Saudi Arabia’s AI Blitz: NVIDIA, AMD, or SMCI—Who’s Grabbing the Crown?

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Saudi Arabia is flexing its tech muscles, and the stakes are sky-high in the AI arena. The kingdom’s newly minted Humain is scooping up high-end AI chips from NVIDIA and AMD like it’s a Black Friday sale. Meanwhile, the UAE’s G42 is hoarding 100,000 U.S.-made chips—some earmarked for OpenAI’s next big thing. And then there’s Super Micro Computer (SMCI), locking in a jaw-dropping $20 billion deal with Saudi’s DataVolt. With NVIDIA’s stock cruising back to $135, everyone’s asking: which of these heavyweights will cash in the most from this Middle Eastern AI boom? Let’s unpack the firepower and see who’s got the edge.

The Battleground: What’s Happening?

Humain’s Chip Grab: Saudi Arabia’s Humain is loading up on NVIDIA’s cutting-edge Blackwell chips and AMD’s AI hardware. This isn’t just a shopping spree—it’s the backbone of their plan to turn the desert into an AI powerhouse.
G42’s Power Play: The UAE’s G42 isn’t messing around either, snagging 100,000 chips to fuel OpenAI projects and more. The Gulf is clearly all-in on AI domination.
SMCI’s Mega Deal: SMCI’s $20 billion partnership with DataVolt is a multi-year ticket to supply GPU platforms and cooling tech for Saudi’s AI data centers. That’s a big paycheck for a server kingpin.

Saudi Arabia’s Vision 2030 is driving this frenzy, aiming to ditch oil dependency and become a global tech hub. These deals are the fuel, but who’s riding the wave to the top?

The Contenders: Breaking It Down

NVIDIA: The AI Titan

The Deal: Humain’s tapped NVIDIA for thousands of Blackwell chips to power a 500-megawatt data center, with plans for hundreds of thousands more over five years.
Why It Matters: NVIDIA owns the AI chip game—think 98% of the data-center GPU market. This deal’s a shiny feather in their cap, but it’s peanuts compared to their worldwide haul.
Stock Vibes: At $135, NVIDIA’s climbing back from a dip. The Saudi boost is nice, but it’s not shaking their trillion-dollar empire. Expect maybe 10-15% upside if the stars align.

AMD: The Hungry Challenger

The Deal: A $10 billion, five-year pact with Humain to roll out 500 megawatts of AI hardware and a next-gen cloud platform.
Why It Matters: AMD’s leaner than NVIDIA, so this deal’s a bigger slice of their pie. It’s their shot to chip away at NVIDIA’s throne with cost-effective firepower.
Stock Vibes: Sitting around $150, AMD could jump 20-25% if they nail this. Analysts are eyeing $190+, and this Saudi gig might just light the fuse.

SMCI: The Dark Horse

The Deal: $20 billion over multiple years with DataVolt to deliver GPU platforms and cooling systems for AI campuses.
Why It Matters: SMCI’s market cap is just $23 billion-ish, so $20 billion is a monster lifeline. They’re not designing chips, but they’re the backbone of the AI hardware hustle.
Stock Vibes: Already up 40% to $45 on the news, SMCI could gallop another 15-20%. Some peg its fair value at $65+, which screams upside.

Show Me the Numbers: Stock Snapshot

Takeaway: SMCI’s deal is a blockbuster relative to its size, but NVIDIA’s kingpin status and AMD’s growth hunger keep this a nail-biter.

Graph Time: NVIDIA’s Comeback Trail

Caption: NVIDIA’s back at $135—can the Saudi deal push it higher?

The Pick: Who’s Got the Juice?

NVIDIA: The steady champ. Their dominance is unshakable, and the Saudi deal’s a cherry on top. At $135, 10-15% upside feels solid, but don’t expect fireworks—they’re too big to skyrocket off this alone.
AMD: The growth beast. This deal’s a golden ticket to scale up and swipe market share. A 20-25% pop isn’t crazy if they deliver the goods.
SMCI: The wild ride. That $20 billion deal is a lifeline, and their stock’s got room to run—maybe 20% more if the hype holds.

But hold up—risks lurk. Geopolitical drama, supply chain hiccups, or a surprise contender could trip anyone up. And yeah, Saudi’s human rights baggage casts a shadow over the glitz.

Your Move

So, who’s your pick? NVIDIA for the safe bet, AMD for the growth kick, or SMCI for the high-stakes gamble? Drop your take in the comments—this AI showdown’s just heating up!

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Nvidia Earnings Preview: Can Jensen Bring Market Surprises This Time?

Nvidia will release earnings on May 28. Q1 revenue is still expected to slightly exceed the forecast of $43 billion. Q2 revenue is projected to be flat or see modest growth, with market consensus around $44.6 billion. Q3 may see reacceleration, driven by GB300 shipments and the potential delivery of an enhanced Blackwell variant in China. Can NVIDIA strongly beat expectations this time? Could Jensen unveil other surprises? Can NVIDIA seize new opportunities amid the shifting landscape and continue to benefit from AI development?

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