The Impact of the Iran War on the Gulf’s Grand AI Plans
When Iranian drone strikes hit two of Amazon’s data centers in the United Arab Emirates and Bahrain in early March, amid the ongoing US-Israeli war with Iran, much of the media’s reflex was to declare it the end of the Gulf’s artificial intelligence (AI) ambitions. That read is misguided, and it misses why what Iran was trying to accomplish failed.
The Gulf states are betting big on artificial intelligence (AI). Their motive is simple: While hydrocarbons will remain part of the energy mix for the foreseeable future, the revenue and influence tied to crude are already beginning to diminish. AI is not just about technology; it is a hedge, and potentially a new foundation for sustaining and even increasing their power in the rapidly shifting world order.
The United States is Israel’s closest ally, and its support is a central pillar of Israel’s national security. The US provides Israel access to purchase advanced weapon systems, ammunition and weapon emergency supplies in times of war, intelligence sharing, opportunities for cooperation in defense technology, and crucial diplomatic cover at the UN Security Council and elsewhere. It also provides Israel with regular security aid, to be spent in the United States, currently at an annual rate of $3.8bn (under an MOU that expires in 2028). Since October 2023, the US also offered active military support, in a break from the historical norm. It contributed substantially to Israel’s defense against Iranian ballistic missiles, in conjunction with Arab regional partners, and bombed nuclear sites in Iran in support of Israel’s campaign in the “12 Day War” of June 2025.
Roadmap for America’s Leadership in AI Action Plan
In response to the request for information (RFI) from the National Science Foundation (NSF) and the Office of Science and Technology Policy (OSTP) regarding the “Development of an Artificial Intelligence Action Plan” in support of the objectives set forth in Executive Order (EO) 14179, the Middle East Institute (MEI) offers five recommendations to solidify the United States’ position as the global leader in AI innovation while addressing critical ethical, regulatory, and infrastructural imperatives.
To counter China, Trump’s administration should build on Biden AI memo
Across both the Biden and Trump administrations, the US has consistently viewed China as the primary global rival, particularly in the fast-evolving field of artificial intelligence. President Biden’s administration recently underscored this stance with the first-ever National Security Memorandum (NSM) on AI, which set a firm foundation for addressing the AI challenge posed by Beijing.
The Role of the Middle East in the US-China Race to AI Supremacy
AI is a pivotal catalyst for global innovation, with the United States at the forefront of the development of this transformative technology amid its ongoing great power rivalry with China. This report aims to define the concept of AI supremacy and to revise the US’ AI strategy in accordance with a more comprehensive understanding of it. The report also looks at how the competition has affected actors from the Middle East, namely the UAE and Saudi Arabia, attempting to steer the conversation on the global AI race toward a comprehensive conception of AI supremacy that is anchored in the realities of international affairs and US-China great power competition.
Beyond oil: Google’s big bet on Saudi Arabia’s AI future
In a landmark move signaling the growing importance of the Middle East in the global tech landscape, Google has entered into a strategic partnership with Saudi Arabia’s Public Investment Fund (PIF), the kingdom’s sovereign wealth fund. The partnership underscores the “growing interlink” between AI and energy, as Saudi Arabia — along with the United Arab Emirates and other Gulf states — uses its energy surplus to power data centers, a critical pillar of AI infrastructure.
The UAE and US elevate tech to a cornerstone of their relationship
When President Mohamed bin Zayed Al Nahyan (MbZ) of the United Arab Emirates visited the White House on Sept. 23, the joint US-UAE statement was one of the most extensive yet covering pledges to cooperate on nearly every technological sector and signaling a clear goal to shift the bilateral relationship away from hydrocarbons.
Securing the quantum future: The imperative for global collaboration
As China makes substantial strides in quantum R&D, the global community must urgently address vulnerabilities in our digital networks. The Middle East, like many other regions, stands at a critical juncture in this technological race, where quantum innovation brings both opportunities and risks.
The EU needs to expand its support for the MENA region’s digital transformation
Digital transformation will play a key role in shaping relations between Europe and the MENA region, but despite these high-level announcements, EU strategy and programming on the ground would need to expand to meet the region’s requirements and serve the EU’s strategic interests.
On July 16, the United States and Saudi Arabia announced a new framework for space collaboration and civil aeronautics that shakes up the space race. The agreement marks a turning point for the US-Saudi Arabia bilateral relationship, gearing it more toward scientific cooperation and demonstrating the pivotal role that emerging space powers, particularly in the Middle East, are poised to play in the Second Space Age.
China, the US, and the battle for Middle Eastern technology
The US is changing its approach to dealing with China’s technology statecraft in the Middle East. The recent Microsoft-G42 deal offers a new model for technology competition that helps to secure American technologies while accommodating its partners’ aspirations.
The oldest peer-reviewed publication dedicated to the study of the modern Middle East, MEI’s flagship journal covers politics, society, and culture in the region.
