Man, so it looks like the Middle East is becoming a real player in the whole AI game. Who’d have thought, right? Anyway, Trump just went on this whirlwind trip, shaking hands and signing deals like there’s no tomorrow.
Saudi Arabia, Qatar, UAE—they’re all lined up to get their hands on NVIDIA’s AI chips. It’s like they’re redirecting that oil money into tech. Fascinating, but also kinda wild.
Alright, so here’s the scoop. NVIDIA is kinda caught between a rock and a hard place with China. The US doesn’t love them doing business over there, so they’re looking elsewhere. Enter the Middle East, where it seems like billions are up for grabs. Trump’s recent journeys to Saudi Arabia and Qatar really stirred the pot. He’s got all the tech bigwigs eyeing the region, especially NVIDIA, AMD, and those other tech giants. And let’s be honest, who wouldn’t want a piece of that action?
Trump had Jensen Huang, NVIDIA’s big boss, tag along on his Middle East tour. You could say it was a productive trip. They joined forces with the Saudi state-backed AI outfit, HUMAIN. No idea why they called it that, but whatever. HUMAIN’s making billion-dollar deals left and right with NVIDIA and AMD, ready to snatch up all those AI goodies. Like, we’re talking 18,000 of those Blackwell Ultra GB300 AI clusters. And that’s just part of it—they’re gonna crank out this crazy AI setup, five years in the making, with insane data capacity. They’re setting up tech fortresses, basically. Oh, and they’ve got a $10 billion thing going on with AMD. No biggie.
So get this, Trump didn’t stop there. Nope, he hit up UAE, too. Turns out they’re cooking up their own plans, with G42 leading the charge to buy over a million NVIDIA AI chips. Yeah, read that again. A million. It’s a clear signal the US wants in on deals beyond China, maybe spreading their trade ambitions across more sunny places. Could be huge for NVIDIA—tapping into that sweet oil money flowing in their direction.
Now, as much as this may sound like a win-win, it’s not all smooth sailing. Bloomberg’s got their own spin, saying some US officials are uneasy, warning Trump to tap the brakes. Security concerns, obviously. It’s a balancing act, selling chips like candy overseas without endangering home turf. Plus, you never know, China might try wriggling in and snagging these chips somehow.
So, yeah, that’s the gist. Who knows where it’ll all land. Exciting times, but also a little nerve-wracking.
