Arab Gulf AI funding could stall global AI push, warns Thiel Capital insider

Thiel Capital’s Jack Selby warns that Middle East sovereign wealth funds could retreat from AI investments if regional conflicts persist, risking a meaningful drag on data-center projects and AI firms globally. He notes the region accounts for about a quarter of five-year AI funding and that markets underprice this volatility, with roughly half of the funding going to regional data centers and the rest to global projects, while also cautioning about an overheated AI market and advising investment outside traditional tech hubs via Copper Sky.