Briefings

Briefings

Executive analysis of the Europe–Gulf corridor. Permanent, citable, dated.

CAPITAL

The corridor is being built faster than it is being negotiated

The corridor is being built faster than it is being negotiated

Capital integration between Europe and the Gulf is running decades ahead of treaty integration.

SOVEREIGN AI

Borrowed Sovereignty: Europe’s AI Gigafactories Need Capital Only Other Sovereigns Have

Borrowed Sovereignty: Europe’s AI Gigafactories Need Capital Only Other Sovereigns Have

Europe’s €30bn push for “sovereign” AI compute expects two-thirds of the money to come from private investors — and the deepest private pools circling European AI infrastructure are Gulf sovereign funds.