Elementary, My Dear Watson! AI Titans Align in the Sands of Arabia

A Curious Convergence in the Emirates

The game my dear Watson is afoot! Or rather a sand as the case may be. It appears that Nvidia Cisco and OpenAI – a trio of titans in the technological realm – are converging upon the United Arab Emirates. Their mission? To bolster the "UAE Stargate" artificial intelligence data center a project so grand it rivals my own powers of deduction. A source as slippery as a bar of soap in a Turkish bath has confirmed that Nvidia will be supplying the latest Blackwell GB300 systems. Elementary!

Echoes of a Stateside Scheme

Now this UAE Stargate is not entirely without precedent. It seems President Trump shortly after his inauguration (a detail as significant as a dog that didn't bark) announced a similar AI infrastructure project in the United States bearing the same moniker. One wonders if this is mere coincidence or a deliberate attempt to mirror American ingenuity on foreign soil. The plot thickens Watson like a London fog!

Oracle's Enigmatic Absence

Intriguingly Oracle's involvement remains shrouded in mystery. Larry Ellison a figure not entirely unfamiliar with grand pronouncements and even grander projects was part of the U.S. Stargate announcement. Yet his presence in this Arabian affair is conspicuously absent. Could it be a case of divided loyalties or perhaps a deeper game at play? Only time and perhaps a well placed informant will tell.

A Data Center of Colossal Proportions

This Abu Dhabi data center masterminded by the Emirati firm G42 is no mere server room mind you. We are talking about a massive campus spanning 10 square miles with a 5 gigawatt capacity. It's a digital fortress Watson capable of housing enough artificial intelligence to make even Mycroft Holmes feel slightly inadequate. And Trump himself was in the UAE as a part of his first foreign trip abroad in his second term. A tangled web indeed.

Stars Aligning in the Desert

The luminaries of the tech world – Nvidia's Jensen Huang OpenAI's Sam Altman SoftBank's Masayoshi Son and Cisco's Jeetu Patel – were all spotted in the UAE like planets aligning in the night sky. OpenAI however remains tight lipped a silence more deafening than a Moriarty monologue. Perhaps they fear revealing too much lest their competitors glean an advantage. Or as I always say data! data! data! I can't make bricks without clay!

Chips States and Saudi Deals

The first phase includes a 1 gigawatt compute cluster. OpenAI considered US Stargate data center campuses in 16 states that had indicated 'real interest' in the project including: Arizona California Florida Louisiana Maryland Nevada New York Ohio Oregon Pennsylvania Utah Texas Virginia Washington Wisconsin and West Virginia. Meanwhile in Saudi Arabia Huang announced Nvidia would sell 18,000 Blackwell chips to Humain. AMD too will be supplying chips and Humain has committed $10 billion to the project. As I always say "There is nothing more deceptive than an obvious fact!" and in this case facts are very obvious the world is betting big on AI and data centers.