Under a US rule published in July, UAE AI compute firms G42 and Core42 hold license-free access to advanced US chips until April 6, 2027. After that date, the companies must restructure as US entities or apply through the Bureau of Industry and Security. Meanwhile, regional data center expansion continues despite physical security risks highlighted by recent infrastructure damage.
A Middle East Institute study examines the growing structural links between Gulf maritime hubs and Chinese trade networks. It highlights the role of terminal operating software, cloud systems, and AI logistics in securing supply chain corridors.
Construction on more than USD 100 billion in AI infrastructure projects across the UAE and Saudi Arabia is continuing without broad stoppages, EnterpriseAM reported. However, rising insurance premiums, supply chain frictions, and regional security threats are altering project economics. Western hyperscalers and regional firms face potential headwinds as Iranian officials threaten retaliatory measures against regional data assets.
An analysis published by the Middle East Institute highlights a strategic evolution in China's engagement across the Middle East and Africa. While traditional evaluations focus on physical assets like ports and pipelines, Chinese firms are increasingly establishing influence through operational and digital systems. The analysis notes that true leverage stems from participating in the governance of data, goods, and financial networks rather than outright infrastructure ownership.
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