Our Analysis - The Gulf AI Monitor

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What the Iran War Means for Gulf AI Ambitions

As regional conflict escalates, Gulf states face pressure on technology partnerships, energy security, and the stability of AI infrastructure investments.

Jesse Marks The Gulf AI Monitor

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Can the GCC Build the Third AI Option?

Gulf states are applying the Jebel Ali entrepôt logic to AI—positioning the GCC as the world's AI hub through which billions across South Asia, Southeast Asia, and Africa access frontier inference.

Jesse Marks The Gulf AI Monitor

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Will the GCC be an inference or frontier AI powerhouse?

Should Gulf states concentrate investment in frontier compute—training and owning foundation models—or in inference deployment at scale across the domestic economy?

Jesse Marks The Gulf AI Monitor

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Winning the Chip War, Losing the Supply Chain?

Washington may be winning the chip race while underestimating Beijing's leverage at the base of the supply chain—critical minerals and rare earth processing.

Jesse Marks The Gulf AI Monitor

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China's AI Cooperation in the GCC: Complementarity Without Interdependence

Beijing approaches Gulf AI partnerships from a position of technological self-sufficiency—supplying infrastructure while Gulf states provide capital and markets, in a relationship that is complementary in function but asymmetric in dependency.

Jesse Marks The Gulf AI Monitor

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Hard Choices in Gulf AI Sovereignty?

GCC states face hard choices between U.S. chip access and Chinese AI partnerships—and a path to strategic positioning without ceding agency to either Washington or Beijing.

Jesse Marks The Gulf AI Monitor

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Petro-Compute and the Question of Gulf Leverage

How do Gulf energy endowments translate into AI compute leverage? Whether sovereign capital and energy can secure a lasting advantage in the age of frontier models.

Jesse Marks The Gulf AI Monitor

Report