In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Mackenzie Hawkins, a tech and geopolitics reporter, about the recent AI deals between American tech companies and Gulf nations, particularly focusing on AI infrastructure and data centers. The discussion revolves around the economic and geopolitical implications of these deals, including concerns about competitiveness, the potential for technology diversion to China, and the balance between promoting U.S. tech dominance and safeguarding national security. They explore the contrasting views on AI supremacy, the role of export controls, and the challenges of ensuring American technology benefits the U.S. without inadvertently aiding adversaries. The conversation also touches on the complexities of global AI development and the reactions to international deployments of Chinese AI technology.