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.（納斯達克：NVDA）已經開始向沙特阿拉伯供應其愛文思控股芯片，這一舉動對中東和亞洲的市場情緒產生了積極影響。
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.
週四，Capital Link的董事長兼CEO佈雷特·麥戈奈爾在CNBC的一次訪談中討論了英偉達向沙特阿拉伯供應芯片的影響。
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.
麥戈奈爾指出，中東和亞洲市場對這一消息做出了積極的反應。他強調，英偉達仍然是科技龍頭，首席執行官詹森·黃的強硬表態備受歡迎。
"I think regionally it's great," he said.
他說：「在區域上這是很好的。」
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.
他還提到，儘管英偉達的表現非常重要，但不應僅將其視爲美國技術行業的行情。他暗示市場的反應可能是在聯儲局會議之前對安全的逃避。
McGonegal concluded that secondary and tertiary plays off Nvidia are performing well, which is positive for market sentiment.
麥戈奈爾總結說，英偉達的二級和三級投資表現不錯，這對市場情緒是積極的。
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.
爲什麼重要：在美國重新評估對該國出口先進半導體的禁令之際，英偉達向沙特阿拉伯供應芯片。美國最初由於國家安全問題於2023年對沙特阿拉伯實施了這些制裁。
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.
沙特阿拉伯一直積極購買英偉達的人工智能芯片，包括H100型號，這對於推動人工智能軟件和應用非常關鍵。到2023年底，沙特阿拉伯至少購買了3000枚H100芯片，價值12000萬美元。
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.
這一戰略舉措符合沙特阿拉伯加強其技術基礎設施的更廣泛野心。沙特阿拉伯對數據中心和半導體的需求推動其與美國進行歷史性協議的談判，該協議可能包括安全保障和與以色列的潛在外交關係。
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
這個故事是使用Benzinga Neuro生成並由Pooja Rajkumari編輯的
