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5h ago

U.S. Clears Nvidia GPU Exports to UAE as Senate Backs Prioritizing Domestic AI Chip Buyers

The moves highlight Washington’s push to direct scarce AI processors to U.S. users under tighter trade controls.

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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

  • The export license allows Nvidia to ship tens of billions of dollars worth of advanced GPUs to the UAE, with units designated for U.S. companies’ data centers there rather than local firms.
  • The Senate passed the GAIN AI provision within the NDAA to require AI chipmakers to prioritize American customers, with the measure’s fate now dependent on House action and final legislation.
  • Chinese authorities have intensified customs inspections on semiconductor shipments, effectively tightening imports of Nvidia processors into China, according to Financial Times reporting.
  • OpenAI has added AMD as a major supplier through a multigigawatt deal that includes warrants, signaling buyer diversification and heightening attention to Nvidia’s customer concentration risk.
  • Nvidia CEO Jensen Huang confirmed an agreement to invest up to $2 billion in Elon Musk’s xAI, reinforcing the company’s strategy of deepening ties across the AI ecosystem.