Overview
- Microsoft detailed a $15.2 billion UAE commitment through 2029, with $7.3 billion spent by end‑2025 and a further $7.9 billion planned for expanded data‑center capacity and operations.
- The newly approved shipments include Nvidia’s GB300/Grace Blackwell‑class accelerators to be operated in UAE facilities run by Microsoft and partners.
- Microsoft says the GPUs will provide access to advanced models from OpenAI, Anthropic, open‑source providers, and Microsoft services such as Copilot.
- G42 reports about 21,500 A100‑equivalent units already deployed in the UAE with U.S. approval and plans to bring in roughly 60,400 more chips, including GB300 systems.
- The licensed UAE exports contrast with President Donald Trump’s statement that he would not allow Nvidia to sell its most advanced Blackwell chips to China.