Core Viewpoint - Nvidia will sell over 18,000 advanced AI chips to Saudi company Humain, highlighting the significance of these chips as a bargaining tool in international negotiations, particularly under the Trump administration [1] Group 1: Company Overview - Nvidia's CEO Jensen Huang announced the sale of the latest AI chips, specifically the GB300 Blackwell chips, to Saudi Arabia [1] - The chips will be utilized in a 500-megawatt data center in Saudi Arabia, marking a significant deployment of Nvidia's technology [1] Group 2: Industry Context - The announcement underscores the global competition for advanced AI chips, as countries are eager to acquire these technologies for training and deploying sophisticated AI applications like ChatGPT [1] - The sale reflects the strategic importance of AI chips in geopolitical negotiations and economic partnerships [1]

Core Insights - Nvidia's CEO Jensen Huang announced the sale of over 18,000 advanced AI chips to Saudi Arabian company Humain during a Middle East visit led by the White House [1] - The initial deployment will utilize Nvidia's GB300 Blackwell chip, which is one of the company's most advanced AI chips [1] Company Summary - Nvidia is expanding its market presence in the Middle East through significant sales of AI technology [1] - The collaboration with Humain indicates a strategic move to enhance AI capabilities in the region [1] Industry Summary - The demand for advanced AI chips is increasing, as evidenced by the large-scale sale to Humain [1] - This transaction highlights the growing importance of AI technology in various sectors, particularly in emerging markets like Saudi Arabia [1]

Group 1 - Nvidia will sell over 18,000 of its latest artificial intelligence chips to Saudi Arabian company Humain [1] - The Blackwell chips will be utilized in a 500 megawatt data center in Saudi Arabia [2] - The announcement highlights the significance of Nvidia's chips as a strategic asset for the Trump administration amid global demand for advanced AI technology [3]

美国：谷歌、甲骨文、Salesforce、AMD等公司承诺（投资）800亿美元。 英伟达和Humain将在沙特建设（多家）AI工厂。 ...

特朗普政府正在准备一项协议，该协议允许阿联酋和沙特阿拉伯获得更多先进半导体的准入权。 据媒体13日报道，特朗普政府计划向阿联酋的G42和沙特的Humain两家人工智能公司授权销售数十万枚AI芯片。 据智通财经，美国总统特朗普将于5月13日至16日访问沙特阿拉伯、卡塔尔和阿联酋三国。报道援引知情人士透露，这些协议可能在特朗普访问中 东期间最终敲定。其中部分芯片将通过G42与OpenAI的新合作伙伴关系流通，而其他芯片可能直接供应给G42。 有分析称，这些协议表明，特朗普比拜登总统更愿意看到先进的美国技术出口到海湾地区——在该地区，特朗普也有重要的商业利益，而且主权 财富基金已承诺在美国进行大量投资。 特朗普政府"放行"AI芯片销售？ 报道称，特朗普与沙特阿拉伯的协议将增强沙特购买英伟达和AMD等公司芯片的能力，这些芯片被认为是训练和运行人工智能模型的黄金标准。 虽然两国政府已达成初步协议，但仍有许多关键细节正在敲定中。 受此消息影响，AMD股票在美股盘前交易中扭转跌势，上涨1.05%。 特朗普政府还批准了一项价值90亿美元的谅解备忘录，涉及一家美国公司与沙特合作伙伴开采和加工用于先进制造、能源和国防的关键矿物。 ...

Group 1 - TSMC approved a capital budget of approximately $15.2 billion for advanced process capacity and other developments [1][2] - TSMC's new factories in the US have been fully booked by major clients such as Apple, Nvidia, and AMD, leading to a nearly 6% increase in TSMC's stock price [1][4] - TSMC's revenue for April reached approximately NT$349.57 billion, a 22.2% month-over-month increase and a 48.1% year-over-year increase [4] Group 2 - The company reported a net profit of approximately NT$361.56 billion for Q1 2025, with earnings per share of NT$13.94 [2] - TSMC's revenue for the first four months of 2025 totaled approximately NT$1.1888 trillion, a year-over-year increase of 43.5% [4] - TSMC's board approved a cash dividend of NT$5 per share for Q1 2025 [2] Group 3 - The US government is preparing to allow Saudi Arabia to access advanced semiconductors, enhancing the country's ability to procure chips from companies like Nvidia and AMD [7][9] - A potential agreement with UAE's G42 for the supply of US-designed AI chips is also in the works, which may be finalized soon [8] - These agreements indicate a shift in US policy towards exporting advanced technology to the Gulf region [7][8]

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]

据华盛顿邮报：美国拟向沙特进一步开放AI芯片。协议可能使阿联酋人工智能领军企业G42和沙特人工 智能公司Humain能够使用美国制造的人工智能芯片。 订阅人工智能动态 +订阅 跟踪芯片领域动态 +订阅 ...

智通财经5月13日电，美国总统特朗普将于5月13日至16日访问沙特阿拉伯、卡塔尔和阿联酋三国。有消 息人士透露，美国政府正在考虑一项协议，拟向阿联酋人工智能公司G42提供数十万枚美国设计的人工 智能芯片。白宫人工智能和加密货币事务负责人戴维·萨克斯正在与G42公司及阿联酋官员进行谈判，推 动一项允许该公司在有限监管下获取美国芯片的协议，其中部分芯片将用于G42与美国公司OpenAI的合 作项目，其余的则直接提供给G42。另有两名知情人士透露，特朗普政府预计本周还将宣布与沙特阿拉 伯达成协议，允许沙特政府及其新成立的人工智能公司Humain获取数万枚半导体芯片，并获得英伟达 及其竞争对手超威半导体（AMD）的技术支持。 (智通财经) 美国拟向阿联酋和沙特AI公司出口数十万枚芯片 ...