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🟡 Semafor Gulf: ‘The highest level it can be’
In today’s edition: The UAE gets its chips, Semafor columnist Tareq Alotaiba explains Abu Dhabi’s AI strategy, and Trump concludes his Gulf tour.
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Qatar commits more than $200 billion in US investment
The headline figure from Doha was $1.2 trillion in “economic commitments,” about six times the country’s GDP.
Brian Snyder/Reuters
Analysis: How the UAE sees AI
Artificial intelligence is becoming part of the Emirates’ national identity, acting as an equalizer for this small state to compete on a global level.
AI tops Donald Trump’s agenda in the UAE
The kingdom marks the final scheduled stop on the US president’s three-nation, investment-focused Gulf tour.
Brian Snyder/Reuters
US-Gulf dealmaking keeps flowing as Qatar makes record Boeing order
Washington and Doha promised to deepen their defense partnership, while Qatar said it would buy 210 jets from US aircraft giant Boeing.
Brian Snyder/Reuters
Trump is awed by Riyadh’s transformation. So are Saudis.
The US president raved about the city’s skyline and status as an economic hub.
@Jaxdistrict/Instagram
Analysis: The post-terror era in US-Gulf ties
President Donald Trump’s speech in Riyadh charts deeper economic and security ties with the Gulf.
Hamad I Mohammed/Reuters
Trump meets Syrian president after promising to lift sanctions
Trump urged Mohammed al-Sharaa to normalize ties with Israel, while the Syrian leader has sought to woo Washington with business deals.
Saudi Arabia snaps up US chips following Trump’s visit
Nvidia will sell its most advanced AI chips to Saudi Arabia’s HUMAIN, while the kingdom also struck deals with AMD and Amazon Web Services.
Analysis: Trump’s crude paradox vexes his Houston oil base
The president’s focus on lower oil prices is making it harder for US shale producers to “drill, baby, drill.”
Saudi’s new AI firm picks US chipmaker Groq for inference
PIF-backed artificial intelligence company HUMAIN is also appointing a former Aramco executive as CEO.
Analysis: ‘America First’ meets ‘Gulf first’ in Trump’s visit
The loftiest expectations won’t be met, but investment pledges, defense and tech deals — and possibly progress on security issues — are likely.
Analysis: Trump’s Gulf tour should deepen economic alignment
Without breakthroughs on regional conflicts, stronger investment and tech ties are likely to be the main focus of Donald Trump’s regional visit.
Analysis: High hopes for Trump’s Middle East trip
The president’s return to Riyadh doubles down on his first term’s plan to deepen economic partnerships and diplomacy in the Gulf.
Inside the Qatari luxury jet on offer to President Donald Trump
Detailed specifications of a plane that appears to be the same one offered by Qatar to Trump are available online.
Emirates becomes the most profitable airline in the world
The results were driven in part by passengers spending more on upgrades, as the Dubai carrier bucks the pessimism pervading the industry.
Disney to open its first Middle East theme park in Abu Dhabi
The resort, a win for the UAE’s tourism ambitions, could take between five and eight years to open.
Abu Dhabi’s Mubadala grows on AI, private credit
Assets under management grew 9.1% compared to the previous year, and five-year rate of investment return outperformed all other sovereign investors.
AI chips in focus ahead of Trump’s visit to the Gulf
The Trump administration plans to overhaul a Biden-era restriction on how many chips Gulf countries can buy from the US.