May 15, 2025

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Supermicro Nvidia AI Deals Saudi Arabia Kickscale Edgen Arista Networks

Recent developments in the AI sector have led to significant investments and partnerships in the Middle East, particularly in Saudi Arabia. Supermicro has announced a $20 billion deal with Saudi Arabian data center company DataVolt to expand its AI infrastructure, while Nvidia has secured a major AI chip deal with Saudi Arabia's Humain. Other tech giants, including Alphabet, Oracle, and Advanced Micro Devices, have also pledged investments in the region. These partnerships are expected to drive growth in the AI sector, with Nvidia's stock expected to reach $150 and Supermicro's shares rising 15%. Alphabet is also considered a leader in the AI sector, with a strong track record of innovation and affordable valuation ratios. Additionally, Austrian startup Kickscale has raised $2.1 million to scale its AI-powered sales and intelligence platform, and Edgen has launched an AI-powered 'super app' for crypto traders. Arista Networks' stock has soared 2,330% since 2015, and the company is expected to have a 13% upside in the next year. Overall, the AI sector is experiencing significant growth and investment, with many companies poised for long-term revenue and earnings growth.

Key Takeaways

  • Supermicro has announced a $20 billion deal with Saudi Arabian data center company DataVolt to expand its AI infrastructure.
  • Nvidia has secured a major AI chip deal with Saudi Arabia's Humain, involving the sale of hundreds of thousands of AI chips.
  • Alphabet is considered a leader in the AI sector, with a strong track record of innovation and affordable valuation ratios.
  • Nvidia's stock is expected to reach $150, driven by demand for its AI chips and data center solutions.
  • Austrian startup Kickscale has raised $2.1 million to scale its AI-powered sales and intelligence platform.
  • Edgen has launched an AI-powered 'super app' for crypto traders, providing AI-driven insights into the markets.
  • Arista Networks' stock has soared 2,330% since 2015, and the company is expected to have a 13% upside in the next year.
  • Saudi Arabia is investing $600 billion in aerospace, defense, energy, and security projects, including significant investments in AI infrastructure.
  • Supermicro's partners, Nvidia and Advanced Micro Devices, have also announced major Saudi AI partnerships.
  • The AI sector is experiencing significant growth and investment, with many companies poised for long-term revenue and earnings growth.

Supermicro Stock Surges

Super Micro Computer shares rose 15% after announcing a $20 billion deal with Saudi Arabian data center company DataVolt. The partnership will help Supermicro expand its AI infrastructure. Supermicro's partners, Nvidia and Advanced Micro Devices, also saw their shares rise after announcing deals with Saudi Arabia's sovereign wealth fund. Analysts believe Supermicro is a market leader in AI-optimized infrastructure, with 9% of the $145 billion AI platform market.

Nvidia and AI Stocks Rise

Nvidia and other AI stocks climbed after Saudi Arabian partnerships were announced during President Donald Trump's trip to the Middle East. Wedbush analysts believe these deals are just the beginning for AI-driven partnerships in the region. The Saudi AI investment could help offset the impact of restrictions on sales of AI chips to China. Nvidia shares were up 4%, while AMD added 5% and Super Micro Computer rose for the second day in a row.

Supermicro Soars Again

Super Micro Computer shares soared after announcing a $20 billion deal with Saudi Arabian data center company DataVolt. The partnership will help Supermicro expand its AI infrastructure. Supermicro's partners, Nvidia and Advanced Micro Devices, also announced major Saudi AI partnerships. The deals are expected to drive growth in the AI sector.

Alphabet AI Stock Worth Buying

Alphabet is considered a leader in the AI sector, with a strong track record of innovation. The company's AI capabilities, including its Gemini large language model, make it an attractive investment opportunity. Alphabet's valuation ratios are also seen as affordable compared to its competitors, Microsoft and Nvidia. The company's sales and earnings are rising faster than Microsoft's, making it a compelling choice for investors.

Alphabet AI Stock Undervalued

Alphabet is seen as a leader in the AI sector, with a strong track record of innovation. The company's AI capabilities, including its Gemini large language model, make it an attractive investment opportunity. Alphabet's valuation ratios are also seen as affordable compared to its competitors, Microsoft and Nvidia. The company's sales and earnings are rising faster than Microsoft's, making it a compelling choice for investors. Alphabet's stock price could double and still compare favorably to Microsoft and Nvidia's valuation ratios.

Nvidia Stock Targets $150

Nvidia's stock is expected to reach $150 as the company benefits from Saudi Arabia's aggressive push to become a leading hub for artificial intelligence. Nvidia has already gained over 90% in 2025, fueled by demand for its AI chips and data center solutions. The company's dominance in AI chips, explosive AI-driven revenue growth, and robust earnings make it a top pick for investors. Saudi Arabia's $40 billion investment in AI-focused projects is also expected to drive growth for Nvidia.

Kickscale Raises $2.1M

Austrian startup Kickscale has raised $2.1 million to scale its AI-powered sales and intelligence platform in Europe and beyond. The company's technology is built to address the needs of European SME businesses, including data privacy standards and multilingual environments. Kickscale's platform provides revenue intelligence and empowers sales teams to forecast more accurately and identify at-risk deals. The company has already acquired over 100 B2B clients across Europe and Japan.

Arista Networks AI Stock

Arista Networks' stock has soared 2,330% since 2015, but has declined 12% since the company announced a 4-for-1 stock split. Despite this, investors are bullish on the stock, with a 13% upside expected in the next year. Arista is a market leader in high-speed Ethernet switches and has a large opportunity in artificial intelligence networking. The company's Extensible Operating System (EOS) and strategic partnerships in Asia, Europe, and North America cement its role as the backbone of AI infrastructure.

Edgen Launches AI Super App

Edgen has launched its AI-powered 'super app' for crypto traders, providing AI-driven insights into the markets. The app is an integrated platform for specialized AI agents that tap into social sentiment and on-chain data in real-time. Edgen's cofounder believes that the app will help traders make smarter decisions faster by gathering insights from the entire market and learning from them. The company aims to simplify and streamline complex market data for crypto traders.

Super Micro Partners with DataVolt

Super Micro Computer has partnered with Saudi data-center developer DataVolt in a multi-year, $20 billion deal. The partnership will help Supermicro expand its AI infrastructure and deliver ultra-dense GPU platforms and rack systems for DataVolt's hyperscale AI campuses. The deal is part of a broader initiative by Saudi Arabia to invest $600 billion in aerospace, defense, energy, and security projects. Other tech giants, including Alphabet, Oracle, and Advanced Micro Devices, have also pledged investments in the region.

Nvidia Secures AI Chip Deal

Nvidia has secured a major AI chip deal with Saudi Arabia's Humain, a startup launched by the country's sovereign wealth fund. The deal involves the sale of hundreds of thousands of AI chips, including 18,000 of Nvidia's newest 'Blackwell' chips, for a 500 megawatt data-center project. The partnership is part of a broader effort by the US to deepen tech ties with Middle Eastern partners investing heavily in AI infrastructure. Nvidia is seen as a leader in the AI sector, with a strong track record of innovation and a dominant position in the AI chip market.

Nvidia Expands AI Horizons

Nvidia has announced a significant partnership with Saudi Arabia to advance AI capabilities, coinciding with the company's strategic focus on developing global collaborations. The partnership is expected to strengthen Nvidia's positioning in the AI and data center sectors, driving long-term revenue and earnings growth. Nvidia's performance has outpaced the US Semiconductor industry, with a total shareholder return of 1380.99% over the past five years. Analysts estimate revenues could grow by 30.3% annually, with potential earnings reaching $158.2 billion in three years.

AI Investment Strategy

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Sources

AI Artificial Intelligence Nvidia Supermicro Saudi Arabia DataVolt