Saudi Arabia Bets Oil Wealth on Becoming Third AI Superpower


By BTB Editorial
Photo: Unsplash/v91_photography

Saudi Arabia has launched a new state-owned artificial intelligence company, Humain, as part of its trillion-dollar sovereign wealth strategy, according to a CNN report.

Announced by Crown Prince Mohammad bin Salman earlier this year, the firm is tasked with building a full AI-infrastructure stack—from data centres to large language models—with the goal of positioning the Kingdom as the world’s third-largest AI market after the United States and China. As per the CNN report, CEO Tareq Amin argues that Saudi Arabia’s advantage lies in its abundant, low-cost energy, which removes the 18-month delays most markets face when building data-centre power capacity. The company plans to deploy six gigawatts of capacity by 2034, has secured a US$3 billion partnership with Blackstone, and partnered with Nvidia, AMD, Amazon Web Services, Qualcomm and Cisco.

Humain has also launched Humain One, an AI-powered operating system that replaces traditional icon-based interfaces with conversational commands, already in use internally to run most departments with minimal human staff. The push comes as Saudi Arabia’s Vision 2030 transformation faces pressure from falling oil prices and delays on megaprojects such as Neom, while the UAE counters through its own AI vehicle G42 and the US$500 billion Stargate data-centre project with OpenAI, Oracle and Nvidia.

BTB So What?

The launch of Humain represents a pivotal strategic maneuver by Saudi Arabia to repurpose its core economic advantage—abundant, low-cost energy—as a critical source of geopolitical leverage in the artificial intelligence domain. Historically derived from controlling the global oil supply, the Kingdom’s power is now being invested in controlling the computational bottleneck of the AI era. CEO Tareq Amin’s assertion of saving 18 months on power infrastructure acquisition isn’t just a logistical claim but a statement of competitive advantage, positing that a temporal lead in technology measured in months will determine the Kingdom’s success as a global AI hub.

The timing of this pivot is revealing, positioning AI as a high-capital diversification pathway complementary to, but less burdened than, previous Vision 2030 megaprojects like Neom. AI requires massive infrastructure investment, playing directly to the Kingdom’s strengths (sovereign wealth and energy), while demanding less of the structural attributes it currently lacks, such as a mature, decentralised tech ecosystem or fully liberal institutional flexibility. This strategy embodies an approach toward economic transformation driven by capital deployment rather than organic, ecosystemic development, intentionally testing the limits of what infrastructure and finance can achieve.

However, a significant structural tension exists, as the development of genuine AI innovation typically thrives within environments characterised by open research, unconstrained talent mobility, and institutional cultures that reward experimentation and risk. Saudi Arabia’s bet is that its financial resources and energy advantage can successfully compensate for these potential structural disadvantages in human capital and institutional flexibility. The success of Humain will therefore serve as a global test case on whether infrastructure dominance can substitute for the messy, human-centric ecosystems from which true technological breakthroughs emerge.

Finally, the initiative frames a crucial regional competition with the United Arab Emirates’ G42. This rivalry tests two opposing theories for achieving advanced technological sovereignty in emerging markets: the UAE’s model of buying innovation through deep Western partnerships, versus Saudi Arabia’s focus on domestically building vertically integrated capacity. The outcome of this structural competition will significantly influence how other resource-rich nations approach their own technological independence and economic diversification.