Eighty percent of the GPUs from the Middle East deal flow to US hyperscalers and cloud companies, addressing concerns that compute is being given away to foreign actors.

factualpending

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Unidentified Speaker — The Geopolitics of AI Infrastructure - Dylan Patel, SemiAna… [Zz4QjZsYWK0]

Evidence Quote

most of the compute goes to uh, US companies, right? 80% of it.

Source

The Geopolitics of AI Infrastructure - Dylan Patel, SemiAnalysisAI Engineer
Created: 8/11/2026, 7:27:15 AM

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