President Trump’s AI Agreement with the Middle East Sets New Stage for NVIDIA, Competing with China; Up to a Million Accelerators Anticipated

Oh wow, so get this — NVIDIA and some other big AI players might be eyeing the Middle East now, which, honestly, kinda came out of left field for me. It emerges after President Trump, who’s doing his thing again, signed these ginormous deals.

### Saudi Arabia, Qatar & UAE: The New AI Playground with an Oil Money Twist?

Okay, you know how NVIDIA’s been having a rough spell with the whole China drama? Seriously, it’s like trying to swim upstream in a river of molasses. China’s this major chunk of their revenue pie, but it seems the Middle East caught Trump’s attention. On his latest globetrotting escapade, he hit up places like Saudi Arabia and Qatar. And oh boy, they’re ready to splash out like, billions — yeah, billions — on AI. Which could be a massive boost for NVIDIA, AMD, SMCI, you name it.

And get this — Trump had NVIDIA’s very own Jensen Huang tagging along to Saudi. It’s like bringing your favorite toy to show and tell. Jensen was all over the place, rolling out this state-backed AI enterprise called HUMAIN. It’s like they woke up one day and thought, “Why not just throw a couple billion dollars at NVIDIA and AMD?” So HUMAIN plans to snag a whopping 18,000 NVIDIA Blackwell Ultra GB300 AI clusters. It’s nuts! Plus, they want to build a 500 megawatt AI infrastructure over five years. Oh, and to keep things spicy, they’re also inking a tidy little $10 billion deal with AMD.

And if you’re thinking that’s crazy, the UAE didn’t want to miss out on the fun. G42 — one of their big AI firms — is jumping in, wanting a million NVIDIA AI chips over the next decade. It’s like everyone just decided to join a shopping spree for AI goodies.

Anyway, back to the US. While everyone’s cheering, some folks in Washington are like, “Whoa, let’s hit the brakes for a second.” Apparently, some officials whispered in Trump’s ear about taking things a bit slow with these deals. They’re all worried about national security stuff — like, “What if we end up selling so many chips we end up in last place?” Plus, there’s this whole looming fear of China somehow scooping up these chips even with all the restrictions.

Man, it’s like one big global chess game, and everyone’s scrambling for that AI queen.