Zhi Tong Cai Jing·2025-11-03 13:44Core Insights - Microsoft announced a $15.2 billion investment in the UAE from 2023 to 2029 to drive business growth in the region [1] - The investment includes a $1.5 billion equity investment in UAE-based G42, over $4.6 billion for advanced AI and cloud data center capital expenditures, and over $1.2 billion for local operational expenses [1] - Microsoft has received permission to export advanced AI GPUs to the UAE, including products from NVIDIA [1] Group 1 - The investment will see an additional expenditure of over $7.9 billion from next year until 2029, with over $5.5 billion allocated for AI and cloud infrastructure capital expenditures and $2.4 billion for local operational expenses and cost of goods sold [1] - Microsoft aims to maintain transparency in investment details while ensuring benefits for shareholders, the UAE public, and bilateral relations [1] - The export license approved by the U.S. Department of Commerce allows Microsoft to ship products equivalent to 60,400 A100 chips and some NVIDIA GB300 GPUs to the UAE [1] Group 2 - The powerful GPUs will positively impact the UAE, enabling users to access advanced AI models from OpenAI, Anthropic, open-source providers, and Microsoft itself [2] - Microsoft will support various AI applications developed by local and international providers, including its Copilot application [2] - Previously, Microsoft received approval to deploy products equivalent to 21,500 NVIDIA A100 GPUs, including A100, H100, and H200 chips in the UAE [2]