Navigating the Challenges of AI Infrastructure and Semiconductor Demand

The race is on to dominate the artificial intelligence economy, making the need for safeguards ever more pressing. Jared Cohen, the president of global affairs at Goldman Sachs, joins FP Live to discuss the potential risks and benefits of this growing market—and how so-called geopolitical swing states play an increasingly important role. This conversation was taped earlier this week, before the Trump administration's announcement of the 90-day suspension of reciprocal tariffs.

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Note: This discussion is part of a series of episodes brought to you by the Goldman Sachs Global Institute.

Suggested reading (FP links are paywall-free): 

Jared Cohen: The AI Economy’s Massive Vulnerability

Jared Cohen: The Next AI Debate Is About Geopolitics 

Becca Wasser and Josh Wallin: Build Allied AI, or Risk Fighting Alone

Peter Dombrowski and Bruce Jones: A New Era of Undersea Conflict Is Here

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