Sou Hu Cai Jing·2025-11-04 06:53Core Insights - Microsoft plans to significantly expand its data center footprint in the UAE through partnerships with local companies, announcing a total investment exceeding $15 billion [2][5] - The company has partnered with Group42, committing over $7.3 billion, with more than half allocated to capital expenditures for data center infrastructure [2] - The investment will enhance local data center computing capacity to the equivalent of 81,900 H100 chips, nearly quadrupling its current capabilities [2] Investment Details - The new investment in the UAE amounts to $7.9 billion, which will be used to upgrade data center infrastructure [2] - Microsoft has received approval from the U.S. Department of Commerce for the export of new GPUs to the UAE, including the advanced GB300 super chip [3] - The infrastructure investment is expected to incur $2.4 billion in local operating expenses and sales costs [3] Collaboration with Lambda Labs - Microsoft has engaged in a partnership with Lambda Labs to build AI infrastructure worth several billion dollars, involving thousands of GPUs [3][5] - Lambda's cloud platform reportedly contains over 250,000 GPUs, and the company raised $480 million from a consortium including NVIDIA [3] Previous Partnerships - Microsoft previously signed a similar AI infrastructure agreement with CoreWeave, expecting to invest $10 billion on that platform by the end of the century [4][5]