Trump’s Renewed Ties with Pakistan and Saudi Arabia: A Strategic Worry for India? Will the AI Bubble Burst? — Insights from Vantage with Palki Sharma

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Trump’s Renewed Ties with Pakistan and Saudi Arabia: A Strategic Worry for India? Will the AI Bubble Burst? — Insights from Vantage with Palki Sharma

Global politics and global technology are undergoing dramatic realignments. As the United States recalibrates its foreign policy under Donald Trump, West Asia’s strategic balance is shifting once again. Simultaneously, the explosive growth of Artificial Intelligence has triggered a worldwide debate: Is the AI boom a sustainable technological revolution — or a bubble waiting to burst?

In a recent episode of Vantage, senior journalist Palki Sharma explores both these turning points and their implications for India.
This article brings together the two major themes she discussed:

  1. Trump’s renewed outreach toward Saudi Arabia and Pakistan, and

  2. The global question of whether the AI bubble is real or exaggerated.

1. A New US–Saudi–Pakistan Axis Under Trump

With Donald Trump re-entering office, Washington’s relationships in West Asia are shifting rapidly. One of the most notable changes is the renewed warmth between Trump and Saudi Crown Prince Mohammed bin Salman (MBS).

The US–Saudi Reset

During the Biden administration, ties between the US and Saudi Arabia were strained by political and human rights disagreements. Under Trump:

  1. Relations appear to be warming dramatically.

  2. Saudi Arabia could once again become a central partner in America’s West Asia strategy.

  3. This reset may reshape regional politics, energy negotiations, and arms deals.

Pakistan’s Return to Relevance

Palki Sharma highlights another crucial trend:
Trump is signalling openness toward Pakistan, a country whose strategic value rises and falls depending on Washington’s global priorities.

If the US restores military or intelligence cooperation with Pakistan:

  1. Islamabad may gain diplomatic leverage.

  2. Defence technology flows could shift.

  3. India’s security calculations may face renewed challenges — especially along the western front.

2. What This Means for India

India’s interests in West Asia are deep and multi-layered:

  1. It relies heavily on Saudi Arabia for energy.

  2. Over 8 million Indian workers live in the Gulf, sending home vital remittances.

  3. The region plays a crucial role in India’s maritime and strategic security.

The Arms Deal Question

A major concern highlighted in Vantage is the possibility of US defence deals — such as the F-35 fighter jets — being reconsidered for Saudi Arabia or indirectly benefitting Pakistan.

Such developments could:

  1. Alter the military balance in the region.

  2. Complicate India’s defence posture.

  3. Force New Delhi to accelerate its modernization and strategic diplomacy.

India will closely watch how these new alignments take shape.

3. Parallel Disruption: Will the AI Bubble Burst?

While geopolitics shifts, the technology world faces its own moment of uncertainty. The rapid rise of Artificial Intelligence — from large language models to autonomous systems — has created an unprecedented wave of investment and expectation.

But a global debate is now underway:
Is the AI market overheating?

Arguments Suggesting a Bubble

  1. Sky-high valuations for AI startups with minimal revenue

  2. Massive compute expenses with unclear business models

  3. Unrealistic predictions about AGI timelines

  4. Dependence on a few companies that control AI chips and cloud capacity

Arguments Suggesting AI Is Here to Stay

Palki Sharma notes that AI is already transforming:

  1. Healthcare

  2. Enterprise automation

  3. Cybersecurity

  4. Manufacturing

  5. Creative industries

  6. Governance systems

AI is not just hype — it is becoming foundational infrastructure for the 21st century.

Even if a financial correction occurs, AI’s long-term impact is undeniable.

4. Two Global Shifts, One Strategic Challenge

Both developments — geopolitical and technological — share a common theme:

The world is entering an era of unpredictable, rapid disruption.

For India, this means adapting on two fronts:

Geopolitical Front

  1. Navigating a possible US–Saudi–Pakistan triangle

  2. Protecting its interests in West Asia

  3. Ensuring military preparedness amid shifting alliances

Technological Front

  1. Preparing for AI-driven industry disruption

  2. Ensuring workforce adaptability

  3. Protecting national security in an AI-dominated world

  4. Encouraging sustainable AI innovation

India’s success will depend on strategic agility — its ability to respond quickly, diplomatically, and intelligently to both these global changes.

Conclusion

The episode of Vantage with Palki Sharma underscores an important truth:
Geopolitics and technology are reshaping the world simultaneously — and India cannot afford to ignore either.

Trump’s renewed ties with Saudi Arabia and Pakistan create new diplomatic complexities. At the same time, the AI explosion forces nations to rethink how economies, industries, and security systems function.

As these two powerful forces converge, India must prepare for a world where power, influence, and innovation are all being rewritten at once.

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