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

Okay, so here’s the thing. I stumbled on something—maybe it’s a big deal, maybe it’s just me overthinking things. You know how you start reading something and then, whoosh, you’re down a rabbit hole? That happened when I was checking out stuff on NVIDIA and the whole Middle East scenario. I mean, who knew deserts were interested in tech chips? Go figure.

So, apparently, there’s this massive shift happening. We’re talking Saudi Arabia, Qatar, UAE—they’ve got their eyes on NVIDIA’s shiny AI chips. Honestly, it’s like they’ve got oil money to spare, and they’re just throwing it at anything with the letters A and I. But seriously, it comes after President Trump decided to play Santa, delivering deals left and right with these nations. Possibly with a bit of a “ho, ho, ho”—but who actually does that? I digress.

Well, Jensen Huang—NVIDIA’s big cheese—joined Trump on his little desert adventure. And wouldn’t you know it, they launched this fancy AI firm, HUMAIN. Not exactly a name that rolls off the tongue, but hey, I’m no brand expert. They’re making these billion-dollar handshake agreements with NVIDIA and AMD—kind of makes you wonder where all this enthusiasm for AI was hiding.

Next up, HUMAIN plans to snag 18,000 of NVIDIA’s what-do-you-call-them, Blackwell Ultra GB300 clusters. That sounds intense. I’m picturing something straight out of a sci-fi flick. Oh, and they’re building some massive AI setup with a 500-megawatt capacity over five years. Is it weird that I imagined a giant, glowing hub in the middle of the desert?

Meanwhile, in the UAE—everyone’s sun-soaked tech playground—G42 (a.k.a. the mysterious tech company) wants a million of those chips over the decade. Picture me blinking slowly in surprise. A million? What do they need them all for? Building robots or maybe some secret AI army? No clue. But it’s all part of this whole get-out-of-China plan. Seemingly, the US wants to cozy up to other nations instead. Makes sense, I guess.

Then there’s this murmur from the sidelines—like an annoying fly you can’t quite catch—that US officials aren’t too thrilled with this whirlwind of deals. Something about security risks, yada yada, and the potential for China to snoop around. Of course, why let the chips fall where they may without a little drama, right?

Anyway, I should probably get back to my coffee or something. Not sure why I’m so caught up in this, but it just seemed worth spilling some digital ink over. Just a slice of tech-political pie for you—hope it made sense. Or not. Either way, cheers!