Nvidia's stock price rises again, market value returns to the $3 trillion mark, Saudi Arabia's AI big order becomes catalyst

On Wednesday, May 14, 2025, Eastern Time, NVIDIA's stock price expanded its intraday increase to 3.84%, continuing the nearly 6% upward trend of the previous trading day. The sharp rise on Tuesday pushed the company's market value back to $3 trillion, breaking through this critical threshold for the first time since February 2025.

This strong rebound is due to the establishment of AI companies by Nvidia and Saudi ArabiaHumainThe multi billion dollar cooperation agreement signed between them. The agreement was officially announced at an investment forum personally attended by President Trump, becoming the focus of market attention.

According to the agreement, Nvidia will supply Humain with hundreds of thousands of AI chips over the next five years. The first batch of deliveries includes the latest generation equipped with 18000 GB300 series chipsGrace Blackwell supercomputerHumain is a holding company of the Saudi Public Investment Fund (PIF), with Crown Prince Mohammed bin Salman personally serving as the chairman of the board. The company was announced the day before Trump's visit, marking Saudi Arabia's significant entry into a global AI strategic layout.

Investment banks are optimistic about the trading prospects
Bank of America estimated in a research report released on Wednesday that the total value of the cooperative transaction is approximately7 billion US dollarsAnd raise Nvidia's target stock price from $150 to $160. At the same time, there are reports that the Trump administration may approve the UAE's purchase of "over a million" Nvidia AI chips, further boosting market confidence in its international sales prospects.

The chip sector benefits collectively
In addition to Nvidia, several American chip manufacturers have also announced partnerships with Humain:

• AMDSign a chip supply agreement worth up to $10 billion;

• **Qualcomm has committed to providing chip support for Humain's AI data center project.

Bernstein analystStacy RasgonThese protocols indicate that the demand for AI hardware remains high. He pointed out that although the sustainability of AI capital expenditures has raised concerns among investors, wealthy buyers in the Middle East such as Saudi Arabia are strengthening their AI centric position through systematic investment. This will help alleviate market concerns about the peak of investment already occurring. ”

Equally positively affected are important downstream manufacturers of Nvidia chipsUltra Micro Computer (SMCI)On Tuesday, it announced a partnership with Saudi data center companiesDataVoltA long-term cooperation agreement worth $20 billion was reached, and the stock price surged by 16% on the same day. On Wednesday afternoon, it rose again by more than 18%.

Changes in policy direction boost overseas sales expectations
This Saudi order opens a new window for Nvidia's international market, especially in the context of the continued tightening of US export controls on China. The US Department of Commerce announced on Tuesday that it is initiating the process of revoking the Biden era "AI Export Control Expansion Rules," which previously restricted US AI chip companies, including Nvidia, from exporting to third-party markets in China.

In addition, the US Department of Commerce also emphasized that,Any use of Huawei Ascend chips on a global scale will violate export regulationsIt is reported that Huawei's latest Ascend AI chip has improved its performance compared to Nvidia's old modelHopperThe series is quite similar. Rasgon commented, "Although Huawei chips theoretically do not rely on US technology for production, US restrictions will make their sales in markets outside of China more complex. For American manufacturers such as Nvidia, this is a potential benefit, but we still need to pay attention to China's specific response

Conclusion:
The significant rebound in Nvidia's stock price this week not only reflects its core position in global AI infrastructure construction, but also indicates that Middle Eastern countries have become key participants in global AI capital and technology. As the geopolitical and policy environment continues to evolve, Nvidia and its industrial chain may continue to be the focus of the market.