Smashing out 22 trillion, "feeding" Trump, the "Gulf oil kingdom" aims to become an "AI superpower"

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2025.05.16 08:51
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During his visit to the Middle East, U.S. President Trump announced that Saudi Arabia, Qatar, and the United Arab Emirates pledged to invest trillions of dollars to promote AI development and reshape the global AI competitive landscape. Saudi Arabia will invest $600 billion, the UAE has committed $1.4 trillion, and Qatar will add $200 billion, with investment areas including AI infrastructure and semiconductors. This visit is not only a diplomatic activity but also a strategic technology transfer that could give rise to a new AI superpower

Trump's Middle East Tour: "Big Deals" Signed, Igniting an AI Investment Frenzy, with the Middle East Pouring Trillions into Bets, Will the Global AI Competitive Landscape Be Reshaped?

According to previous reports from CCTV, U.S. President Trump visited Saudi Arabia, Qatar, and the United Arab Emirates from the 13th to the 16th local time. Comprehensive media reports indicate that during the four-day Middle East trip, Saudi Arabia, Qatar, and the UAE committed to investing trillions of dollars in exchange for cutting-edge AI chip supplies to accelerate their development in the AI field.

Not only did NVIDIA deliver 18,000 top-tier AI chips to Saudi Arabia, but giants like Qualcomm, IBM, and Alphabet also announced joint investments. Additionally, the Stargate may also settle in the Middle East. Furthermore, Trump lifted the AI chip export restrictions imposed by the Biden administration, paving the way for AI development in the Middle East...

Analysts believe that with abundant energy resources and strong financial power, the world's most powerful AI data center will be in the Middle East in five years, rather than in the United States.

This visit is not just a diplomatic event; it represents a strategic technology transfer that could give rise to a new superpower in artificial intelligence while channeling the wealth of Gulf oil nations into American companies.

U.S. Chip Supply "Unleashed," Trillion-Dollar Investment Commitments Reveal Middle Eastern Ambitions

During Trump's Middle East tour, the Middle Eastern countries showed great sincerity, with the UAE committing to invest $1.4 trillion over the next decade, Saudi Arabia promising to invest $600 billion within four years, and Qatar adding $200 billion, resulting in a staggering total investment scale.

The investment areas cover AI infrastructure, semiconductors, defense, and energy projects. These deals have the backing of heavyweight figures from the tech and investment sectors, including Musk, Altman, and Larry Fink, who accompanied Trump on his Middle East visit.

The UAE and Saudi Arabia are building large-scale data centers and purchasing the most advanced AI chips from the U.S. Specifically:

  • Notably, NVIDIA sold over 18,000 cutting-edge Blackwell (GB300) chips to Saudi AI startup Humain, and AMD also reached a $10 billion cooperation with Humain;
  • Additionally, tech giants like Qualcomm, Cisco, IBM, Alphabet, Oracle, and Salesforce announced a joint investment of $80 billion in the Middle East.
  • The UAE signed a $15 billion agreement with NVIDIA: from 2025 to 2027, it will import up to 500,000 of NVIDIA's most advanced AI chips annually, with one-fifth going directly to the UAE's AI giant G42, and the remaining 400,000 going to U.S. giants building data centers in the UAE.
  • A $9 billion mining agreement between U.S. company Burkhan World Investments and Saudi company Grand Mines Mining. This agreement will develop lithium, cobalt, and rare earth mineral resources, which are crucial for various products ranging from smartphones to fighter jets
  • Saudi company DataVolt plans to invest $20 billion in U.S. data centers and energy infrastructure, while the UAE's $1.4 trillion commitment specifically targets domestic U.S. artificial intelligence, semiconductor, manufacturing, and energy projects.

In addition, the core of the deal includes the Trump administration's cancellation of the Biden administration's AI chip restrictions on Middle Eastern countries, clearing the way for the region to access the most advanced chip technology from the U.S.

This series of investments reveals the AI ambitions of the Middle East, with Saudi Arabia aiming to become an AI hub comparable to Silicon Valley, while the UAE hopes to become a global AI leader by 2031.

With its unique energy advantages, will the Middle East become the global AI center in five years?

There is a general belief that this is not just a simple business transaction, but a profound transformation of the global AI power landscape. With abundant energy resources and strong financial backing, Middle Eastern countries are rapidly building AI data centers that could surpass those in the U.S. within five years.

Middle Eastern countries are leveraging their unique energy advantages to seize the AI high ground:

AI data centers require massive power support, and the U.S. does not have enough energy resources to build all the data centers needed globally. U.S. energy experts point out that the maximum available power in the U.S. this year is only about 50 gigawatts, which is only enough to support around 25,000 of Nvidia's latest AI chips.

In contrast, the oil-rich Gulf countries have ample energy and can quickly establish data centers that support over 100,000 chips. The newly announced AI park in Abu Dhabi will have 5,000 megawatts of power support, making it the largest such project outside the U.S.

In recent years, American tech giants, including OpenAI's Altman, have been seeking financing and cooperation in the region. Due to the high costs and energy intensity of AI development, they have had to look beyond Silicon Valley for funding.

Analysts suggest that this could mean that by 2029, the world's most powerful data centers will be located in the Middle East rather than the U.S. This visit represents a strategic technology transfer that could give rise to a new AI superpower while channeling the wealth of Gulf oil countries into American enterprises.

The agreements reached are not without controversy, as some U.S. government departments express concerns about exporting such high-end chips to the Middle East. Establishing some of the world's largest data centers in the region could make Gulf countries competitors in the U.S. AI landscape.

Looking ahead, as these deals are implemented, global AI development will enter a new phase, with the Middle East poised to become a key hub for AI computing infrastructure, leveraging its energy advantages and access to advanced chips.

As the media has commented, this visit has transformed the "Gulf oil kingdoms" from AI novices into power brokers in the field.

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