US EditionThese US Tech Giants Emerge as Big Winners in Saudi AI Investment Wave
- In 2025, Nvidia and AMD secured multiyear deals to supply advanced AI chips and software to Humain, a Saudi Public Investment Fund subsidiary, for AI infrastructure in Riyadh.
- These deals came after the Trump administration eased export controls on cutting-edge AI processors destined for Saudi Arabia, while continuing to impose restrictions on similar technology shipments to China, granting Saudi Arabia priority access to Nvidia’s newest Blackwell chips.
- Saudi Arabia will build multiple data centers over the next five years to host sovereign AI models powered by up to 18,000 Nvidia Blackwell chips, as part of its Vision 2030 technology initiative.
- Analyst Vivek Arya increased Nvidia’s price target to $160, highlighting that sovereign AI supports commercial cloud efforts by focusing on the training and deployment of large language models tailored to local cultures and languages.
- This surge in Saudi AI investment signals a major shift in regional AI development, positioning the Kingdom as a key AI hub and intensifying the US-China technology rivalry.
14 Articles
14 Articles
What’s at Stake as the US Gives Saudis Access to State-of-the-Art AI Chips
President Donald Trump’s administration has changed the direction of US AI policy toward two oil-rich states in the Middle East. It’s paved the way for Saudi Arabia and the United Arab Emirates to buy chips from Nvidia Corp. and Advanced Micro Devices Inc. that are considered state-of-the-art when it comes to creating and running artificial intelligence software and services. Previously, the US had restrictions on delivering advanced technology t
Nvidia, Amazon, Tesla, Palantir Among Top Beneficiaries Of $1 Trillion Saudi Arabia AI Push, Analyst Says - Advanced Micro Devices (NASDAQ:AMD), Amazon.com (NASDAQ:AMZN)
AI Revolution taking off in Saudi Arabia, creating major opportunities for US tech stocks. Trump's visit & trade deal with China add to bullish outlook.
Saudi Arabia snaps up US chips following Trump’s visit
The NewsThe question over the fate of US-made chips in the Gulf has been resoundingly answered in Riyadh — where Saudi Arabia inked billions of dollars worth of semiconductor orders — and as President Donald Trump now makes his way to Doha and Abu Dhabi to cut more deals.Nvidia will sell its most advanced AI chips to Saudi Arabia’s HUMAIN, and agreed to train thousands of developers as the kingdom looks to build up local talent. The market leade…
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