Gulf AI Ambitions Still Depend on Nvidia

Saudi Arabia and the UAE are spending billions to build domestic AI capacity, but their projects remain heavily reliant on Nvidia. Humain ordered 18,000 Nvidia Blackwell chips, and G42's Stargate data center will be mostly Nvidia. Supplier diversity deals with AMD, Groq, and Qualcomm do not eliminate dependence on U.S. technology and supply chains.