America’s AI controls risk stalling the Gulf’s billion-dollar vision

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America’s AI controls risk stalling the Gulf’s billion-dollar vision

America’s AI controls risk stalling the Gulf’s billion-dollar vision
US National Security Adviser Jake Sullivan talks about AI during a news briefing on Jan. 13, 2025 in Washington. (AFP)
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The US government’s new controls on artificial intelligence chips arrive at a peculiar moment for the Gulf. The region has committed billions to becoming a global AI hub, yet Washington’s latest policy effectively tells it to wait its turn.

The framework announced this week relegates most of the world — including the Gulf states — to a secondary tier, permitted to purchase only 50,000 advanced AI chips annually. Meanwhile, 18 privileged nations, mostly close US allies, enjoy unlimited access.

This arbitrary ceiling comes just as the region’s universities, research centers, and sovereign wealth funds are making unprecedented investments in AI infrastructure.

The oversight appears particularly shortsighted given the Gulf’s strategic advantages. Saudi Arabia, for example, with vast land availability and energy costs at about $0.048 per kilowatt-hour — a fraction of Western rates — is perfectly positioned to become a global hub for AI data centers.

First-mover advantage in this critical 21st century infrastructure could prove more valuable than unrestricted chip access.

Consider the scale of investment. Saudi Arabia and the UAE have emerged as two of the world’s most ambitious investors in AI infrastructure. The UAE has built 235 megawatts of data center capacity, while Saudi Arabia has reached 123 megawatts. These are not speculative ventures — they represent serious, long-term commitments to becoming global AI hubs.

The quality of these investments is as significant as their scale. The recent partnership between Saudi Arabia’s Public Investment Fund and Google Cloud to create a new global AI hub demonstrates the sophistication and forward-looking nature of Gulf AI initiatives.

Similarly, Saudi Arabia’s collaboration with US-based Groq to build the world’s largest specialized AI data center shows a very clear preference for working with American technology leaders.

But perhaps the outgoing Biden administration has left the door ajar. These controls come with a 120-day implementation window — leaving plenty of time for the new administration to reassess its approach to America’s key Gulf allies.

Besides, recent developments in China offer a lesson in how technology restrictions can have unintended consequences. Despite facing the strictest US controls, Chinese AI startup DeepSeek has made remarkable progress. Its latest large language model approaches Western capabilities, all while using just a 10th of the computational resources, a feat accomplished through clever mathematics rather than raw processing power.

Saudi Arabia’s collaboration with US-based Groq to build the world’s largest specialized AI data center shows a very clear preference for working with American technology leaders.

Adrian Monck

This breakthrough should be on the radar of every country facing these new restrictions. DeepSeek’s achievement suggests that the path to AI leadership may not run through hardware dominance after all. Its team improved chip efficiency by 60 percent in six months when faced with hardware limitations. Innovation, it seems, is still possible under constraint.

The timing is particularly relevant for the Gulf. The region’s advantages are clear. It has emerging world-class universities — like Saudi Arabia’s King Abdullah University of Science and Technology and the UAE’s Mohamed bin Zayed University of Artificial Intelligence — significant capital resources, and growing pools of young, technical talent.

These may ultimately prove to be the long-term formula for AI success. If algorithmic innovation, rather than graphics processing unit brute force, will shape AI’s future, then investments in education and research will take on even greater importance.

DeepSeek developed its latest model for just $6 million — “a joke” according to OpenAI’s Andrej Karpathy — while Western tech giants spend hundreds of millions on similar projects. An efficiency-first approach aligns naturally with the region’s emphasis on sustainable technological development.

The US strategy seems predicated on an outdated notion of technological development — that controlling hardware access ensures controlling outcomes. Yet history suggests otherwise.

The Soviet space program achieved remarkable successes despite enormous technological restrictions, compensating through innovation. Ancient China’s attempts to restrict access to silk production technology met with failure.

Recent breakthroughs underline the stakes. OpenAI’s latest model scored 88 percent on complex reasoning tests, whereas previous systems managed just 5 percent, suggesting we are entering a critical phase in AI development. Its CEO Sam Altman believes artificial general intelligence — systems matching human capabilities — could emerge within four years.

This timeline makes the current administration’s attempt to create a hierarchical “AI world order” particularly short-sighted. Subordinating the region’s technological sovereignty to an arbitrary quota system, especially as it invests heavily in developing domestic AI capabilities, seems almost designed to alienate friends.

A more constructive approach would recognize that states like Saudi Arabia and the UAE are not just seeking to acquire AI capabilities — they’re building comprehensive AI ecosystems that could complement and strengthen US leadership in this critical technology. Their combination of capital, strategic vision, and commitment to working with Western partners makes them ideal partners in expanding the reach of responsible AI development.

The incoming Trump administration has an opportunity to recalibrate this policy. Rather than maintaining restrictions that complicate natural technological partnerships, a revised approach could focus on deepening collaboration with serious, well-resourced partners. The administration’s emphasis on deal-making and economic engagement suggests it would recognize the strategic value of such cooperation.

Adrian Monck is a senior adviser at the Mohamed bin Zayed University of Artificial Intelligence and authors the geopolitics newsletter, Seven Things.



 

Disclaimer: Views expressed by writers in this section are their own and do not necessarily reflect Arab News' point of view

Aid truck drivers face increasing danger from desperate crowds, armed gangs

Aid truck drivers face increasing danger from desperate crowds, armed gangs
Updated 4 min 52 sec ago
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Aid truck drivers face increasing danger from desperate crowds, armed gangs

Aid truck drivers face increasing danger from desperate crowds, armed gangs
  • Thousands of people packed the road around them on Monday as two trucks entered southern Gaza, as shown in AP video

GAZA CITY: Truck drivers trying to deliver aid inside Gaza say their work has become increasingly dangerous in recent months as people have grown desperately hungry and violent gangs have filled a power vacuum left by the territory’s rulers.

Crowds of hungry people routinely rip aid off the backs of moving trucks, the local drivers said. 

Some trucks are hijacked by armed men working for gangs who sell the aid in Gaza’s markets for exorbitant prices. Israeli troops often shoot into the chaos, they said.

Drivers have been killed in the mayhem.

Since March, when Israel ended a ceasefire in its war with Hamas and halted all imports, the situation has grown increasingly dire in the territory of some 2 million Palestinians. International experts are now warning of a “worst-case scenario of famine” in Gaza.

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Nahed Sheheibr, head of the Special Transport Association, accused Israel of detaining drivers and using them as human shields.

Under heavy international pressure, Israel last week announced measures to let more aid into Gaza. Though aid groups say it’s still not enough, getting even that amount from the border crossings to the people who need it is difficult and extremely dangerous, the drivers said.

Thousands of people packed the road around them on Monday as two trucks entered southern Gaza, as shown in AP video. 

Young men overwhelmed the trucks, standing on the cabs’ roofs, dangling from the sides, and clambering over each other onto the truck beds to grab boxes even as the trucks slowly kept driving.

“Some of my drivers are scared to go transfer aid because they’re concerned about how they’ll untangle themselves from large crowds of people,” said Abu Khaled Selim, vice president of the Special Transport Association, a nonprofit group that works with private transportation companies across the Gaza Strip and advocates for truck drivers’ rights.

Selim said his nephew, Ashraf Selim, a father of eight, was killed July 29 by a stray bullet when Israeli forces opened fire on crowds climbing onto the aid truck he was driving.

Shifa Hospital officials said they received his body with an apparent gunshot to the head. 

Earlier in the war, aid deliveries were safer because, with more food getting into Gaza, the population was less desperate. Hamas-run police had been seen securing convoys and went after suspected looters and merchants who resold aid at exorbitant prices,

Now, “with the situation unsecured, everything is permissible,” said Selim, who appealed for protection so the aid trucks could reach warehouses.

The UN does not accept protection from Israeli forces, saying it would violate its rules of neutrality, and said that given the urgent need for aid, it would accept that hungry people were going to grab food off the back of the trucks as long as they weren’t violent.

Flooding Gaza with renewed aid would ease the desperation and make things safer for the drivers, said Juliette Touma, communications director at UNRWA, the UN agency for Palestinian refugees.

Ali Al-Derbashi, 22, had been an aid truck driver for more than a year and a half, but he quit after his last trip three weeks ago due to the increasing danger, he said. Some people taking aid off the trucks are now carrying cleavers, knives, and axes, he said.

He was once ambushed and forcibly redirected to an area designated by Israel as a conflict zone in its war against Hamas. There, everything was stolen, including his truck’s fuel and batteries, and his tires were shot out, he said. He was beaten and his phone was stolen.

“We put our lives in danger for this. We leave our families for two or three days every time. And we don’t even have water or food ourselves,” he said. 

In addition to the danger, the drivers faced humiliation from Israeli forces, he said, who put them through “prolonged searches, unclear instructions, and hours of waiting.”

The war began Oct. 7, 2023, when Hamas-led militants killed around 1,200 people, mostly civilians, and abducted 251 others. Israel’s retaliatory offensive has killed more than 61,000 Palestinians, according to the latest figures by Gaza’s Health Ministry, which doesn’t distinguish between militants and civilians and operates under the Hamas government.

The threats come from everywhere

Nahed Sheheibr, head of the Special Transport Association, said the danger for the drivers comes from everywhere. 

He accused Israel of detaining drivers and using them as human shields. 

In recent days, men linked to a violent Gaza clan fired at drivers, injuring one, and looted a convoy of 14 trucks, he said. They later looted a convoy of 10 trucks.

Hossni Al-Sharafi, who runs a trucking company and was an aid driver himself, said he is only allowed to use drivers who have no political affiliation and have been approved by Israel to transport aid from crossings.

Al-Sharafi said he was detained by Israeli forces for more than 10 days last year while transporting aid from the southern Kerem Shalom crossing and interrogated about where the truck was headed and how the aid was being distributed. Israeli officials did not comment on the accusations.

Some drivers spoke of being shot at repeatedly by armed gangs. 

Others said their trucks were routinely picked clean — even of the wooden pallets— by waves of desperate people, many of whom were fighting each other for the food, while Israeli troops were shooting. Hungry families who miss out on the aid throw stones at the trucks in anger.

Anas Rabea said the moment he pulled out of the Zikkim crossing last week, his aid truck was overwhelmed by a crowd.

“Our instructions are to stop, because we don’t want to run anyone over,” he said. 

“It’s crazy. You have people climbing all over the cargo, over the windows. It’s like you’re blind, you can’t see out.”

After the crowd had stripped everything, he drove another few hundred meters and was stopped by an armed gang that threatened to shoot him. They searched the truck and took a bag of flour he had saved for himself, he said.

“Every time we go out, we get robbed,” he said. “It’s getting worse day by day.”

 


Where We Are Going Today: Llama Cafe in Dammam

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Updated 5 min 58 sec ago
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Where We Are Going Today: Llama Cafe in Dammam

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  • Food-wise, the SR25 Sahara chicken mirage salad was a standout: Fresh, full of textures and colors with pieces of chicken, sun-dried tomatoes, greens, yellow corn and even little bits of toasted nuts

Llama Cafe, with its whimsical name and minimalistic branding, could have easily leaned into gimmicky novelty, but it instead delivers an experience that feels polished and playful.

The homegrown brand launched in Dammam some years ago and has since expanded across the Eastern Province. We visited the Alkhobar location, the second branch, which opened last year.

Sunlight poured in through massive windows, illuminating the space. The to-go fridge at the entrance was ideal for grabbing sandwiches or salads quickly.

I ordered the Llama iced tea, which features a refreshing hibiscus blend and thankfully contains no trace of actual llama.

Though SR21 ($5) felt steep for the small size, the drink came in a charming, durable cup that was so well made I gladly took it home to wash and reuse. 

Food-wise, the SR25 Sahara chicken mirage salad was a standout: Fresh, full of textures and colors with pieces of chicken, sun-dried tomatoes, greens, yellow corn and even little bits of toasted nuts.

It was all coated in a light dressing that you drizzle yourself. My favorite part — aside from the deliciousness — was that it was served in a compostable container. 

For dessert, I chose the Madrid cheesecake (SR19), which the staff eagerly recommended. It had a golden, slightly caramelized top and a buttery, well-balanced crust that added just the right amount of texture.

Speckled with real vanilla bean, it was creamy and rich in the middle without feeling heavy. It struck that ideal middle ground between airy and indulgent. Definitely worth trying!

I had been trying to cut back my caffeine intake but could not resist trying the seemingly popular V60 drip. I ordered mine iced with Guatemalan beans (SR20), served with perfectly shaped cubes that melted at just the right pace.

A cylinder aquarium situated by the pickup station was peculiar to me. It contained a real fish swimming inside — an oddly soothing mascot for a llama-named cafe.

Up the flight of stairs — I did not notice an elevator — the space was filled with small tables ideal for working. On the day of our visit, a midday and midweek stop, almost every table was occupied with a laptop. Wall plugs were available throughout and the two restrooms were tiny but spotless.

The main floor had plenty of seating, including some directly outside, for those who dared to brave the scorching hot weather to perhaps smoke or work on their tan.

The cafe sells locally baked sourdough bread that is sliced and bagged, and I cannot wait to return to try it. 

For more details visit Instagram @llama.cafe.

 


Hezbollah rejects timetable for disarmament as Lebanese Cabinet forms plan for arms restrictions

Hezbollah rejects timetable for disarmament as Lebanese Cabinet forms plan for arms restrictions
Updated 5 min 34 sec ago
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Hezbollah rejects timetable for disarmament as Lebanese Cabinet forms plan for arms restrictions

Hezbollah rejects timetable for disarmament as Lebanese Cabinet forms plan for arms restrictions
  • Lebanese government tells army to prepare plan for state control of all weapons by end of the year, and present it to ministers this month
  • Secretary-General of Hezbollah Naim Qassem: The state must take steps to ensure protection, not strip its citizens and resistance of their power

BEIRUT: The Lebanese Cabinet met at the Presidential Palace on Tuesday to discuss the most sensitive item on its agenda: the disarming of Hezbollah and the need to restrict control of weaponry to the state.

However, ministers faced pressure from Hezbollah’s secretary-general, Naim Qassem, and his supporters amid external diplomatic counterpressures.

The session, chaired by Prime Minister Nawaf Salam and attended by President Joseph Aoun, lasted for about five hours, with the proceedings shrouded in secrecy. It concluded with an announcement by Salam that the Cabinet had decided to continue the discussions, and to implement proposals presented by US envoy Tom Barrack, during their next meeting on Thursday. They will also ask the Lebanese army to develop a plan to restrict control of arms to the state by the end of the year, and present it to the Cabinet by the end of this month.

A political observer told Arab News: “Lebanon has received foreign diplomatic calls to refrain from delaying the approval of the arms-restriction clause and setting a timetable for its implementation. Otherwise, Lebanon will be left to its own fate, in the absence of any guarantees that Israel will, in return, withdraw from the positions it still occupies within Lebanese territory.”

Qassem responded to the Cabinet meeting with a vehement speech in which he said: “The state must take steps to ensure protection, not strip its citizens and resistance of their power. The international community cannot intervene merely to demand that Lebanon achieve Israel’s goals.”

Beginning on Tuesday morning, the army carried out security operations on the old Sidon road that separates Beirut’s southern suburbs from the city and its eastern suburbs. Their activities blocked demonstrators who attempted to leave the area on motorcycles during the Cabinet meeting in a show of support for Qassem.

It came as political and security officials intensified coordination in an attempt to contain street protests and prevent any activity they feared might threaten stability.

Beirut has been gripped by anxiety in the past few days, which has affected normally vibrant evening street activity. On Monday night, dozens of Hezbollah-supporting motorcyclists roamed the streets of the capital, chanting “long live Hassan Nasrallah,” the former secretary-general of Hezbollah who was assassinated by an Israeli airstrike on southern Beirut in September last year.

During his speech, Qassem said that “any discussion about Lebanon’s future security must be based on a comprehensive national security strategy, not on timetables aimed at disarming the resistance.”

He rejected the demands that Hezbollah disarm, warning that any attempt to impose such action without broad national agreement would fail.

“The resistance is an integral part of the Lebanese fabric and of the Taif Accord itself,” he said, referring to the 1989 agreement that ended the 15-year Lebanese Civil War.

“Therefore it cannot be treated as a matter subject to a vote, or cancellation by a numerical majority. Rather, it must be discussed through national consensus, out of respect for constitutional and charter principles.”

Ignoring this reality, regardless of international or regional pressures, would “undermine the foundations of stability in Lebanon,” he added

Qassem also said that “the American presence in Lebanon aims to dismantle the power and capabilities of Hezbollah, and Lebanon as a whole,” and the latest, third memorandum on the issue from Barrack, the US envoy, was “worse than the first and second.”

He added: “Among its provisions is the dismantling of 50 percent of Hezbollah’s infrastructure within 30 days, including hand grenades and mortar shells, i.e. weapons considered simple, and these measures should be completed before Israel withdraws from the five remaining points on the border.”

Qassem said that “what Barrack brought is entirely in Israel’s interest” and added: “We cannot adhere to any timetable for dismantling Lebanon’s power that is implemented under the umbrella of Israeli aggression.

“If Israel chooses a large-scale aggression against Lebanon, missiles will fall upon it. All the security that Israel has worked to achieve for eight months will collapse in a single hour.”

He added that if Hezbollah surrendered its weapons, “the aggression will not stop, and this is what Israeli officials are saying. We will not accept being slaves to anyone. To anyone who speaks of concessions under the pretext of halting funding, we ask: what funding is he talking about?

“Prime Minister Nawaf Salam boasts of his commitment to taking measures to liberate all occupied territories, but where are these measures?”

The atmosphere in the 24 hours leading up to the Cabinet meeting was increasingly tense. Pro-Hezbollah activists took to social media to recall the bloody events of May 7, 2008, when the group’s members, wearing black shirts, took to the streets of Beirut and Mount Lebanon and clashed with supporters of the Future Movement and the Progressive Socialist Party, in an attempt was to overturn a decision by the Lebanese government at the time to confiscate the communications network belonging Hezbollah's Signal Corps, and to dismiss the then commander of Beirut Airport Security, Brig. Gen. Wafiq Shuqair, who was close to Hezbollah.

Ahead of Tuesday’s meeting, government ministers from the Amal Movement stressed that they supported efforts to restrict control of weapons to the state. Fadi Makki denied that ministers from Amal and Hezbollah would withdraw from the session, and Hanin Al-Sayyed said she would “vote in favor of restricting Hezbollah’s weapons.”

However, Rakan Nasser Al-Din, a Hezbollah member of the government, said only: “Anything will be done according to its requirements.”

A proposal circulated later on Tuesday stated that Lebanese authorities will “refer the implementation of the arms-control agreement to the Supreme Defense Council, headed by the president of the republic. This referral means assigning the Lebanese army the responsibility of planning and preparing for the implementation phases, as the matter relates to technical military matters. Some weapons need to be destroyed, while others need to be dismantled.”

During a speech on Aug 1., celebrated annually as Lebanese Army Day, President Aoun told the country that “this is a fateful phase and all illusions have fallen. Let us together make a historic decision to authorize the army alone to bear arms and protect the borders for all of us.”


Lebanon tasks army with setting plan to restrict arms to state

Lebanon tasks army with setting plan to restrict arms to state
Updated 15 min 55 sec ago
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Lebanon tasks army with setting plan to restrict arms to state

Lebanon tasks army with setting plan to restrict arms to state
  • Salam said the government “tasked the Lebanese army with setting an implementation plan to restrict weapons” to the army
  • The plan is to be presented to the cabinet by the end of August for discussion and approval

BEIRUT: Lebanon’s government on Tuesday tasked the army with developing a plan to restrict arms to the state by year end, Prime Minister Nawaf Salam said, an unprecedented move that paves the way for disarming Hezbollah.

After a nearly six-hour cabinet session headed by President Joseph Aoun on disarming the Iran-backed militant group, Salam said the government “tasked the Lebanese army with setting an implementation plan to restrict weapons” to the army and other state forces “before the end of this year.”

The plan is to be presented to the cabinet by the end of August for discussion and approval, he told a press conference after the marathon session.

A November ceasefire deal that sought to end more than a year of hostilities including two months of all-out war between Israel and Hezbollah stated that Lebanese government authorities such as the army, security forces and local police are “the exclusive bearers of weapons in Lebanon.”

Salam said the cabinet would continue discussions this week on a proposal from US envoy Tom Barrack that includes a timetable for disarming Hezbollah.

Information Minister Paul Morcos said that the cabinet “set a deadline of the end of the year to consolidate arms in the hands of the Lebanese state.”

He said Hezbollah-affiliated Health Minister Rakan Nassereldine and Environment Minister Tamara Elzein, who is affiliated with its ally the Amal movement, “withdrew from the session because they did not agree with the cabinet decision.”

Hezbollah chief Naim Qassem had said a short time earlier, as the cabinet was in session, that “any timetable presented for implementation under... Israeli aggression cannot be agreed to.”

“Whoever looks at the deal Barrack brought doesn’t find an agreement but dictates,” he said, arguing that “it removes the strength and capabilities of Hezbollah and Lebanon entirely.”


What We Are Reading Today: ‘Random Walks in Biology’

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Updated 24 min 37 sec ago
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What We Are Reading Today: ‘Random Walks in Biology’

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  • Howard Berg offers an essential foundation for understanding random motions of molecules, subcellular particles, and cells as well as the processes that are affected by such motions

Author: HOWARD C. BERG 

“Random Walks in Biology” provides a lucid, straightforward introduction to the concepts and techniques of statistical physics that students of biology, biochemistry, and biophysics must know.

Howard Berg offers an essential foundation for understanding random motions of molecules, subcellular particles, and cells as well as the processes that are affected by such motions.

Using the concept of “random walks” of individual particles, Berg illuminates the physics involved in diffusion, sedimentation, electrophoresis, chromatography, and cell motility.