The true driver of the AI era is electricity, not just chips. AI requires enormous power, cooling, and water infrastructure—resources that only a few regions can reliably provide. The Middle East, rich in energy and eager to adopt AI, has become a critical strategic zone. Trump’s recent visit signals an effort to export a U.S.-led AI ecosystem while cutting off China’s access to energy and demand. As China faces limits in tech, power, and markets, the U.S. is building a conta