Part 3/6:
Placing them in the "global south": Countries like Malaysia and Indonesia, where energy is cheap, but this raises national security concerns as the power could go to China.
Locating them in the Middle East: These countries have cheap energy, the ability to build massive infrastructure at scale, and access to the sea for liquid cooling. However, they are geopolitical "swing states," so keeping them aligned with the U.S. is a challenge.
The Role of Export Controls and Geopolitical Considerations
Cohen explains that the U.S. government's export controls on critical technologies, such as advanced chips, give it significant leverage in determining which countries can access these capabilities. This is a key policy issue that the new administration will have to navigate.