Nvidia, the global leader in AI and GPU computing, has unveiled a landmark partnership with Humain, a subsidiary of Saudi Arabia’s Public Investment Fund, to establish cutting-edge AI factories in the Kingdom. This strategic move underscores Saudi Arabia’s ambition to position itself as a global AI powerhouse, while Nvidia continues its aggressive expansion in artificial intelligence infrastructure.
This announcement follows Saudi Arabia’s $600 billion strategic agreement with the United States, showcasing the Kingdom’s focus on fostering innovation and tech-driven economic growth.
Saudi Arabia’s AI Vision: 500-Megawatt Factories
As part of this transformative partnership, Humain will develop AI factories powered by Nvidia’s state-of-the-art GPUs. The project will deploy 18,000 Nvidia GB300 Grace Blackwell AI supercomputer chips in the first phase and aims to deliver 500-megawatt-powered facilities over the next five years.
Nvidia CEO Jensen Huang emphasised the significance of the collaboration, stating:
“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 in Saudi Arabia to realise the bold vision for the Kingdom.”
The initiative aligns with Saudi Vision 2030, a comprehensive plan to diversify the Kingdom’s economy and establish it as a hub for digital transformation and AI leadership.
The Numbers Behind Nvidia’s Market Growth
Nvidia’s meteoric rise in recent years highlights its central role in the AI revolution. In 2024, the company’s stock surged by 174%, cementing its dominance on Wall Street. By early 2025, Nvidia was poised to rejoin the $3 trillion market cap club, trailing just behind Apple and Microsoft as the world’s most valuable companies.
However, Nvidia’s journey hasn’t been without challenges. Trade tensions between the US and China have caused fluctuations in the tech giant’s market performance. The Trump administration’s decision to ban certain Nvidia chips in China could cost the company up to $16 billion in 2025, as projected by JPMorgan. Meanwhile, competitors like Huawei are gaining traction with their AI chips, threatening Nvidia’s market share.
Despite these hurdles, Nvidia continues to see robust demand from major players like Microsoft and Meta. Both companies recently increased their AI investment plans, with Meta allocating up to $72 billion and Microsoft committing $80 billion to AI infrastructure development.
Strategic Implications of the Saudi Partnership
This partnership positions Saudi Arabia as a critical player in the global AI race, leveraging Nvidia’s technological expertise to drive innovation. The Kingdom’s commitment to building a robust AI ecosystem complements its broader economic diversification goals, ensuring sustained growth beyond its reliance on oil revenues.
For Nvidia, the collaboration represents a lucrative opportunity to expand its footprint in the Middle East and secure its leadership in AI computing amid rising competition and geopolitical headwinds. The inclusion of high-performance GPUs like the GB300 in Saudi data centres underscores Nvidia’s focus on staying ahead in the rapidly evolving AI landscape.
The Road Ahead: AI’s Growing Importance
The Nvidia-Humain partnership is a testament to the transformative power of artificial intelligence. As nations race to establish AI as a cornerstone of their digital economies, partnerships like this highlight the intersection of technology, geopolitics, and economic development.
With Saudi Arabia investing heavily in AI infrastructure and Nvidia continuing to lead in GPU innovation, the global AI industry is set to witness unprecedented growth. The Kingdom’s bold vision for 2030, combined with Nvidia’s technological prowess, signals a new era of collaboration that could reshape the future of artificial intelligence on a global scale.
