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

by Mac Terry
May 15, 2025
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Man, this whole NVIDIA thing is wild, right? So here’s the scoop: the Middle East is suddenly the cool kid on the AI block, thanks to some massive deals Trump signed with Saudi Arabia, Qatar, UAE, and whoever else you can think of.

Let’s dive into this — or at least I think that’s where we’re headed. Saudi Arabia, Qatar, UAE, they’re all gonna buy NVIDIA’s AI chips like they’re candy. You’ve got all that oil money, and yeah, it’s turning into tech money. Anyway, NVIDIA is scrambling to keep its foothold in China. Why? Well, the U.S. isn’t thrilled about them getting too cozy with China. Guess tech love triangles are a thing now.

Trump, with Jensen Huang — you know, NVIDIA’s big boss — took quite the field trip to Saudi Arabia. Jensen was like the tech wizard unveiling this new company, HUMAIN. They’re planning to throw billions at NVIDIA and AMD for AI hardware. I heard they’re setting up these huge gigawatt data centers — and 18,000 of NVIDIA’s fancy AI clusters are part of the plan. Could be big, or maybe just big talk. Who knows?

Oh, and HUMAIN isn’t the only one throwing money. AMD’s getting a cool $10 billion deal too. Seems like everyone’s jumping in, doesn’t it?

I found this random image of a chip online (I’m guessing it’s relevant but don’t hold me to it) — and there’s a caption saying something about 18,000 AI chips going to Saudi Arabia. Alright, moving on.

UAE’s jumping into the mess with G42, buying a million of those snazzy NVIDIA chips — not tomorrow but over the next decade or so. The whole push for deals from Trump might just be the U.S. trying to chill with someone other than China, which could be great for NVIDIA. I mean, “oil money” probably stretches a long way.

But hey, not all rainbows and sunshine. Bloomberg’s chattering that some U.S. officials are like, “Hey, slow your roll, Trump.” Why? Something about national security — you know, the usual. If these countries start hoarding chips, it might just leave the U.S. hanging. Plus, there’s always the worry China might sneak in and grab those chips. Sticky situation, right?

Anyway — or wait, nope, that’s it. Just keeping it real with you in this weird tech soap opera.

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