Jared Cohen, president of global affairs at Goldman Sachs and a thought leader on AI's geopolitical landscape, dives into the fierce competition for dominance in the AI economy. He underscores the role of 'geopolitical swing states' in global power dynamics. The conversation explores vulnerabilities in AI infrastructure, including critical mineral supply chains and semiconductor demands, and the Middle East's potential as a major player in meeting energy needs for data centers. Cohen emphasizes the complex interplay between technology, resources, and global politics.