Now that the trade war 2.0 has seemingly fizzled, and the Biden-era AI diffusion rules are on their way out, much of the overhang surrounding NVIDIA shares in recent weeks and months has evaporated, leaving prospects for unbridled growth in its wake. Today, we've received the first inkling as to this oncoming explosive growth phase, courtesy of an agreement between NVIDIA and HUMAIN, the AI-focused subsidiary of Saudi Arabia's Public Investment Fund (PIF).
To wit, HUMAIN has now partnered with NVIDIA to "establish Saudi Arabia as a global leader in AI, GPU cloud computing and digital transformation to drive innovation and growth worldwide."
Under the proposed framework, HUMAIN will build AI factories in Saudi Arabia "with a projected capacity of up to 500 megawatts powered by several hundred thousand of NVIDIA’s most advanced GPUs over the next five years."
In the first phase, HUMAIN will deploy 18,000 GB300 GPUs, replete with NVIDIA InfiniBand networking.
Additionally, HUMAIN will leverage NVIDIA's Omniverse platform for physical AI and robotics to turbo-charge the Kingdom's pivot towards the ongoing industrial revolution 4.0.
Finally, NVIDIA will collaborate with HUMAIN to train and upskill Saudi citizens, equipping them with hands-on experience in advanced AI, simulation, robotics and digital twin technologies.
Separately, HUMAIN and AMD have agreed to create a $10 billion fund to "deploy 500 megawatts of AI compute capacity over the next five years."
Under the terms of this deal, "HUMAIN will oversee end-to-end delivery, including hyperscale data center, sustainable power systems, and global fiber interconnects, and AMD will provide the full spectrum of the AMD AI compute portfolio and the AMD ROCm™ open software ecosystem."
AMD and HUMAIN plan to activate their first "multi-exaflop capacity" data center in Saudi Arabia by early 2026.
Here’s what US & China agreed to:
-US reduces 145% to 30% for 90 days
-China reduces 125% to 10% for 90 days
-90 day suspension to negotiate more
-sector specific tariffs remain on steel, aluminum, cars
-rare earth and advanced semiconductor licensing remains https://t.co/gbU2ijZ5WI pic.twitter.com/f3PjV41WXM— Patrick Moorhead (@PatrickMoorhead) May 12, 2025
This development comes as the market is largely pivoting away from the trade war-induced fears. For the benefit of those who might not be aware, the US and China agreed to lower their tariffs on each other's imported goods by 115 percent over the weekend. This means that Chinese imports to the US will be subjected to a 30 percent tariff, while American imports to China will be charged a 10 percent levy. This regime will persist for 90 days as both sides work toward a comprehensive agreement.
As a refresher, NVIDIA was caught right in the middle of the US-China trade war when the Trump administration imposed licensing requirements on its China-focused H20 GPU. To mitigate the fallout, NVIDIA is reportedly working on a more stripped-down version of the H20 that would presumably evade these new licensing requirements.
Also, the upcoming tweaks by the Trump administration to the Biden-era AI diffusion rules also look likely to benefit NVIDIA, with the tiered system expected to be sidelined in favor of trying to restrict Huawei's Ascend AI accelerators, which have emerged as a capable alternative to NVIDIA's GPUs in China.
Note:
The post has been updated with details surrounding AMD's partnership with HUMAIN.
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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