Trump’s AI Agreement With the Middle East Paves New Path for NVIDIA, Competing With China; Up to a Million Accelerators Projected

So, imagine this—Middle East suddenly becoming the new bestie for NVIDIA and their AI dreams. Why? Well, because Trump, in his usual style, just made some hefty deals with countries like, oh, I don’t know, Saudi Arabia, Qatar, and UAE. Big money stuff, trust me.

Alright, let’s dive into this whirlwind. It seems like NVIDIA’s hitting a snag in China. The US isn’t exactly thrilled with them doing business there. But now, thanks to Trump’s latest globe-trotting escapades, it’s like the Middle East is rolling out the red carpet for NVIDIA and its chip-toting friends. Billions. Literal billions of dollars about to be sunk into AI over there. It’s like they’re trying to turn the desert into a sci-fi movie.

So, picture this: Trump lands in Saudi Arabia, striding alongside Jensen Huang (the big cheese at NVIDIA). And boom, they announce HUMAIN—an AI firm that sounds straight out of a tech noir flick. They’re talking billion-dollar deals here, gobbling up NVIDIA and AMD hardware to set up colossal, energy-guzzling data centers. Some 18,000 of NVIDIA’s Blackwell Ultra GB300 clusters. I don’t even know what a cluster is, but it sounds impressive, right? And, AMD gets a slice too—$10 billion worth of slice.

Meanwhile, the UAE’s chiming in through G42, eager to snag a cool million NVIDIA chips over the next ten years. Trump’s diplomacy here smells like a strategy shift: let’s not just chummy up to China anymore. Instead, let’s snuggle with the oil-rich friends, and let them buy boatloads of AI tech.

But wait, there’s a twist, right? Because isn’t there always one? Bloomberg’s whispering that some US officials are hitting the brakes. They’re wary, saying, “Hey, Trump, slow down. This might just bite us back.” Selling gazillions of AI chips could mean compromising national security or something. And, maybe, just maybe, give China an indirect backdoor to these technologies, even with all those shiny regulations the US slaps on.

So yeah, exciting times! And maybe a bit nerve-wracking. The world of AI is heating up faster than I can type.