Group 1 - AMD recently released a new version of its Linux graphics driver, which notably includes support for the new professional graphics card Radeon PRO W7900D [1] - The specific details of the Radeon PRO W7900D are currently unclear, but the "D" suffix suggests a potential similarity to NVIDIA's special models for the Chinese market, such as the RTX 4090D and RTX 5090D [1] - Special edition graphics cards typically have reduced AI computing power, memory, and interconnect bandwidth, with official specifications often not disclosed to maintain a low profile [3] Group 2 - The Radeon PRO W7900 is AMD's previous generation flagship workstation professional graphics card, based on the RDNA 3 architecture and Navi 31 chip, featuring 6144 stream processors, a core frequency of approximately 2.5GHz, and FP32 precision computing power of 61 TFlops [5] - It is equipped with 48GB of GDDR6 ECC memory on a 384-bit bus and has a total power consumption of 295W [5] - The card is available in two versions: a dual-slot version priced at $3499 and a 2.5-slot version priced at $3999 [5]

Core Insights - The modern equivalent of the Silk Road is centered around NVIDIA Corp, which is navigating geopolitical challenges while dominating the AI chip market [1] - NVIDIA's strategies in China involve creating compliant products to maintain market access despite U.S. export controls [2][3] - Saudi Arabia is rapidly advancing its AI capabilities with significant investments in NVIDIA technology, positioning itself as a key player in the global AI landscape [4][5] NVIDIA's Position in China - China has been a significant market for NVIDIA, contributing 13% of its revenue last year, but U.S. policies threaten to reduce this figure [3] - NVIDIA has introduced modified chips like the RTX 4090D and B30A to comply with U.S. regulations while still appealing to Chinese customers [2] Saudi Arabia's AI Initiatives - The U.S. has approved the export of up to 500,000 high-performance NVIDIA and AMD chips to Saudi Arabia, supporting the Kingdom's ambitious AI projects [4] - Saudi Arabia's sovereign wealth fund is backing a $5 billion initiative to build AI "factories," starting with a supercomputer powered by 18,000 Blackwell GPUs [4] Market Implications - NVIDIA is effectively managing two distinct strategies: compromise in China and aggressive growth in Saudi Arabia [6] - Analysts predict that Middle Eastern AI projects could contribute an additional $1 trillion to the global AI market, positively impacting NVIDIA's stock [6]