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Policy Brief

The AI-Energy Nexus in the Gulf Region: Are Gulf AI Ambitions Outpacing their Energy Needs?

29 May 2026
By Nassim Ali Ahmad

The Gulf’s AI buildout, currently anchored by the Stargate UAE facility and Saudi Arabia’s Humain, will consume energy at a scale that solar and gas cannot reliably sustain. Nuclear power is already operational at the UAE’s Barakah facility and is becoming imminent in Saudi Arabia, where it emerges as an indispensable enabler of the region’s digital ambitions, giving rise to an intricate dynamic of energy economics, vendor geopolitics and nonproliferation that will shape the nuclear-AI nexus in the years to come.


Latest in AI & Digital Technologies

05 May 2026
By Francesco Salesio Schiavi
Policy Brief

The New Drone Race: How Gulf States Prepare for Next-Generation Airpower

Gulf states are reshaping airpower through distinct yet converging drone strategies. Saudi Arabia is deepening integration with the US defence ecosystem, while the UAE pursues diversification and industrial autonomy. Together, these approaches reflect how middle powers are combining high-end platforms and scalable solutions to manage risk and navigate an increasingly multipolar security environment.

An MQ-9 Reaper sits along the flight line during sunset at Creech Air Force Base, Nevada, USA, 17 November 2020.
02 October 2025
By Tina Wu
Long-Read

Global AI Leadership at Stake: Why the Gulf Market Matters to the World’s Top Players

As U.S. and Chinese firms compete for AI leadership, the Gulf is not just a customer, it is the stage where the future of AI plays out, revealing who leads, who follows, and how the AI era unfolds.

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