如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容 编译自 chosun ，谢谢 。 据彭博社当地时间18日报道，美国政府预计将批准向沙特阿拉伯国有人工智能公司Humain出售先 进的人工智能芯片。 沙特阿拉伯王储穆罕默德·本·萨勒曼当天在白宫举行的双边会晤中宣布，沙特对美投资额将从目前 的6000亿美元（约合879.6万亿韩元）增至1万亿美元。与此同时，美国和沙特阿拉伯签署了一份 人工智能领域的谅解备忘录。彭博社报道称："通过这项有望在本周内最终敲定的协议，美国政府 预计将积极考虑向沙特阿拉伯出口人工智能芯片的谈判。"彭博社还补充道："虽然具体细节尚未披 露，但预计获批的芯片数量将达到数万枚。" Humain是一家国有人工智能公司，于去年5月成立。该公司由规模达1万亿美元的沙特主权财富基 金（PIF）牵头成立，王储穆罕默德·本·萨勒曼担任董事长。王储表示，"人工智能对沙特经济增长 至关重要"，并补充道，"短期内我们将投资500亿美元用于半导体领域"。Humain宣布计划到2034 年建成一座容量达6.6吉瓦（GW）的人工智能数据中心。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HB ...

美国计划批准向沙特人工智能公司Humain出售先进AI芯片，这是华盛顿与利雅得之间更广泛AI协议的 一部分，标志着在沙特王储穆罕默德·本·萨勒曼与美国总统特朗普会晤之际，这家国有企业取得重大突 破。 据媒体报道，特朗普周二在椭圆形办公室会见沙特王储时向记者表示，"我们正在推进这件事"，交易将 涉及"特定数量的芯片"。据知情人士透露，该协议最快可能于本周敲定，美国政府将对协商确定的沙特 AI芯片出口申请量持积极态度。 Humain已发布阿拉伯语聊天机器人、操作系统和其他AI工具。但该公司向硅谷推销的主要卖点是沙特 廉价的数据中心供电能源。Humain承诺到2034年建设6.6吉瓦的计算能力，足以在任何时刻为约495万个 美国家庭供电，规模可与OpenAI在美国的大型"星际之门"项目相媲美。 据媒体援引知情人士消息，此次美沙协议预计将看到美国政府对协商确定数量的沙特AI芯片出口申请 给予批准，美国商务部工业和安全局负责监督半导体出口管制。 Amin上月曾表示，Humain正在等待涉及英伟达、AMD、高通以及加州芯片初创公司Groq的芯片出口许 可。 Humain的战略布局 Humain由沙特价值1万亿美元的公共投 ...

Core 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].

Market Overview - US and European stock markets experienced a significant decline, marking the fourth consecutive day of downturns, with the Nasdaq and Dow Jones indices dropping over 1% [1] - The KBW Bank Index fell by 4.5% over the past five trading days, while the S&P 500 Bank Index recorded a 2.9% decline, indicating a critical support level is at risk [4] Individual Stocks - Pinduoduo saw a drop of over 7%, Nvidia decreased by 2.8%, and Amazon fell by 4.4%. In contrast, the Nasdaq Golden Dragon China Index rose by 0.4%, with Alibaba increasing by 1.2% and Baidu by 2.6% [2] Federal Reserve Insights - The probability of a 25 basis point rate cut by the Federal Reserve in December is currently at 48.9%, reflecting a decrease in market expectations for such a move [4] - Federal Reserve Governor Barkin emphasized that a consensus on December's meeting is difficult without compelling data, indicating that the labor market appears balanced but with caution regarding recent layoffs [5] Economic Conditions - Barkin noted that inflation remains above target but is unlikely to rise further, with consumer resistance and productivity improvements expected to help slow it down. He also mentioned that high housing prices reflect a supply shortage stemming from the 2007-2009 financial crisis [6] AI Developments - The US and Saudi Arabia signed a significant memorandum of understanding regarding artificial intelligence, allowing Saudi Arabia to procure a large quantity of US AI chips, which is expected to be part of a broader AI agreement [8] - The anticipated approval for the sale of thousands of semiconductor chips to Saudi AI companies marks a strategic move for major semiconductor firms like Nvidia and AMD to enter the Middle Eastern market [8]

谈及能源需求前景，纳赛尔认为未来数十年，随着发展中市场尤其是亚洲消费增长，石油与天然气需求 将持续攀升。他具体指出，2025年全球需求增量预计达110–130万桶/日，2026年将维持相近增速。"新 兴经济体蕴含着巨大的增长潜力。"纳赛尔总结道。 据了解，人工智能数据中心作为高耗能设施，其训练与运行需大量电力支撑，主要依赖可再生能源与天 然气发电。纳赛尔预计，到2030年，全球数据中心耗电量将达到全球电动汽车耗电量的近四倍，且设施 能源结构将以天然气为主，辅以可再生能源。 沙特阿美资本支出将重点投向两大领域：至2030年将天然气产量提升超60%以满足需求，以及对 Humain的投资。公司2025年资本支出目标设定为520亿至580亿美元区间。 全球最大石油公司沙特阿美首席执行官阿明.纳赛尔公开表示，沙特阿拉伯将依托其丰富的廉价天然气 及可再生能源资源，推动国家转型为人工智能领域的全球领导者。此前，沙特阿美于10月下旬披露计 划，将收购新兴人工智能公司Humain的大量少数股权。Humain成立于2025年5月，控股方是沙特主权基 金PIF。 纳赛尔强调，Humain将被打造为沙特的国家人工智能领军企业，并致力 ...

(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, ...

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the AI Stocks in the Spotlight This Week. On October 28, Citi raised the firm’s price target on the stock to $175 from $170 and kept a Neutral rating on the shares. The rating follows QCOM’s announcement of two products for artificial intelligence, along with a deal with Saudi Arabia’s startup Humain. The company unveiled two artificial intelligence chips for data centers, on October 27, which will be available next year. The two new chips, known as AI200 and ...

Saudi Arabia’s $1 trillion wealth fund plans to sharpen its focus on portfolio companies like artificial intelligence firm Humain in coming years, with an eye on attracting investors and building some of its subsidiary firms into global champions https://t.co/ULwBuu6tOs ...

Group 1: Oil Market Dynamics - Saudi Arabia is engaging in a "long and shallow" oil price war to regain market share from U.S. shale producers and OPEC+ members exceeding production quotas [1] - The country has made significant production sacrifices to support oil prices for over three years, allowing competitors to increase output [1] - Non-oil activities now drive more than half of Saudi Arabia's GDP, indicating a shift towards economic diversification [1] Group 2: AI Infrastructure and Investments - Saudi Arabia and the United Arab Emirates are heavily investing in AI infrastructure and forming strategic alliances with U.S. tech giants [2] - The Vision 2030 strategy emphasizes AI as crucial for economic transformation, with 70% of its goals involving data and AI [2] - Humain Ventures, a $10 billion venture capital fund, has been launched to invest in AI startups globally, marking a significant step in Saudi Arabia's strategy to become a global AI hub [3] Group 3: Major Investments in AI and Cloud - Oracle announced a $14 billion investment in Saudi Arabia's digital cloud and AI infrastructure over 10 years, expanding its presence in the region [4] - AWS and Humain have committed to a joint $5 billion investment to establish an AI zone in Saudi Arabia [4] - Equinix plans to build a $1 billion data center in Saudi Arabia to cater to the growing demand for AI, cloud, and enterprise workloads [4]

Group 1 - The rapid development of artificial intelligence (AI) technology is creating widespread opportunities in the market [3] - OpenAI's total investment in AI infrastructure is approximately $1.4 trillion, with plans for an IPO as a likely option due to funding needs [5] - Blackstone and Saudi AI company Humain have signed a $3 billion agreement to build data centers in Saudi Arabia, aiming to support the rapid growth of AI and cloud computing [6] Group 2 - Nvidia's CEO Jensen Huang stated that new chips will generate $500 billion in revenue over the next five quarters, dismissing concerns about an AI bubble [10] - Apple is planning to upgrade its devices to OLED displays, with the iPad mini expected to adopt OLED as early as next year [10] - Tesla is considering internal candidates for CEO succession in response to potential leadership changes, emphasizing Elon Musk's irreplaceable role in the company [11][12] Group 3 - Microsoft has invested in OpenAI's transition to a profit-oriented organization, holding a 27% stake valued at $135 billion, with IP licensing extended to 2032 [13]