Exclusive | JPMorgan CEO Jamie Dimon on Inflation, AI and Bolstering America’s Supply Chains

Dimon says cyber risk now exceeds geopolitical risk for JPMorgan, even as the bank races to rebuild America's fragmented supply chains.

• SRI scales fast: JPMorgan's Security and Resiliency Initiative, one year in, is on track to blow way past its $1.5 trillion goal, with $10 billion going to direct investing, now spanning 29 industries, and JPMorgan has hired bankers to cover 4,500 companies.
• Supply-chain fragility framed as strategic failure: Dimon says outsourcing rare earths saved almost nothing while eroding domestic ability to improve the underlying technology, flags similar dependence in semiconductors and pharmaceutical ingredients, and contrasts this with China's long planning around chokepoints like the Strait of Hormuz.

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