Catenaa, Monday, November 03, 2025- Nvidia stock rose on Monday after Microsoft said it had secured export licenses to ship Nvidia chips to the UAE, a move that could accelerate the Gulf’s lofty AI ambitions.
The tech giant said it is the first company under US President Donald Trump’s administration to secure such licenses from the Commerce Department and that the approval, granted in September, was based on “updated and stringent technology safeguards.”
Nvidia shares rose by 2% on Monday morning. The stock is up by over 53% so far this year.
The licenses enable the firm to ship the equivalent of 60,400 additional A100 chips, involving tech darling Nvidia’s more advanced GB300 GPUs.
“While the chips are powerful and the numbers are large, more important is their positive impact across the UAE,” Microsoft said in a blog post. “We’re using these GPUs to provide access to advanced AI models from OpenAI, Anthropic, open-source providers, and Microsoft itself.”
Microsoft also plans to invest over $15 billion in the UAE over the next seven years to the end of 2029.
“The biggest share of it (the investment), by far, both looking back and looking forward, is the expansion of AI data centers across the UAE. And from our perspective, it’s an investment that is critical to meet the demand here for the use of AI,” Microsoft Vice Chair and President Brad Smith told Reuters in an interview on Monday.
