Ge Long Hui·2025-11-03 15:08Core Viewpoint - Nvidia's stock rose over 3% following the news that the U.S. has approved Microsoft's export of the latest Nvidia chips to the UAE, marking a significant development in the AI sector in the Middle East [1] Group 1: Company Developments - Microsoft has become the first company approved by the Trump administration to export Nvidia AI chips to the UAE, overcoming previous export restrictions imposed by the U.S. Department of Commerce [1] - Microsoft 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 AI sector, with significant investments and developments taking place [1] - The approval for Microsoft to export high-performance Nvidia chips is seen as a pivotal moment for AI infrastructure development in the region [1]