Part 4/6:
The "geopolitical swing states" that Cohen refers to are countries that benefit from sustained tensions between the U.S. and China, as they have a differentiated position in the supply chain. These countries cannot simply do as they please when it comes to A.I., as they ultimately need the U.S. government's approval to access the necessary technology.
The Challenges of Balancing Energy Needs and ESG Concerns
Cohen acknowledges the inherent contradiction between the energy-intensive nature of A.I. workloads and the environmental, social, and governance (ESG) goals that many countries and companies have adopted. The need for base load power, such as from fossil fuels, to power A.I. data centers conflicts with the push for renewable energy sources.