The Big Gulf AI Deal That's Divided the White House

Bullish:

• $NVDA - NVIDIA is seen as a key player in the global AI hardware market, with potential for significant market dominance in the AI race.

  • “David Sacks basically defined winning in the AI race as capturing the vast majority of the global market for AI hardware.”

    Mackenzie·12:03
• $ORCL - Oracle is making significant investments in AI infrastructure, with plans for massive data center expansion in Malaysia, indicating strong commitment to AI capabilities.

  • “Oracle was also a huge opponent because that cap on putting more than 7% of your capacity in any one country was a big problem for Oracle's massive planned data center expansion in Malaysia.”

    Mackenzie·23:31

Bearish:

• $HUAWEI - Huawei faces significant challenges due to US export controls, potentially impacting its global operations and use of its Ascend Chips.

  • “The US Commerce Department had issued guidance saying that it considers the use of Huawei's Ascend Chips anywhere in the world to be a violation of US export controls.”

    Mackenzie·16:37