Mohammed Soliman
@ThisIsSoliman
Tech & Geopolitics & EMEA @MiddleEastInst. Fellow @FPRI & @TrilateralNA. Prev. @GUDiplomacy & @USIP & @georgetownmsfs. Book: West Asia (11/25)
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.
New data on solar, wind, and battery deployment just came out. Let's check in on the race between California and Texas to build clean energy...
Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.
Why should we build data centers in places like Dubai and Riyadh? I lay it out in @ForeignPolicy—in plain terms: In plain terms: limited energy at home, the beginning of the Chinese AI stack abroad, and the urgent need to build Team America AI. foreignpolicy.com/2025/07/02/dat…
رحل زياد. المؤلف الموسيقي، الكاتب المسرحي، العازف والمثقف الجريء الذي هزّ الضمير اللبناني والعربي برؤاه وأعماله. رحل صوت التمرّد والوجع والحنين. رحل من أعاد تشكيل الموسيقى والمسرح والسياسة بلغة الناس. خسارة كبرى للبنان والعالم العربي. كل التضامن مع الكبيرة فيروز… وحدها تصمد…
Intel, the home of Moore's Law, for the first time in history, is evaluating if it will continue at the leading edge. From its 10-Q "However, if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect…
The Google AI Stack
Google AI stack, insanely competitive at every layers.
Most GB200 Clusters in the world are just 400G NIC per GPU except for OpenAI's Stargate giving OpenAI 2x stronger scale out ultra large scale training network performance! As you can clearly see in the image, there are 8 400GbE OSFP cages per compute tray which means it is 800GbE…
photo above and in this post are from our Stargate I site in Abilene:
Israel now borders Turkey. While this means little in the short term as Ankara focuses on state-building in Syria, it could reshape the Middle East’s balance of power within a generation. More in my book, coming October 2025. @politybooks
Here is some personal news: I signed my first book contract with @politybooks. "West Asia" explores how the U.S. strategy towards the Middle East should change and focus on order-building as it pivots to Asia.
we will cross well over 1 million GPUs brought online by the end of this year! very proud of the team but now they better get to work figuring out how to 100x that lol
50% of $META's Super Intelligence team are from China.
🚨 BREAKING: Detailed list of all 44 people in Meta's Superintelligence team. — 50% from China — 75% have PhDs, 70% Researchers — 40% from OpenAI, 20% DeepMind, 15% Scale — 20% L8+ level — 75% 1st gen immigrants Each of these people are likely getting paid $10-$100M/yr.
Why Chinese EVs are taking over the world. Exhibit A 👇🏽👇🏽
No driver. No hesitation. At 74.5 mph, YANGWANG U9 soared 6 meters—on its own. This isn’t science fiction. It’s the future, in motion.
Big milestone for the future of quantum computing. We are delivering the world's first operational deployment of a Level 2 quantum computer, powered by our stack and in partnership with @Atom_Computing. Congrats to EIFO, @novonordiskfond, and QuNorth. novonordiskfonden.dk/en/news/eifo-a…
1/ It's time to bring back "designed in California, made in California.” Today, at @reindsummit, @ashleevance and I introduced Solano Foundry, the largest advanced manufacturing park in America, an hour north of Silicon Valley. Built by @CAForever with @JLL. 🧵
I have been saying this since long time now: the next EU enlargement round will be Albania 🇦🇱 - for certain!
Good news for #EUEnlargement! Accession talks with 🇦🇱🇲🇩🇲🇪🇺🇦 have never progressed faster - our budget proposal reflects this: ⬆️ 37% for enlargement & neighbourhood regions 🇺🇦 €100 billion to support Ukraine’s reforms & reconstruction A modern budget designed for the future.
Today we launched a new product called ChatGPT Agent. Agent represents a new level of capability for AI systems and can accomplish some remarkable, complex tasks for you using its own computer. It combines the spirit of Deep Research and Operator, but is more powerful than that…