Group 1 - The U.S. has reached a preliminary agreement with the UAE to allow the import of 500,000 advanced AI chips from Nvidia annually, potentially valid until 2027 with an option to extend to 2030 [1] - 20% of the chips (100,000 units) will be supplied to UAE AI startup G42, while the remaining will be allocated to major U.S. companies with significant AI operations, such as Microsoft and Oracle, which may also plan to build data centers in the UAE [1] - The agreement aims to promote the construction of data centers in the U.S., stipulating that for every new data center G42 builds in the UAE, a similar facility must be constructed in the U.S. [1] Group 2 - The proposed chips are among the most advanced GPUs, potentially referring to Nvidia's Blackwell chip or the upcoming Rubin chip, which are expected to outperform previous generations [2] - G42's purchasing power during the agreement could equate to approximately 1 to 1.5 million Nvidia H100 chips, which is four times the amount allowed under current U.S. chip export rules [2] - Former President Trump announced a $600 billion commitment from Saudi Arabia, including agreements to procure large quantities of chips from Nvidia, AMD, and Qualcomm [2]