芯片突发！刚刚，美国批准了

Core Viewpoint - The approval of NVIDIA chip exports to the UAE by the U.S. government marks a significant step in enhancing technological collaboration and investment in the region, particularly in AI and cloud computing sectors [2][3]. Group 1: NVIDIA and Microsoft Collaboration - The U.S. has approved Microsoft to export the latest NVIDIA chips to the UAE, with Microsoft planning to invest over $7.9 billion in the region over the next four years for data centers and cloud computing [3]. - Following the news, NVIDIA's stock price surged by 2% in pre-market trading, and Loop Capital raised NVIDIA's target price from $250 to $350, indicating a potential 73% upside [3]. - Analyst Ananda Baruah predicts that NVIDIA's GPU shipments will double to 2.1 million units by early 2026, with price increases expected to drive revenue growth [3]. Group 2: Investment Plans and AI Infrastructure - Microsoft plans to increase the number of advanced NVIDIA chips in the UAE by nearly threefold, with a total investment of $15.2 billion from 2023 to 2029, focusing on cloud and AI infrastructure [7]. - The company will allocate over $5.5 billion for capital expenditures in cloud and AI infrastructure from early 2026 to 2029, along with approximately $2.4 billion for operational expenses and local hiring [7]. - Microsoft has already deployed 21,500 chips equivalent to NVIDIA's A100 GPU in the UAE and plans to ship an additional 60,400 chips, including new GB300 products, within months [8]. Group 3: Strategic Importance of the UAE - The UAE is becoming a critical battleground in the global AI landscape, with significant investments from major tech companies aimed at diversifying the economy away from oil [6][9]. - Microsoft has established an AI lab in the UAE and has around 1,000 full-time engineers working locally, reflecting its commitment to the region [9]. - The approval for chip exports comes after concerns regarding national security and the potential transfer of technology to other countries, highlighting the importance of meeting strict security conditions [8].