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

Okay, so imagine this—NVIDIA, super big tech giant, right? They, along with a few other techy folks, are kind of eyeing the Middle East like it’s the new gold rush in the AI world. Apparently, President Trump’s been making deals that are, let’s just say, gigantic.

Saudi Arabia, Qatar, UAE & The AI Chip Adventure

So, here’s the funny part—or not funny, I dunno—NVIDIA’s trying hard to keep its feet in China, but it’s like trying to keep a snowball from melting on a hot day. With all the political stuff, things aren’t exactly peachy over there. But then, Trump swings by Saudi and Qatar, and suddenly it’s like everyone’s best friends. Talk about oil money flowing into AI! Could be game-changing for companies like NVIDIA, AMD… you name it.

And there’s Jensen Huang, NVIDIA’s CEO—he tags along with Trump to Saudi Arabia. Picture him unveiling this state-backed AI company, HUMAIN. They’re throwing around words like “billion-dollar deals”—pretty wild stuff. They wanna gobble up about 18,000 of NVIDIA’s fancy AI clusters. I mean, 18,000! And that’s not all. They’re partnering with AMD too—a cool $10 billion deal. Numbers like these just kinda make your head spin.

Oh, also, there’s some picture floating around out there—I think someone snapped it while all this was going down. Show-and-tell style, right?

Anyway, then there’s the UAE trip. The folks there, especially this AI boss called G42, are like, “Hey, we want a million of those AI chips over the next ten years." A million! I swear these numbers feel like made-up Monopoly money.

Thing is, Trump’s all for diversifying trade partners, you know, not leaning on China too much. Makes sense? But there’s this whole other layer—Bloomberg’s saying US officials are like, “Slow down there, cowboy!” They’re worried about national security and whatnot. Imagine selling all those chips, and then oops, China sneaks in through the back door somehow, despite all the rules.

It’s a mix of tech dreams and political chess, and honestly, who can keep up?