CONFLICTED CONFLICTED

The Middle East’s AI Arms Race

Jun 25, 2026 · 56m

Summary

Hosts Thomas Small and Eamon Nazer examine the AI arms race in the Gulf, contrasting UAE and Saudi strategies amid US-China tech rivalry. They discuss AI’s military applications, such as drone defense and 3D-printed weapons, following Iran’s attack on AWS infrastructure. The episode explores how Gulf states leverage cheap energy and capital to attract global tech firms while navigating security risks and espionage threats.

Topics discussed

Intro, ads, and welcome to Conflicted Introduction to the AI arms race in the Gulf Iran's attack on UAE infrastructure and AI's role in defense AI in ammunition production and target selection The physical requirements of AI: Capital, Energy, and Chips UAE vs Saudi Arabia: Strategies and leadership in AI US vs China tech rivalry and GCC alignment Iran's AI capabilities and cyber warfare threats Israel's role: Human capital and military tech Ethical concerns, AI art, and conclusion
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