大家好，关注一则英伟达芯片的消息。 美国首次批准微软向阿联酋出口最新款英伟达芯片 11月3日，美国首次批准微软向阿联酋出口最新款英伟达芯片。微软公司表示，未来四年将在阿拉伯联 合酋长国用于数据中心、云计算以及员工方面的支出超过79亿美元，助力这一海湾国家实现打造全球科 技枢纽的目标。 消息出来之后，英伟达股价盘前大涨2%。此外，Loop Capital将英伟达目标价从250美元上调至350美 元，隐含73％上涨空间，并维持"买入"评级。分析师Ananda Baruah预计，到2026年初英伟达GPU出货 量将翻倍至210万片，叠加涨价趋势有望推动收入增长。 | 202.490+ | 版 高 | | --- | --- | | -0.400 -0.20% | 最低 | | 成交额 | 367.42亿 市盈率TTM | 特朗普今年5月与阿联酋总统达成协议，计划在阿布扎比建设一个庞大的人工智能数据中心园区。中东 已成为世界人工智能领域竞争的关键战场之一。 不过，微软的项目此前因美国商务部对高性能英伟达芯片实施出口管制而受阻。 微软总裁布拉德·史密斯在阿布扎比宣布了这一计划。该计划包括将微软在阿联酋运营的英伟达先进芯 ...

Core Insights - The U.S. has approved Microsoft to export the latest NVIDIA chips to the UAE, marking a significant step in enhancing the region's technological capabilities [2] - Microsoft plans to invest over $7.9 billion in the UAE over the next four years to support the country's goal of becoming a global tech hub [2] - NVIDIA's stock rose by 2% in pre-market trading following the news, and Loop Capital raised NVIDIA's target price from $250 to $350, indicating a potential 73% upside [2] Group 1: Investment Plans - Microsoft announced plans to increase the number of advanced NVIDIA chips in the UAE by nearly threefold, overcoming previous export restrictions [5] - The company intends to invest a total of $15.2 billion in the UAE from 2023 to 2029, focusing on cloud and AI infrastructure to address computing power shortages [5] - 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 [7] Group 2: Strategic Partnerships - Microsoft has been a key partner in the UAE's economic diversification efforts, transitioning from oil to various digital technologies [5] - The company invested $1.5 billion in the AI firm G42 in Abu Dhabi and has established an AI lab in the region [7] - Microsoft has also formed a $9.7 billion agreement with Australian data center operator IREN to build a facility in Texas, indicating its commitment to expanding its cloud services [5] Group 3: Regulatory Environment - The approval for exporting AI chips to the UAE comes after concerns regarding national security and the potential transfer of technology to other countries [6][7] - Microsoft has met strict security conditions to ensure that the chips remain under its control, addressing concerns from U.S. officials [7] - The approval marks Microsoft as the first U.S. company to receive such authorization this year after meeting safety standards [7]