AI Compute Power Migrates East as Nations Build Sovereign Clouds

Together AI has secured a significant compute partnership with Saudi Arabia-based Humain, a move that strategically sidesteps the escalating costs and competitive lock-in of U.S.-based cloud infrastructure. This deal, focused on serving open-source models, signals a crucial emerging trend: the geographic diversification of AI training and inference to regions with sovereign capital and a will to build massive-scale data centers. Following recent Saudi investments in AI and data infrastructure, this partnership establishes a new, viable blueprint for AI firms to decouple their resource dependencies from the hyperscaler oligopoly of AWS, Google Cloud, and Azure. This arrangement fundamentally alters the compute cost equation for open-source AI development. By tapping into Humain’s Saudi-based infrastructure, Together AI gains an asymmetric advantage, accessing large-scale GPU capacity at potentially lower operational costs, unconstrained by the peak-demand pricing of U.S. markets. This pressures not only the big three cloud providers but also specialized platforms like CoreWeave, whose entire business model rests on providing more efficient access to AI hardware. For Together AI