In May 2025, Oracle committed $14 billion to grow AI infrastructure in Saudi Arabia, supporting Vision 2030. Within weeks, Amazon announced a partnership with Saudi AI innovation company HUMAIN and a collective $5 billion investment. In August, both companies reaffirmed their strategic collaboration, including plans to scale cloud computing and AI infrastructure capacity in Saudi Arabia and further integrate Amazon Web Services (AWS) and HUMAIN AI data platforms. This September, Microsoft pledged over $15 billion in “capital and operations” investments in the Middle East by 2029. These commitments follow billions invested by Saudi Arabia, Qatar, and the UAE in AI grid development and expansion in the United States. Partnerships like these promote co-investment across sectors in a locally led effort to digitize regional economies. The economic implications of the U.S. war with Iran threaten technology-focused deployment and investment strategies across the three nations. Of the three, Saudi Arabia seems to have mechanisms in place to maintain resilience against associated supply disruptions and investor uncertainty.

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