Group 1 - Nvidia and AMD have signed a $15 billion cooperation agreement with Saudi Arabia's Public Investment Fund (PIF) and its AI company Humain to build AI infrastructure over the next five years, including 500 MW of capacity and 18,000 nodes of high-performance computing clusters [1] - Humain, a wholly-owned subsidiary of PIF, aims to establish a 1.9 GW data center by 2030, which is 1.5 times the total capacity of AWS's available zones [3] - The partnership with Nvidia and AMD is part of Saudi Arabia's Vision 2030 strategy, which involves an annual investment of $30 billion to drive economic transformation, with AI seen as a key component [3] Group 2 - Lenovo has established a $2 billion strategic cooperation with PIF's subsidiary Alat to build a sustainable manufacturing base in Saudi Arabia, which will produce millions of PCs and servers annually [4][9] - The collaboration between Lenovo and Alat will enhance the local supply chain and leverage Saudi Arabia's low renewable energy costs to create a zero-carbon computing network [5] - Lenovo's new factory in Riyadh is expected to be operational by 2026, coinciding with the launch of Saudi's AI infrastructure, positioning Lenovo as a key player in the region [10][11] Group 3 - Humain plans to launch a 100 billion parameter Arabic language model, ALLaM, by 2026, which will include Islamic cultural texts and oil industry knowledge, aiming to break the English dominance in AI content generation [4] - The integration of capital, technology, and manufacturing through PIF's investments in AI companies like Humain and Alat reflects a comprehensive strategy for Saudi Arabia's AI industry [5][11] - The collaboration between Lenovo, Nvidia, and AMD indicates that Saudi Arabia's AI strategy will play a crucial role in the global technology industry restructuring [11]