Group 1 - The Trump administration is nearing agreements with Middle Eastern companies to provide AI chips, focusing attention on Nvidia and other semiconductor firms [1] - The agreements may be finalized during Trump's upcoming visit to the Middle East, allowing UAE-based G42 and newly established Humain to acquire AI chips [1] - The Saudi Public Investment Fund (PIF) has officially established Humain, which will be fully owned by PIF, with Crown Prince Mohammed bin Salman as the chairman [1] Group 2 - The Trump administration is expected to approve a $9 billion memorandum of understanding for a U.S. company to collaborate with Saudi partners on mining and processing certain minerals for advanced manufacturing, energy, and defense [1] - Earlier this month, the UAE's National Security Advisor requested the Trump administration to allow the country to purchase more AI accelerators from companies like Nvidia [1] - The UAE has committed to investing $1.4 trillion in various sectors in the U.S. over the next decade, including semiconductors and AI infrastructure [1] Group 3 - In August 2023, the Biden administration imposed restrictions on exports of advanced semiconductor products to certain Middle Eastern countries, which Nvidia warned about in a filing to the SEC [2] - Despite export controls, Nvidia announced in September that it is collaborating with G42 to advance climate technology and enhance global weather forecasting capabilities [2] - Nvidia and G42 plan to establish a new operational base and climate technology lab in Abu Dhabi [2] Group 4 - As of the latest update, Nvidia's stock price increased by 1.4% in pre-market trading [3]
传特朗普将放行中东AI芯片交易 英伟达(NVDA.US)有望受益