The U.S. just approved AI accelerator exports equal to ~35,000 Nvidia Blackwell (GB300) units to Gulf tech players. This is another sign that sovereign AI is accelerating globally — and the U.S. is selectively enabling it.
Sovereign AI is no longer theoretical — countries are building GPU footprints at hyperscaler scale.
The UAE and Saudi Arabia now have approval to deploy enough compute to run their own foundation models, their own training pipelines, and their own national AI platforms.
This is sovereign AI in practice, not talk.
Gulf states are emerging as sovereign AI hubs, not customers.
The UAE and Saudi Arabia aren’t just buyers of compute — they’re building national AI infrastructure layers:
• sovereign cloud
• sovereign models
• sovereign data pipelines
• sovereign digital ecosystems
This export approval is basically an accelerator for the region’s AI ambitions.
Source: US authorizes export of advanced American semiconductors to companies in Saudi, UAE
