As a non-us citizen , I would prefer if US companies kept their AI and their data centers within US. So there is no constant fear about who is getting the AI tech and other geopolitical concerns, and avoid unnecessary anxiety and headaches to everyone. Peace.
Agreed I need a new career I guess because all of the data/coding jobs are going to India. But everytime I read about different industries it's "don't go to school for ___. Everyone is laying off, outsourcing, it doesn't pay enough." Wonder what industry is actually good now?
Or better we just about finished decoupling ourselves from reliance on foreign power . Let’s once again make ourselves reliant on foreign power . It’s a brilliant plan .
@@David-rx4hkmost Americans don't understand that, their super power is declining because their previous economic model isn't working for them so they get angry at mad at everyone else.
Easy answer: put it in Canada, in BC or Quebec where there is tons of preexisting hydro power and even more hydro capacity. Canada is our closest ally and already has access to nvidia's top hardware.
With the Fed cutting interest rates by 25bps, what do you think will happen to the stock market? My portfolio has performed exceptionally well this year, but I am concerned about the possibility of a market crash and losing my gains though but, it's all on a brighter and splurging side for Gold, should I look that way?
Investing in gold is a reliable choice, and I plan to keep buying more to make up for my losses. While silver is also a good investment, my collectibles are not as similar. It's important to have clear investment goals and educate yourself on the type of investment that interests you. I work with a financial consultant regulated by the SEC, and started small, but eventually accumulated over $800,000
Yes i will and his name is Gabriel Alberto William, he is not just a broker, he is a financial adviser that give advice on any financial matters and you can make a research with his full name
Thank you for this tip, it was easy to find your coach by just googling his full name and his credentials shows up immediately. Based on his résumé, he appears to possess a high level of proficiency, and I am grateful for the opportunity to work with such an elite
WE MUST NOT BUILD OUTSIDE OF THE COUNTRY. WE MUST BUILD HERE! Where do they find these idiots? If we build our Ai in foreign lands it will be the end of everything. This is a tech that must be exclusive to us.
@@cyclona23 they’re all swamp creatures. All these “experts” they come onto these shows and use big words out of context and the majority of us take it as gospel. Simple fact is if we the people do not take on a bigger role into the governance of our nation, and if we do not flatten the curve of wealth distribution both big government and big business will turn us all into debt slaves.
It's amazing how everything is an asset bubble (housing, cars, rent, stocks) and they keep outsourcing all of the well-paying jobs. The fools up top really don't think long-term and realize they're killing today and tomorrow's customer base. Can't buy the 700K mcmansion that was 400K pre-covid when you outsource all of the 120K jobs
@@deltax7159 Were you dad and grand dad partners at GS? If so you don't even need to complete grad school. But make sure you have graduated from Harvard - doesn't matter what degree but preferably NOT engineering or math.
Jared appears to have ignored the possibility of using batteries as the base load. Of course, those batteries could be charged with wind and solar. This one point would change the whole argument and allow us the United States to keep that technology within our borders.
@@shadygamererfan377 dude it’s really small and insignificant. More kids die in USA schools due to shootings than clashes in India. Western media make a big deal out of it due to woke ness
Why have we not been getting ready to lead on our own with AI. We knew the energy needs had to get met and nothing was done. I just don't understand why the US continues to hinder its growth in innovation.
Putting aside party lines....any government is not known for long-term thinking, especially when democratic governments change every election cycle and they have their own policies and mandates they want to bring forward, which may or may not cancel the previous administration's policies
@@David-rx4hk Great point. I think we should be asking these big tech companies to start putting some skin in the energy game. Investing in new energy production and infrastructure.
@@emokilla51 some tech companies have already started....Microsoft signed with Constellation Energy (Nuclear), Amazon is working with Talen Energy (Nuclear).....CNBC news announced just last month...even GM made a deal with Lithium Americas to mine in Nevada...lithium mineral is not just for EV cars, it's also needed in glass and dozens of other applications
They could work with the EU in order to commence the economy of scale. Along with other reliable states. It's something proposed. You want it in with reliable partners.
Australia has major power issues, huge turmoil on the generation side. Companies like GEV in the US could easily fast track turbines for NG for some massive generation needs and could co-locate them in a block with some data centers and secondarily connect them to the grid to supply excess power... One risk I see is overbuilding that gets hammered by smart people figuring out how to streamline all the training side for better accuracy and not requiring so much power/facility. Refinement is a real thing when ever any new tech is evolving; someone figures out a way to do it more efficiently...
Limerick Township Montgomery County Pennsylvania enacted a zoning change for 200 acres adjacent to the Constellation Nuclear Plant. The surprising news in this ordinance is the Township is allowing data center buildings up to 120 feet. With this vertical approval, and 200 acres of land, Limerick will be the home for the largest data centers in the world.
Training is fine, do it in outer space. Inference on the other hand, latency is critical, so a round trip to Svalbard or Auckland is simply not going to work.
Pretty good summary I'd say. Not 100% agreeing with his take on nuclear/coal/gas against renewables though. Since renewables would be used by the rest of the economy. At one point he is right, but we are not there yet. When it comes to China, The US probably have a reason to be worried when it comes to loosing the leadership as the chinese seems so far to be be vastly superior to US companies in terms of software. Hardware restrictions might help against chinese LLM's, but that will just give the US a 6 month advantage. The chinese advantage in software seems like it might be more than 6 months. And on top of this is the so called US censorship legislations, basically postponing every US technology by 6 months. US is also only leading the AI space in LLMs. In every other sector they are trailing china or even europe (AI images).
We don't have enough to power EVs or AI. It seems the only good long-term option is nuclear. Nuclear produces massive amount of power, it's reliable unlike solar and wind, it produces miminal greenhouse gases, and current advancements make them much safer and more efficent than nuclear power of the past, and would allow the facilities to remain in the control of the U.S. instead of in the hands of foreign powers.
Another sign of a market bubble/top/hyped product/company. I notice most financial media sucks the past few months. They're too busy self-policing lest they say anything in contradiction to their narratives (best economy ever and AI is awesome and everyone will use lots of it!)
"Democratic World" what a nice euphemism of ruthless and violent imperialism, ask the million of victims in Vietnam, Kambodja, Iraq, Libya, Afghanistan and now Palestine
With the described constraints globally, his artificial timeline urgency doesn’t make sense. Get the necessary power online on US soil even if it takes a few extra years.
AI Evolution Growing to Revolution Globally.? VHAI up 20 % Tues.. Vocodia. Numerous revenue streams, Conversational AI. Soun . SoundHound..Nvda Nvidia... Gfai.. Guardforce AI...Sym. Symbotic... Bfrg.. Bullfrog AI and more.
Intermittent Power Isn’t Acceptable for Any Data Center: AI data centers, like traditional data centers, require constant, reliable power to prevent downtime and data loss. Granted AI centers are even more vulnerable to power fluctuations. But still, it was presented like traditional data centers can easily handle intermittent power, which I don't believe is the case. Overall interesting discussion and topic though.
Yup. We can also make use of nuclear waste and recycle it down to the left over fuel. We have over 100 years of free energy locked down in containers that will not outlast it's radioactivity. Using the resources left over is the obvious choice, especially considering that it is essential a free resource, and the more time it is recycled down, the amount of time it stays radio active is decreased, solving yet another problem.
Distributed data center on housing granite tiles and brick wal or car frames than l update once a week on token ring 1 hour for each city of 168 ciyirs / wek then reduce cost of trandmission
I hope Microsoft soon will manufacture tea spoon size chip which will empower world computers,stick them to bots and let them out to do great stuff in all settings.
it's generally known and Cohen strengthen this point that a single or few sources is not enough, with that much power needed, you would want to use everything and anything available: oil, coal, nuclear, wind, solar, water, etc.....cleaner energy is better. I like going to the beach and parks😃
YES!! That's actually her name (Elizabeth Grayson ) so many people have recommended highly about her and I'm just starting with her😊from Brisbane Australia 🇦🇺
![Jack Harlow - Hello Miss Johnson [Official Music Video]](http://i.ytimg.com/vi/Q86_nlRoIGw/mqdefault.jpg)
As a non-us citizen , I would prefer if US companies kept their AI and their data centers within US. So there is no constant fear about who is getting the AI tech and other geopolitical concerns, and avoid unnecessary anxiety and headaches to everyone. Peace.
"So there is no constant fear about who is getting the AI tech"... what if that's what he wants. He's former State Dept.
this is the correct answer. thank you
Agreed I need a new career I guess because all of the data/coding jobs are going to India. But everytime I read about different industries it's "don't go to school for ___. Everyone is laying off, outsourcing, it doesn't pay enough." Wonder what industry is actually good now?
@@istvanprahacaretaker. It’ll be a while before robots take that. Or just get an engineering degree and go make the AI systems
ebooksbyai AI fixes this. Jared Cohen on AI leadership.
Great guest! Smart guy.
Goldman Sachs already saying let's ship datacenter jobs overseas...
Or better we just about finished decoupling ourselves from reliance on foreign power . Let’s once again make ourselves reliant on foreign power . It’s a brilliant plan .
It'd be interesting to see a new push to globalization given the current geo-political climate... and yes... it'd certainly be ironic
Partnerships are always needed......emphasis on "allies" are always needed.
@@David-rx4hkmost Americans don't understand that, their super power is declining because their previous economic model isn't working for them so they get angry at mad at everyone else.
For once, something Honest and constructive coming out of Goldman sachs.
Easy answer: put it in Canada, in BC or Quebec where there is tons of preexisting hydro power and even more hydro capacity. Canada is our closest ally and already has access to nvidia's top hardware.
With the Fed cutting interest rates by 25bps, what do you think will happen to the stock market? My portfolio has performed exceptionally well this year, but I am concerned about the possibility of a market crash and losing my gains though but, it's all on a brighter and splurging side for Gold, should I look that way?
Investing in gold is a reliable choice, and I plan to keep buying more to make up for my losses. While silver is also a good investment, my collectibles are not as similar. It's important to have clear investment goals and educate yourself on the type of investment that interests you. I work with a financial consultant regulated by the SEC, and started small, but eventually accumulated over $800,000
Can you pls provide instructions on how to contact your advisor? I think I'm in need of one to help me scale through
Yes i will and his name is Gabriel Alberto William, he is not just a broker, he is a financial adviser that give advice on any financial matters and you can make a research with his full name
Thank you for this tip, it was easy to find your coach by just googling his full name and his credentials shows up immediately. Based on his résumé, he appears to possess a high level of proficiency, and I am grateful for the opportunity to work with such an elite
WE MUST NOT BUILD OUTSIDE OF THE COUNTRY. WE MUST BUILD HERE! Where do they find these idiots? If we build our Ai in foreign lands it will be the end of everything. This is a tech that must be exclusive to us.
as patriotic as it can be
😂😂😂😂.... Then lower your labor cost to make it more competitive.... You people are a part of the problem, uneducated.
This guy is a swamp creature look into his background
@@cyclona23 they’re all swamp creatures. All these “experts” they come onto these shows and use big words out of context and the majority of us take it as gospel. Simple fact is if we the people do not take on a bigger role into the governance of our nation, and if we do not flatten the curve of wealth distribution both big government and big business will turn us all into debt slaves.
It's amazing how everything is an asset bubble (housing, cars, rent, stocks) and they keep outsourcing all of the well-paying jobs. The fools up top really don't think long-term and realize they're killing today and tomorrow's customer base. Can't buy the 700K mcmansion that was 400K pre-covid when you outsource all of the 120K jobs
About time we start to talk about practical energy needs and the fact that wind and solar can’t do it
I'm surprised Goldman didn't have someone more versed in AI on this show to speak on their behalf. Perhaps he was nervous.
Blue eyed boy
Maybe he's their top Ai guy...
If that’s all you need to be a top AI guy at a large firm then I am very excited to finish grad school next semester lol
@@deltax7159 Were you dad and grand dad partners at GS? If so you don't even need to complete grad school. But make sure you have graduated from Harvard - doesn't matter what degree but preferably NOT engineering or math.
Jared appears to have ignored the possibility of using batteries as the base load. Of course, those batteries could be charged with wind and solar. This one point would change the whole argument and allow us the United States to keep that technology within our borders.
The whole clip is so densely loaded with more fine granular « unweightedly weighted » info that i had to X it and needed humor
Keep it in India, it is democratic country and always neutral !
India's ambition is very big not require USA
@@yogeshpande1101 but it's always good to have customers to increase the GDP and strengthen foreign relations between two powerful countries.
But religion clashes and goons are making it harder for companies to enter the market and also the corruption.
😂🤣
@@shadygamererfan377 dude it’s really small and insignificant. More kids die in USA schools due to shootings than clashes in India. Western media make a big deal out of it due to woke ness
Why have we not been getting ready to lead on our own with AI. We knew the energy needs had to get met and nothing was done. I just don't understand why the US continues to hinder its growth in innovation.
Putting aside party lines....any government is not known for long-term thinking, especially when democratic governments change every election cycle and they have their own policies and mandates they want to bring forward, which may or may not cancel the previous administration's policies
@@David-rx4hk Great point. I think we should be asking these big tech companies to start putting some skin in the energy game. Investing in new energy production and infrastructure.
@@emokilla51 some tech companies have already started....Microsoft signed with Constellation Energy (Nuclear), Amazon is working with Talen Energy (Nuclear).....CNBC news announced just last month...even GM made a deal with Lithium Americas to mine in Nevada...lithium mineral is not just for EV cars, it's also needed in glass and dozens of other applications
@@emokilla51they are already trying to build nuclear plants.
The issue with placing them in other countries is geopolitical liability. You don't want to leave your best technology in others' hands.
They could work with the EU in order to commence the economy of scale. Along with other reliable states. It's something proposed. You want it in with reliable partners.
The EU doesn’t produce enough energy to meet AI demands. If and when they did, it would be years/decades too late for companies that need it now.
Australia has major power issues, huge turmoil on the generation side. Companies like GEV in the US could easily fast track turbines for NG for some massive generation needs and could co-locate them in a block with some data centers and secondarily connect them to the grid to supply excess power... One risk I see is overbuilding that gets hammered by smart people figuring out how to streamline all the training side for better accuracy and not requiring so much power/facility. Refinement is a real thing when ever any new tech is evolving; someone figures out a way to do it more efficiently...
Bring it to CANADA. Just open the door in the winter to cool it down.
Limerick Township Montgomery County Pennsylvania enacted a zoning change for 200 acres adjacent to the Constellation Nuclear Plant. The surprising news in this ordinance is the Township is allowing data center buildings up to 120 feet. With this vertical approval, and 200 acres of land, Limerick will be the home for the largest data centers in the world.
Keep building mini reactors.
Yes, US please stay home and build your stuff there. When you go abroad you tend to mess things up.
This guy said nothing that isn’t obvious
YTD Bitcoin +106.54%
YTD MicroStrategy +397.15%
good luck to us all
Build them here. Don’t get stupid. You know building them somewhere else would bite us in the butt.
specific liquified natural gas
This part of the AI decentralization plan. Reduce the operating cost, to gather more data and make it more difficult to regulate.
Elon Musk just proved this hypothesis wrong!
Training is fine, do it in outer space. Inference on the other hand, latency is critical, so a round trip to Svalbard or Auckland is simply not going to work.
Pretty good summary I'd say.
Not 100% agreeing with his take on nuclear/coal/gas against renewables though. Since renewables would be used by the rest of the economy. At one point he is right, but we are not there yet.
When it comes to China, The US probably have a reason to be worried when it comes to loosing the leadership as the chinese seems so far to be be vastly superior to US companies in terms of software. Hardware restrictions might help against chinese LLM's, but that will just give the US a 6 month advantage. The chinese advantage in software seems like it might be more than 6 months. And on top of this is the so called US censorship legislations, basically postponing every US technology by 6 months.
US is also only leading the AI space in LLMs. In every other sector they are trailing china or even europe (AI images).
time to invest in argentina Jared.
Canada or Mexico sound like a better option. No Middle East or Southeast Asia.
let's see how this one goes
Why not Northeast Brazil? Cheap green energy (hidrogen) and by the sea (for liquid cooling)
We don't have enough to power EVs or AI. It seems the only good long-term option is nuclear. Nuclear produces massive amount of power, it's reliable unlike solar and wind, it produces miminal greenhouse gases, and current advancements make them much safer and more efficent than nuclear power of the past, and would allow the facilities to remain in the control of the U.S. instead of in the hands of foreign powers.
Nuclear energy is only solution
Not Hydrocarbons
Unfortunately special bees have prevented us from using nuclear to power AI.
4:40....the USD is the dominant global currency. In 2024, '25 anyway
this guy said nothing but talked a lot
you’re an idiot
Another sign of a market bubble/top/hyped product/company. I notice most financial media sucks the past few months. They're too busy self-policing lest they say anything in contradiction to their narratives (best economy ever and AI is awesome and everyone will use lots of it!)
for the benefit of humanity...
"Democratic World" what a nice euphemism of ruthless and violent imperialism, ask the million of victims in Vietnam, Kambodja, Iraq, Libya, Afghanistan and now Palestine
we'r not gonna build data centers in Australia to service the USA. The latency is too high. Training runs only happen once, inference is everyday.
With the described constraints globally, his artificial timeline urgency doesn’t make sense. Get the necessary power online on US soil even if it takes a few extra years.
AI Evolution Growing to Revolution Globally.? VHAI up 20 % Tues.. Vocodia. Numerous revenue streams, Conversational AI. Soun . SoundHound..Nvda Nvidia... Gfai.. Guardforce AI...Sym. Symbotic... Bfrg.. Bullfrog AI and more.
Heuuuu large scale battery allows you to leverage wind and solar… or even nuclear and traditional. Not sure why he is ignoring that part.
bring it uganda we have plenty of cheap energy
The guy is crazy nervous. First time on TV 😂
This guest sounds a lot like Peter Zeihan- it cant be done in the US, yes , it can if you apply new technology to energy.
Jared should have been a Democrat runner for president with Harris VP again. We are stuck with traitor unhinged trump and loonie Musk
Intermittent Power Isn’t Acceptable for Any Data Center: AI data centers, like traditional data centers, require constant, reliable power to prevent downtime and data loss. Granted AI centers are even more vulnerable to power fluctuations. But still, it was presented like traditional data centers can easily handle intermittent power, which I don't believe is the case. Overall interesting discussion and topic though.
No parents rules, they were busy
Sweden best legislation and cooling power.
Build here. Just deregulate.
remote nuclear power plants and datacenters is the answer. China already has SMRs
Yup. We can also make use of nuclear waste and recycle it down to the left over fuel. We have over 100 years of free energy locked down in containers that will not outlast it's radioactivity. Using the resources left over is the obvious choice, especially considering that it is essential a free resource, and the more time it is recycled down, the amount of time it stays radio active is decreased, solving yet another problem.
Distributed data center on housing granite tiles and brick wal or car frames than l update once a week on token ring 1 hour for each city of 168 ciyirs / wek then reduce cost of trandmission
Becky wont pay for them to me
this is getting weird
Because of my insanity
I hope Microsoft soon will manufacture tea spoon size chip which will empower world computers,stick them to bots and let them out to do great stuff in all settings.
my lord
stop focusing on bad fossil fuels. I don't care if you guys want to play wiht your ai toys, but don't use fossil fuels. JFC
All this for a technology they aren't even sure if it's going to work..
So 100s of billions of dollars spent and they are not sure if it will work…. You think.
☕️
Nobody with some brain cells think the technology will not work.
My design need no storage more than computer physical storage . it store in time and location labeling
Like hunter
nuclear fission and fusion?
Emphasis on nuclear energy stock
When Crypto falls use the wearhouse 🎉
Open better becsuse china can same as mim snd pop in America but if closed the chins get anyway but norman in america can not
No help
ESG concerns, oh you know, destroying the world for ai queries lol...oh boy
Biased opinion.
Poor guy sounds like Kamala trying to answer a simple question. Totally flummoxed.
This guy has no idea what hes talking about. Another suit talking that never actually worked in the space
Coal baby coal
it's generally known and Cohen strengthen this point that a single or few sources is not enough, with that much power needed, you would want to use everything and anything available: oil, coal, nuclear, wind, solar, water, etc.....cleaner energy is better. I like going to the beach and parks😃
Fraud
This guy has no idea what is talking about !
The us can build this easy. This guy’s plan is not good….
This guy sucks. Boring. Not smart.
Unleash nuclear power in the US and everything this guy said is BS.
😂
- MESA, Master of Shapes
you didn’t pass high school geometry ✌🏽
I am guessing Goldman Prop owns a lot of Nvidia and is likely to talk their book.
I'm favoured financially with Bitcoin ETFs, Thank you buddy. $63,700 by weekly profit regardless of how bad it gets on the economy
Wow that's huge, how do you make that much monthly?
I'm 37 and have been looking for ways to be successful, please how??
As a beginner it's essential for you to have a mentor to keep to keep you accountable. I'm guided by a widely known crypto consultant
She is Expert Elizabeth Grayson
YES!! That's actually her name (Elizabeth Grayson ) so many people have recommended highly about her and I'm just starting with her😊from Brisbane Australia 🇦🇺
Isn't she the same Mrs Elizabeth Grayson that my neighbors are talking about, she has to be a perfect expect for people to talk about her so well.
this is what idiocracy looks like
What do you mean?