The year that shook the Gulf
TL;DR
The United Arab Emirates is leaving OPEC. Saudi Arabia is ending its splashiest foreign sports venture. The two U. S.
Nauti's Take
The opportunity: if the Gulf is no longer the obvious magnet for AI capital and infrastructure, that money and momentum is up for grabs — Europe, Asia, and US domestic builds all benefit. The catch: geopolitical drift slows the megaprojects everyone was counting on, dragging down a chunk of the global AI buildout with them.
Anyone planning data-center locations should look twice, and anyone who was hoping for a wave of cheap Gulf money needs a plan B.
Sources