Dylan PatelFounder and Chief Analyst, SemiAnalysis · The semiconductor-AI stack

The Saudi's Want xAI's Big Compute Energy

18 Dec 2025 · 0 min

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0:22

Dylan Patel discusses xAI and NVIDIA's data center project in Saudi Arabia. Saudi demand for xAI's computing power is strong, and the question is whether xAI will shift into the cloud infrastructure business. Colossus has deployed faster than expected.

xAI and NVIDIA announced a new data center project in Saudi. Do you see xAI just getting into the cloud, into the AI cloud business, and helping basically deliver infrastructure for other, other companies?
I would sign up xAI to put up a cluster as fast as possible. They're the quickest with Colossus. Like, I think they literally have the speedrun record. And Saudis want it, dude. They want it so badly.

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