MENA VC surge, AI IPO thaw, and GLM-5: signs of a new build cycle
What Changed and Why It Matters Capital is quietly rotating toward the next phase of the AI buildout. In early 2025, AI dominated venture flows and public-market appetite began to…
Why top US VCs are seeding UAE AI startups now — and at speed
What Changed and Why It Matters US AI valuations keep climbing. Seed rounds in the US remain active, but investors are more selective. Meanwhile, the Gulf is wiring real money…
AI’s 10‑GW bet: why power—not parameters—is the new moat in AI
What Changed and Why It Matters The AI race is shifting from parameters to power. Reports across industry, legal, and investor notes point to a new bottleneck: electricity and the…