The U.S. abolishes AI restrictions, the Middle East provides energy and money, can the U.S. stock market's AI bull market "extend its life"?

Signing big contracts until your hands are sore, accepting luxurious gifts... Trump's visit to the Middle East is full of highlights, but the most exciting part is his next move in the "AI grand strategy."

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.

On Friday, media analysis indicated that the reason the U.S. is referred to as a "superpower" boils down to two points—military strength and financial influence. Now, with the rapid development of artificial intelligence, Trump intends to build an AI hegemony ecosystem.

This intention is reflected in his Middle East trip, primarily through deregulation. Trump has lifted the AI chip export restrictions imposed by the Biden administration, and the Republican Party is pushing a bill to prohibit AI restrictions for the next 10 years, clearing obstacles for AI development.

Secondly, the Middle East is investing $2.2 trillion to build large-scale data centers and purchase American AI chips, binding the development of AI in the Middle East to American enterprises.

All of this opens up a huge new market for American AI companies, as evidenced by NVIDIA's stock price rising 6% on Tuesday.

Deregulation: Removing the "Red Light" for AI Development

According to reports cited by the Global Times, this week, the U.S. Department of Commerce's Bureau of Industry and Security (BIS) announced plans to revoke the "AI diffusion rules" established during the Biden administration, which previously restricted the export of advanced AI chips to other countries, including the Middle East. This approach perfectly aligns with the interests of Saudi Arabia and the UAE—these countries are eager to leverage their abundant funds to quickly establish AI infrastructure without being constrained by traditional Western regulatory frameworks.

The Trump administration has similarly demonstrated an attitude of "the government should step aside, and American businesses should thrive." Last Saturday, Trump fired Shira Perlmutter, the director of the U.S. Copyright Office, shortly after the agency released a report questioning the practice of tech companies using copyrighted materials to train AI systems.

New York State Assemblyman Joe Morelle criticized in a statement: "This is no coincidence; he took action less than a day after she refused to endorse Musk's efforts to use copyrighted works to train AI models."

At the same time, the House Energy and Commerce Committee has inserted a provision into a massive tax and spending bill that would prohibit states from regulating AI for the next 10 years. Although this provision is unlikely to appear in its current form in the final version, it reflects Washington's growing enthusiasm for deregulation.

If this bill passes in its current form, it would mark a significant victory for large U.S. tech companies, which believe that state-level regulation threatens innovation. The bill would impose a 10-year freeze on "any laws or regulations governing AI models, AI systems, or automated decision-making systems."

For companies like Meta, Microsoft, OpenAI, and Alphabet, this provision offers a way to circumvent pending or existing state laws, which often have stricter regulatory measures than the federal government

The New Mission of Oil Dollars: From Energy Kingdom to AI Empire

On one hand, clearing regulatory obstacles, and on the other hand, "attracting investment," exporting AI to the Middle East to expand the U.S. AI market.

According to a previous article by Jianwen, during Trump's four-day trip to the Middle East, Saudi Arabia, Qatar, and the UAE promised to invest trillions of dollars in exchange for cutting-edge AI chip supplies, accelerating their development in the AI field.

It is noteworthy that the Saudi sovereign wealth fund has already invested over $100 billion in U.S. AI startups and data center construction projects. The UAE has also followed suit, injecting tens of billions of dollars into AI chip manufacturing and large model research and development through its technology investment arm, Mubadala.

Saudi Arabia and the UAE are no longer satisfied with merely being the world's gas stations; these Gulf countries are rapidly transforming into key investors in global AI infrastructure development. Analysts indicate that Saudi Arabia and the UAE not only bring capital but also energy, as AI data centers require a large amount of electricity, which is an advantage of these oil-rich nations.

This approach allows U.S. AI models and technologies to expand rapidly on a global scale while attracting more international capital into the U.S. technology ecosystem. Fast Company points out that during Trump's talks with Mohammed bin Salman in Riyadh, an agreement was reached for Saudi Arabia to directly use the most advanced U.S. AI models, in return for which Saudi Arabia will increase its investments in U.S. chip and data center companies.

One thing is clear: with the combination of Middle Eastern capital and U.S. technology, along with a significant loosening of the policy environment, the next chapter of AI development will feature less regulation, more capital, and faster innovation.

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