AI + Innovation (MENA) 
MENA+ Edition 
Egypt Edition 
UAE Edition 
Saudi Edition 
Infrastructure 
Who pays when AI agents use software?
Salesforce is laying the groundwork for agent fees as software companies confront a future with fewer human seats.
Soaring insurance costs are one indicator of the new burdens on AI building in the Gulf
Policy limits for political violence insurance are also way down
Gulf champions and Western firms are staying the course on AI infrastructure in the MIddle East, but more attacks could change their calculus
Construction continues across Saudi Arabia and the UAE, but soaring insurance premiums and costly defenses are changing the economics —…
AI could deliver USD 1 tn in value to MENA by 2030
A lot of things will have to go right for that value to materialize
Egypt’s play to become an exporter of computing power
The Iran war is making Egypt more attractive to data center investors
Investors are souring on AI debt
Data center bonds are falling well below face value
UAE, Saudi Arabia, and Qatar: Three strategies for the AI race
The Big Three Gulf economies are all betting big on AI — but in very different ways
The IMF’s worried about rising AI debt
High debt loads mean a slowdown in AI spending could hurt the market
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