The US has signed two landmark agreements with the United Arab Emirates and Kingdom of Saudi Arabia (KSA) that that will noticeably shift the balance of power. The deals have economic, geopolitical, and national security implications and taken together we believe these bilateral deals reinforce America’s claim to AI leadership. They also raise real concerns – but none that the US can’t address. Subscribe to get notified of all SemiAnalysis articles Please verify your email address to proceed. By...