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Series: Stacks of Trust

A large black cable with green stripes lies on the ocean floor, surrounded by underwater plants and illuminated by blue-tinted sunlight filtering through the water.
Americas, Artificial Intelligence, Blog, Digital, Finance, Geopolitics, Indo-Pacific, Infrastructure, Middle East & Africa, Stacks of Trust, Technology, Telecom
Securing the World’s Digital Arteries Learn More

by Mark Kennedy

December 11, 2025
Two chess kings stand on a chessboard. One is decorated with the American flag, the other with the Chinese flag, symbolizing the rivalry or competition between the United States and China.
Artificial Intelligence, China, Digital, Finance, Geopolitics, Industrial Policy, Infrastructure, Innovation, Innovation Imperative, Podcast, Stacks of Trust, Strategic Competition, Supply Chains, Technology, Telecom
Goldman Sachs Podcast: Mark Kennedy Explores the Future of US–China Technology Competition Learn More

by Mark Kennedy

December 10, 2025
A close-up of a hand holding a microchip, with digital graphics in the background. The flags of China and the United States are displayed in the foreground, symbolizing technology competition.
Artificial Intelligence, China, Digital, External Link, Finance, Geopolitics, Industrial Policy, Infrastructure, Innovation, Innovation Imperative, Stacks of Trust, Strategic Competition, Supply Chains, Technology, Telecom
Mark Kennedy on the US–China Tech Race in Goldman Sachs Research’s Top of Mind Learn More

by Mark Kennedy

December 4, 2025

Recent Posts

  • Securing the World’s Digital Arteries
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  • Building an AI Stack the World Wants to Choose
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  • America Can’t Go It Alone

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