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Middle East Focus is a weekly podcast featuring talk and analysis on U.S. foreign policy, contemporary political and social issues in the Middle East, and the arts and culture of region. It is produced by the Middle East Institute, a non-partisan think tank in Washington, D.C. For more information visit www.mei.edu.

May 22, 2025

Hosts Alistair Taylor and Matthew Czekaj speak with MEI Senior Fellow Mohammed Soliman about President Donald Trump’s recent trip to Saudi Arabia, the UAE, and Qatar, which yielded a wave of major US-Gulf tech and AI deals. Soliman explains how these partnerships mark a shift in the relationship—from oil and arms to compute power and data infrastructure—and what it means for the Gulf’s strategic role in the global AI ecosystem. The discussion explores the energy bottlenecks behind AI development, evolving US export control policy, and the social and geopolitical implications of the Gulf’s ambitions to become a digital hub for emerging markets.

Recorded May 19, 2025.

More analysis from Mohammed Soliman: