美批准英伟达对阿联酋出口AI芯片，中东“星际之门”计划获关键助力

Core Insights - The U.S. Department of Commerce's Bureau of Industry and Security (BIS) has granted export licenses to NVIDIA, allowing the supply of AI chips worth billions to the United Arab Emirates (UAE), implementing a deal reached in May [1] - The collaboration involves OpenAI, Abu Dhabi MGX, SoftBank of Japan, and Oracle to establish a "Middle East version of the Stargate Project" with a total scale of 1GW, utilizing NVIDIA's latest GB300 platform [1] - This marks the first approval for NVIDIA to sell AI chips to the UAE since the Trump administration took office, indicating a positive outlook for related Taiwanese manufacturers [1] - The U.S. issued the licenses after the UAE proposed a significant "reciprocal investment" plan, although specific figures regarding chip export amounts and UAE investments remain undisclosed [1] - A major data center with a capacity of 5GW is planned in the UAE capital, with OpenAI as a primary tenant, despite concerns from some U.S. officials regarding the location and scale of the facility [1] Industry Developments - The U.S. plans to approve the export of up to 500,000 advanced AI chips annually, with one-fifth allocated for G42, a major AI player in Abu Dhabi [2] - However, the initial export licenses do not include chips for G42, which is collaborating with OpenAI to develop an AI park in the UAE capital [2]