Gigawatts and billions have dominated Gulf AI announcements. A handful of recent deals show the other side: named customers, contracted quantities, and compute you can rent rather than build. The demand side is starting to become visible.
The US has moved the UAE into its most trusted export tier, opening licence-free access to advanced chips for G42 and Core42. That approval ends on 6 April 2027. A question for anyone signing a long infrastructure contract.