Saudi Arabia's substantial investments in artificial intelligence (AI) infrastructure, particularly through its new AI entity, Humain, are poised to significantly benefit several U.S. technology companies, notably NVIDIA Corporation (NASDAQ: NVDA), Advanced Micro Devices, Inc. (NASDAQ: AMD), and Super Micro Computer, Inc. (NASDAQ: SMCI).
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Beneficiaries of Saudi Arabia's AI Investments
NVIDIA Corporation (NVDA)
NVIDIA has entered into a strategic partnership with Humain to supply 18,000 of its advanced GB300 Grace Blackwell AI chips for a 500-megawatt data center project in Saudi Arabia. This collaboration is part of a broader initiative to establish AI infrastructure within the kingdom.
Advanced Micro Devices, Inc. (AMD)
AMD has announced a $10 billion, multi-year collaboration with Humain to deploy up to 500 megawatts of AI infrastructure. This partnership will utilize AMD's full spectrum of AI compute solutions and is aimed at building scalable and resilient AI infrastructure across Saudi Arabia and the United States.
Super Micro Computer, Inc. (SMCI)
Supermicro has secured a $20 billion, multi-year agreement with Saudi data center company DataVolt. Under this deal, Supermicro will provide GPU platforms and rack systems for DataVolt's hyperscale AI campuses in both Saudi Arabia and the U.S.
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Comparative Analysis
While all three companies stand to benefit from Saudi Arabia's AI initiatives, the nature and scale of their engagements differ:
NVIDIA: As a leading supplier of high-performance AI chips, NVIDIA's partnership with Humain positions it to capitalize on the growing demand for AI infrastructure in the Middle East.
AMD: AMD's comprehensive collaboration with Humain not only involves hardware supply but also encompasses the deployment of a wide-ranging AI infrastructure, potentially offering diversified revenue streams.
Supermicro: Supermicro's substantial deal with DataVolt underscores its role in providing the necessary hardware infrastructure for AI data centers, highlighting its significance in the physical deployment of AI capabilities.
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NVIDIA's Stock Outlook
As of May 15, 2025, NVIDIA's stock is trading at approximately $135.34. Analyst projections suggest an average 12-month price target of around $164.51, indicating a potential upside of approximately 21.5%. Some analysts have even projected price targets as high as $200, reflecting confidence in NVIDIA's growth prospects amid the expanding AI market.
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Conclusion
Saudi Arabia's ambitious AI investments are creating significant opportunities for U.S. technology companies. NVIDIA, AMD, and Supermicro are all poised to benefit, each playing distinct roles in the development of AI infrastructure. Investors may consider these developments when evaluating potential investment opportunities in the AI sector.
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