Trump’s AI Agreement with Middle East Opens New Opportunities for NVIDIA, Challenging China; Up to One Million Accelerators to Ship

Sure, here’s a revised version:

So, picture this: the Middle East suddenly becoming the new playground for NVIDIA and other firms in the AI world. Why? Well, thanks to President Trump’s ginormous deals with these countries. Weird twist, right? Anyway, let’s dive into it.

Saudi Arabia, Qatar & UAE Eyeing NVIDIA

Here’s the scoop — NVIDIA’s been sweating it in China. Why? The US isn’t too thrilled with them hanging out with China, considering the hefty chunk of cash China brings in through AI and data centers. But wait, plot twist! Trump’s trips to Saudi Arabia and Qatar have opened doors, and now the Middle East is ready to flood NVIDIA with oil cash, eyeing billions — yep, billions — in AI investments. Cha-ching!

And here’s Jensen Huang, NVIDIA’s big honcho, tagging along with Trump to Saudi. Pretty big deal, huh? They rolled out this AI giant called HUMAIN, aiming to make a splash with NVIDIA and AMD in their corner. HUMAIN’s planning to get its hands on a whopping 18,000 of those shiny Blackwell Ultra GB300 AI clusters from NVIDIA. And, oh yeah, they’re cooking up a $10 billion gig with AMD too!

But Wait, There’s More!

Not just Saudi — Trump’s appearances got everyone buzzing in the UAE too. G42, a top AI player there, is gearing up to snag over a million AI chips from NVIDIA in the next decade. Seriously, it looks like the US is shifting its gaze from China, betting big on the Middle East. NVIDIA and others are like kids in a candy store right now, raking in some juicy “oil money.”

And okay, I’m not saying this is all sunshine and rainbows. The folks at Bloomberg had to play the buzzkill, of course. They’re waving the caution flag at Trump, warning that tossing millions of chips to these nations might put US national security in a pickle. Not to mention, the lurking fear of China somehow snagging those chips. Yikes!

Anyway, maybe we’re seeing the dawn of something? Who knows? I guess time will spill the beans.