Core Insights - Microsoft announced a total investment of $15.2 billion in artificial intelligence and cloud computing in the UAE, with $7.3 billion already invested since 2023 and an additional $7.9 billion planned by the end of 2029 [1][2] Investment Details - Approximately two-thirds of the investment will be allocated to building AI and cloud data centers in the UAE, while one-third will cover local operating expenses [3] - The investments are supported by both the US and UAE governments and involve a partnership with G42, a sovereign AI company in the UAE [2][4] Regulatory Context - Microsoft was the first company to receive export licenses from the Trump administration to supply GPU chips to the UAE, amidst concerns about advanced chips potentially reaching rivals like China [3][4] - Updated licenses granted in September allow Microsoft to ship the equivalent of 60,400 additional A100 chips, including Nvidia's advanced GB300 GPUs, to support access to advanced AI models [5]

But it's really good to be chatting to you here in Abu Dhabi. But also some big figures were announced by Microsoft. Microsoft, a cumulative 5.2% billion worth of investments in the UAE between the start of 2023 and anticipated by the end of the decade.It is a substantial stock. What is the opportunity you're saying here. Well, the opportunity is to really invest in this country.This is not money we're raising here. It's money we're investing in spending here. And we really see the future of the UAE as a fu ...

Core Insights - Microsoft has obtained export licenses to ship Nvidia chips to the United Arab Emirates, which may boost the region's AI ambitions [1] - This marks the first instance under the Trump administration where a company has secured such licenses from the U.S. Commerce Department [1] - The approval, granted in September, was based on updated and stringent technology safeguards [1] Summary by Categories Company Actions - Microsoft is the first company to secure export licenses for Nvidia chips under the Trump administration [1] - The licenses allow Microsoft to ship the equivalent of 60,400 additional A100 chips, which include Nvidia's advanced GB300 GPUs [1] Industry Implications - The move is expected to accelerate AI development in the Gulf region [1] - The approval reflects a shift towards updated technology safeguards in the export of advanced technology [1]