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Iran War Imperils $300 Billion in Gulf AI Spending

Iran War Imperils $300 Billion in Gulf AI Spending

The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments, crimping a potential source of funding for power-hungry tech companies. Countries such as the UAE and Saudi Arabia have become big destinations for data centers. Local firms are developing the projects, along with U.S. companies such as xAI, OpenAI, Microsoft, Amazon, Oracle and Google, which are drawn to the region for its cheap energy.

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Community Commentary

Ivan FatovicCeo, Founder OfModamily
on… A Claude Catharsis: Accepting When Your Life’s Work Becomes Free and Abundant
Experiencing this firsthand right now. Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions. This weekend, I rebuilt a comparable version myself in two days. Same founder. Same product instincts. Radically different leverage. The builders who adapt to these tools are going to compound advantage very, very quickly.
Jordan GushurstPresident And Owner
on… SpaceX’s Starlink Makes Land Grab as Amazon Threat Looms
I think it will be fascinating to see how Amazon LEO prices their services and also how the Chinese mega constellations price LEO BB in the developing world. Musk has not made many friends with Starlink's bullying tactics and I expect the Chinese to be priced aggressively like they do in other strategic segments. I think buyers of the SpaceX IPO are facing far more pricing / margin risk then they are expecting.
Yelena AmbartsumianFounding AttorneyAMBART LAW pllc
on… Crypto Is Getting Bashed in Markets and Washington
The stablecoin fight is a proxy battle over who gets to be the next deposit‑taker in the U.S. financial system. The irony, however, is that, at the end of the day, crypto currencies are just not easy or practical to for everyday use. We've had a decade + of Bitcoin and other cryptocurrencies (ETH), where real-world experience has failed to catch up with the hype.
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