NVIDIA Partners with Saudi Arabia to Build Massive AI Infrastructure

NVIDIA Partners With A Saudi PIF Subsidiary To Build AI Factories With "Several Hundred Thousand Of NVIDIA's Most Advanced GPUs"

This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. Now that the trade war 2.0 has seemingly fizzled, and the Biden-era AI diffusion rules are on their way out, much of the overhang surrounding NVIDIA shares in recent weeks and months has evaporated, leaving prospects for unbridled growth in its wake. Today, we've received the first inkling as to this oncoming explosive growth phase, courtesy of an agreement between NVIDIA and HUMAIN the AI-focused subsidiary of Saudi Arabia's Public Investment Fund (PIF). To wit, HUMAIN has now partnered with NVIDIA to "establish Saudi Arabia as a global leader in AI, GPU cloud computing and digital transformation to drive innovation and growth worldwide." Under the proposed framework, HUMAIN will build AI factories in Saudi Arabia "with a projected capacity of up to 500 megawatts powered by several hundred thousand of NVIDIA's most advanced GPUs over the next five years." In the first phase, HUMAIN will deploy 18,000 GB300 GPUs, replete with NVIDIA InfiniBand networking. Additionally, HUMAIN will leverage NVIDIA's Omniverse platform for physical AI and robotics to turbo-charge the Kingdom's pivot towards the ongoing industrial revolution 4.0. Finally, NVIDIA will collaborate with HUMAIN to train and upskill Saudi citizens, equipping them with hands-on experience in advanced AI, simulation, robotics and digital twin technologies. This development comes as the market is largely pivoting away from the trade war-induced fears. For the benefit of those who might not be aware, the US and China agreed to lower their tariffs on each other's imported goods by 115 percent over the weekend. This means that Chinese imports to the US will be subjected to a 30 percent tariff, while American imports to China will be charged a 10 percent levy. This regime will persist for 90 days as both sides work toward a comprehensive agreement. For the benefit of those who might not be aware, NVIDIA was caught right in the middle of the US-China trade war when the Trump administration imposed licensing requirements on its China-focused H20 GPU. To mitigate the fallout, NVIDIA is reportedly working on a more stripped-down version of the H20 that would presumably evade these new licensing requirements. Also, the upcoming tweaks by the Trump administration to the Biden-era AI diffusion rules also look likely to benefit NVIDIA, with the tiered system expected to be sidelined in favor of trying to restrict Huawei's Ascend AI accelerators, which have emerged as a capable alternative to NVIDIA's GPUs in China.

Trump's Middle East trip a boon for NVIDIA By Investing.com

Investing.com -- NVIDIA (NASDAQ:NVDA) CEO Jensen Huang has accompanied U.S. President Donald Trump during his trip to the Middle East, and so far, the trip appears to be paying off big time for the AI chip giant. Shares of NVIDIA are up 5.5% shortly after the noon hour on Wall Street. First in Saudi Arabia, where Trump is speaking today, NVIDIA announced an agreement with HUMAIN, the new full AI value chain subsidiary of Saudi Arabia's Public Investment Fund. Through this collaboration, HUMAIN will leverage NVIDIA's advanced platforms to build AI factories with up to 500 megawatts of capacity powered by hundreds of thousands of NVIDIA GPUs over five years. The initiative, starting with an 18,000-unit Grace Blackwell GB300 supercomputer, aims to establish secure, hyperscale AI infrastructure to drive innovation, digital transformation, and the development of sovereign AI models across Saudi Arabia and beyond. Elsewhere, Bloomberg News reported Tuesday afternoon that the Trump administration is weighing allowing the United Arab Emirates (UAE) to import more than a million advanced NVIDIA chips. The ongoing negotiations could result in the UAE importing up to 500,000 cutting-edge chips annually from the present year until 2027. One-fifth of these chips are intended for the Abu Dhabi-based artificial intelligence company G42. The rest of the chips would be supplied to American firms that are developing data centers within the Gulf nation. One such American company that may benefit from this deal is OpenAI. OpenAI is reportedly preparing to announce the expansion of its data center operations in the UAE. G42 could acquire computing power comparable to that of 1 to 1.5 million of Nvidia's top-tier H100 chips over the lifetime of the deal, the report added. President Trump praised Huang during today's Saudi speech. "We are proud to have you in our country," Trump said after touting NVIDIA's $500 billion investment in the U.S.

NVIDIA, Saudi Arabia partner for AI and digital infrastructure By Investing.com

RIYADH - NVIDIA Corporation (NASDAQ: NVDA), the semiconductor giant with a market capitalization of $3.17 trillion and impressive revenue growth of 114% year-over-year, has entered into partnerships with the Kingdom of Saudi Arabia aimed at transforming the country into a leading hub for artificial intelligence (AI), cloud computing, digital twins, and robotics. This collaboration was announced today during a state visit by U.S. President Donald Trump and Crown Prince Mohammed bin Salman. According to InvestingPro data, NVIDIA maintains a perfect Piotroski Score of 9, indicating exceptional financial strength and operational efficiency. The initiative is set to leverage sovereign AI infrastructure and expertise to elevate Saudi Arabia among global hyperscale AI leaders. NVIDIA's founder and CEO, Jensen Huang, emphasized that AI is a crucial infrastructure for nations, akin to electricity and the internet. As a prominent player in the Semiconductors & Semiconductor Equipment industry with an industry-leading gross profit margin of 75%, NVIDIA is well-positioned to deliver on these ambitious plans. For detailed analysis of NVIDIA's market position and growth potential, investors can access comprehensive research through InvestingPro, which offers exclusive insights and financial metrics for over 1,400 US stocks. The partnership with HUMAIN, a subsidiary of Saudi Arabia's Public Investment Fund focused on AI, involves a significant investment to construct AI factories in the country. These factories are projected to have a capacity of up to 500 megawatts, powered by several hundred thousand of NVIDIA's advanced GPUs within the next five years. The first phase of deployment will include an 18,000 NVIDIA GB300 Grace Blackwell AI supercomputer, along with NVIDIA InfiniBand networking. Additionally, HUMAIN will implement the country's first NVIDIA Omniverse Cloud to simulate and test AI solutions using digital twins. NVIDIA will also contribute to enhancing the nation's computing ecosystem by training thousands of developers to tackle complex challenges through accelerated computing and AI. In collaboration with the Saudi Data & AI Authority (SDAIA), up to 5,000 Blackwell GPUs will be deployed for a sovereign AI factory to enable smart city solutions. The partnership will also focus on training government and university scientists and engineers in model development and deployment for physical and agentic AI. Aramco Digital plans to establish AI computing infrastructure, work with NVIDIA's startup ecosystem, set up AI enterprise platforms, and create an engineering and robotics center of excellence incorporating NVIDIA platforms. These initiatives are expected to aid industries such as energy, manufacturing, and logistics in developing and deploying innovative AI and digital twin solutions to drive regional growth and prosperity, while enhancing efficiency, safety, and sustainability. The efforts align with Saudi Arabia's Vision 2030 goals of economic diversification and establishing a digital leadership position. This information is based on a press release statement from NVIDIA. In other recent news, NVIDIA has announced a strategic partnership with Saudi Arabia's HUMAIN, a subsidiary of the Public Investment Fund, to advance AI development in the region. This collaboration aims to build AI factories and hyperscale data centers using NVIDIA's GPUs, aligning with Saudi Arabia's Vision 2030 for digital transformation and economic diversification. Additionally, UBS has adjusted NVIDIA's price target to $175, down from $180, while maintaining a Buy rating. The analyst from UBS anticipates that NVIDIA's revenue for the first fiscal quarter will slightly exceed the $43 billion guidance, despite challenges like the H20 ban. DA Davidson has reiterated a Neutral rating on NVIDIA with a steady price target of $120, highlighting the importance of analyzing the company's individual business segments amidst ongoing uncertainties with China. The firm emphasizes that geopolitical factors and sector-specific trends are influencing NVIDIA's performance. Furthermore, NVIDIA's partnership with HUMAIN includes deploying the NVIDIA Omniverse platform to enhance efficiency in sectors such as manufacturing and logistics through the creation of digital twins. The initiative also involves large-scale AI and robotics training for thousands of Saudi citizens, supporting the Kingdom's ambitions to lead in AI and digital infrastructure. Meanwhile, Wolfe Research has raised concerns about AI spending in 2026, despite a projected 35% increase in 2025, suggesting potential risks to future spending levels. These developments reflect NVIDIA's strategic positioning and ongoing challenges in the global tech landscape.