Microsoft Gets US Approval To Export Nvidia Chips In $15.2B UAE AI Push

• The initiative builds on a long-term partnership with G42, an Abu Dhabi-based company.
• Microsoft’s spending includes $1.5 billion in equity investment in G42.
• The company has secured U.S. export licenses to ship advanced GPUs, including Nvidia A100, H100, and GB300 chips, to the UAE. 

Microsoft Corp. (MSFT) announced on Monday a sweeping $15.2 billion investment plan for the United Arab Emirates aimed at strengthening the Gulf nation’s AI, cloud, and digital infrastructure through 2029. 

The initiative builds on a long-term partnership with G42, an Abu Dhabi-based company.

Massive Investment To Drive AI Growth

The company began the initiative in 2023, marking a major milestone in U.S.-UAE tech collaboration. By the end of the decade (2029), Microsoft expects to spend $15.2 billion in the UAE on data centers, operational costs, and AI-focused ventures.

Microsoft’s spending includes $1.5 billion in equity investment in G42. The company has secured U.S. export licenses to ship advanced GPUs, including Nvidia A100, H100, and GB300 chips, to the UAE. 

“Microsoft was also the first company this year under the Trump administration to secure export licenses from the Commerce Department to ship GPUs to the UAE.”

- Brad Smith, Vice Chair & President, Microsoft

These GPUs help power access to AI models from OpenAI, Anthropic, Microsoft, and various open-source developers. They also support AI-based tools, including Microsoft’s Copilot apps, offered by both local and global partners.

Microsoft stock inched 0.4% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels. 

Building Infrastructure

Between early 2026 and the end of 2029, Microsoft plans to invest over $7.9 billion in the UAE. Approximately $5.5 billion of that will be allocated toward building and expanding its AI and cloud infrastructure. The remaining $2.4 billion will cover local operating costs and expenses related to goods and services.

In the first quarter (Q1), revenue from Azure and cloud services increased 40% year-over-year (YoY). Overall, Microsoft Cloud revenue was up 26% YoY at $49.1 billion. 

Microsoft's stock has gained over 26% in the last 12 months. 

Also See: NVDA Has Doubled In Value So Far In 2025, But Loop Capital Sees 73% Upside

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