SemiAnalysis reports on significant AI infrastructure deals between the United States and both the UAE and Saudi Arabia. These agreements are expected to bring massive capital investment to the AI sector, benefiting American technology companies and addressing a U.S. datacenter deficit. The article highlights the **geopolitical shift** as Middle Eastern nations align more closely with American tech stacks. While acknowledging potential risks like **GPU diversion and misuse**, SemiAnalysis suggests these can be mitigated through security protocols and inspection.