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高盛:海湾合作委员会将成为全球人工智能中心
Goldman Sachs· 2025-06-19 09:46
V i e w p o i n t | 12 Jun 2025 00:28:47 ET │ 22 pages MENA Natural Resources & ClimateTech GCC Set To Become Global AI Hub CITI'S TAKE Building on our global data center outlook, we explore the emerging opportunity in the Middle East. In our view, advantaged energy costs – and low cost of capital – means that the GCC can grow faster than global peers, taking a potential 5% market share this decade and with significant opportunity to scale beyond. We upgrade ADNOC Gas to Buy (4 AED TP) as our higher gas-to- ...