1. Market Intelligence
The July 2025 White House order “Promoting the Export of the American AI Technology Stack” established a framework for exporting the full AI stack — from chips to cloud services (WhiteHouse.gov).
In September 2025, the U.S. Commerce Department finalized rules expanding AI chip exports to “trusted partners” (The Reg Review).
Global venture funding for AI-related companies rose to US$97 billion in Q3 2025 (+38 % YoY), signaling a continued surge in tech infrastructure investment. (Reuters)
2. Strategic Context
The U.S. is moving from a “tech restriction” strategy to a “tech alignment” model.
By exporting AI infrastructure to allies — Saudi Arabia, Brazil, India — Washington is building technological supply chains of trust.
As CSET Georgetown notes, this is AI statecraft: diffusing innovation to shape governance and standards.
The Alvarez & Marsal brief calls it “regulated openness” — balancing national security with economic growth.
For Gulf and LATAM partners, this creates a new sovereign AI advantage: cheap energy + strategic neutrality = attractive infrastructure destinations.
3. Deals & Movements
U.S.–UAE & Saudi AI Chip Exports authorized in Q3 2025 (Middle East Eye)
Saudi–U.S. Data-Centre Partnership announced (Oct 2025) (Arabic Trader)
Brazil + NVIDIA Industrial AI Program to train 3,000 engineers (NVIDIA)
These initiatives signal a redistribution of AI influence — from a single center to a network of strategic hubs.
4. Namia Insight
AI is becoming the new infrastructure of globalization.
As data, compute and capital intersect across Saudi and Latin American markets, the question is no longer who invented the technology — but who institutionalized it.
For decision-makers, the competitive edge lies in participating where innovation is localized yet globally compliant.
“In the AI economy, the strongest currency is not data or chips — it is trust.”