Ge Long Hui A P P·2025-11-03 12:39Core Viewpoint - The U.S. has approved Microsoft's export of the latest Nvidia chips to the UAE, marking a significant step in the competition for artificial intelligence in the Middle East [1] Group 1: Company Developments - Microsoft has become the first company authorized by the Trump administration to export Nvidia AI chips to the UAE as of September [1] - The company plans to increase its investment in the UAE from $7.3 billion over the past three years to $7.9 billion from 2026 to 2029, with $5.5 billion allocated for AI and cloud infrastructure capital expenditures [1] Group 2: Industry Context - The Middle East is emerging as a critical battleground in the global artificial intelligence sector [1] - The project was previously hindered by U.S. export controls on high-performance Nvidia chips, which have now been lifted following the approval [1]