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
Mohammed Soliman
@soliman.bsky.social
· Jul 8
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
Google’s TPUs are on a serious winning streak, across the board.
#Anthropic
www.anthropic.com/news/expandi...
#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
Google’s TPUs are on a serious winning streak, across the board.
#Anthropic
www.anthropic.com/news/expandi...
#Anthropic
www.anthropic.com/news/expandi...
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
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.
“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
— Nicholas Burns, former U.S. Ambassador to China
October 16, 2025 at 9:33 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
— Nicholas Burns, former U.S. Ambassador to China
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
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.
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...
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
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...
www.cnn.com/2025/10/14/p...
How It Started….. How It's Going
October 14, 2025 at 6:14 PM
How It Started….. How It's Going
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
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.
OpenAI makes up around $330B of the $880B total future contract value (RPO) tied to Microsoft, Oracle, and CoreWeave, so a lot of supplier growth depends directly on OpenAI’s stability.
October 10, 2025 at 2:50 PM
OpenAI makes up around $330B of the $880B total future contract value (RPO) tied to Microsoft, Oracle, and CoreWeave, so a lot of supplier growth depends directly on OpenAI’s stability.
how money is moving around the AI ecosystem
October 8, 2025 at 3:00 PM
how money is moving around the AI ecosystem
how money is moving around the AI ecosystem
October 8, 2025 at 2:15 PM
how money is moving around the AI ecosystem
Reposted by Mohammed Soliman
Great discussion by @soliman.bsky.social at @fpri.bsky.social. Even with increases in defense spending, it is the capacity to produce at scale which is going to matter. Do you have the supply chains, raw materials and components in place and the industrial capacity and the requisite labor force? 1/
I keep returning to America's scale problem, and I've decided it's more effective to frame it using defense terms to illustrate its concrete meaning.
www.fpri.org/article/2025...
www.fpri.org/article/2025...
America's Scale Problem - Foreign Policy Research Institute
There is a peculiar irony in watching the world's most technologically advanced military struggle with something as basic as making enough bullets. Yet this
www.fpri.org
October 7, 2025 at 6:00 PM
Great discussion by @soliman.bsky.social at @fpri.bsky.social. Even with increases in defense spending, it is the capacity to produce at scale which is going to matter. Do you have the supply chains, raw materials and components in place and the industrial capacity and the requisite labor force? 1/
I keep returning to America's scale problem, and I've decided it's more effective to frame it using defense terms to illustrate its concrete meaning.
www.fpri.org/article/2025...
www.fpri.org/article/2025...
America's Scale Problem - Foreign Policy Research Institute
There is a peculiar irony in watching the world's most technologically advanced military struggle with something as basic as making enough bullets. Yet this
www.fpri.org
October 7, 2025 at 2:51 PM
I keep returning to America's scale problem, and I've decided it's more effective to frame it using defense terms to illustrate its concrete meaning.
www.fpri.org/article/2025...
www.fpri.org/article/2025...
Reposted by Mohammed Soliman
Claude continues to be the firefox of LLMs, huh
October 4, 2025 at 2:37 PM
Claude continues to be the firefox of LLMs, huh
OpenAI still commands the lion’s share of traffic in the generative AI space but that grip is loosening. We’re moving toward a more pluralistic, multi-agent ecosystem.
October 4, 2025 at 2:33 PM
OpenAI still commands the lion’s share of traffic in the generative AI space but that grip is loosening. We’re moving toward a more pluralistic, multi-agent ecosystem.
Infrastructure capex is projected to exceed $2.1 trillion by 2029.
October 1, 2025 at 5:47 PM
Infrastructure capex is projected to exceed $2.1 trillion by 2029.
Policymakers, scholars, investors: Need to track the seismic shifts in geopolitics, connectivity, AI, energy, and capital linking the Middle East, Mediterranean Europe, and Indian Ocean? Book drops Feb 3, 2026. Pre-order on Amazon.
www.amazon.com/West-Asia-Am...
www.amazon.com/West-Asia-Am...
West Asia: A New American Grand Strategy in the Middle East
West Asia: A New American Grand Strategy in the Middle East [Soliman, Mohammed] on Amazon.com. *FREE* shipping on qualifying offers. West Asia: A New American Grand Strategy in the Middle East
www.amazon.com
October 1, 2025 at 2:08 PM
Policymakers, scholars, investors: Need to track the seismic shifts in geopolitics, connectivity, AI, energy, and capital linking the Middle East, Mediterranean Europe, and Indian Ocean? Book drops Feb 3, 2026. Pre-order on Amazon.
www.amazon.com/West-Asia-Am...
www.amazon.com/West-Asia-Am...
Reposted by Mohammed Soliman
This is why I like the geo-technology concept for getting us to focus both on the brainpower but also on the necessary industrial and resource base …
We talked about how China has fused industry + strategy (production as power projection) while America struggles to produce at scale. Why physical AI + space will define the next frontier.
www.stimson.org/2025/techno-...
www.stimson.org/2025/techno-...
Techno-Industrial Strategy for the Exponential Age • Stimson Center
American leaders have a choice: build the systems that will shape the future, or others will build them for you. In the coming century, those who control production have the power.
www.stimson.org
September 29, 2025 at 7:45 PM
This is why I like the geo-technology concept for getting us to focus both on the brainpower but also on the necessary industrial and resource base …
Great conversation with @emmamashford.bsky.social on why we need a techno-industrial strategy for the exponential age. My view is shaped by two forces: the return of Asia as the center of global power + the rise of AI as the new foundation of industrial strength.
www.youtube.com/watch?v=IPnm...
www.youtube.com/watch?v=IPnm...
Mohammed Soliman: A Techno-Industrial Strategy
YouTube video by Stimson Center
www.youtube.com
September 29, 2025 at 4:12 PM
Great conversation with @emmamashford.bsky.social on why we need a techno-industrial strategy for the exponential age. My view is shaped by two forces: the return of Asia as the center of global power + the rise of AI as the new foundation of industrial strength.
www.youtube.com/watch?v=IPnm...
www.youtube.com/watch?v=IPnm...
🇲🇽🇲🇽 Mexico City — unmatched
September 28, 2025 at 2:57 PM
🇲🇽🇲🇽 Mexico City — unmatched
AI adoption actually falling now for many firms
September 27, 2025 at 2:13 PM
AI adoption actually falling now for many firms
Back in 2023, training an LLM was pretty simple: pretraining and post-training. By 2025, the recipe has gotten a lot more layered: data mixtures, midtraining for reasoning and context, advanced post-training, and even model merging. Moving fast….
September 27, 2025 at 12:48 AM
Back in 2023, training an LLM was pretty simple: pretraining and post-training. By 2025, the recipe has gotten a lot more layered: data mixtures, midtraining for reasoning and context, advanced post-training, and even model merging. Moving fast….
Of 20 fastest-growing European cities, 10 are Polish
September 26, 2025 at 4:08 PM
Of 20 fastest-growing European cities, 10 are Polish
Radiology makes up the bulk of AI medical devices, with nearly 80% of FDA clearances in 2024.
September 25, 2025 at 7:51 PM
Radiology makes up the bulk of AI medical devices, with nearly 80% of FDA clearances in 2024.
American teenagers aren’t reading less—they’re barely reading at all.
September 24, 2025 at 12:03 AM
American teenagers aren’t reading less—they’re barely reading at all.