Ravi Agrawal
The artificial intelligence revolution is deeply linked with geopolitics. It’s well known that a small handful of countries and companies control the manufacturing of the highest-end semiconductors. But when you add in the scramble for the critical minerals that are needed to manufacture those chips; the data centers that house them; the land, energy, and cooling required to run those data centers; and the subsea cables that channel data and power, one realizes how the infrastructure that powers the AI economy crisscrosses the entire globe.
On this week’s episode of FP Live, I spoke with Jared Cohen about the shifting geopolitics of AI. Cohen has written about the topic extensively in FP. He’s a co-head of the Goldman Sachs Global Institute and previously worked at Jigsaw, Google, and as a member of the State Department’s Policy Planning Staff. We spoke on the morning of Tuesday, April 8: Certain references to tariffs at the time may be overtaken by events. The full discussion is available on the video box atop this page or on the FP Live podcast. What follows here is a lightly edited and condensed transcript.
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