智通财经网·2025-05-14 13:14Group 1 - The core viewpoint is that Nvidia (NVDA) and AMD (AMD) are identified as the biggest beneficiaries of Saudi Arabia's artificial intelligence (AI) transactions, with Broadcom (AVGO) and Marvell Technology (MRVL) also expected to benefit [1] - Nvidia announced the sale of hundreds of thousands of AI chips to Saudi Arabia, including an initial sale of 18,000 latest Blackwell chips to the newly established AI startup Humain, with plans to build a 500 MW AI factory over the next five years [1] - AMD has reached a $10 billion agreement with Humain, which includes hardware procurement and collaboration on next-generation AI cloud computing platforms [1] Group 2 - The analyst team at Bank of America, led by Vivek Arya, raised the target prices for Nvidia and AMD to $160 and $130 respectively, indicating a positive outlook for both companies [1] - The report emphasizes the complementary nature of Broadcom and Marvell Technology in the networking space, as well as potential benefits in optics, memory, semiconductor equipment, and the foundry ecosystem [1] - Bank of America reiterated a "buy" rating for Nvidia, AMD, Broadcom, and Marvell Technology, suggesting that AI opportunities will provide long-term benefits for these companies [2]