The contest for critical minerals capacity between the US and China could be shifting amid a wave of investments designed to build diverse supply chains.
WHAT WE DO
Global Institute
Global Institute
The Goldman Sachs Global Institute draws on the firm’s deep networks and expertise to provide strategic advice and partnerships at the intersection of geopolitics, technology, and markets, helping our clients navigate a rapidly changing world.
Global Institute
The Latest Insights
The world is being reshaped by geopolitical competition, technological breakthroughs, and new forms of capital. The Global Institute comprises a depth of expertise from across the firm, global businesses, and governments to provide analysis and commercial opportunities.
Op-Ed
The Complicated Stakes of the AI Race Between the U.S. and China
Jared Cohen President of Global Affairs and Co-Head, Goldman Sachs Global Institute, for TIME.
Op-Ed
The New Wealth of Nations
Jared Cohen, President of Global Affairs and Co-Head, Goldman Sachs Global Institute, and George Lee, Co-Head, Goldman Sachs Global Institute, for Foreign Policy.
In the Press
More Insights From Across Goldman Sachs
Conversations with Leaders
Reports and Briefs
Investment Banking
Harnessing AI for the Real Economy
Explore how AI is reshaping the real economy through industrial reorganization, Physical AI, and the capital architecture financing the next phase of expansion.
Asset Management
The Five-Minute Brief | Jared Cohen: What Goldman Sachs is Watching in Geopolitics
This episode examines the key geopolitical events shaping the global landscape, focusing on the competition between the US and China, the ongoing conflict in Ukraine, and the recent escalation in the Middle East.
Global Investment Research
Top of Mind—An AI Job Apocalypse?
Rapid improvements in AI capabilities and growing corporate adoption have led to predictions that the technology could lead to large-scale job losses before the end of the decade. So, just how concerned should we be about an AI “job apocalypse”?
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