In May 2025, US President Donald Trump secured a large number of deals with countries in the Middle East for many American companies. Going along the trip with the President were notable tech giants such as Sam Altman - OpenAI, Jensen Huang - Nvidia and Elon Musk - Grok AI. The industries range from AI to Defense.
So as investors is it time to re-evaluate future investments?
Below are the list of companies mentioned in recent news.
🇺🇸 United States
Technology & AI
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Nvidia – Supplying AI chips to Saudi Arabia's Humain and the UAE usnews.com+9Investopedia+9IntelligentHQ+9
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AMD – Investing $10 billion in joint AI infrastructure projects with Saudi Arabia The Times+5Wikipedia+5WIRED+5
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Qualcomm – Partnering with Saudi Arabia's Humain to co-develop a central processor data center Business Today+5Wikipedia+5Axios+5
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Amazon Web Services (AWS) – Establishing a $5 billion AI Zone in Saudi Arabia Business Insider+2Wikipedia+2Enterprise AI+2
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Cisco – Partnering with UAE's G42 to enhance the country's AI sector The Straits Times+4IntelligentHQ+4Brand Vision+4
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Google, Oracle, Salesforce, Uber – Collectively investing $80 billion in collaborative projects between the U.S. and Saudi Arabia Brand Vision
Defense & Aerospace
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Boeing – Secured a significant aircraft order from Qatar Airways Economy Middle East+3Investopedia+3WSJ+3
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Raytheon – Entered a defense agreement with Qatar for counter-drone capabilities Wikipedia
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General Atomics – Contracted with Qatar for MQ-9B unmanned aerial vehicles Wikipedia
Infrastructure
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GE Aerospace – Involved in Qatar Airways' aircraft order Investopedia
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Supermicro – Entered a $20 billion deal with Saudi Arabia's DataVolt to co-develop data centers across Saudi Arabia and the U.S. Wikipedia+1Brand Vision+1
🇸🇦 Saudi Arabia
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Humain – A newly established AI company under the Public Investment Fund, partnering with U.S. tech firms Wikipedia
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DataVolt – Investing $20 billion in AI data centers and energy infrastructure in the U.S.
🇦🇪 United Arab Emirates
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G42 – Partnering with Cisco to enhance the country's AI sector Time+3IntelligentHQ+3usnews.com+3
🇶🇦 Qatar
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Qatar Airways – Placed a significant aircraft order with Boeing
These partnerships reflect a strategic alignment between the U.S. and Gulf states in sectors such as defense, technology, and infrastructure.
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