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Although it's a bit late, I believe it's still worth everyone's serious attention — it may profoundly impact the future direction of the global chip and AI industry.
I believe many friends have noticed that this week $NVIDIA (NVDA.US)$ And $Advanced Micro Devices (AMD.US)$ Following a series of significant increases, the catalyst behind this is the strategic cooperation officially announced between NVIDIA and Humai, a company under the Saudi sovereign wealth fund.
Once the news broke, NVIDIA's stock surged nearly 5% during the trading day, sparking heated discussions in the market.
So what are the highlights of this cooperation? Why is the market showing such confidence? Let's break it down together today.
First: Saudi Arabia aims to create a Middle East AI superpower, with NVIDIA directly established.
This cooperation is not just about selling chips - it involves a comprehensive layout from chips, platforms, datacenters, to talent ecosystems. How exactly to do it?
The first step: Build an AI super factory.
NVIDIA CEO Jensen Huang personally announced the deployment of 0.018 million of the latest Blackwell AI chips (such as GB200/GB300) to build the first 500 megawatt AI Datacenter in Saudi Arabia, with a future goal of expanding to 1.9 gigawatts to meet the demand for Arabic multimodal large models. AMD will also participate in providing technical support to create what is called the "Transatlantic AI Corridor."
Step two: Build the Saudi version of Industrie 4.0.
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