Goldman Sachs Exchanges
How AI could impact geopolitics
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.
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Quick takeaways
- The U.S. must enhance its AI infrastructure to maintain leadership amid geopolitical pressures and the risk of increased Chinese capabilities.
- The emergence of the Middle East as a potential data center hub raises questions about its alignment with U.S. or Chinese interests.
Deep dives
The Urgent Infrastructure Needs in AI Development
The ability of the U.S. to maintain leadership in generative AI hinges on its infrastructure capacity to meet growing demands. Currently, about 3,000 of the 8,000 data centers worldwide are located in the U.S., with low vacancy rates, complicating the ability to accommodate new AI workloads. Existing data centers primarily support cloud workloads, making them ill-suited for the high-density energy requirements of AI tasks. Consequently, there is a pressing need for differentiated data centers and a reliable power supply, which poses significant logistical and political challenges.
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