After months of negotiations, the US has approved the export of up to 70,000 advanced AI chips to Emirati firm G42 and Saudi Arabia's Humain, marking a major milestone for both Gulf nations as they ramp up their AI capabilities. Each company will receive computing power equivalent to 35,000 Nvidia GB300 processors. These chips are part of Nvidia's Blackwell series and arguably the most advanced AI chips currently available. The exports are contingent on strict security measures and reporting requirements, including provisions designed to prevent diversion to foreign adversaries or Chinese technology.

South Korea has announced a partnership with the United Arab Emirates (UAE) to support the US-led "Stargate UAE" initiative, a project designed to build the world's largest artificial intelligence data center complex outside the US. The agreement focuses on establishing the necessary computing power and energy infrastructure for the massive facility.

Arm China, long under industry scrutiny following the leadership dispute involving former CEO Allen Wu, is signaling a return to stability with a symbolically significant AI product launch. The move marks its strongest effort to exit years of internal turmoil and reassert its position in China's rapidly shifting AI ecosystem.

Health2Sync, a digital therapeutics (DTx) platform specializing in diabetes care, announced on November 18 that it will officially list on the Taipei Exchange's Emerging Stock Board, marking its entry into the local capital market.

Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products on new platforms. The company identified AI servers and new energy vehicles (NEVs) as two key growth drivers, noting there are no factors warranting pessimism about the market outlook.

As the global AI wave pushes computing infrastructure into the megawatt (MW) era, Taiwan's Lite-On Technology is moving quickly to meet the demands of next-generation AI factories. Jin-tsai Wang, general manager of Lite-On's Power & Cabinet Business Unit, said the rising adoption of high-voltage direct current (HVDC) will fundamentally reshape both the manufacturing environment and the technologies required to support high-density AI computing.

AMD, Cisco, and HUMAIN announced a joint venture to develop up to 1GW of AI infrastructure in Saudi Arabia by 2030, beginning with a 100MW deployment in 2026. The project aims to provide cost-efficient, high-performance computing capacity to support regional and global AI applications.

xAI, Elon Musk's AI startup, has partnered with Saudi Arabia's state-backed HUMAIN to build a 500MW data center to host the Grok AI platform. The initiative aims to create a national AI infrastructure, combining large-scale GPU computing with advanced models to support public and private sectors across the Kingdom, according to Grok, Bloomberg, and NBC News.

Nvidia is doubling down on ecosystem expansion to solidify its position as the go-to platform for AI computing, CEO Jensen Huang said during the company's third-quarter fiscal 2026 earnings call. With visibility to approximately US$500 billion in projected revenue from its Blackwell and Rubin platforms, Huang emphasized that the company's cash is being strategically deployed to fund growth, strengthen supply chains, and invest in long-term partnerships.

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply as clouds remain sold out and the company's entire GPU fleet—spanning Blackwell, Hopper, and Ampere—runs at full utilization.

Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance, while the company issued an upbeat fourth-quarter forecast supported by strong uptake of its next-generation platforms.