Group 1 - The Trump administration is facilitating AI ambitions for key Gulf allies, with major US tech companies planning to invest billions in the region [1][2] - Saudi Arabia and the UAE are set to receive advanced AI chips from Nvidia and AMD, which are considered the gold standard for running AI models [1] - Nvidia will supply "hundreds of thousands" of advanced AI processors to Saudi AI company Humain, including 18,000 cutting-edge GB300 Grace Blackwell products [1] Group 2 - Global AI plans to establish data centers in New York using Nvidia chips, with a collaboration worth billions with Humain [2] - Amazon is investing over $5 billion to build an "AI zone" in Saudi Arabia, leveraging its cloud technology for the Saudi government [2] - Cisco Systems will participate in infrastructure development in Saudi Arabia, extending its collaboration with Abu Dhabi AI firm G42 [2] Group 3 - OpenAI is considering building a new data center in the UAE to expand its Middle East operations, potentially announced during Trump's visit [3] - The Trump administration has officially revoked the "AI diffusion rules" set by the Biden administration, which limited chip procurement [3] - The new policy is expected to shift towards individual negotiations with countries, raising concerns among hawks in Washington about potential Chinese access to chips through the UAE [3]
特朗普放宽AI芯片出口 英伟达(NVDA.US)等科技巨头豪掷百亿美元布局中东