When U.S. President Donald Trump visited the Arab Gulf in May, his focus was not on Gaza, Iran, or even normalization between Israel and Saudi Arabia. Instead, it was on business deals and, above all, artificial intelligence. During the trip, Trump agreed to sell advanced U.S. chips to Saudi Arabia and the United Arab Emirates and to invest in AI mega-campuses in the Gulf that will host U.S. firms. One such site, in Abu Dhabi, could become the worldʼs largest concentrated cluster of the computing power fueling artificial intelligence. The Gulf countries, in turn, promised to invest tens of billions of dollars in AI on U.S. soil. And last month, during his trip to Washington, Saudi Crown Prince Mohammed bin Salman (also known as MBS) won final approval to import tens of thousands of advanced U.S. semiconductors, which had been promised to Saudi Arabia earlier in the year.

The upside of this AI cooperation is significant.

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