Newcomer · 18 September 2026

War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out

Eric Newcomer

Middle Eastern geopolitical risk and rising interest rates threaten AI infrastructure funding, but momentum continues; meanwhile Meta's Muse challenges Instinct in the personal AI agent race, and consumer adoption data shows nearly half of frequent AI users monetize the tools.

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Topics: AI (Horizontal) · AI Infrastructure · Venture Capital & Startups

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