
美國和中國展開人工智能軍備競賽之際,阿拉伯聯(lián)合酋長國(阿聯(lián)酋)卻在兩個超級大國之間選擇了中立,這一立場有望坐收漁利。周三在馬來西亞舉行的《財富》東盟-海灣阿拉伯國家合作委員會經(jīng)濟論壇(Fortune’s ASEAN-GCC Economic Forum)上,阿聯(lián)酋投資部長穆罕默德·哈桑·阿爾蘇瓦迪表示,正努力將外國投資翻倍,同時在非洲和東南亞等被忽視的地區(qū)大規(guī)模投資基礎(chǔ)設(shè)施。
盡管該地區(qū)有數(shù)十億美元資金流動,阿聯(lián)酋的全球影響力也不斷擴大,但阿爾蘇瓦迪表示自己的職責(zé)很簡單。“努力為我們的投資者爭取最優(yōu)條件,也為外來投資者爭取合適的交易,”他在接受《財富》采訪時說道。
煎小魚
阿聯(lián)酋擁有10個主權(quán)財富基金以及兩個養(yǎng)老基金,相當(dāng)熱衷于國際投資,尤其在數(shù)據(jù)中心和全球科技初創(chuàng)企業(yè)領(lǐng)域表現(xiàn)活躍。身兼阿聯(lián)酋投資部長及最大主權(quán)基金之一ADQ首席執(zhí)行官的阿爾蘇瓦迪,正是這場資本盛宴的核心人物。
阿爾蘇瓦迪長期在阿聯(lián)酋投資領(lǐng)域工作,曾在另一家領(lǐng)先的主權(quán)財富基金穆巴達拉投資公司擔(dān)任高管。如今正逢人工智能發(fā)展的關(guān)鍵節(jié)點,阿爾蘇瓦迪執(zhí)掌著阿聯(lián)酋兩大頂級機構(gòu)。
周三他在講話表示,美國和中國在人工智能方面的做法是“煮大?!?,因為OpenAI和DeepSeek等公司都擁有龐大資源構(gòu)建大型語言模型,消耗海量數(shù)據(jù)和能源。用他的話說,阿聯(lián)酋這樣的小國則應(yīng)該采取“煎小魚”戰(zhàn)術(shù)。
阿爾蘇瓦迪認為,阿聯(lián)酋可將人工智能專門應(yīng)用于特定的國內(nèi)場景,例如完善護照和許可系統(tǒng),從而爭取更精準(zhǔn)的突破?!皩π?,人工智能很容易發(fā)揮優(yōu)勢,”他說。
更不用說該國龐大的投資實力。僅ADQ一家公司就曾投資蘇富比拍賣行和物流公司Aramex等公司,過去四年資產(chǎn)翻了一番以上。但阿爾蘇瓦迪表示,ADQ希望加大投資發(fā)展中國家的基礎(chǔ)設(shè)施,特別是能源和人工智能發(fā)展領(lǐng)域?!拔覀兘?jīng)常遇到機會與實際情況并不匹配的困境?!彼赋?,考慮到風(fēng)險因素,在非洲、東南亞和拉美等地區(qū)尋找投資機會挑戰(zhàn)很大。
隨著對人工智能的需求不斷增長,美國和中國公司不斷擴大競爭優(yōu)勢,阿爾蘇瓦迪表示在全球建設(shè)數(shù)據(jù)中心可促進資源合理分配?!安粌H要開發(fā)人工智能,也要關(guān)注獲取人工智能服務(wù)的便利性,”他說道。
阿聯(lián)酋已成為全球能源開發(fā)領(lǐng)域的最大投資國,涵蓋可再生能源和核能等。至于有人擔(dān)心大規(guī)模建設(shè)能源基礎(chǔ)設(shè)施可能引發(fā)泡沫,阿爾蘇瓦迪不以為然?!叭绻嫦?yún)⑴c人工智能競賽,必定會消耗大量電力和能源,”他說。
“感覺超級大國并沒有甩開我們很多,”他補充道。(財富中文網(wǎng))
譯者:梁宇
審校:夏林
美國和中國展開人工智能軍備競賽之際,阿拉伯聯(lián)合酋長國(阿聯(lián)酋)卻在兩個超級大國之間選擇了中立,這一立場有望坐收漁利。周三在馬來西亞舉行的《財富》東盟-海灣阿拉伯國家合作委員會經(jīng)濟論壇(Fortune’s ASEAN-GCC Economic Forum)上,阿聯(lián)酋投資部長穆罕默德·哈?!ぐ柼K瓦迪表示,正努力將外國投資翻倍,同時在非洲和東南亞等被忽視的地區(qū)大規(guī)模投資基礎(chǔ)設(shè)施。
盡管該地區(qū)有數(shù)十億美元資金流動,阿聯(lián)酋的全球影響力也不斷擴大,但阿爾蘇瓦迪表示自己的職責(zé)很簡單?!芭槲覀兊耐顿Y者爭取最優(yōu)條件,也為外來投資者爭取合適的交易,”他在接受《財富》采訪時說道。
煎小魚
阿聯(lián)酋擁有10個主權(quán)財富基金以及兩個養(yǎng)老基金,相當(dāng)熱衷于國際投資,尤其在數(shù)據(jù)中心和全球科技初創(chuàng)企業(yè)領(lǐng)域表現(xiàn)活躍。身兼阿聯(lián)酋投資部長及最大主權(quán)基金之一ADQ首席執(zhí)行官的阿爾蘇瓦迪,正是這場資本盛宴的核心人物。
阿爾蘇瓦迪長期在阿聯(lián)酋投資領(lǐng)域工作,曾在另一家領(lǐng)先的主權(quán)財富基金穆巴達拉投資公司擔(dān)任高管。如今正逢人工智能發(fā)展的關(guān)鍵節(jié)點,阿爾蘇瓦迪執(zhí)掌著阿聯(lián)酋兩大頂級機構(gòu)。
周三他在講話表示,美國和中國在人工智能方面的做法是“煮大?!?,因為OpenAI和DeepSeek等公司都擁有龐大資源構(gòu)建大型語言模型,消耗海量數(shù)據(jù)和能源。用他的話說,阿聯(lián)酋這樣的小國則應(yīng)該采取“煎小魚”戰(zhàn)術(shù)。
阿爾蘇瓦迪認為,阿聯(lián)酋可將人工智能專門應(yīng)用于特定的國內(nèi)場景,例如完善護照和許可系統(tǒng),從而爭取更精準(zhǔn)的突破?!皩π?,人工智能很容易發(fā)揮優(yōu)勢,”他說。
更不用說該國龐大的投資實力。僅ADQ一家公司就曾投資蘇富比拍賣行和物流公司Aramex等公司,過去四年資產(chǎn)翻了一番以上。但阿爾蘇瓦迪表示,ADQ希望加大投資發(fā)展中國家的基礎(chǔ)設(shè)施,特別是能源和人工智能發(fā)展領(lǐng)域。“我們經(jīng)常遇到機會與實際情況并不匹配的困境。”他指出,考慮到風(fēng)險因素,在非洲、東南亞和拉美等地區(qū)尋找投資機會挑戰(zhàn)很大。
隨著對人工智能的需求不斷增長,美國和中國公司不斷擴大競爭優(yōu)勢,阿爾蘇瓦迪表示在全球建設(shè)數(shù)據(jù)中心可促進資源合理分配?!安粌H要開發(fā)人工智能,也要關(guān)注獲取人工智能服務(wù)的便利性,”他說道。
阿聯(lián)酋已成為全球能源開發(fā)領(lǐng)域的最大投資國,涵蓋可再生能源和核能等。至于有人擔(dān)心大規(guī)模建設(shè)能源基礎(chǔ)設(shè)施可能引發(fā)泡沫,阿爾蘇瓦迪不以為然?!叭绻嫦?yún)⑴c人工智能競賽,必定會消耗大量電力和能源,”他說。
“感覺超級大國并沒有甩開我們很多,”他補充道。(財富中文網(wǎng))
譯者:梁宇
審校:夏林
While the U.S. and China wage an AI arms race, the United Arab Emirates is taking a neutral position between the two global superpowers—a key position where it stands to reap the profits. Speaking at Fortune’s ASEAN-GCC Economic Forum in Malaysia on Wednesday, UAE Minister of Investment Mohamed Hassan Alsuwaidi said that his country is seeking to double the foreign investment coming into the country while making its own large infrastructure bets on overlooked regions, including Africa and Southeast Asia.
Even as the UAE’s global footprint swells, driven by the billions of dollars flowing into and out of the region, Alsuwaidi said his role was simple. “I’m trying to get the best deals for my investors, and the other is trying to get the best deals for investors who are coming to the UAE,” he told Fortune’s Clay Chandler.
Frying the fish
With 10 sovereign wealth funds, along with two pension funds, the UAE serves as a hotbed for international investment, especially through its active role in financing data centers and tech startups around the world. Alsuwaidi sits at the center of this frenzy of activity in his dual role as the UAE’s investment minister and CEO of ADQ, one of the country’s largest sovereign wealth funds.
Alsuwaidi has long worked in the UAE’s investment scene, including as a former executive at Mubadala, another leading sovereign wealth fund in the country. But now, Alsuwaidi has taken the helm of two of the country’s top institutions at a crucial juncture in AI development.
Speaking on Wednesday, he said that the approach of the U.S. and China has been to “boil the ocean” when it comes to AI, as companies like OpenAI and DeepSeek have the vast resources to build large language models that vacuum up data and energy. Smaller countries like the UAE, meanwhile, have to “fry the fish,” as he put it.
Still, because the UAE can focus on applying AI to specific domestic use cases, such as building out its passport and permit system, Alsuwaidi argued that the country can take a more focused approach. “In a country that is very small, AI is a strength for us,” he said.
That’s not to mention deploying the region’s massive coffers of investment dollars. ADQ alone has more than doubled its assets in the past four years, taking stakes in companies like Sotheby’s and logistics firm Aramex. But Alsuwaidi said that ADQ wants to spend more on infrastructure in the Global South, especially toward energy and AI development. “We struggle with the mismatch of the opportunity and how it presents itself,” he said, arguing that finding investments in regions including Africa, Southeast Asia, and Latin America can be difficult given the risk.
As demand for AI grows, however, and U.S. and China-based firms extend their moats, Alsuwaidi said that developing data centers globally will ensure that resources are spread around the world. “It’s not just about developing AI, but providing access,” he argued.
The UAE has become the top spender on energy development on the world stage, including building out renewable and nuclear sources. Alsuwaidi brushed off concerns that the dash to build energy infrastructure could create a bubble. “Clearly, if you want to be involved in this AI race, you need to consume a lot of power and energy,” he said.
“I don’t feel we’re being left out by these superpowers,” he added.