ZFXShanhai Securities: Chip giant helps Saudi Arabia buildAIThe factory! NVIDIAAMDParticipate in it!

Trump, who is currently visiting the Middle East, received a visit from Saudi Arabia6000Billion dollar investment commitment, including agreement to sell nearly a total value to Saudi Arabia1420Weapons worth billions of dollars. NVIDIA CEO Huang Renxun, who accompanied Trump on his visit, announced that he will provide Saudi Arabia with over1.8Ten thousand yuan, the most advancedAIChip, helping it build the world's most advancedAIData center.

since1Since taking office this month, the Trump administration has been trying to "attract investment" for the United States in the Middle East, and Gulf countries are seen as important sources of "revenue" by the Trump administration. this year1During a conversation with Trump, Saudi Crown Prince Salman stated that Saudi Arabia plans to move forward in the future4Annual Investment in the United States6000USD100mn Trump subsequently stated that he hopes Saudi Arabia's investment will expand to1Trillion US dollars.

I        Saudi Arabia sends gifts to Trump6000Billion dollar gift package

White House announcement: During his visit to Saudi Arabia, Trump announced that Saudi Arabia has pledged to invest in the United States6000One billion US dollars to strengthen the strategic partnership between the two countries and promote economic prosperity. Saudi Arabia and the United States reached some 'historic and transformative deals' on Tuesday, some of which include:

Saudi digital infrastructure developer and operatorDataVoltWe are advancing a plan to invest in the United States200Billion dollars for artificial intelligence（AI）Construction of data centers and energy infrastructure.

GoogleDataVoltOracle bone scriptSalesforce、AMD and Uber Promise to invest in both countries800Billion dollars for cutting-edge transformative technologies.

Hill International、Jacobs、Parsonsand AECOM American construction companies will build important infrastructure projects, such as King Salman International Airport and King Salman Park in Saudi ArabiaThe Vault、Qiddiya CityWait, these projects will collectively bring benefits to the export of the US service industry20A profit of billions of dollars.

Other major export projects include energy equipment manufacturersGE VernovaGas turbine and energy solutions provided, total transaction amount142Billion US dollars, and Boeing as the aircraft leasing company under the Saudi Public Investment FundAviLeaseProvide Boeing 737-8Passenger aircraft, total transaction value48USD100mn

In the field of healthcare,Shamekh IV Solutions, LLCInvest in58Billion dollars, including the construction of a high-capacity intravenous infusion facility in Michigan.

Saudi Arabia's investment partnerships cover multiple funds focused on specific industries, such as50A billion dollar energy investment fund50The billion dollar New Era Aerospace and Defense Technology Fund, and 40 The Enfield Sports Global Sports Fund, worth billions of dollars, injects significant funds into related industries in the United States, drives innovation, and creates high-quality job opportunities across the country.

II        Saudi Arabia and Nvidia establish strategic partnership

NVIDIA andAMDWill collaborate with Saudi Arabian artificial intelligence companiesHumainSupply semiconductor products for its large-scale data center projects. NVIDIA will move towardsHumainSelling over18000Block its latest artificial intelligence chip.HumainAlso working withAMDcooperationAMDIt is stated that chips and software will be provided for data centers extending from the Kingdom of Saudi Arabia to the United States, and the project is costly100USD100mn


It is expected that in the next five years, the new factory will be equipped with hundreds of thousands of NVIDIA's most advanced productsGPUDrive, with a power generation capacity of up to500megawatt. Data centers are typically measured by their power consumption capacity to determine their scale. The first deployment phase will include a device equipped with18000Block NVIDIAGB300 Grace Blackwell AISupercomputer equipped with NvidiaInfiniBandInternetGB300 BlackwellThe chip is currently Nvidia's most advancedAIOne of the chips was officially released earlier this year.

These super large scalesAIThe data center will provide autonomous training and deployment for large-scale operationsAIThe model provides a secure infrastructure to help Saudi Arabia accelerate innovation and digital transformation.

III        Saudi Arabia strives to buildAIa great nation

HumainIt is a brand new subsidiary of the Saudi Arabian Public Investment FundAIValue Chain Company.HumainOur mission is to build Saudi Arabia into an international leaderAIStrong country, with top-notch infrastructure and cutting-edge technologyAICombining models, immersive digital platforms, and human capital development.

NVIDIAAMDWaiting andHumainThe cooperation will help build a strong national artificial intelligence ecosystem in Saudi Arabia and collaborate with Saudi Arabia“2030The economic diversification and digital leadership goals of the vision are aligned.

Saudi Minister of Communications and Information TechnologyAbdullah AlswahaWe express our gratitude to NVIDIA for establishing a strategic partnership with the Kingdom of Saudi Arabia. This time withHumainThe collaboration marks a turning point, as we will build future artificial intelligence factories, unleash computing power, and empower the new era of physical artificial intelligence. This laid the foundation for a new industrial revolution based on advanced infrastructure, talent, and global ambition. Saudi Arabia will continue to be the preferred partner in shaping the future of artificial intelligence.