财富FORTUNE·2025-11-06 13:05Core Insights - Microsoft announced the shipment of over 60,000 advanced NVIDIA AI chips to the UAE, with approval from the U.S. Department of Commerce, despite conflicting statements from former President Donald Trump regarding chip exports [2] - The UAE's commitment to invest $1.4 trillion in U.S. energy and AI projects is linked to its ability to acquire these chips, which is significant given the country's GDP of approximately $540 billion [2] - This arrangement is part of Microsoft's broader $15.2 billion technology investment plan in the UAE, which is noted for having one of the highest per capita AI usage rates [4] Group 1 - Microsoft received a license to export advanced NVIDIA chips to the UAE, including the GB300 Grace Blackwell chip for local data centers [2] - Trump's comments on chip exports to countries outside the U.S. seem contradictory to the approved shipment to the UAE [2] - The UAE's investment in AI and energy projects is substantial, amounting to $1.4 trillion, which is a significant commitment relative to its GDP [2] Group 2 - The UAE's ambassador to the U.S. stated that this arrangement sets a new "gold standard" for securing AI models, chips, data, and access [3] - Microsoft has previously deployed over 21,000 NVIDIA GPUs in the UAE under approved licenses during President Biden's administration [4] - The deployment of these GPUs is aimed at providing users access to advanced AI models from various sources, including OpenAI and Anthropic [4]