why did OpenAI’s decide to with…

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  • The 2026 Midterm Elections and the Future of American AI Policy

    November 06, 2026 · 📺 Gregory C. Allen

    Released November 5, 2026 Gregory Allen and Adam Goodwin break down Tuesday’s midterm results and the impact AI had on the outcome. They discuss how the albatross of data centers cost Republican candidates with voters, how Democrats capitalized on these concerns, and what to expect for the industry moving forward. Then, Greg and Adam preview Democrats’ likely legislation agenda towards AI and outline potential commonsense AI regulation for Congress to pass. Finally, Greg discusses breaking new DNA synthesis regulations from the White House that help address the risk at the intersection of AI…

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  • Trump Likes Mandatory AI Regulation for America but Not China? + Anthropic Defeats Distillation

    November 06, 2026 · 📺 Gregory C. Allen

    Released October 15, 2026 Jack Conlin and Gregory Allen examine how a new AI incident led to a shift in AI safety policy from the White House’s Super Intelligence Task Force, and CAISSI gets more direct access to the White House. Greg and Jack discuss the landmark shift in AI policy that takes safety more seriously, but still fails to address the growing risk of Chinese models. Then, Anthropic reports it has stopped distillation from 90-99% of attempts, cutting off a core avenue that feeds Chinese AI development. Will this milestone prove to be durable, and how will it affect US AI leadershi…

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  • Previewing the U.S.–China Trump–Xi Summit for AI

    November 06, 2026 · 📺 Gregory C. Allen

    Released September 22, 2026 Greg Allen and Jack Conlin preview the upcoming summit between the United States and China and the role AI will play in the meeting. They outline how China enters the summit maintaining access to U.S. compute, pushing for domestic alternatives to U.S. and allied chips and semiconductor equipment, spreading its AI models globally, and continuing to engage in distillation. Then, they go over U.S. intelligence and industry reports of distillation, previews of the summit itself, and Greg offers his prediction on what to realistically expect from the summit. CHAPTERS…

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  • Trump’s New AI Czar + Nvidia Exec Caught Smuggling Chips to China

    November 06, 2026 · 📺 Gregory C. Allen

    Released October 6, 2026 Gregory Allen and Adam Goodwin break down recent AI policy updates out of the White House – the appointment of Jay Clayton as the new AI czar, and the assembly of a new “Super Intelligence Task Force.” They discuss how the task force’s makeup and the administration’s policy evolution has shifted, but is still hesitant to embrace the kinds of AI safety frontier labs are calling for. Then, Greg and Adam look at a recent FTC investigation of leading U.S. AI labs, as well as action from multiple state attorneys general, to break down how AI liability is perceived and prop…

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  • Allen Says AI Buildout Already Underway Will Continue

    November 05, 2026 · 📺 Bloomberg Television

    Allen Says AI data-center projects already underway are unlikely to be disrupted by growing political scrutiny and will bring tens of gigawatts of new compute capacity online over the next 18 months. Allen says 2027 and 2028 will see astonishing growth in AI compute capacity regardless of what happens politically, while future projects could face new requirements around tax breaks, union labor and protections against higher power bills. He speaks with Joe Mathieu and Kailey Leinz on Bloomberg’s "Balance of Power." -------- More on Bloomberg Television and Markets Like this video? Subscri…

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  • Rubio Tells NYT He Plans To Stay With Admin Until the End

    November 05, 2026 · 📺 Bloomberg Television

    "Balance of Power" focuses on the intersection of politics and global business. On today's show, Greg Allen, Founder & CEO of Decision Tree Research, says AI data-center projects already underway are unlikely to be disrupted by growing political scrutiny and will bring tens of gigawatts of new compute capacity online over the next 18 months. Rep. Subramanyam (D-VA) says Democrats want to prevent the data-center industry from steamrolling communities by building near homes and schools or making residents bear higher power costs. Chapters: 00:01:45 Bloomberg's Romaine Bostick on Markets Reckon…

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  • Military AI/ML in China and the United States with Greg Allen

    October 26, 2026 · 📺 Eric Lofgren

    In this cross-over episode of the Acquisition Talk and China Talk podcasts, we have Greg Allen on to discuss progress in AI/ML defense applications in China and the United States. Greg Allen is the director for the project on AI governance at CSIS, and was formerly the director of strategy and policy at the Joint Artificial Intelligence Center (JAIC). During the episode, we discuss: Military use cases of AI/ML as they are shaping up in Ukraine Bureaucratic challenges in the US to fielding AI/ML systems How far is the US away from weaponizing autonomy This podcast was produced by Eric Lofgren…

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  • 'Difficult to Overstate' Volatility of White House AI Messaging, Says Greg Allen

    October 16, 2026 · 📺 Bloomberg Podcasts

    Greg Allen, Founder and CEO of Decision Tree Research and former AI strategy official at the Department of Defense, said that it is 'extremely difficult to overstate' how volatile the Trump administration's messaging has been on artificial intelligence regulations as it swings between dismissing AI safety fears and requiring mandatory regulations. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X:   / bloombergradio   Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN…

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  • Trump’s New White House Press Secretary Out After Five Days | Balance of Power

    October 16, 2026 · 📺 Bloomberg Podcasts

    Insight & analysis on the White House and Capitol Hill. Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF (http://bit.ly/3vTiACF). Katie Zacharia will no longer serve as President Donald Trump’s press secretary after spending less than a week on the job, thrusting the White House’s communications operation back into a state of chaos. Zacharia was out of the role as of Friday, according to people familiar with the matter who requested anonymity to describe the decision before it was made public. A White House official said Zacharia is transitioning out of the job. It’s u…

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Verified interview transcripts

Notable quotes

“I think reality is simply catching up with the situation. Trump approved a policy of selling H200 chips, a generation older of NVIDIA chips. The reality is the Commerce Department has been so laughably ineffective at cracking down on smuggling that much more advanced NVIDIA chips have been getting billions of dollars worth of components into China. That's simply unacceptable, and I expect the Trump administration to ”

“I think this is a story of hubris. Jensen Huang, who has accomplished so much in his career, thought he was untouchable and made a number of mistakes in his personal life, and ones I believe affect U.S. national security. The challenge is NVIDIA as a corporation is not really set up to accommodate his loss. Jensen Huang has previously described the company as the F1 car built around him as the driver. Everyone else i”

“Basically, I would say that the underlying strategic rationale of AI being a race, export controls being a useful tool to compete in that race, this is China endorsing that logic, full stop. They just see the strategic rationale. Now, they may say that the Biden administration was illegitimate, unethical, paranoid, stupid, right? But fundamentally, they're just saying we admire the strategy, right? We think the toolb”

“I think the most movie-esque version of this story is probably not true. I'm seeing some commentary on Twitter suggesting that this is a honeypot sex scandal, that this woman has seduced Jensen Huang. And while the article in the New York Times does discuss the two having a close relationship, that's also the term that is used to describe the relationship between Jensen Huang and President Trump. So, this woman, a Ch”

“So I think we have evidence at this stage that's pretty considerable that shows that Nvidia chip smuggling is in the billions and billions of dollars. We know about the Insper smuggling ring that we talked about in the past on this show, the super micro smuggling ring that we talked about in the past on this show. It's definitely in the billions of dollars. So, officials in the US government now believe that China ha”

“So I think the government is for now still committed to the approach represented in the AI accord that is barely a week old at this stage which is emphasizing industry self-regulation potentially combined with FTC style investigations focused on liability type regulation. But one thing that I think is very interesting about Jay Clayton, is in addition to the strong endorsement that he got going into his nomination, w”

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