AlphaWire

newswire

The United States significantly relaxes its chip export policy to the UAE, but the document contains a strange statement

2026-07-10·newswire-us-stock-202215
The United States significantly relaxes its chip export policy to the UAE, but the document contains a strange statement.

As the U.S. ally that suffered the most "beatings" during the U.S.-Iraq war, the UAE received the only trade policy preferential treatment among Gulf countries. The U.S. Commerce Department is easing export controls to the United Arab Emirates, according to a document to be published in the Federal Register next week.

This makes it easier for the UAE to import military equipment, certain commercial satellites and spacecraft, and the UAE government and licensed companies can also purchase advanced AI chips without applying for a license. As for why it gives preferential treatment to the UAE, the U.S.

Department of Commerce made it clear that during the recent U.S.-Iran war, the UAE "played a key role in advancing U.S. interests." At the same time, the UAE is also an important source of foreign direct investment in the United States, with related investment exceeding US$1 trillion. Under the new regulations, the U.S.

Commerce Department moved the UAE to the "A:5 country group", which allows for more license exemptions for the export of military items and dual-use items. The UAE is also the only Middle Eastern country to be included in this group, with neither Israel nor Saudi Arabia receiving this treatment.

With the relaxation of export restrictions, UAE-related companies can begin to purchase advanced AI chips from Nvidia, AMD and Cerebras Systems in accordance with the agreement reached between the United States and the country more than a year ago without the need to apply for a license in advance.

However, unlike other "old A5" countries, the UAE's "Strategic Trade Authorization" is subject to more stringent restrictions and can only be applied when the final consignee and all end users are on the list listed by the U.S. Department of Commerce.

The documents show that UAE entities included in the list include UAE government agencies, including its armed forces. At the same time, only two local UAE companies appear on the list: G42, the UAE’s state-controlled artificial intelligence and advanced technology group, and Core42, an AI infrastructure and cloud computing company owned by G42.

In addition, the announcement also separately mentioned that the U.S. Department of Commerce plans to adopt a "favorable review" attitude towards the license application of the UAE investment company MGX involving the export of semiconductors and servers to the UAE.

In addition, eight US companies' subsidiaries in the UAE have also been included in the list, involving Amazon, Apple, Google, Meta, Microsoft, OpenAI, Oracle and X.AI. implies a strange request Documents from the U.S.

Department of Commerce show that G42 and Core42’s license-free status for importing advanced computing chips and servers will automatically expire after 270 days. The announcement also stated that if these two companies "fail to become U.S.

companies" within 270 days after the rules are publicly filed, they will need to reapply for authorization in order to maintain their approved status. The document itself does not clearly define "becoming a US company", and there is no news in the public market that US capital plans to increase investment in the UAE's flagship AI company.

Public information shows that the controlling shareholder of G42 is the Royal Group of the United Arab Emirates, led by Sheikh Tahnoun bin Zayed Al Nahyan. He is the younger brother of the current President of the United Arab Emirates and serves as the UAE's National Security Advisor and Deputy Ruler of Abu Dhabi.

American technology giant Microsoft will invest US$1.5 billion in G42 in 2024, obtaining a "minority stake" and a board seat. Silver Lake Capital also invested in G42 in 2021 and obtained a board seat. Public reports also show that the Dalio Family Office is also a shareholder of G42. The specific shareholding ratio of each party has not been disclosed. (

#Stocks #Nvidia #Apple #Microsoft #Meta #AMD

Full text

The United States significantly relaxes its chip export policy to the UAE, but the document contains a strange statement

As the U.S. ally that suffered the most "beatings" during the U.S.-Iraq war, the UAE received the only trade policy preferential treatment among Gulf countries. The U.S. Commerce Department is easing export controls to the United Arab Emirates, according to a document to be published in the Federal Register next week. This makes it easier for the UAE to import military equipment, certain commercial satellites and spacecraft, and the UAE government and licensed companies can also purchase advanced AI chips without applying for a license.

As the U.S. ally that suffered the most "beatings" during the U.S.-Iraq war, the UAE received the only trade policy preferential treatment among Gulf countries. The U.S. Commerce Department is easing export controls to the United Arab Emirates, according to a document to be published in the Federal Register next week. This makes it easier for the UAE to import military equipment, certain commercial satellites and spacecraft, and the UAE government and licensed companies can also purchase advanced AI chips without applying for a license. As for why it gives preferential treatment to the UAE, the U.S. Department of Commerce made it clear that during the recent U.S.-Iran war, the UAE "played a key role in advancing U.S. interests." At the same time, the UAE is also an important source of foreign direct investment in the United States, with related investment exceeding US$1 trillion. Under the new regulations, the U.S. Commerce Department moved the UAE to the "A:5 country group", which allows for more license exemptions for the export of military items and dual-use items. The UAE is also the only Middle Eastern country to be included in this group, with neither Israel nor Saudi Arabia receiving this treatment. With the relaxation of export restrictions, UAE-related companies can begin to purchase advanced AI chips from Nvidia, AMD and Cerebras Systems in accordance with the agreement reached between the United States and the country more than a year ago without the need to apply for a license in advance. However, unlike other "old A5" countries, the UAE's "Strategic Trade Authorization" is subject to more stringent restrictions and can only be applied when the final consignee and all end users are on the list listed by the U.S. Department of Commerce. The documents show that UAE entities included in the list include UAE government agencies, including its armed forces. At the same time, only two local UAE companies appear on the list: G42, the UAE’s state-controlled artificial intelligence and advanced technology group, and Core42, an AI infrastructure and cloud computing company owned by G42. In addition, the announcement also separately mentioned that the U.S. Department of Commerce plans to adopt a "favorable review" attitude towards the license application of the UAE investment company MGX involving the export of semiconductors and servers to the UAE. In addition, eight US companies' subsidiaries in the UAE have also been included in the list, involving Amazon, Apple, Google, Meta, Microsoft, OpenAI, Oracle and X.AI. implies a strange request Documents from the U.S. Department of Commerce show that G42 and Core42’s license-free status for importing advanced computing chips and servers will automatically expire after 270 days. The announcement also stated that if these two companies "fail to become U.S. companies" within 270 days after the rules are publicly filed, they will need to reapply for authorization in order to maintain their approved status. The document itself does not clearly define "becoming a US company", and there is no news in the public market that US capital plans to increase investment in the UAE's flagship AI company. Public information shows that the controlling shareholder of G42 is the Royal Group of the United Arab Emirates, led by Sheikh Tahnoun bin Zayed Al Nahyan. He is the younger brother of the current President of the United Arab Emirates and serves as the UAE's National Security Advisor and Deputy Ruler of Abu Dhabi. American technology giant Microsoft will invest US$1.5 billion in G42 in 2024, obtaining a "minority stake" and a board seat. Silver Lake Capital also invested in G42 in 2021 and obtained a board seat. Public reports also show that the Dalio Family Office is also a shareholder of G42. The specific shareholding ratio of each party has not been disclosed. (

← Back to archive