AI Infrastructure: West Asia Frontline in US-China Compute Rivalry (2026-2031 Outlook)

Executive Summary West Asia AI infrastructure is becoming a core strategic domain in great power competition. UAE and Saudi Arabia leverage energy abundance and sovereign capital for hyperscale data centers. Five-year outlook projects multi-GW capacity growth amid U.S. export controls and China Digital Silk Road activities. Electricity demand will surge per IEA models. Risks include … Leggi tutto AI Infrastructure: West Asia Frontline in US-China Compute Rivalry (2026-2031 Outlook)