qinbafrank
qinbafrank|May 16, 2025 11:39
The highlight of Trump's trip to the Middle East is not arms sales, but AI layout and energy strategy: 1. The AI layout is driving the transformation of the three oil producing countries in the Middle East towards future AI computing data centers. The United Arab Emirates and Saudi Arabia are building large-scale data centers and purchasing the most advanced AI chips from the United States. Specifically: 1) Nvidia sells over 18000 cutting-edge Blackwell (GB300) chips to Saudi AI startup Humain, and AMD has also reached a $10 billion partnership with Humain; 2) Secondly, Qualcomm, Cisco IBM、Alphabet、 Technology giants such as Oracle and Salesforce have announced a joint investment of $80 billion in the Middle East. 3) The United Arab Emirates and Nvidia have signed a $15 billion agreement to import up to 500000 of Nvidia's most advanced AI chips annually from 2025 to 2027, with one-fifth going directly to the UAE's AI giant G42 and the remaining 400000 going to American giants building data centers in the UAE. 4) A $9 billion mining agreement between American company Burkhan World Investments and Saudi company Grand Mines Mining. This agreement will develop lithium, cobalt, and rare earth mineral deposits, which are crucial for various products ranging from smartphones to fighter jets. 5) Saudi company DataVolt plans to invest $20 billion in data centers and energy infrastructure in the United States, while the UAE's $1.4 trillion commitment specifically targets artificial intelligence, semiconductor, manufacturing, and energy projects in the United States. These are equivalent to driving the three oil producing countries in the Middle East to transform into future AI computing data centers. The US AI needs infrastructure support, especially power support, so let Saudi Arabia and Middle Eastern countries solve the problem by laying solar panels in the desert to supply electricity. AI computing power may be the oil of the future information society. The United States used petrodollars to bind Middle Eastern princes back then, and now plans to use computing power dollars to bind these princes again. It seems that the princes are very interested. 2. Energy Strategy: By dealing with the three Middle Eastern countries, we can further cooperate on oil prices in the future. On the one hand, this will help to weaken domestic inflation in the United States, and on the other hand, it will also suppress Russia and force Putin to come to the negotiating table for peace.
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