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Jason Calacanis warns that regulatory gridlock in the United States could push critical data center infrastructure to Gulf monarchies like Saudi Arabia and the UAE. These absolute monarchies can bypass local bureaucracy to deploy land and energy assets rapidly.
Greg Karlstrom attributes the Houthis' rapid gains to deep fractures within the anti-Houthi coalition and a diplomatic rift between Saudi Arabia and the UAE, which led to the UAE withdrawing its troops.
The US Commerce Department eased export controls on advanced AI chips for the UAE, bypassing normal licensing requirements. The policy change aims to position the Gulf region as a major US-allied node for globally distributed AI inference workloads.
Critics of the US-UAE chip deal, including Senator Elizabeth Warren, call the policy corrupt and cite a $263 million windfall to President Trump's family business. Former official Chris McGuire warns the move enables offshore data centers with backdoor Chinese access.
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