Part 4/11:
The conversation transitions to geopolitics, where Musk discusses former President Donald Trump’s diplomatic efforts in the Gulf region, notably Abu Dhabi, and the resulting AI acceleration partnership. This initiative signals a strategic move to enhance American technological dominance by fostering cooperation on AI infrastructure investment and data center development.
Under this framework, Gulf nations will invest heavily in building large data centers in the U.S., with American hyperscalers and cloud providers overseeing critical infrastructure and semiconductors. Importantly, stringent security controls will ensure that advanced semiconductors remain under U.S. oversight, preventing diversion or illegal access.