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

Alright, let’s dive right into this. So, where do I even begin? Ah, right, NVIDIA and the Middle East mixing things up. Seems like this whole AI frenzy’s got its eyes set on some new territory, with President Trump going all out on these mega-deals. Wild, right?

### Saudi Arabia, Qatar & UAE Eyeing NVIDIA’s AI Chips: A Tsunami of Oil Money?

Okay, let’s step back a sec. NVIDIA’s been tangled up with China—like, really tangled. But the US, they’re not thrilled with that. Nope, not one bit. Anyway, Trump’s got this jet-setting schedule; and guess who’s tagging along? Jensen Huang. Yep, the NVIDIA boss himself.

Picture this: they’re in Saudi Arabia, rolling out this AI company — HUMAIN. Such a catchy name… not. Anyway, they’re talking billions here, grabbing NVIDIA’s and AMD’s fancy hardware. We’re talking 18,000 of those shiny Blackwell Ultra GB300 AI clusters—whatever those are—ready to turbocharge some hefty data centers. And AMD’s not sitting this one out—they’re in for $10 billion. Cha-ching!

Now, here’s the twist—Trump’s UAE visit stirred some buzz, too. G42, another big AI player, wants a million NVIDIA chips over the next ten years. A million! What are they planning, world domination? Kidding, kind of. Trump’s playing this card to lessen the US’s grip on China. Smart move, or maybe an impulsive one. Who knows?

But here’s the kicker: Bloomberg spills the tea on some behind-the-scenes drama. US officials are squirming over these deals. They’re worried—typical, right?—about national security. Selling off these chips might leave the US in the dust on the AI front. Plus, there’s the lingering shadow of China finding a sneaky way to snag these gadgets. It’s like a soap opera with microchips.

So yeah, chaos mixed with possibilities, and a hefty dash of intrigue. Feels like the Middle East is ready to inject some serious cash into AI, and NVIDIA’s queuing up for their slice of the pie. The big question is, what’s next? Well, only time will tell.