The US government has approved the sale of Nvidia's AI chips to the United Arab Emirates. G42 is set to make a large order and introduce them.

Magnificent7 : Because I'm wealthy, I buy a lot of tips.

NOIR(のあ) : Thank you always for the articles from various perspectives. It is very helpful. I recognize that this article is related to Sovereign AI. Japan also expects Sakura Internet's cloud infrastructure to play a role in the development of Sovereign AI with government support, right? The relationship with NVDA is also good, and although there is a competition for B200, there doesn't seem to be a problem with the supply. There are concerns that NVDA's extremely high gross profit margin may decrease, but if there are competitors like AMD, it is expected that the gross profit margin will decrease. However, it's not just a speed competition for chips, so I think the decline in NVDA's market share is limited. I'm looking forward to NVDA in the future, looking at the GPU development roadmap. Of course, I'm approaching it with a long position.