If Compute is the New Oil, War in the Gulf Significantly Raises the Stakes - CSIS | Center for Strategic and International Studies
The National · · Infrastructure Policy
The Center for Strategic and International Studies (CSIS) has published an analysis examining the geopolitical implications of conflict in the Gulf region. The analysis posits that if 'compute' is considered the new oil, then potential war in the Gulf significantly elevates the stakes for the global technology landscape. This perspective highlights the critical intersection of energy resources, advanced technology infrastructure, and regional stability. Why it matters: This analysis is significant for the Middle East as it underscores the strategic importance of the region's burgeoning AI infrastructure investments amidst geopolitical risks.