Episode Details
| Title | How AI could impact geopolitics |
|---|---|
| Date | 11/26/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $GPUMAKERS - US-made GPUs are critical for AI infrastructure development globally, with their allocation requiring US government approval. This suggests continued dominance and high demand for US GPU manufacturers in the AI landscape.
- “They can't build out the AI infrastructure for this new chapter of artificial intelligence without getting that allocation from the US, which requires approval from the US government.” - Jared (11:53)
- 🟢 $MIDEAST - 🔒
- 🟢 $PROTECT - 🔒
- 🟢 $AIEFF - 🔒
- 🟢 $NUCLEAR - 🔒
Bearish:
- 🔻 $DEMOCRACIES - 🔒