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Goldman Institute calls for ‘data center diplomacy’ as U.S. competes in global AI race

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Goldman Sachs Institute's Jared Cohen says the U.S. will need to outsource its data center capacity, and choose its global partners wisely.

Big Tech companies are set to spend roughly $600 billion on AI data center infrastructure and development.

"Data may be the new oil, and it's ultimately nations, not nature, that's going to determine the future of AI infrastructure," says Cohen .