Mohammed Soliman
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soliman.bsky.social
Mohammed Soliman
@soliman.bsky.social
Tech & Geopolitics & Business & EMEA. Director, Middle East Institute. Fellow @ FPRI & Third Way & Trilateral Commission. Charts & Maps. Book: West Asia (10/2025)
Pinned
Big news to share: my book West Asia: A New American Grand Strategy in the Middle East is coming out in November 2025 with @politybooks.bsky.social
Trump’s Board of Peace
January 25, 2026 at 4:04 PM
Taiwan’s technology industry would also commit to making at least $250 billion in direct investments to expand advanced semiconductor, energy and artificial intelligence operations in the US.
www.bloomberg.com/news/article...
US, Taiwan Clinch Deal to Cut Tariffs, Boost Chip Investment
The US and Taiwan agreed to a long-sought trade agreement that would lower tariffs on goods from the self-governed island to 15% and see Taiwanese semiconductor companies increase financing for Americ...
www.bloomberg.com
January 15, 2026 at 7:33 PM
Meta is signaling a deeper push into the Gulf’s AI race through a high-profile hire with close ties to the region.

www.axios.com/2026/01/12/m...?
Meta taps Dina Powell McCormick as president and vice chairman
Powell McCormick's connections to the global finance community has put her at the center of dealmaking across industries that matter to Meta in the AI era.
www.axios.com
January 13, 2026 at 2:01 PM
Gulf capital is structurally intertwined with the success of leading AI frontier labs, including Anthropic, OpenAI, xAI, and many others.

x.ai/news/series-e
xAI Raises $20B Series E | xAI
xAI is rapidly accelerating its progress in building advanced AI.
x.ai
January 8, 2026 at 4:49 PM
Kissingerian consolidation
January 4, 2026 at 2:16 AM
They had "Venezuela" in the search bar with the latest tab selected so they could see real time updates as posts were coming through
January 3, 2026 at 10:33 PM
Trump: "The Monroe Doctrine is a big deal. And we've superseded it by a lot. They now call it the Donro Doctrine."
January 3, 2026 at 5:00 PM
Happy New Year. We are closer to 2050 than to 2000!
January 1, 2026 at 5:57 AM
Keep an eye on Nvidia’s growing footprint in Israel: “Such a transaction would effectively provide Nvidia with a fast-track expansion of its AI talent base in Israel, at an implied cost of roughly $10-15 million per employee.”
www.calcalistech.com/ctechnews/ar...
Nvidia in advanced talks to acquire AI21 in $2-3 billion deal focused on talent | CTech
EXCLUSIVE: The move would mark Nvidia’s fourth major Israeli purchase and signal the limits of Israel’s LLM ambitions.
www.calcalistech.com
December 31, 2025 at 1:57 PM
At this rate, America's biotech industry won't just sputter, it will collapse before it can even compete with China.
December 30, 2025 at 2:01 AM
After Nvidia-Groq, here’s another milestone acquisition: Meta-Manus right before the sunsetting of 2025. Expect more acquisitions in 2026!

manus.im/blog/manus-j...
Manus Joins Meta for Next Era of Innovation
Manus is joining Meta, and we’ll continue delivering our current services while accelerating product improvements to bring more powerful, reliable general AI agent capabilities to more users and busin...
manus.im
December 29, 2025 at 11:58 PM
“When the towers came down, it changed the game.”

A long goodbye to the first quarter of the 21st century.

open.substack.com/pub/soliman/...
December 28, 2025 at 8:47 PM
happy holidays!! 🎄🎁🎅
December 25, 2025 at 6:42 PM
What to watch: Secretary Bessent laid out the strategic industries where the government wants to step in to push reshoring: chips, steel, shipbuilding, and pharmaceuticals.
December 24, 2025 at 9:43 PM
Reposted by Mohammed Soliman
As 2025 winds down, I’ve been reflecting on a year that felt unusually full of movement, ideas, and life changes. And grateful for the conversations, the travel, and the people who shaped this year.

If you’re curious: lnkd.in/et4Mc-Vx
December 23, 2025 at 7:17 PM
As 2025 winds down, I’ve been reflecting on a year that felt unusually full of movement, ideas, and life changes. And grateful for the conversations, the travel, and the people who shaped this year.

If you’re curious: lnkd.in/et4Mc-Vx
December 23, 2025 at 7:17 PM
Reposted by Mohammed Soliman
After Ukraine, Russia’s next move may be in the Middle East—this book shows how and why.

West Asia by Mohammed Soliman (@soliman.bsky.social) is out now in the UK.

See more:
www.politybooks.com/...
November 28, 2025 at 3:10 PM
Google’s TPUs are on a serious winning streak, across the board.

#Anthropic

www.anthropic.com/news/expandi...
Expanding our use of Google Cloud TPUs and Services
Announcing a dramatic increase in Anthropic's compute resources
www.anthropic.com
October 24, 2025 at 8:25 PM
October 20, 2025 at 11:48 PM
Just back from the Mediterranean Dialogues in Napoli, after an incredible few days discussing the AI infrastructure boom reshaping the region — from subsea cables to an emerging U.S.–EU–Gulf AI infrastructure bridge.
October 20, 2025 at 3:39 PM
“We’ve underestimated Chinese power…I think the Chinese technology, military, and economics are stronger than we think they are.”

— Nicholas Burns, former U.S. Ambassador to China
October 16, 2025 at 9:33 PM
The internet we knew is disappearing. In 2020, almost everything online was written by people. Now, nearly half of it comes from AI and by next year, it could be most of it. AI made words cheap. Truth got expensive.
October 16, 2025 at 1:13 AM
Shocking for me and for the entire DC foreign policy community. Ashley Tellis has been accused of unlawfully removing classified documents from secure government locations and holding multiple meetings with Chinese officials dating back to 2023.

www.cnn.com/2025/10/14/p...
Pentagon contractor charged with unlawful retention of classified information | CNN Politics
A man who worked as a Pentagon contractor and State Department adviser has been charged with removing classified information from a government facility after investigators found over a thousand docume...
www.cnn.com
October 14, 2025 at 9:51 PM
How It Started….. How It's Going
October 14, 2025 at 6:14 PM
Each F-35 requires 418 kg of rare earths, an Arleigh Burke destroyer requires 2,600 kg, and a Virginia-class submarine requires 4,600 kg. With the majority of U.S. imports coming from China. Unprecedented crisis.
October 11, 2025 at 6:21 PM