On May 13th, at the "Saudi - U.S. Investment Forum" held in Riyadh, the capital of Saudi Arabia, NVIDIA CEO Jensen Huang announced that NVIDIA will supply 18,000 GB300 Blackwell chips to Humain, a newly established artificial intelligence company under the Saudi Public Investment Fund (PIF). These chips will be used to build the first phase of a data center with a capacity of 500 megawatts. Humain plans to invest $10 billion over the next five years to build AI infrastructure and expand its total capacity to 1.9 gigawatts by 2030.

Background and Strategic Intentions of the Cooperation

Saudi Arabia has been committed to promoting economic diversification and reducing its dependence on oil in recent years. AI technology is seen as a key area to achieve this goal. Through cooperation with NVIDIA, Saudi Arabia will not only gain advanced AI chips but also leverage NVIDIA's technology and experience to accelerate the construction of its AI infrastructure. Humain's goal is to build a leading AI infrastructure in the Middle East and develop a multimodal large language model for Arabic-speaking users. This will help enhance Saudi Arabia's international influence in the field of AI and inject new momentum into the country's economic development.

Far-Reaching Impact of the Cooperation

This cooperation marks a reshaping of the global AI computing power landscape. With its abundant energy resources and strong economic strength, Saudi Arabia is actively positioning itself in the AI sector. By collaborating with NVIDIA, Saudi Arabia will become one of the world's significant AI computing power centers. This will not only change the distribution of global AI computing power but also promote the development and application of global AI technology.

As an economic powerhouse in the Middle East, Saudi Arabia's AI strategy will play a significant role in driving technological development in the region. This cooperation is expected to attract more tech companies and talent to the Middle East, fostering technological innovation and economic growth. Additionally, the AI infrastructure construction in Saudi Arabia will provide strong technical support for other industries in the region, such as energy, healthcare, and finance.

Moreover, this cooperation has garnered the attention of global tech giants. In addition to NVIDIA, AMD has also announced that it will provide chips and software solutions for Saudi Arabia's AI projects. International tech giants like Amazon, Google, and Oracle are also setting up data centers in Saudi Arabia. This indicates that the Middle East has become a new battleground for global tech giants. In the future, as the AI market in the Middle East continues to grow, competition among global tech giants will become even more intense.

Challenges and Opportunities of the Cooperation

Despite the broad prospects of the cooperation, there are also some challenges. First, the export of AI chips is strictly regulated by the U.S. government. Although the Trump administration is pushing to amend the relevant export control policies, the uncertainty of future policies remains. Second, Saudi Arabia's technical foundation in the AI field is relatively weak, and it needs to increase investment in talent training and technology research and development. Moreover, the global AI market is highly competitive, and Saudi Arabia needs to continuously innovate in technology and applications to secure a place in the global market.

This cooperation also brings significant opportunities for both parties. For NVIDIA, the strong demand for AI in Saudi Arabia provides a vast market space. At the same time, cooperation with Saudi Arabia will enhance NVIDIA's influence in the global market. For Saudi Arabia, cooperation with NVIDIA will enable it to quickly improve its AI technology level and accelerate economic transformation. Additionally, the construction of AI infrastructure in Saudi Arabia will provide strong support for the country's digital economic development.

Conclusion

The chip supply agreement between NVIDIA and Saudi Arabia is not only an important step in their cooperation in the AI field but also a significant sign of the reshaping of the global technology landscape. This cooperation will drive the development of AI technology in the Middle East and change the global AI computing power landscape. It also marks the beginning of competition among global tech giants in the Middle East. In the future, as cooperation continues to deepen, both parties will achieve greater success in the AI field and make important contributions to global technological development.

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