15 STORIES
Capital, compute & policy across the US–Canada–Gulf axis
Infrastructure
A Korean internet company, an American chipmaker and a Canadian asset manager are building Korea's national AI capacity together. Look at who is funding whom.
Chandni Melwani
East Asia
Policy
Washington built export controls to keep advanced chips out of Chinese hands. The allegation is that a Chinese lab reached them in Thailand instead, and that the model capability never needed to cross a border at all.
Chandni Melwani · China
Infrastructure
For a Gulf bank, the question was never whether sovereign AI was a good idea. It was what it costs, and who has to file the export paperwork. There is finally an answer to both.
Chandni Melwani · GCC
Infrastructure
Europe is trying to build its own AI sovereignty and rent it back. A US hyperscaler is underwriting the capex, and structuring the cheque to stay clear of Brussels.
Chandni Melwani · Europe
Policy
The price of US trust turned out to be ripping Chinese telecom and surveillance gear out of the UAE's flagship AI company, and cutting its ties to China.
Chandni Melwani · GCC
Policy
The capital that usually flows into US and global markets is being turned toward the Gulf, and AI is named as a sector.
Chandni Melwani · GCC
Partnerships
The US productivity layer now runs on Gulf sovereign infrastructure, a template for how American software stays inside GCC government AI.
Chandni Melwani · GCC
Policy
The chips under the Gulf's AI build-out are American. Washington just opened the gate, and attached a nine-month condition.
Chandni Melwani · UAE
Policy
No law created it and no lab was forced to join, yet the review is already shaping when frontier models reach the public.
Chandni Melwani · US
Infrastructure
The money is split between digital infrastructure and district cooling, the two layers a data center in the Saudi heat can't run without.
Chandni Melwani · GCC
Infrastructure
Cohere and PIF-backed Humain will deploy 50MW of AI compute in Saudi Arabia for sovereign and Arabic-language foundation models, marking Cohere's first major international expansion.
Chandni Melwani · Saudi Arabia
Capital
Abu Dhabi's MGX closed Fund I at $49 billion, exceeding its $45B target. The fund holds positions in OpenAI, Anthropic, and xAI, targeting $100B AUM.
Chandni Melwani · UAE
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