The Bid
211: The Intersection of AI and Geopolitics From An Investing Lens
Feb 28, 2025
Catherine Kress, Head of Geopolitical Research at BlackRock, and Jeff Shen, Co-head of systematic equities at BlackRock, dive into the complex interplay of AI and global politics. They discuss how rapid AI advancements are reshaping investment landscapes and influencing geopolitical power dynamics, particularly between the U.S. and China. The conversation highlights the regulatory responses to AI challenges and the evolving investment strategies necessary to navigate these shifting sands, emphasizing the need for adaptability in an uncertain world.
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Quick takeaways
- The intense competition between the U.S. and China in AI technology is reshaping global power dynamics and investment landscapes.
- Recent U.S. policies to control AI and semiconductor technologies reflect the strategic importance of maintaining a technological edge against foreign competitors.
Deep dives
The Geopolitical Race for AI Dominance
Artificial intelligence has emerged as a central element in the geopolitical rivalry between the U.S. and China, with both nations striving for supremacy in advanced technologies. The belief that leading in AI will provide significant economic advantages and revolutionize military operations drives this competition. Countries around the world view the development of AI infrastructure as a critical national security concern, especially amid rising tensions. This multifaceted struggle highlights a zero-sum dynamic where advancements by one nation could undermine the other, emphasizing the importance of understanding these geopolitical implications.
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