Chinese exports of rare earths, a critical component in manufacturing high-end tech products, emerged as a key sticking point in this week’s trade talks between Beijing and Washington. Underpinning all of this is the race for artificial intelligence supremacy. Who is winning this competition? Who is best placed to control the supply chains of all the components that go into the top chips and AI models? Jared Cohen and George Lee, the co-heads of the Goldman Sachs Global Institute, join FP Live.

Note: This discussion is part of a series of episodes brought to you by the Goldman Sachs Global Institute.

Jared Cohen: The AI Economy’s Massive Vulnerability

Rishi Iyengar & Lili Pike: Is It Too Late to Slow China’s AI Development?

Vivek Chilukuri: How the United States Can Win the Global Tech Race

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