Goldman Sachs Exchanges How AI could impact geopolitics
77 snips
Nov 26, 2024 
Jared Cohen, president of global affairs at Goldman Sachs, dives into the profound implications of AI on geopolitics. He discusses the critical role of data center diplomacy and the U.S.'s need for strategic partnerships to maintain its tech leadership. Cohen highlights the limitations of U.S. AI infrastructure and its geopolitical ramifications, while also exploring the evolving dynamics between U.S. companies and Gulf states. The conversation touches on China's ambitious AI strategy and the complexities faced by Middle Eastern nations in fostering partnerships.
AI Snips
Chapters
Transcript
Episode notes
AI Infrastructure and Geopolitics
- The rise of AI presents an urgent geopolitical challenge for the U.S. regarding AI infrastructure and maintaining leadership in generative AI.
- The U.S. needs options outside its borders to supplement its AI infrastructure due to limitations in data center space, power, and political factors.
Constraints in US AI Infrastructure
- The U.S. faces constraints in building sufficient AI infrastructure due to low data center vacancy, the need for specialized data centers for AI workloads, and limited baseload power.
- Transporting baseload power to new data centers presents political challenges, requiring the U.S. to seek overflow options outside its borders.
Overflow Options for AI Infrastructure
- The U.S. has three overflow options for AI infrastructure: Jeffersonian democracies, the Global South, and the Middle East.
- Each option presents geopolitical risks and challenges related to political issues, Chinese influence, and long-term alliances.