Zhi Tong Cai Jing·2025-11-19 01:25Core Viewpoint - The United States plans to approve the first sale of advanced AI chips to the Saudi Arabian company Humain, marking a significant development amid discussions between Saudi Crown Prince Mohammed bin Salman and U.S. President Donald Trump [1]. Group 1: AI Chip Sales and Agreements - The approval is expected to be part of a broader AI agreement between the U.S. and Saudi Arabia, potentially finalized within the week, allowing for a positive stance on a certain number of chip export applications to Saudi Arabia [1]. - The approved chip quantity is anticipated to reach tens of thousands of semiconductors, although specific details were not disclosed [1][2]. - The agreement follows months of negotiations aimed at alleviating U.S. concerns that semiconductor shipments to Saudi Arabia could ultimately benefit China [2]. Group 2: Humain's Role and Investments - Humain, established by Saudi Arabia's $1 trillion Public Investment Fund, has become central to the country's efforts in leveraging the AI investment boom [3]. - The company has plans to deploy up to 400,000 AI chips by 2030 and has already introduced an Arabic chatbot and other AI tools [3]. - Saudi Arabia's Crown Prince emphasized the importance of AI for economic growth, stating a short-term investment of approximately $50 billion in the semiconductor sector [3]. Group 3: Market Implications - The approval signifies a victory for major semiconductor companies like Nvidia and AMD, which have been seeking to supply the Middle Eastern market [1]. - The U.S. maintains export restrictions on AI chips to China, which adds complexity to the negotiations and agreements with Saudi Arabia [2]. - Humain's competitive advantage includes low energy costs for data centers, which is a significant factor in its appeal to Silicon Valley [3].