Core Viewpoint - The Trump administration is facilitating the artificial intelligence ambitions of Saudi Arabia and the UAE, with major US tech companies like Nvidia and AMD planning to invest billions in the region [1][2]. Group 1: AI Chip Agreements - Saudi Arabia and the UAE are set to receive advanced AI chips from Nvidia and AMD, which are considered the gold standard for running AI models [1]. - Nvidia will supply "hundreds of thousands" of advanced AI-related chips to the Saudi AI company Humain, including 18,000 cutting-edge GB300 Grace Blackwell products and InfiniBand networking technology [1]. - AMD announced a $10 billion collaboration with Humain to provide chips and software for data centers extending from Saudi Arabia to the US [2]. Group 2: Investments and Collaborations - Amazon plans to invest over $5 billion in Saudi Arabia to develop an "AI zone" in collaboration with Humain, which will utilize Amazon Web Services to create AI agents for the Saudi government [2]. - Cisco Systems will participate in infrastructure development in Saudi Arabia, leveraging its global expertise alongside the country's ambitious AI vision [2]. - A $100 million AI fund has been established by Saudi venture capital firm STV, supported by Alphabet, focusing on early-stage startups and infrastructure development in the MENA region [2]. Group 3: Policy Changes and Implications - The Trump administration is considering allowing the UAE to import over one million advanced Nvidia chips, significantly exceeding the limits set during the Biden administration [3]. - OpenAI is contemplating establishing a new data center in the UAE to expand its operations in the Middle East, potentially announced during Trump's visit [3]. - The Trump administration has officially revoked the "AI diffusion rules" set by the Biden administration, which faced strong opposition from companies like Nvidia [4].

Group 1 - The Trump administration is facilitating AI ambitions for key Gulf allies, with major US tech companies planning to invest billions in the region [1][2] - Saudi Arabia and the UAE are set to receive advanced AI chips from Nvidia and AMD, which are considered the gold standard for running AI models [1] - Nvidia will supply "hundreds of thousands" of advanced AI processors to Saudi AI company Humain, including 18,000 cutting-edge GB300 Grace Blackwell products [1] Group 2 - Global AI plans to establish data centers in New York using Nvidia chips, with a collaboration worth billions with Humain [2] - Amazon is investing over $5 billion to build an "AI zone" in Saudi Arabia, leveraging its cloud technology for the Saudi government [2] - Cisco Systems will participate in infrastructure development in Saudi Arabia, extending its collaboration with Abu Dhabi AI firm G42 [2] Group 3 - OpenAI is considering building a new data center in the UAE to expand its Middle East operations, potentially announced during Trump's visit [3] - The Trump administration has officially revoked the "AI diffusion rules" set by the Biden administration, which limited chip procurement [3] - The new policy is expected to shift towards individual negotiations with countries, raising concerns among hawks in Washington about potential Chinese access to chips through the UAE [3]