{"id":149544,"date":"2025-11-20T05:05:08","date_gmt":"2025-11-20T05:05:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/149544\/"},"modified":"2025-11-20T05:05:08","modified_gmt":"2025-11-20T05:05:08","slug":"nvidia-ceo-jensen-huangs-earnings-call-namechecked-saudi-ai-company-humain-three-times-heres-why","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/149544\/","title":{"rendered":"Nvidia CEO Jensen Huang’s earnings call namechecked Saudi AI company Humain three times. Here’s why."},"content":{"rendered":"

On Nvidia\u2019s latest earnings call<\/a>, CEO Jensen Huang name-checked some of the customers driving the AI chip company\u2019s surging revenues. That included the big three cloud providers\u2014Amazon<\/a>, Microsoft<\/a>, and Google\u2014as well as the best-known AI startups, OpenAI, Anthropic and Elon Musk\u2019s xAI. But it also included a lesser-known Saudi Arabian startup, Humain, that got not one but three shout outs in Huang\u2019s comments.<\/p>\n

Humain is barely six months old, but it is rapidly becoming a major force<\/a> in the global build out of AI infrastructure. Founded by Saudi Arabia\u2019s Crown Prince Mohammed bin Salman and backed by the nation\u2019s $1 trillion sovereign wealth fund, the Public Investment Fund, Humain has ambitions to supply 6% of the world\u2019s AI computing power by 2034, which would make it the world\u2019s third largest AI data center provider behind the U.S. and China.<\/p>\n

Huang\u2019s mentions of Humain on Nvidia\u2019s earnings call come a day after the CEO attended a state dinner at the White House for the Crown Prince, who is visiting the U.S. for the first time since 2018. Coinciding with the visit, Humain announced a deal with Nvidia<\/a> and Amazon to put 150,000 of Nvidia\u2019s chips, including some of its state-of-the-art Grace Blackwell 300s, in data centers in a new \u201cAI Zone\u201d being built in the Saudi capital Riyadh.<\/p>\n

The company also signed a landmark deal<\/a> with xAI to build a 500 megawatt data center for the company in Saudi Arabia. Nvidia will supply the chips for that data center too.<\/p>\n

\u201cBecause of our deep partnership with Elon and xAI, we were able to bring that opportunity to Saudi Arabia, to the KSA, so that Humain could also be hosting opportunity for xAI,\u201d Huang said on the earnings call.<\/p>\n

Under the leadership of former Aramco executive Tareq Amin, Humain is aiming to be a \u201cfull stack\u201d AI company, controlling not just the data centers on which AI models are run, but also building models itself. It has trained and launched a large language model, called ALAM, that was designed to perform better than competitors at Arabic language tasks, as well as avoiding culturally and politically sensitive topics. It has also launched an AI-native laptop and an AI operating system called Humain One.<\/p>\n

But Humain\u2019s biggest impact may be as an AI infrastructure builder, creating data centers that it leases to other cloud hyperscalers or AI companies. Saudi Arabia believes its energy resources\u2014including abundant solar power as well as oil and gas\u2014as well as the ease of permitting and construction in the kingdom, mean that it will be able to serve AI software for 30% less than what similar processing would cost in the U.S. The country also has robust fiber optic connections to other countries. <\/p>\n

That could make Humain the preferred AI provider for much of the Middle East and Asia, as well as possibly drawing workloads from even further afield.<\/p>\n

Who else in the Middle East wants to be an AI hub?<\/p>\n

Saudi Arabia is not alone in trying to establish itself as a \u201cthird pole\u201d of AI development outside of the U.S. and China. Its regional rival the United Arab Emirates has similar ambitions. Through its own sovereign wealth funds, the UAE has backed G42, a company that is also pursuing a \u201cfull stack\u201d approach to AI development.<\/p>\n

G42 has been around since 2018 and had a head start on Humain in creating large data centers for generative AI models. But U.S. national security officials under the Biden Administration had raised concerns about G42\u2019s connections to Chinese companies, and had held up exports of Nvidia\u2019s advanced AI chips to the company. These officials worried that the AI technology might leak to Chinese firms. A $1.5 billion investment from Microsoft in April 2024, brokered in part by U.S. government, was supposed to clear the way for G42 to receive Nvidia chips, but both companies complained that the U.S. Commerce Department was slow to approve exports of Nvidia chips to G42 even after the deal.<\/p>\n

Some national security experts have raised similar concerns about Humain, since Saudi Arabia, while a U.S. ally, also has defense technology transfer agreements with China. And some Saudi companies, including oil giant Aramco, have been vocal<\/a> about their use of AI models developed by Chinese companies, such as DeepSeek.<\/p>\n

But the Commerce Department just this week approved the export of tens of thousands of Nvidia GPUs to both Saudi Arabia and the UAE.<\/p>\n

Meanwhile, Humain has been signing deals with other AI chip providers besides Nvidia. It struck a $10 billion deal with Nvidia\u2019s chief rival AMD to deploy 500 megawatts of AI compute based on AMD\u2019s chips within the next five years. It signed a partnership with Qualcomm<\/a> to use its AI200 and AI250 AI chips for 200 megawatts of computing capacity, starting in 2026. It has also partnered with AI chip startup Groq.<\/p>\n","protected":false},"excerpt":{"rendered":"On Nvidia\u2019s latest earnings call, CEO Jensen Huang name-checked some of the customers driving the AI chip company\u2019s…\n","protected":false},"author":2,"featured_media":149545,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,3468,218,219,8023,605,61,60,14742,67014,233,383,80],"class_list":{"0":"post-149544","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-amazon","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-data-centers","13":"tag-elon-musk","14":"tag-ie","15":"tag-ireland","16":"tag-jensen-huang","17":"tag-mohammed-bin-salman","18":"tag-nvidia","19":"tag-saudi-arabia","20":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/149544","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=149544"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/149544\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/149545"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=149544"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=149544"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=149544"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}