President Trump’s AI Deal With The Middle East Opens New Frontier for NVIDIA, Rivaling China; Expected To Ship Up to a Million Accelerators

It seems that the Middle East might be a newer region of interest for NVIDIA and others in the AI race, as President Trump signs off on massive deals with the nations.

Saudi Arabia, Qatar & UAE Are Expected To Buy Millions of NVIDIA’s AI Chips In The Coming Years, Pouring In The Oil Money

There’s no doubt that NVIDIA is having a tough time maintaining its presence in the Chinese market, mainly since the US isn’t happy with Team Green doing business in the region. China accounts for a massive portion of NVIDIA’s AI/DC revenue, but it seems like under President Trump’s latest round of visits to nations like Saudi Arabia and Qatar, it is clear that the Middle East is interested to pour “billions of dollars” into AI, which could play out as something massive for AI-focused firms like NVIDIA, AMD, SMCI and many more.

President Trump was accompanied by NVIDIA’s CEO, Jensen Huang, during his visit to Saudi Arabia. Jensen played a key role in unveiling the state-backed AI firm HUMAIN. The firm announced it will form billion-dollar deals with NVIDIA and AMD, acquiring their AI hardware resources to build large-scale gigawatt data centers. HUMAIN is said to acquire over 18,000 of NVIDIA’s Blackwell Ultra GB300 AI clusters, and develop an AI infrastructure with 500 megawatt capacity over the next five years. Similarly, the firm also announced a deal worth $10 billion with AMD.

Not only Saudi Arabia but also NVIDIA and others were massively interested in Trump’s visit to the UAE. The leading AI firm, G42, announced that it will acquire over a million NVIDIA AI chips in the coming decade. Trump’s push of investments from these nations is an indication that the US wants to rely on entities other than China for trade, and this could prove to be a pivotal moment for companies like NVIDIA, who are seeing the spotlight in the Middle East, and getting a decent chunk of the “oil money”.

While these announcements are surely welcoming, Bloomberg reports that US officials have cautioned Trump not to proceed too fast with the AI deals since it could compromise national security. By essentially selling millions of chips to these countries, they could potentially put the US behind when it comes to AI developments, and there’s always a risk of China getting involved to access these chips despite strict US regulations.