GCC-US Power Moves

$2 Trillion in Deals: Where GCC-US Business Relations Stand in Mid-2025

Episode Summary

A breakdown of three major GCC-US deals announced during Trump’s 2025 Gulf visit, including Saudi AI startups, Qatar Airways, and the UAE’s Stargate project.

Episode Notes

In this launch episode, I highlight three major business deals announced during Donald Trump’s May 2025 visit to Saudi Arabia, the UAE, and Qatar. They all show the growing scale of GCC-US economic partnerships.

Covered in this episode:

1. Saudi Arabia’s $600 billion commitment
– $20B from DataVolt into US AI infrastructure
– PIF-backed Humain partners with AWS, Nvidia, Cisco
– AWS to invest $5B+ in Saudi Arabia and train 100,000 locals in AI
Source: Reuters

2. Qatar Airways orders 160 Boeing jets
– $96B deal, including 130 Dreamliners
– Largest 787 order in Boeing history
Source: Reuters

3. UAE’s Stargate project
– New AI campus in Abu Dhabi in partnership with OpenAI, Nvidia, Oracle, Cisco
– First international deployment of OpenAI’s “Stargate” platform and “OpenAI for Countries” program
Source: Reuters

Key takeaway: GCC capital is accelerating its bets on US partnerships. The sectors topping the agenda are AI, aviation, and infrastructure.

Visit the podcast webpage

Episode produced by Miret Padovani. Music licensed via Artlist: “Mau Mau – instrumental version,” La Nata. Connect on LinkedIn