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![REXShares Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::816325821543481344.png) REX Shares [@REXShares](/creator/twitter/REXShares) on x 48.3K followers
Created: 2025-07-17 13:41:32 UTC

‼️ WEEKLY AI UPDATE ‼️

🔒U.S. SECURITY CONCERNS DELAY UAE-NVIDIA AI CHIP DEAL
A landmark AI chip deal between the U.S. and UAE, backed by President Trump and involving billions in $NVDA chips, is stalled over fears China might gain access through Abu Dhabi-based G42. The Commerce Department has withheld approval for G42’s share, intensifying interagency debate and frustrating U.S. tech firms aiming to expand AI operations in the region.

🚀TSMC PROFITS SURGE ON AI DEMAND, WARNS ON TARIFF IMPACT
$TSMC posted a record Q2 net profit of $13.5B, up XXXX% YoY, driven by booming AI chip demand and strong $NVDA sales to China. Despite raising its 2025 revenue forecast, the firm warned that U.S. tariffs and Taiwan dollar strength could weigh on margins and Q4 earnings.

🤝OPENAI ADDS GOOGLE CLOUD TO MEET SURGING AI DEMAND
OpenAI has enlisted $GOOGL as a cloud provider alongside $MSFT, $ORCL, and $CRWE to support its rising compute needs, reducing reliance on Microsoft. The move follows partnerships in the $500B Stargate project and highlights intensifying infrastructure competition in AI.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945841297845354865/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[china](/topic/china)
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[uae](/topic/uae)
[coins ai](/topic/coins-ai)
[stocks](/topic/stocks)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/REXShares/status/1945841297845354865)