Genesis Catalyst: A National AI Platform to Advance Scientific Progress

On November 24, 2025, the White House issued an Executive Order (the “Order”) establishing the “Genesis Mission” (the “Mission”), a coordinated, interagency effort to accelerate AI-enabled scientific discovery, strengthen national security, and reinforce US technological leadership.

Anchored at the Department of Energy (“DOE”) and coordinated through the National Science and Technology Council (“NSTC”), the Mission directs the creation of an integrated AI platform that combines federal datasets, high-performance computing, foundation models, and autonomous experimentation to tackle priority national challenges.

Summary

The Order leverages decades of federal investment in data and supercomputing, especially at DOE national laboratories, to accelerate AI‑enabled breakthroughs with dual‑use benefits, and establishes public‑private collaboration with stringent cybersecurity, classification, export‑control, and IP guardrails.

Governance and Lead Actors

The DOE Secretary implements the Mission (with a designated day-to-day lead as needed), while the Assistant to the President for Science and Technology (“APST”) coordinates agencies through the NSTC; DOE oversees a centralized, multi-agency platform with standardized collaboration and IP mechanisms.

The American Science and Security Platform

At the Mission’s core is the American Science and Security Platform (the “Platform”). The Platform is a secure, integrated infrastructure that powers national research by combining high‑performance computing (DOE supercomputers and secure cloud), AI modeling frameworks and domain‑specific foundation models, and secure access to diverse, well‑governed datasets. It supports predictive and simulation workloads, automated research workflows, and autonomous or AI‑augmented experimentation and manufacturing. The Platform is designed to meet classification, federal cybersecurity, and supply‑chain compliance requirements.

Priority Domains and National Challenges

Within 60 days, DOE must propose at least 20 national science and technology challenges across advanced manufacturing, biotechnology, critical materials, nuclear fission and fusion, quantum information science, and semiconductors/microelectronics. Within 30 days thereafter, APST will coordinate an expanded list through the NSTC, and agencies will use the Platform to pursue aligned research and development (“R&D”) with annual updates.

Timelines and Near-Term Milestones

The Order sets ambitious, time-bound deliverables:

• Within 90 days: Inventory federal and partner computing, storage, and networking resources, and identify gaps and partnerships;
• Within 120 days: Identify initial data and model assets and a risk‑based plan to integrate external datasets;
• Within 240 days: Review robotic laboratories and production facilities for AI‑directed experimentation and standards;
• Within 270 days: Demonstrate initial operating capability for at least one challenge (subject to appropriations); and
• Within one year and annually thereafter: Report to the president on platform operations, integration, user engagement and training, research outputs, partnerships, and needed authorities.

Public-Private Collaboration and Partnership Structures

The Order promotes secure public‑private collaboration with partners possessing advanced AI, data, computing, or domain expertise, directing DOE, along with APST, to take a number of steps, including to standardize user‑facility partnerships and data/model‑sharing agreements, establish clear IP policies including for AI‑directed experiments, and implement uniform data‑access and cybersecurity controls covering classification, privacy, and export‑control compliance.

Through the NSTC, APST may also launch coordinated funding and prize programs and expand fellowships, internships, and apprenticeships in AI‑enabled science, including placements at DOE laboratories.

Data, Security, and Compliance Considerations

The Platform’s data posture presents significant opportunities while imposing clear compliance responsibilities, including rigorous data management aligned with federal standards, federal-grade cybersecurity requirements spanning cloud, supply-chain assurance and continuous monitoring, and built-in classification handling, export-control screening, and privacy protections.

Implications for Industry and Research Institutions

The Mission signals a step‑change in federal demand for advanced AI capabilities, spanning computing, data engineering, model development, and autonomous experimentation.

In the near term, the Mission will drive concrete opportunities around high‑performance computing. Additionally, it is expected to facilitate the creation of secure AI environments for model training, AI‑accelerated design and prototyping in advanced manufacturing and materials, as well as the use of foundation models and autonomous laboratory systems to drive biotech discovery and process intensification under stringent biosecurity protocols. It will also drive the deployment of AI‑driven workflows to improve semiconductor and microelectronics design, verification, and production processes.

In parallel, there is clear momentum for dual‑use applications across national security and energy, including nuclear, fusion, critical materials, and the resilience of strategic supply chains.

For investors, the policy backdrop points to a robust, government‑supported pipeline of translational R&D with more explicit federal pathways to commercialization.

At the same time, stakeholders should anticipate rigorous compliance expectations and potential sensitivities related to export controls, especially where dual‑use technologies and critical infrastructure are implicated and where there are sensitivities regarding supply sourcing. It is also unclear whether the aggressive timelines within the Mission are realistic or if they will be extended.

The net effect is an investable landscape characterized by strong demand signals, clearer route‑to‑market options via federal programs, and a premium on governance, security, and regulatory readiness.

Conclusion

The Mission proposes to establish a centrally coordinated, security-hardened AI platform to accelerate scientific breakthroughs with near-term demonstrations. With tight timelines and an emphasis on interagency alignment, data governance, cybersecurity, and IP clarity, early movers should be positioned to join pilots and help set standards for AI-enabled science at national scale.