The administration of U.S. President Donald Trump is clearing a path for two key Persian Gulf allies to pursue their artificial intelligence ambitions — and some of the biggest U.S. tech companies are seizing on that opening with plans to spend billions of dollars in the region.

Under agreements with the U.S. expected to be unveiled in coming days, Saudi Arabia and the United Arab Emirates are poised to win wider access to advanced AI chips from Nvidia and Advanced Micro Devices that are considered the gold standard for running AI models.

The deals are taking shape while President Donald Trump visits the Middle East seeking to forge deeper business ties that put U.S. technology initiatives at center stage. Even before any formal announcement of accords between the U.S. and its partners, news began to emerge of American companies readying expanded projects in the region.