Big surprise! The United States plans to relax chip export restrictions! for this country
The AI chip giant is ushering in big news! According to multiple foreign media reports, the United States plans to relax export restrictions on the United Arab Emirates. The United Arab Emirates can freely import cutting-edge AI chips from U.S. companies such as Nvidia, AMD, and Cerebras without having to apply for licenses one by one. Stimulated by the above news, NVIDIA's stock price closed up 4% in the early morning of the 11th Beijing time, and its total market value once again topped US$5 trillion. In addition, Cerebras rose by more than 8%, and AMD rose by more than 2%, both significantly outperforming the three major U.S. stock indexes.
The AI chip giant is ushering in big news! According to multiple foreign media reports, the United States plans to relax export restrictions on the United Arab Emirates. The United Arab Emirates can freely import cutting-edge AI chips from U.S. companies such as Nvidia, AMD, and Cerebras without having to apply for licenses one by one. Stimulated by the above news, NVIDIA's stock price closed up 4% in the early morning of the 11th Beijing time, and its total market value once again topped US$5 trillion. In addition, Cerebras rose by more than 8%, and AMD rose by more than 2%, both significantly outperforming the three major U.S. stock indexes. Advantages of AI chip giants On July 11, Beijing time, according to reports from Reuters, Bloomberg and other foreign media, the Trump administration plans to relax export controls on the United Arab Emirates and give the Gulf country license-free access to advanced artificial intelligence computing equipment, semiconductors and drones. According to reports, the easing of export restrictions has opened the door for companies in the United Arab Emirates to start buying cutting-edge artificial intelligence chips from Nvidia, Advanced Micro Devices (AMD) and Cerebras in accordance with an agreement reached between the United States and the country more than a year ago. The agreement calls for the companies to supply thousands of processors to G42, a UAE government-backed technology leader, for use in new artificial intelligence data centers in the region. The U.S. Department of Commerce announced that in addition to Amazon, Apple and xAI, U.S. companies that no longer require licenses to receive advanced computing equipment in the UAE include Google, Meta, Microsoft, OpenAI and Oracle. In addition, the announcement stated that the Ministry of Commerce plans to "favorably review" the license application for the export of chips and servers to the UAE company MGX. In 2025, the United States and the United Arab Emirates reached a preliminary agreement to allow it to import hundreds of thousands of Nvidia AI chips. On Friday, the U.S. Commerce Department said arrangements for the UAE government and approved companies to obtain license-free items are consistent with a framework finalized in May 2025. In recent years, the UAE has invested a considerable amount of its national oil wealth into computing infrastructure as part of its efforts to become the region's artificial intelligence hub. This preceded the U.S.-Iran conflict, which saw attacks on multiple data centers in the Gulf, raising concerns about the region's ability to attract overseas technology investment. The UAE government and approved companies will now be able to obtain license-free access to advanced computing equipment, according to news published in the Federal Register, the official journal of the U.S. government. UAE companies G42 and Core42, as well as US companies and their subsidiaries operating in the UAE, including Amazon, Apple, xAI, etc., no longer require licenses for AI chips and servers. According to reports, through this move, the US government will give the UAE greater access to US high-tech products and bring more exemptions from licensing requirements. According to the notification, the UAE government and certain approved commercial enterprises will have license-free access to advanced computing equipment. The notice cited growing trade ties between the United States and the UAE. The announcement pointed out that the UAE is the largest trading partner of the United States in the Middle East, and its foreign direct investment in the United States is worth more than $1 trillion. Nvidia’s next growth point A few days ago, Wedbush Securities, a well-known Wall Street investment bank, released a research report stating that NVIDIA is expected to usher in a new growth pole. Its upcoming Vera CPU is expected to have a high-core count design and its performance may significantly exceed current processor products based on the x86 architecture. Currently, the x86 architecture CPU market is mainly dominated by Intel and AMD. If Vera can fully verify its performance advantages in actual workloads, Nvidia is expected to further enter the general computing field dominated by x86, thereby expanding its long-term market space. Wedbush Securities analyst Matt Bryson said that at this year's GTC conference, Nvidia proposed for the first time that its computing platform is not only suitable for accelerators, but also has the potential to enter the main market of traditional x86 CPUs. Bryson said the latest test results further support this judgment. At the same time, he pointed out that NVIDIA is accelerating its layout in peripheral fields such as network equipment and general computing hardware. These businesses are expected to become an important support for the company's mid- to long-term growth.
Bryson said, "Nvidia's expansion into adjacent markets such as networking and general computing hardware will become an important driver of its growth story in the next few years. This progress in the CPU field is an extension of this strategy." In recent years, NVIDIA has continued to transform from a graphics processing unit (GPU) supplier to a comprehensive AI infrastructure solution provider, and is committed to integrating CPU, GPU and network products to fully adapt to the diverse workloads of data centers. The launch of Vera CPU is expected to further strengthen its integrated AI computing platform strategy and provide customers with a higher degree of system integration and performance optimization. From an investment perspective, this development has significant signaling significance, indicating that Nvidia is actively expanding its total addressable market (TAM) into areas beyond its traditional core business. Market analysts believe that the deployment of Vera processors is expected to help Nvidia further enter the enterprise and cloud computing markets. Against the backdrop of continued strong demand for computing power from cloud service providers, large enterprises and high-performance computing (HPC) customers, NVIDIA is still increasing its investment in AI hardware systems. This week, AI search company Perplexity confirmed that it plans to use Nvidia’s new Vera CPU. This move marks that Nvidia is launching a substantial challenge to established manufacturers such as Intel and AMD in the CPU market. NVIDIA expects that Vera CPU will contribute approximately US$20 billion in revenue by the end of this fiscal year. The advent of the Vera chip also reflects its strategic intention to diversify its sales structure in addition to AI-specific chips, especially under the industry trend of AI companies such as OpenAI and DeepSeek accelerating the development of self-developed chips. Currently, Nvidia is entering a highly competitive CPU market that has been dominated by the x86 architecture for a long time. Products in this field cover a wide range of application scenarios from terminal computing devices to cloud servers. It is worth noting that a large number of current CPU products were initially designed without fully considering the rise of AI "agent AI" workloads - such agents can autonomously complete complex task chains after receiving human instructions. Unlike traditional human-computer interaction environments where CPUs have task intervals, the computing demands brought by AI agents are continuous and highly concurrency. Nate Kupp, vice president of computer infrastructure and enterprise at Perplexity, said that when performing AI agent programming tasks, NVIDIA Vera CPU has about 1.5 times the performance improvement compared to traditional CPUs. Kupp said: "Vera's performance characteristics are highly consistent with our core workloads, and its adaptability is very outstanding." However, Perplexity did not disclose its specific procurement scale. It is worth noting that Nvidia has previously disclosed that OpenAI, Anthropic and Oracle all plan to deploy Vera CPU in their infrastructure, further verifying the initial prospects of this product in the AI computing ecosystem. (
Bryson said, "Nvidia's expansion into adjacent markets such as networking and general computing hardware will become an important driver of its growth story in the next few years. This progress in the CPU field is an extension of this strategy." In recent years, NVIDIA has continued to transform from a graphics processing unit (GPU) supplier to a comprehensive AI infrastructure solution provider, and is committed to integrating CPU, GPU and network products to fully adapt to the diverse workloads of data centers. The launch of Vera CPU is expected to further strengthen its integrated AI computing platform strategy and provide customers with a higher degree of system integration and performance optimization. From an investment perspective, this development has significant signaling significance, indicating that Nvidia is actively expanding its total addressable market (TAM) into areas beyond its traditional core business. Market analysts believe that the deployment of Vera processors is expected to help Nvidia further enter the enterprise and cloud computing markets. Against the backdrop of continued strong demand for computing power from cloud service providers, large enterprises and high-performance computing (HPC) customers, NVIDIA is still increasing its investment in AI hardware systems. This week, AI search company Perplexity confirmed that it plans to use Nvidia’s new Vera CPU. This move marks that Nvidia is launching a substantial challenge to established manufacturers such as Intel and AMD in the CPU market. NVIDIA expects that Vera CPU will contribute approximately US$20 billion in revenue by the end of this fiscal year. The advent of the Vera chip also reflects its strategic intention to diversify its sales structure in addition to AI-specific chips, especially under the industry trend of AI companies such as OpenAI and DeepSeek accelerating the development of self-developed chips. Currently, Nvidia is entering a highly competitive CPU market that has been dominated by the x86 architecture for a long time. Products in this field cover a wide range of application scenarios from terminal computing devices to cloud servers. It is worth noting that a large number of current CPU products were initially designed without fully considering the rise of AI "agent AI" workloads - such agents can autonomously complete complex task chains after receiving human instructions. Unlike traditional human-computer interaction environments where CPUs have task intervals, the computing demands brought by AI agents are continuous and highly concurrency. Nate Kupp, vice president of computer infrastructure and enterprise at Perplexity, said that when performing AI agent programming tasks, NVIDIA Vera CPU has about 1.5 times the performance improvement compared to traditional CPUs. Kupp said: "Vera's performance characteristics are highly consistent with our core workloads, and its adaptability is very outstanding." However, Perplexity did not disclose its specific procurement scale. It is worth noting that Nvidia has previously disclosed that OpenAI, Anthropic and Oracle all plan to deploy Vera CPU in their infrastructure, further verifying the initial prospects of this product in the AI computing ecosystem. (