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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