Trump’s AI Agreement with Middle East Creates New Opportunities for NVIDIA, Competing with China; Up to One Million Accelerators Anticipated

Wow, alright, let’s dive into this Middle East and NVIDIA thing. So, um, apparently, there’s this big stir with President Trump, right? He’s shaking hands in places like Saudi Arabia and Qatar, making deals rain like confetti. Who knew oil cash is now buddy-buddy with AI chips?

Saudi Arabia, Qatar & UAE: New Darlings of Silicon Brains

I mean, China used to be NVIDIA’s BFF, considering all the business from there. But, now it seems like the U.S., especially under Trump, isn’t too thrilled with those late-night calls to China. So, what does Team Green do? They look the other way, and boom, there’s the Middle East, waving "billions" like a magic wand. No kidding, it’s like a plot twist no one saw coming.

Picture this: Trump rolls into Saudi with NVIDIA’s top guy, Jensen Huang. (Side note: Jensen’s probably got enough frequent flyer miles to circle the Earth twice.) Anyway, they join forces to launch this new AI gig called HUMAIN. And get this, they’re talking billion-dollar deals. Yup, they’re snagging NVIDIA’s gaudy AI clusters like they’re collecting Pokémon. Just the numbers alone – 18,000 Blackwell clusters or something, enough to give you a headache.

And the UAE’s in on the action, too. They’ve got G42, another AI power-player, and they’re buying up a storm. Talking about a million NVIDIA chips in the next ten years. What are they building, a galaxy-sized computer? Maybe. Or they just dig AI. Who knows.

But, here’s a twist. US officials are kinda biting their nails over this frenzy. Some are like, "Whoa, slow down, folks." Apparently, too many deals too fast might throw a wrench in national security. Plus, they’re wary of China pulling sneaky moves to snatch tech secrets through the Middle East. Can’t win ’em all, right?

It’s all like a blockbuster with, dare I say, more drama than sense. But exciting nonetheless. Who needs Hollywood when you’ve got geopolitics and AI chips?