According to BlockBeats, renowned semiconductor analyst Dylan Patel has announced that the United States has signed two landmark agreements with the United Arab Emirates (UAE) and the Kingdom of Saudi Arabia (KSA). These agreements are expected to significantly alter the balance of power, with profound implications for economic, geopolitical, and national security aspects, reinforcing the U.S.'s leadership in the artificial intelligence sector.
Patel believes these transformative agreements will elevate the accessibility of U.S. AI infrastructure to new heights while addressing bottlenecks such as power supply. All U.S. infrastructure providers, including GPU manufacturers, AI labs, and cloud computing services, are anticipated to benefit from these developments.
The views expressed by Patel have been shared by David Sacks, the White House's director of cryptocurrency and artificial intelligence.
Previously, it was reported that U.S. President Donald Trump finalized a $200 billion cooperation agreement during his visit to the UAE, which includes projects in the AI sector.