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AI + Innovation (MENA) 
Infrastructure 
The biggest winners from AI may not be tech companies, but the picks-and-shovels suppliers behind them
More than 200 industrial, utility, and mining companies are outperforming global equities
Software dealmaking is under pressure from AI
Software buyout activity has fallen from USD 88 bn to USD 50 bn this year
Mega-IPOs may be rewriting the rulebook for indices and retail investors
SpaceX’s IPO is allocating an unprecedented 30% of shares to retail investors
Second AI wave is making b’naires of some unlikely candidates
While the so-called first wave of AI startups was mainly focused on products and sectors directly linked to the AI…
Humain rolls out Qualcomm Cloud AI 100 racks in new data center
Phase one of the data center will deploy over 1k AI accelerators
Markets weigh AI's threat to incumbents against big tech's massive spend
Big tech is set to spend more than USD 600 bn on capex in 2026, as AI-triggered memory shortages and…
MENA AI funding hits USD 858 mn in 2025, led by the UAE and Saudi Arabia
AI-native firms secured USD 589 mn, amounting to 69% of all AI funding
Data centers took the FDI crown last year
Communications was the largest recipient with USD 319.7 bn in FDI, followed by renewables at USD 193 bn
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