Episode Details

Gulf states are investing heavily in AI, aiming to become global computing hubs. However, their digital future relies on a few undersea cables, mostly in the Strait of Hormuz and Red Sea, which are becoming major vulnerabilities due to regional tensions. These cables are critical infrastructure, and any disruption could cripple their AI ambitions. The Gulf is shifting from oil to AI infrastructure, but hyperscale companies require super reliable connections. The region is now exploring new strategies, such as building terrestrial fiber networks and reviving old projects, to diversify their connections and reduce reliance on maritime chokepoints.

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