On May 16, well-known semiconductor analyst Dylan Patel stated that the United States has signed two landmark agreements with the United Arab Emirates (UAE) and the Kingdom of Saudi Arabia (KSA), which will significantly change the balance of power. These agreements have far-reaching implications for the economy, geopolitics, and national security, and will solidify the United States' leadership position in the field of artificial intelligence. Dylan Patel believes that these agreements are transformative, enhancing the accessibility of U.S. artificial intelligence infrastructure to a new level while alleviating bottleneck issues such as electricity. All U.S. infrastructure suppliers will benefit, from GPU manufacturers to AI laboratories to cloud computing, and more. Patel's views were shared by David Sacks, the White House's cryptocurrency and AI director.