AI chips are new ‘coins of the world’ as geering the wheels of geopolitical negotiations, says Bofa

• Analysts Bank of America be knifed about chip stocks like Nvidia As Mega-Projects in the Middle East, the AI ​​highlights the long-term demand for calculation. It is also the emergence of AI chips, such as the new “coin of worlds”, which serve the case in geopolitical negotiations and serves as currency in geopolitical talks.

As the graphic processing sections of NVIDIA, the chips, the world’s bank of America has become an important in trade geopolitical talks in the world.

This is due to the last mega-deals AI calculation power resistant student. In a note on Tuesday, BOFA estimated that NVIDIA and AMD AI Infrastructure ProjectsA subsidiary of the Saudi Arabian Public Investment Fund will reach $ 3 billion a year or will rise between $ 15 billion or $ 20 billion in a long period of time.

HUMEAIN will take 18,000 advanced Blackwell chips Nvidia’dan, AMD, AI accelerators also signed Nvidia’s close opponent $ 10 billion in cooperation By providing 500 megawatts with AI account calculation capability for data centers.

BOFA, such “Sovereign AI” transactions, a total of $ 50 billion in the opportunity of $ 450 billion in the $ 450 billion AI infrastructure market can represent more than $ 50 billion.

“Sovereign AI can help the existence of limited power for information centers in the United States, plus the ways outside the shipping restrictions of US companies,” analysts added.

NVIDIA and AMD are preparing to become the largest winners of the Saudi project, according to Bofan, these shares have repeated their prices and $ 150 to $ 160 and $ 130 to $ 120 to $ 120 to $ 130 and $ 130 to $ 130 and $ 130 to $ 130 and $ 130.

Chip stocks Broadcom and Marvell technology It will also take advantage of the optical connection provider ConnectedNot on the note, they also receive ratings.

“Although more crowded, these sellers are a modest / secular student for well-funded AI placement / cloud customers (CY25 CAPEX now tracking + 44% YOY + 7% YOY), 2) SHOPPING / TARIFS (Like GPU” as a new ‘coin of RELLM’), “he said.

Really it looks like nvidia a Deal Chip in US-China Trade Talks As both sides try to lower obstacles while maintaining their technological advantages.

At the same time, nervous, nervous with NVIDIA, only represent the next steps in the Middle East countries, but also increases NVIDIA’s role in the global AI development. Thousands of semiconductor chips will receive nervous nvidia’s The newest and most powerfulonly introduced in March.

Hyperscalers like AI alphabet in the United States and Amazon The NVIDIA will remain a priority, Saudi Arabia will receive discounted treatment over other countries, Ives told Ives from the Managing Director Lucky Sasha Rogelberg last week.

“This puts them in front of the line,” he said. “This is a red-carpet walk. As a result, it is a region that can add a trillion dollar to market opportunities for AI over the next ten years.”

“It is still a continuous situation with China, I think the water basin is the moment,” he said.

This story was first displayed Fortune.com

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