Analysis: The Iranian war may divide the AI hype in half.

The Iran War has revealed a strange reality: the funding of Gulf countries is helping the United States win the artificial intelligence competition, but the conflict now initiated by the United States may disrupt these investments. It is estimated that the Middle East's long-term commitment to this AI boom could reach as high as $2 trillion, but this enormous amount of money now appears to be in a precarious position. At the same time, soaring energy prices are driving up the operational costs of data centers. However, the shockwaves of this war seem unlikely to stifle the AI boom, but rather could divide the market in two. Tech giants such as Alphabet, Amazon, and Microsoft are at the forefront of the financial changes, while new AI labs like OpenAI and Anthropic are relatively more resilient.