US eases export curbs on UAE for AI chips

The Trump administration is easing US export restrictions on the UAE, widening access to advanced AI chips and commercial satellites. The move supports G42's Stargate UAE (1GW) and UAE-US AI campus (5GW) compute infrastructure, contingent on G42's divestment from Chinese companies and US chip compliance frameworks. If you build chips, power systems, cooling, or networking for hyperscale compute, you now have a customer with $5 billion to spend and US government blessing to buy from you. G42 needs to fill 5 gigawatts; the supply chain to do that is not yet built.