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Saudi's orders & chip control lifted: A new opportunity for semiconductor stocks?
$NVIDIA (NVDA.US)$ is supplying 18,000 top-tier chips to Saudi Arabia, with involvement from $Advanced Micro Devices (AMD.US)$. Additionally Show More
$NVIDIA (NVDA.US)$ is supplying 18,000 top-tier chips to Saudi Arabia, with involvement from $Advanced Micro Devices (AMD.US)$. Additionally, the U.S. Department of Commerce has canceled the AI chip export controls set for May 15. This series of positive developments is boosting semiconductor stocks, particularly NVIDIA.
🎙️Discussion
1. How will these large-scale chip deals reshape the global AI chip supply-demand landscape?
2. How will US-eased AI chip export policies to the Middle East affect chip giants' global competitiveness?
3. Which sectors in the Middle East will boom with the influx of AI chips? What's your move?
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