Source: FT Alphaville
The Gulf's pivot toward AI isn't about talent or innovation hubs—it's about capital deployment and energy abundance. Saudi Arabia, UAE, and Qatar are using sovereign wealth to fund data centers and compute capacity at scale, positioning themselves as infrastructure providers rather than software creators, mirroring their operating model in oil markets. This geographic shift decouples AI capability from Silicon Valley's gravity and creates new dependencies for Western companies needing computational resources as energy costs and geopolitical supply chains determine where models can run.