Hail to the King, Baby! Sovereign AI Deals Reshape the World!

Trump's AI Bonanza: A Duke Sized Revolution!

Alright ladies and gentlemen Duke Nukem here reporting live from the front lines of the AI revolution! Seems like the Trump administration's been cooking up some deals and this 'sovereign AI' thing is about to blow the roof off! We're talking nations building their own AI empires controlling everything from the data to the networks. It's like giving everyone their own personal nuke... of knowledge! And you know what I say? Come get some!

From Biden's Ashes to Trump's Flames: The AI Phoenix Rises!

Remember those Biden era chip export restrictions? Yeah Trump scrapped 'em! Now Nvidia AMD and even Cisco are raking in the dough supplying chips to Saudi company Humain. As Ben Reitzes from Melius Research put it 'Sovereign AI has risen from the ashes...' Sounds like a damn good movie title if you ask me. These companies are struttin' like they got a pair of new boots and I ain't talkin' about the kind you wear for stompin' on alien scum.

Global Domination: One AI Deal at a Time!

Canada's got its 'Canadian Sovereign AI Compute Strategy,' India's got its 'IndiaAI Mission,' and even some US senators are drooling over a $32 billion AI R&D investment. Bank of America's Haim Israel says AI's gonna set the 'new world order,' and whoever controls it gets to reshape the geopolitical balance. It's a race baby and I'm betting on the side with the biggest guns... and the smartest AI!

Show Me the Money! The AI Gold Rush Is On!

Bank of America is throwing around numbers like they're confetti at a strip club. They're saying the global sovereign AI market could be worth $50 billion annually with an AI infrastructure opportunity ranging from $450 billion to $500 billion. That's enough cash to buy a lifetime supply of bubblegum and still have enough left over to kick some alien ass! And with Big Tech Middle East pledges and the Stargate project all jumping in this is gonna be bigger than the last alien invasion!

Cisco's Secret Weapon: Building the AI Backbone!

Cisco's getting in on the action too partnering with Humain to build AI infrastructure. Reitzes thinks investors are sleeping on this but Duke Nukem never sleeps! He sees Cisco potentially adding a 'hyperscaler' to its customer list. Cisco's switching business is booming and these AI orders could multiply. Time to load up on Cisco stock baby! 'Rest in pieces' to your financial worries!

Nvidia AMD and the AI Chip Kings!

Nvidia and AMD are the obvious frontrunners signing deals with Humain to deploy their top of the line chips. Nvidia's dropping 18,000 GB300 Grace Blackwell chips while AMD's got a $10 billion collaboration in the works. Bank of America's Vivek Arya is so bullish he jacked up his price targets. These guys are making it rain... silicon that is! And as Jensen Huang said 'sovereign AI is a new growth engine for Nvidia.' Damn right it is!