Core Insights - Nvidia Corp is set to report earnings, but Saudi Arabia's AI startup Humain has gained attention with a significant partnership with AMD, involving a $10 billion deal [1][2] - Humain is establishing two initial 100-megawatt data centers, with plans to expand to nearly 2 gigawatts by 2030, and has placed a $540 million order for 18,000 Nvidia GPUs [2][3] - The partnership with AMD may evolve into a joint venture, indicating a strategic move by Saudi Arabia to diversify its AI chip supply [2][3] Company Strategies - Humain is not only focusing on infrastructure but is also building an AI ecosystem, including a chatbot and partnerships with other tech companies like Qualcomm and Cisco [4] - The dual strategy of utilizing both Nvidia and AMD positions these companies at the center of Saudi Arabia's AI ambitions, with Nvidia being the preferred choice for advanced workloads [3][5] - AMD's involvement in the Saudi project could provide significant growth opportunities, potentially altering the competitive landscape in the AI chip market [5] Market Implications - The timing of Nvidia's earnings report coincides with Saudi Arabia's substantial investments in AI infrastructure, highlighting the increasing demand for GPU computing [5] - The question arises whether AMD's partnership with Saudi Arabia could shift the balance of power in the AI chip market, as AMD seeks to gain a foothold alongside Nvidia [5]

Core Viewpoint - Humain, a leading AI company in Saudi Arabia, has launched a conversational AI application designed for Arab and Muslim communities, aligning with Saudi Arabia's ambition to become a regional leader in AI technology [2][4]. Group 1: Product Development - The Humain Chat application is based on the Allam large language model and is designed around Islamic values and cultural heritage, supporting bilingual conversations in Arabic and English, including various dialects [2][3]. - The development team for the chatbot consists of 120 AI experts, with half being women, showcasing a commitment to diversity in the tech field [3]. Group 2: Strategic Positioning - The Allam model is trained on datasets that reflect the region's culture and values, with protective measures to limit the information accessible, positioning it against the Falcon Arabic model developed by Abu Dhabi's research institutions [3][4]. - Humain has taken over the Allam project from the Saudi Data and Artificial Intelligence Authority (SDAIA), which previously collaborated with IBM, and has integrated at least 95 former SDAIA employees [4]. Group 3: Future Plans and Investments - Humain plans to build a data center cluster with a total capacity of 19 billion watts by 2030, having secured chip supplies from Nvidia and AMD during a significant visit by former U.S. President Donald Trump [4]. - The company has established a subsidiary focused on advertising and gaming and announced plans to invest heavily in data centers, cloud computing, and large language models, with a venture capital fund of up to 10 billion dollars in preparation [5].