Hello dear Timondro community,

We are living in an era where technology is advancing at a breathtaking pace, and artificial intelligence is becoming a key player not only in our daily lives but also in global politics. Today, we bring you striking news involving U.S. President Donald Trump. It appears that with multibillion-dollar mega deals, AI is not only shaping the future—but potentially crafting an entirely new world order.

The United States has entered into two significant agreements with the United Arab Emirates and Saudi Arabia, marking a pivotal shift in global power dynamics. These partnerships carry substantial economic, geopolitical, and security implications. Collectively, they strengthen the U.S.'s position as a global leader in artificial intelligence. While the deals do raise some important challenges, they are issues the U.S. is well-equipped to manage.

The total value of the agreements amounts to an astounding $2.4 trillion, covering industries from defense and healthcare technologies to financial AI solutions and energy efficiency. President Trump stated that this initiative will “not only reinforce the United States’ global leadership in artificial intelligence but also usher in a new era for national security, economic prosperity, and digital sovereignty.”

🌍 U.S.–Gulf Mega AI Projects Snapshot

Abu Dhabi’s G42 has secured an annual import quota of 500,000 Nvidia chips. 20% will go to G42’s GPU cloud infrastructure, the rest distributed to U.S. firms.

G42 is also developing a 5-gigawatt AI datacenter campus, with the first 1GW already underway.

G42 Leadership

• Khazna Datacenters: Large campuses in Abu Dhabi, Dubai, with expansion to Turkey
• Core42: Oversees GPU operations globally

Microsoft, G42’s largest client, has invested $1.5 billion and holds a board seat. Other U.S. hyperscalers are expected to follow, expanding the Nvidia distribution network globally.

🤝 Chip Diplomacy & Geopolitical Stakes

Trump’s Gulf visit ushered in deals worth up to $600 billion, including $20 billion via DataVolt into U.S. data centres, and $80 billion in collaborations with Google, Oracle, Salesforce, AMD, and Uber. However, U.S. policymakers have voiced concerns about maintaining domestic leadership and avoiding unintended chip access by China.

• DataVolt Expansion:
  DataVolt, Saudi Arabia’s leading colocation company, will invest $20 billion into developing datacenters across the United States. This not only enhances ties with U.S. infrastructure providers but also gives Saudi Arabia a strategic foothold in the global compute market.
• Inbound Tech Capital:
  Major U.S. tech firms—including Oracle, Google, Salesforce, AMD, and Uber—are channeling investments into Saudi Arabia. Oracle leads with a $14 billion commitment over ten years. Combined with DataVolt’s investments, these efforts surpass $80 billion, highlighting the kingdom’s growing role in global tech diplomacy.
• HUMAIN’s Compute Vision:
  Saudi Arabia’s new AI company HUMAIN plans to deploy 1,000 MW of advanced AI infrastructure over five years—split between AMD and Nvidia systems. Beginning in 2026, HUMAIN will launch operations with an initial order of 18,000 Nvidia GB300 chips, representing a $10 billion investment.
• Ecosystem Partnerships:
  To build a comprehensive AI ecosystem, HUMAIN signed a non-binding MoU with Qualcomm for edge-to-cloud hardware. It also secured a $5 billion agreement with Amazon Web Services (AWS) to create an “AI Zone” powered by AWS infrastructure, dedicated to running generative AI services.

Together, these strategic pillars reflect Saudi Arabia’s ambition to become a central player in the global AI value chain—blending capital, infrastructure, and deep partnerships with top-tier U.S. tech firms.

↔️ Data Centre Real Estate: The Next-Class Asset

Data centres have emerged as mainstream real estate assets. According to PGIM, this sector has matured significantly, with major players like CoreWeave and Applied Digital experiencing valuation growth and long-term AI infrastructure leasing trends.

• PropTech Acceleration: 62% of Gulf real estate professionals are planning to adopt generative AI. The UAE recently launched its first AI-powered mortgage assistant.

“At Huspy, our mission is to completely redefine the home buying experience—making it simpler, faster, and smarter through the power of technology and innovation,” said Antoun. “Our new AI chatbot is designed to support prospective homebuyers in the UAE, no matter where they are in the world. This isn’t just a tech upgrade; it’s a major leap toward a seamless, fully digital home financing journey—perfectly aligned with the UAE’s broader vision for AI-driven innovation.”

• Instant Valuations: AI now delivers accurate, automated property appraisals using historical and locational data—saving time and boosting transparency in property pricing.

PropTech: 62% of Gulf real estate pros plan AI adoption; UAE launches mortgage chatbot for global buyers.

🌐 Regional & Environmental Dynamics

Saudi Arabia and the United Arab Emirates (UAE) are positioning Artificial Intelligence (AI) as a cornerstone of their post-oil economic diversification strategies. As part of broader national visions—Saudi Vision 2030 and the UAE’s National AI Strategy 2031—AI is not merely a technology trend, but a critical economic enabler with projected contributions of over $150 billion to GCC economies by 2030.

🔹 AI as a Pillar of Diversification

Saudi Arabia and the UAE are shifting their economies away from hydrocarbons by investing heavily in future-facing sectors like:

• Smart cities (e.g., NEOM in Saudi Arabia)
• Fintech and digital banking
• Autonomous mobility and logistics
• Healthcare AI and genomics
• AI-powered manufacturing and cloud computing

These efforts are backed by sovereign wealth funds (e.g., PIF in Saudi Arabia, Mubadala in the UAE), which are injecting capital into:

• AI research and education reform
• AI-native startups
• Global partnerships (e.g., with Nvidia and Microsoft)

🇺🇸 U.S. Trends

Texas’ GigaPop is a $1B, 800,000 ft² AI data centre requiring 540 MW—highlighting U.S. grid limitations. Data centres already account for approximately 4% of U.S. electricity consumption, posing significant environmental challenges.

📈 Middle East Growth

According to JLL (Jones Lang LaSalle), Saudi Arabia is expected to lead the Middle East in data center growth, with a projected CAGR of 37% over the next three years.

This explosive expansion is fueled by:

• Geographic Advantage: Strategic location connecting Asia, Africa, and Europe
• Market Positioning: Saudi Arabia emerging as a global digital infrastructure hub—not just a Gulf leader

🧭 TIMONDRO Tactical Insight

This growth has major real estate implications:

• High-value land near power grids and fiber networks will surge in demand.
• Special economic zones (SEZs) around datacenter clusters could offer tax or regulatory benefits.
• Real estate investors can explore build-to-suit leasing models for tech tenants.
• Residential and retail demand may increase in surrounding areas, creating secondary investment opportunities.

🇹🇷 Real Estate Market Impact in Turkey

🔹 1. Industrial & Data Infrastructure Real Estate Boom

• G42's exploration of a 100 MW data center in Turkey signals growing demand for:
  • Industrial-zoned plots near fiber optic lines and power substations
  • Properties suited for hyperscale or colocation data centers
• This could drive land prices up—especially in areas like Antalya, Mersin, and Alanya, where infrastructure is strong and land is more affordable than in Istanbul.

🔹 2. Commercial Real Estate Uplift

• With more Gulf-backed AI firms and U.S. tech giants entering Turkey:
  • Demand will increase for tech parks and innovation campus office spaces
  • Grade-A office markets in Istanbul may revive, reversing recent oversupply trends
• FDI from the UAE and KSA could breathe life into stalled or underutilized commercial developments.

🔹 3. Residential Demand Near Tech Zones

• Wherever AI zones or data hubs arise, housing demand follows—especially for:
  • Data center engineers, software developers, and international expats
  • Example: Housing demand near Istanbul Tech Valley or Antalya Tech Park
• Developers can align offerings with smart home features and co-living options for tech-savvy buyers and renters.

🔹 4. Increased Investment from Gulf Buyers

• As Gulf nations build AI wealth, high-net-worth individuals and institutions will likely:
  • Diversify into rental-yielding properties across Turkey
  • Acquire vacation or second homes in Istanbul, Antalya, or Mersin

🇨🇾 Real Estate Market Impact in Northern Cyprus

🔹 1. New Buyer Demographics from the Gulf

• Northern Cyprus, long favored by British, German, and Russian buyers, may now attract:
  • High-net-worth Gulf investors seeking lifestyle or retirement properties
  • Buyers interested in affordable beachfront homes and tax/residency advantages
• This trend is already visible—and will likely accelerate due to Gulf-led AI wealth creation.

🔹 2. Smart & Green Residential Development Potential

• Northern Cyprus offers:
  • Ample land and strong sun exposure for solar-powered smart homes
  • Eco-friendly villa resorts appealing to sustainability-focused Gulf families
• Developers may collaborate with Gulf tech firms for branding or financing.

🔹 3. Remote Work-Ready Property Demand

• As AI fuels remote work, Northern Cyprus can position itself as:
  • A remote-working paradise with coworking spaces and fiber internet
  • A destination for tech consultants, digital nomads, and startup teams
• Expect demand for fully furnished, tech-enabled homes with sea views to rise.

🎯 Strategic Guidance for Investors

• Proximity: Invest within 10 mi of AI zones
• Infrastructure: Focus on energy and fiber readiness
• PropTech: Leverage AI tools for pricing and outreach
• Governance: Watch for China-related export concerns
• Environmental Fit: Assess water/power sustainability

🌍 Why Now Is the Time to Invest in Turkey and Northern Cyprus

In a world reshaped by landmark AI and technology agreements—such as the recent $600 billion partnerships between the United States, the United Arab Emirates, and Saudi Arabia—investors are witnessing a global shift in capital flows, infrastructure priorities, and digital economies. These developments don't just affect tech giants; they open new doors for real estate and infrastructure investment in adjacent, strategically located regions.

Turkey and Northern Cyprus stand to benefit immensely.

🇹🇷 Turkey: A Bridge Between Markets

• Strategic Location: At the crossroads of Europe, Asia, and the Middle East—ideal for data, logistics, and energy routes.
• Affordable Industrial Land: Suitable for data center and logistics development near fiber and power infrastructure.
• Commercial Revival: Tech-driven demand is breathing new life into Istanbul’s office market.
• Residential Growth: Cities like Antalya and Mersin attract digital professionals and Gulf investors seeking smart homes with strong rental potential.

🇨🇾 Northern Cyprus: The Smart Lifestyle Choice

• Cost-Efficient Luxury: Beachfront villas and smart homes at accessible Mediterranean pricing.
• Residency & Tax Perks: Appealing to HNWIs, nomads, and entrepreneurs from the Gulf and beyond.
• Eco-Friendly Potential: Ideal for solar communities, co-living spaces, and health-focused resort developments.
• Remote Work Destination: A rising star for digital workforces and tech-savvy property seekers.

Together, Turkey and Northern Cyprus are uniquely positioned to absorb global spillover effects from these mega-deals—offering strong long-term appreciation, diversified property portfolios, and early-mover advantages in regions that blend lifestyle, connectivity, and investment value.