MSFT: Microsoft to Send 60,000 Nvidia AI Chips to UAE Data Centers

This article first appeared on GuruFocus.

Microsoft (NASDAQ:MSFT) said it will supply more than 60,000 advanced Nvidia (NVDA) artificial intelligence chips to the United Arab Emirates under export licenses cleared by the U.S. Commerce Department.

The approval, issued in September, permits the transfer of Nvidia's high-end GB300 Grace Blackwell processors under what officials called strict security and compliance conditions. The chips will be deployed across UAE data centers to expand cloud and AI infrastructure.

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The development comes shortly after President Donald Trump said in a 60 Minutes interview that U.S. authorities would block shipments of the most advanced chips overseas, particularly to China. The UAE deal, however, falls under an earlier license granted with additional oversight.

The export agreement is linked to the UAE's pledge to channel about $1.4 trillion into U.S.-based projects in AI and energy, a figure that far exceeds the Gulf nation's annual GDP of roughly $540 billion.

Microsoft said the deliveries form part of its $15.2 billion regional technology investment and will support AI access from OpenAI, Anthropic, open-source developers, and its own cloud platforms already running over 21,000 Nvidia GPUs in the UAE.

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