Wasay Mir
Last month, following Saudi crown prince Mohammed bin Salman’s White House visit, the US Commerce Department approved an estimated $1 billion sale of 35,000 advanced Nvidia chips to Saudi Arabia’s HUMAIN and the UAE’s G42. The move signals Washington’s willingness to enlist Gulf energy wealth in its AI race with China, which President Trump has called a “national security imperative.”
The approval marks a sharp reversal from the Biden administration’s restrictive approach to AI chip exports, reflecting a new calculus that views Gulf allies as partners rather than risks in the technology competition with Beijing. The Gulf has the ambition and the financial muscle, but building data centers in one of the world’s hottest, driest regions presents challenges that money alone can’t solve.