Nvidia's Chip Supply To Saudi Arabia Boosts Regional Sentiment, Says Expert: 'I Think Regionally It's Great'
Nvidia's Chip Supply To Saudi Arabia Boosts Regional Sentiment, Says Expert: 'I Think Regionally It's Great'
"I think regionally it's great," he said.In a recent development, Nvidia Corp. (NASDAQ:NVDA) has begun supplying its advanced chips to Saudi Arabia, a move that has positively influenced market sentiment in the Middle East and Asia.
最近，Nvidia Corp.（纳斯达克：NVDA）已经开始向沙特阿拉伯供应其爱文思控股芯片，这一举动对中东和亚洲的市场情绪产生了积极影响。
What Happened: On Thursday, Brett McGonegal, chairman and CEO at Capital Link, discussed the impact of Nvidia supplying chips to Saudi Arabia in an interview on CNBC.
周四，Capital Link的董事长兼CEO布雷特·麦戈奈尔在CNBC的一次访谈中讨论了英伟达向沙特阿拉伯供应芯片的影响。
McGonegal noted that the Middle East and Asian markets responded positively to the news. He emphasized that Nvidia remains a tech bellwether, and strong comments from CEO Jensen Huang are welcomed.
麦戈奈尔指出，中东和亚洲市场对这一消息做出了积极的反应。他强调，英伟达仍然是科技龙头，首席执行官詹森·黄的强硬表态备受欢迎。
"I think regionally it's great," he said.
他说：“在区域上这是很好的。”
He also mentioned that while Nvidia's performance is significant, it should not be solely viewed as a U.S. tech rally. He suggested that the market's reaction could be a flight to safety ahead of the Federal Reserve meeting.
他还提到，尽管英伟达的表现非常重要，但不应仅将其视为美国技术行业的行情。他暗示市场的反应可能是在美联储会议之前对安全的逃避。
McGonegal concluded that secondary and tertiary plays off Nvidia are performing well, which is positive for market sentiment.
麦戈奈尔总结说，英伟达的二级和三级投资表现不错，这对市场情绪是积极的。
Why It Matters: The supply of Nvidia's chips to Saudi Arabia comes at a time when the U.S. is reassessing its export ban on advanced semiconductors to the country. The U.S. had initially imposed these sanctions in 2023 due to national security concerns.
为什么重要：在美国重新评估对该国出口先进半导体的禁令之际，英伟达向沙特阿拉伯供应芯片。美国最初由于国家安全问题于2023年对沙特阿拉伯实施了这些制裁。
Saudi Arabia has been aggressively acquiring Nvidia's AI chips, including the H100 models, which are crucial for powering AI software and applications. Saudi Arabia purchased at least 3,000 H100 chips, valued at $120 million by the end of 2023.
沙特阿拉伯一直积极购买英伟达的人工智能芯片，包括H100型号，这对于推动人工智能软件和应用非常关键。到2023年底，沙特阿拉伯至少购买了3000枚H100芯片，价值12000万美元。
This strategic move aligns with Saudi Arabia's broader ambitions to bolster its technological infrastructure. Saudi Arabia's need for data centers and semiconductors is driving its negotiations with the U.S. for a historic pact that could include security guarantees and potential diplomatic ties with Israel.
这一战略举措符合沙特阿拉伯加强其技术基础设施的更广泛野心。沙特阿拉伯对数据中心和半导体的需求推动其与美国进行历史性协议的谈判，该协议可能包括安全保障和与以色列的潜在外交关系。
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
这个故事是使用Benzinga Neuro生成并由Pooja Rajkumari编辑的
