I was going to post this, glad I checked first.

He has some detailed analysis of their debt situation, which looks bad because it's in the billions. But it's also possible they just pull a massive investment from government which takes an interest in AI for war / security reasons.

The sad part is we have some AI companies in the Bitcoin space underfunded, lacking funding, or not being funded. Everyone afraid to take on big brother.

They're taking UAE money and it's part of what Trump announced during the middle east tour.