The global race in AI is intensifying, with countries like China, the UAE, and Saudi Arabia aggressively investing in AI technologies.

The Middle East is rapidly building AI infrastructure, creating an arms race between the UAE and Saudi Arabia.

Investing in AI infrastructure and preventing capital lock-in will be crucial for countries to remain competitive in the future.

Saudi Arabia plans to build a local AI platform called Humane, aiming for the majority of AI workloads to run locally, marking a significant shift from the cloud era.

The investment in AI infrastructure by nations is substantial, with estimates ranging from $100 billion to $250 billion for cluster buildouts, indicating a dramatic shift towards sovereign AI capabilities.

The UAE is leading in AI legislation by using AI to draft laws, which could reduce government costs and speed up lawmaking processes significantly. This approach could revolutionize how policies are formulated and enforced.

In the US, the AI sector is poised for a boom, while the EU's regulatory approach may stifle innovation and hinder the growth of AI startups.

Investments in AI are currently focused on infrastructure for inference rather than developing new paradigms, which may lead to a mismatch between expectations and actual advancements in AI capabilities.

Investing in AI and robotics is crucial for achieving material abundance and improving quality of life in the future.