Tech’s tightrope in Gulf AI deals 6/16/25
Tech’s tightrope in Gulf AI deals 6/16/25

Tech’s tightrope in Gulf AI deals 6/16/25

Episode publish date
June 16, 2025 6:26 PM (UTC)
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Jun 17, 2025 2:51 PM
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June 17, 2025 3:50 PM (GMT+1)
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June 17, 2025 3:51 PM (GMT+1)
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[01:02] Sovereign AI Risks in Middle East

[02:02] Unreliable Sovereign AI Spending

[02:20] Defense AI Spending More Durable

[03:15] Political Deals Cause AI Investment Risk

[04:09] Uncertainty Over AI Demand Sustainability