Taiwan is pitching itself as the engineering partner for the Gulf's AI buildout, a potentially large new market for Taiwanese chip and server firms.

• Taiwan's trade council chief James Huang met sovereign wealth funds, state AI firms, and big telecoms in Qatar, Dubai, and Abu Dhabi.
• Gulf states want to shift from selling oil and gas to selling AI computing power to the world.
• They have what AI needs most: cheap energy, huge amounts of land, deep state money, and stable policy.
• Saudi Arabia wants to be a computing hub serving Europe, Africa, and South Asia, not just its own market.
• Taiwan's pitch is that it sells not just AI servers but the know-how to actually build and run these systems.

Outlook: Taiwan plans to send a business delegation to the Middle East and invite Gulf decision-makers to Computex in Taipei next June.