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

I mean, who saw this coming, right? The Middle East dipping toes into the AI pool like it’s the latest fad. So, Trump’s been signing off on these jaw-dropping deals with Saudi Arabia, Qatar, and the UAE. Supposedly, millions of NVIDIA’s AI chips are on their shopping list. Guess that’s one way to spend oil money. Let’s dive into the chaos, shall we?

### Oil Money Meets Silicon Valley

NVIDIA’s been in a bit of a pickle with China lately. The US isn’t thrilled with them getting cozy with Team Green. China’s kind of a big deal for NVIDIA’s bank account, but Trump’s recent cozy chats with Saudi Arabia and Qatar seem to be opening up a whole new bazaar. Billions — yeah, with a “B” — are supposed to make their way into AI companies like NVIDIA, AMD, and, oh, who knows who else.

Picture this: Trump’s chilling with NVIDIA’s top dog, Jensen Huang, in Saudi Arabia. Jensen’s not just sipping on tea, though — he’s pulling the curtain back on this new AI company, HUMAIN. They’re all flexing about striking billion-dollar deals with NVIDIA and AMD to build these gigantic data centers. Over 18,000 of NVIDIA’s Blackwell Ultra clusters? My mind’s already boggling. And a $10 billion dance with AMD too!

Anyway, about this picture. Imagine a sea of chips heading to Saudi Arabia… or was it UAE? Whatever, same vibe.

The UAE’s not just sitting on the sidelines either. G42 — catchy name, right? — they’re snagging over a million NVIDIA AI chips over the next ten years. Trump’s definitely looking to diversify the trading circle, move beyond China, and pocket some of that sweet oil cash.

Oh, and the warnings — can’t forget those. Some folks at Bloomberg say US bigwigs are telling Trump to slow his roll. Selling millions of chips might just cut the US out of the AI race. Plus, there’s this spooky scenario of China somehow playing puppet master with these countries for those shiny chips. Regulations, schmegulations.

(Why did I just imagine chips raining? Probably need a snack…)