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3h ago

Nvidia Cleared to Ship GPUs to UAE as Senate Moves to Prioritize U.S. AI Chip Buyers

New financing alongside customer shifts test Nvidia’s dominance under tighter U.S. oversight.

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Jensen Huang co-founded Nvidia in 1993 and has led the tech giant to prominence during the artificial intelligence boom.
California-based Nvidia has led the charge in the AI chips race, as a leading manufacturer of the technology powering data centers.
People visit the booth of Nvidia at a supply chain expo in Beijing on July 17, 2025.

Overview

  • U.S. officials approved export licenses for Nvidia to send several billion dollars’ worth of advanced GPUs to data centers in the United Arab Emirates operated by American firms.
  • The Senate passed the GAIN AI provision within the NDAA to require chipmakers to prioritize domestic orders over exports, with the measure now headed to the House as Nvidia criticizes the approach.
  • Nvidia confirmed an agreement to invest up to $2 billion in Elon Musk’s xAI, with CEO Jensen Huang framing the move as part of a strategy to accelerate industry adoption of AI.
  • OpenAI announced a partnership to deploy roughly 6 gigawatts of AMD GPUs and received warrants that could total about a 10% stake in AMD subject to deployment and performance terms, signaling greater supply diversification.
  • Commerce Department officials are reported to be probing whether Nvidia customer Megaspeed helped China circumvent export controls, intensifying scrutiny of global AI chip distribution.