Emerging Technologies

From Oil to AI: How Water Constraints Shape the Gulf’s Digital Future

Gulf Cooperation Council states are investing hundreds of billions in AI infrastructure, data centers, and semiconductor capabilities, making technology central to post-oil economic diversification. Yet this expansion faces a critical constraint: severe water scarcity turns AI growth into a challenge, as data centers in some of the world’s most water-stressed territories strain already overextended hydrological systems. The U.S.-Iran war has also underscored the physical vulnerability of the infrastructure supporting these ambitions. Together, these pressures raise pressing questions about the sustainability and scalability of Gulf states’ AI-driven development strategies.

Iranian Attacks Need Not Change the Gulf’s AI Ambitions

Africa and the architecture of the global green transition

Africa sits at the center of the clean-energy transition as both a major source of critical minerals and one of the world’s largest under-electrified regions, making it a key arena for geopolitical and industrial competition among China, the United States, Europe, and emerging actors. At the same time, African governments and regional institutions are becoming more assertive, using mineral leverage, regulatory reforms, and continental frameworks to shape investment terms and capture greater domestic value. Recent developments — including the Democratic Republic of Congo’s (DRC) offer of state mining assets to U.S. investors and China’s 2026 China-Africa engagement initiative — highlight Africa’s growing role not just as a site of competition, but as an active shaper of it.