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Markets are underpricing the risk of Middle East pullback in AI, says tech investor Jack Selby

Artificial IntelligencePrivate Markets & VentureEmerging MarketsTechnology & Innovation

Middle East investors are projected to account for roughly 25% of global AI investment over the next five years, according to Jack Selby of Thiel Capital. The comment points to sustained capital allocation toward AI from the region, supporting the investment theme but without specific deal, funding, or valuation data. Market impact is likely limited and mostly thematic rather than immediately price-moving.

Analysis

Middle East investors are projected to account for roughly 25% of global AI investment over the next five years, according to Jack Selby of Thiel Capital. The comment points to sustained capital allocation toward AI from the region, supporting the investment theme but without specific deal, funding, or valuation data. Market impact is likely limited and mostly thematic rather than immediately price-moving.

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