NVIDIA’s New Saudi Partnership Signals Major Shift in AI Investment

You can tell a lot about a person by what they wear. This idea often serves as a reminder that individuals are judged by their appearance and professionalism. However, sometimes, breaking from the norm can send a powerful message.

NVIDIA Corp. (NVDA) CEO Jensen Huang is usually seen sporting his trademark leather jacket at key events and product launches. Until last week, that was his signature look.

While accompanying President Donald Trump on a trip to the Middle East, Huang surprised many by appearing in a suit and tie to meet the Crown Prince of Saudi Arabia. This change in attire indicated significant developments were underway.

Behind closed doors, significant international deals were taking shape, poised to unleash substantial AI investment from the Middle East. This move may significantly increase NVIDIA’s global influence within the tech industry.

Today, we will explore why this partnership in Saudi Arabia and two additional catalysts could dramatically reshape the U.S. economy, leading to numerous investment opportunities.

New Alliances Formed for AI Expansion

During his visit, Huang announced a partnership between NVIDIA and Saudi Arabia’s HUMAIN, an innovative AI firm. NVIDIA will supply 18,000 Blackwell chips to construct a 500-megawatt AI data center in Saudi Arabia. According to Huang:

AI, like electricity and the internet, is essential infrastructure for every nation. Together with HUMAIN, we are building AI infrastructure for the people and companies of Saudi Arabia to realize the bold vision of the Kingdom.

This initial phase represents just the beginning. Over the following five years, the project aims to expand to hundreds of thousands of NVIDIA GPUs, creating what are known as “AI factories” to foster innovation in cloud computing, robotics, and other forms of AI.

This partnership goes beyond a typical business deal—it positions NVIDIA as a key infrastructure provider for the global AI revolution. Saudi Arabia’s goal is to diversify its economy away from oil reliance, striving to become a major hub for AI development.

Founded by Saudi Arabia’s Public Investment Fund, HUMAIN signals a clear commitment to AI dominance. NVIDIA is currently leading this global race, making it a crucial stock for thoughtful investors to consider.

This week was not only about the Saudi deal. NVIDIA also introduced DGX Cloud Lepton, a new service that will enable broader access to its AI chips for developers through the cloud. This accessibility will help NVIDIA maintain its dominant position in the AI sector as more developers engage with its technology.

In another development, NVIDIA is reportedly in advanced discussions to invest in PsiQuantum, a startup focused on building commercially viable quantum computers. This investment could significantly enhance NVIDIA’s footprint in the quantum computing arena.

These strategic maneuvers highlight NVIDIA’s commitment to enhancing its capabilities in both AI and quantum technology, reinforcing its position as a leader within the tech industry.

NVIDIA: Navigating the Future of AI and Quantum Computing

NVIDIA has experienced remarkable growth in recent years, largely driven by the demand for artificial intelligence and its specialized AI chips. The company is also planning two additional iterations of its Blackwell chip. However, by the end of the decade, NVIDIA may face challenges in adding more transistors to its chips as they reach the “atomic” scale.

Quantum computing is emerging as a promising frontier beyond AI. While current AI applications primarily rely on NVIDIA’s GPUs, future computing needs could necessitate the use of quantum computers.

By forming an early partnership with PsiQuantum, NVIDIA is strategically positioning itself at the convergence of the existing AI market and the upcoming quantum computing revolution.

Bottom line: CEO Jensen Huang is not merely focused on quarterly results. He is establishing a trajectory into essential technologies that will shape the computing landscape over the next decade.

NVIDIA: The “Stock of the Decade”

NVIDIA has proven skeptics wrong this year through impressive performance.

Despite marketplace pressures from tariff disputes and uncertainties surrounding interest rates, the company has sustained significant earnings growth, accelerated sales, and increased institutional investment. My analytical model maintained a “Buy” rating for NVIDIA throughout the year, indicating its continued dominance in the sector.

This should not come as a surprise; NVIDIA is widely recognized as a leading company.

However, my analysis identified NVIDIA’s strength long before the discussions we have today.

For those familiar with my work, you understand that NVIDIA has consistently been a standout performer. I have previously stated it is the “Stock of the Decade,” and I maintain that position. The company continues to lead the AI Revolution with no signs of slowing down.

In fact, NVIDIA has been a significant contributor to the success of myself and my subscribers. I first highlighted the company back in 2016 when its stock traded at a split-adjusted value of $1.

Investors who acted on that recommendation could have realized a return of about 7,000%!

The encouraging news is that NVIDIA still qualifies as a “Buy” according to my proprietary system.

Yet, NVIDIA may not be the only player leading the next wave of the AI Revolution.

Liberating the Tech Sector

NVIDIA’s recent agreements in the Middle East, along with its ventures into quantum computing, exemplify President Trump’s three-part economic strategy—termed “Liberation Day 2.0.”

This aspect focuses on Tech Liberation.

Beyond aiding major AI chipmakers like NVIDIA in establishing significant global partnerships, the White House has begun to roll back regulatory constraints concerning artificial intelligence, cryptocurrency, and cloud technology.

The flow of private capital has been substantial, with over $2 trillion already committed to domestic tech projects.

The message is clear: Policies prioritizing innovation are resurging, and investors are recognizing the trend.

When all factors are considered, we are witnessing a major transformation of the American economy, which could create a $10 trillion impact on the markets.

What we have seen from the Trump administration thus far is just the first step.

On Wednesday, May 28, at 1 p.m. Eastern, I will be hosting my Liberation Day 2.0 Summit to discuss the other two components of President Trump’s multi-faceted strategy, as well as unveiling three companies that my analysis indicates are poised for considerable upside.

Reserve your spot for this free event by clicking here.

Investors who correctly position themselves may experience significant financial benefits. Don’t miss this opportunity to get ahead of the upcoming wave of AI-driven economic growth.

Sincerely,

Louis Navellier

Editor, Market 360

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

NVIDIA Corp. (NVDA)

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