Trump’s AI Agreement with Middle East Boosts NVIDIA’s Market Potential; Up to One Million Accelerators Set for Shipment

The Middle East is emerging as a significant arena for NVIDIA and other players in the artificial intelligence landscape, especially with President Trump facilitating substantial agreements with several nations in the region.

Saudi Arabia, Qatar & UAE Set to Invest Heavily in AI Technology

NVIDIA faces increasing challenges in the Chinese market due to rising tensions between the United States and China, which have put the company’s operations there under scrutiny. This backdrop makes the Middle East, particularly Saudi Arabia, Qatar, and the UAE, an exciting prospect for NVIDIA as these nations are poised to invest “billions of dollars”in artificial intelligence technologies. This shift could hugely benefit AI-centric firms like NVIDIA, AMD, and SMCI.

During his diplomatic travels to Saudi Arabia, President Trump was joined by NVIDIA’s CEO, Jensen Huang. Huang’s involvement was critical in the unveiling of HUMAIN, a government-backed AI venture. The company has ambitious plans to establish billion-dollar contracts with NVIDIA and AMD, purchasing extensive AI hardware resources to construct large-scale gigawatt data centers. Specifically, HUMAIN plans to acquire over 18, 000 of NVIDIA’s Blackwell Ultra GB300 AI clusters and develop an AI infrastructure with a remarkable 500-megawatt capacity within the next five years. Additionally, a $10 billion agreement has been reached with AMD.

Beyond Saudi Arabia, interest in the AI sector was also evident during Trump’s visit to the UAE, where leading AI firms such as G42 announced plans to acquire over one million NVIDIA AI chips in the next decade. These developments underscore a strategic pivot for the U. S.towards fostering partnerships with Middle Eastern nations rather than relying on China. For NVIDIA, this represents a compelling opportunity to capture a larger share of “oil money”directed toward advanced technologies.

While these deals are promising, news outlet Bloomberg has highlighted concerns among U. S.officials who advise caution in proceeding with these AI agreements too swiftly. They stress that allowing such significant sales of chips to foreign nations could inadvertently jeopardize national security. Given the intricate dynamics of AI development, there are apprehensions about potential access to these chips impacting the U. S.’s competitive edge, especially if China finds a way to engage through these channels despite existing regulations.

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