Company News - IREN stock surged over 20% in pre-market trading after signing a $9.7 billion agreement with Microsoft [1] - Dell's stock rose over 3% in pre-market trading as IREN plans to spend $5.8 billion on GPU and related equipment from Dell [1] - NVIDIA's stock increased by 2% in pre-market trading, with Microsoft set to invest over $7.9 billion in the UAE between 2026 and 2029 [1] - Beyond Meat's stock fell over 8% in pre-market trading as the company announced a delay in releasing its Q3 financial report to quantify an impairment loss [1] - Onsemi's stock rose nearly 4% in pre-market trading, reporting Q3 revenue of $1.55 billion and adjusted earnings per share of $0.63 [2]

Microsoft said it has secured U.S. approval to ship the latest Nvidia artificial-intelligence chips to the United Arab Emirates https://t.co/6W9BO7q30A ...

Core Insights - The U.S. has approved Microsoft to export the latest NVIDIA chips to the UAE, marking a significant step in enhancing the region's technological capabilities [2] - Microsoft plans to invest over $7.9 billion in the UAE over the next four years to support the country's goal of becoming a global tech hub [2] - NVIDIA's stock rose by 2% in pre-market trading following the news, and Loop Capital raised NVIDIA's target price from $250 to $350, indicating a potential 73% upside [2] Group 1: Investment Plans - Microsoft announced plans to increase the number of advanced NVIDIA chips in the UAE by nearly threefold, overcoming previous export restrictions [5] - The company intends to invest a total of $15.2 billion in the UAE from 2023 to 2029, focusing on cloud and AI infrastructure to address computing power shortages [5] - Microsoft has already deployed 21,500 chips equivalent to NVIDIA's A100 GPU in the UAE and plans to ship an additional 60,400 chips, including new GB300 products [7] Group 2: Strategic Partnerships - Microsoft has been a key partner in the UAE's economic diversification efforts, transitioning from oil to various digital technologies [5] - The company invested $1.5 billion in the AI firm G42 in Abu Dhabi and has established an AI lab in the region [7] - Microsoft has also formed a $9.7 billion agreement with Australian data center operator IREN to build a facility in Texas, indicating its commitment to expanding its cloud services [5] Group 3: Regulatory Environment - The approval for exporting AI chips to the UAE comes after concerns regarding national security and the potential transfer of technology to other countries [6][7] - Microsoft has met strict security conditions to ensure that the chips remain under its control, addressing concerns from U.S. officials [7] - The approval marks Microsoft as the first U.S. company to receive such authorization this year after meeting safety standards [7]

微软总裁Brad Smith周一证实，公司已于9月获得美国商务部的出口许可证，成为今年首家获准向阿联 酋运送英伟达最新AI芯片的美国公司。 紧随其后，微软宣布了一项覆盖2023至2029年的152亿美元总投资承诺。其中，公司计划在2026至2029 年间，向阿联酋追加投资逾79亿美元，其中55亿美元用于AI和云基础设施，另有约24亿美元将用作运 营费用和本地招聘。 此举被视为美国巩固与阿联酋关系的关键一步。这不仅意味着微软在全球AI基础设施竞赛中再度加 码，也凸显了阿联酋作为中东技术枢纽的战略地位正迅速提升，并可能成为向南欧、非洲和东亚等"全 球南方"地区扩散AI技术的重要节点。 扫清出口障碍，巨额投资落地 微软的巨额投资承诺伴随着关键的政策松绑而来。据报道，这项覆盖2023年至2029年的152亿美元投 资，是微软助力阿联酋实现经济多元化、转型为全球技术中心目标的一部分。 具体来看，从2026年到2029年，微软计划在阿联酋投入超过55亿美元的资本支出，用于云和AI基础设 施建设，另有约24亿美元将用作运营费用和本地招聘。Brad Smith表示： 美国政府已为微软向阿联酋出口尖端AI芯片放行，此举随即解锁 ...

Core Insights - The tech giant has become the first company to receive an export license from the Trump administration's Commerce Department for shipping AI chips to the UAE [1] Company Summary - The company is recognized for its significant achievement in obtaining the export license, indicating a strategic move in the AI chip market [1] Industry Summary - The granting of the export license highlights the growing importance of AI technology in international trade, particularly in the context of U.S. relations with the UAE [1]

#微软将在阿联酋投资近80亿美元# 【微软：到2029年在阿联酋投资近80亿美元，用于AI云基础设施扩 建】#美同意微软向阿联酋出口英伟达AI芯片# 11月3日，据报道，微软表示，未来四年将向阿联酋投资 超过79亿美元，其中超过55亿美元将用于人工智能和云基础设施扩建。美国首次允许微软向阿联酋出口 英伟达人工智能芯片。（界面，泽塔） ...

IREN Limited (NASDAQ: IREN) signed a five-year agreement with Microsoft for GPU cloud computing services valued at around $9.7 billion. Microsoft will receive access to NVIDIA GB300 GPUs managed by IREN, with the contract including a 20 percent prepayment. The agreement provides phased deployment of GPU capacity throughout 2026 at IREN’s Childress, Texas campus, which has 750 megawatts of total capacity. Four new liquid-cooled data centers, named Horizon 1 through Horizon 4, will support 200 megawatts o ...

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Market Performance - The Nasdaq 100 Index experienced a "volatile upward" trend in October, with a cumulative increase of 4.77% and a total trading volume of approximately $57.071 billion[10] - The index's PE-TTM as of October 31, 2025, was 36.95, placing it at the 93.2% historical percentile since 2011, indicating a relatively high valuation level[15] - The risk level of the Nasdaq 100 Index was recorded at 92.57, suggesting a heated market sentiment, while the short-term volatility risk remains significant[18] Macro and Policy Factors - The U.S. government shutdown created a data vacuum, exacerbating market volatility and uncertainty, while lower-than-expected CPI data raised interest rate cut expectations[20] - Trump's threat to impose additional tariffs on Chinese goods negatively impacted market sentiment, leading to a 3.56% drop in the index on October 10[30] - The Federal Reserve's rate cut on October 29 was accompanied by hawkish signals, which dampened growth stock sentiment despite the cut being anticipated[31] Industry Dynamics - Major tech companies reported mixed earnings, with Nvidia's market cap surpassing $5 trillion, while concerns over capital expenditures affected stocks like Meta and Microsoft[36] - Tesla's Q3 earnings exceeded expectations, but its AI valuation remains contingent on the successful commercialization of new services like Robotaxi[38] - Amazon's AWS revenue grew to $33 billion, marking the largest increase since 2022, driven by strong AI demand[45] Future Outlook - The Nasdaq 100 Index is expected to continue a volatile upward trend in November, influenced by macroeconomic conditions and policy expectations[46] - Key events to watch include the U.S. Supreme Court's ruling on tariff legality and upcoming earnings reports from major tech firms like AMD[50] - The market's focus will shift towards the efficiency of AI investments and the potential for earnings growth amid economic uncertainties[53]

格隆汇11月3日｜据英国金融时报，美国首次批准微软向阿联酋出口最新款英伟达芯片。特朗普今年5月 与阿联酋总统达成协议，计划在阿布扎比建设一个庞大的人工智能数据中心园区。中东已成为世界人工 智能领域竞争的关键战场之一。不过，微软的项目此前因美国商务部对高性能英伟达芯片实施出口管制 而受阻。微软总裁布拉德·史密斯表示，该公司在9月"成为特朗普政府下首家获准向阿联酋出口英伟达 AI芯片的企业"。他补充说，"我们通过满足极为严格的网络安全、物理安全及其他安全标准，才赢得了 这一许可。"微软现计划将其在阿联酋的投资规模从过去三年的73亿美元提高至2026-2029年的79亿美 元，其中55亿美元将用于AI和云基础设施的资本支出。 ...