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Saudi data center pipeline grows as Edarat lands SAR 197.8 mn AI facility contract
Plus: Iraq wants to ramp up its OPEC quota
A diplomatic rupture
Good afternoon, ladies and gentlemen, and happy Friday. The two stories and themes we’re carrying into the weekend: A diplomatic…
AI trade goes from equity to debt
Good afternoon, friends. Two of our biggest stories are moving at the same time: The AI trade is shifting from…
Saudi secures new compute offtakers and builders at LEAP
Chinese players are entering the foray, with Bytedance’s affiliates signing agreements to develop data centers, as well as buy capacity…
The AI complex roars on
Happy Friday, friends. We close out a week in which the AI complex spent money at a scale that makes…
Letting out a breath
We’re starting the week by (kind of) letting out that breath we’ve been holding for nearly two weeks. Washington and…
How US midterm politics could threaten Gulf AI ambitions
A Democrat in the White House could clamp down on future AI deals with Gulf nations, whether by refusing to…
The robots cometh
Good morning, friends. The inevitable tension on our minds today: The machines are sprinting and the rest of us are…
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