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US eases restrictions on Apple's access to AI chips and data center equipment in the UAE
Apple is among eight U.S. companies now able to bring covered advanced-computing chips, servers, and other controlled technology into the UAE without applying for individual export licenses. Here's what that means. UAE export hurdles cleared As spotted by Reuters, the U.S. Department of Commerce is relaxing export restrictions for the United Arab Emirates, giving approved companies easier access to certain advanced computing hardware and other controlled technologies. From the final rule, filed for public inspection ahead of its July 14 publication in the Federal Register, where STA stands for Strategic Trade Authorization: "Certain U.S.-headquartered AI companies and their UAE-based subsidiaries [...] may, as specified, receive advanced computing items license-free [...] and receive all other eligible items pursuant to full use of License Exception STA." Apple is one of eight U.S.-headquartered companies covered by the new rule, alongside Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI. The authorization covers "advanced computing items" regulated by sections 742.6(a)(6)(iii)(A)-(B) of the Export Administration Regulations. In a nutshell, these rules govern when companies need U.S. approval to export, reexport, or transfer covered advanced-computing chips, servers, and other systems that contain them, as well as designated software and technology. They also account for who ultimately receives and uses those items, and for what purpose. Under the new rule, Apple and its subsidiaries (alongside the other companies mentioned in the document) can receive covered advanced-computing chips, servers, software, and technology at their UAE operations without applying for individual licenses, provided they are the approved recipients and end users. If and how Apple will take advantage of the new authorization remains to be seen, although data center infrastructure would be the most obvious use case. Worth checking out on Amazon
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US Makes It Easier to Export Certain Military Items, AI Chips and Commercial Satellites to the UAE
July 10 (Reuters) - The U.S. Department of Commerce loosened export controls on the United Arab Emirates on Friday, making it easier to export military items, certain commercial satellites and spacecraft, according to a U.S. government posting in the Federal Register. The UAE government and approved companies also will now be able to access advanced computing items license-free, the posting said. UAE companies G42 and Core42 and U.S. companies operating in the country, including Amazon, Apple, and xAI, are among those that no longer need licenses for AI chips and servers. In providing the more favorable treatment for certain exports to the UAE, the Commerce Department said the U.S. had worked with the country for decades to counter Iran and its proxies, including Hamas, Hezbollah and the Houthis. "More recently, the UAE played a key role advancing U.S. interests during Operation Epic Fury," the posting said, referring to the U.S.-Israeli strikes on Iran that began in February. Additionally, it noted, the UAE was the largest U.S. trading partner in the Middle East, and that its foreign direct investment in the United States was valued at over $1 trillion. Under the new regulation, the Commerce Department moved the UAE into a country grouping that allows more license exceptions for military and dual-use items controlled by the department. The UAE will be the only country in the group that is not a member of multilateral export control regimes. Other countries in the grouping include NATO countries and other allies. Other countries in the region such as Israel and Saudi Arabia are not members of that group. (Reporting by Karen Freifeld; Additional reporting by Daphne Psaledakis; Writing by Ismail Shakil; Editing by Doina Chiacu and Andrea Ricci )
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US makes it easier to export Nvidia AI chips and military equipment to the UAE
July 10 (Reuters) - The U.S. loosened export controls on the United Arab Emirates on Friday, making it easier to export Nvidia AI chips, military equipment, commercial satellites and spacecraft in a boost to relations between the two allies. The announcement underscores strengthening U.S.-UAE relations, with the Gulf ally playing an increasingly important role in Washington's strategy toward Iran, while creating revenue opportunities for U.S. companies, particularly tech firms. The UAE government and approved companies will now be able to access advanced computing items license-free, the posting in the Federal Register, the government's official journal, said. UAE companies G42 and Core42 and U.S. companies and their subsidiaries operating in the country, including Amazon, Apple, and xAI, are among those that no longer need licenses for AI chips and servers. In providing the more favorable treatment for certain exports to the UAE, the Commerce Department said the U.S. had worked with the country for decades to counter Iran and its proxies, including Hamas, Hezbollah and the Houthis. "More recently, the UAE played a key role advancing U.S. interests during Operation Epic Fury," the posting said, referring to the U.S.-Israeli strikes on Iran that began in February. Additionally, it noted, the UAE was the largest U.S. trading partner in the Middle East, and that its foreign direct investment in the United States was valued at over $1 trillion. Under the new regulation, the Commerce Department moved the UAE into a country grouping that allows more license exceptions for military and dual-use items controlled by the department. The UAE will be the only country in the group that is not a member of multilateral export control regimes. Other countries in the grouping include NATO countries and other allies. Other countries in the region such as Israel and Saudi Arabia are not members of that group. In addition to the items mentioned, the change will also allow license-free access for certain exports involved in oil and gas production and civil nuclear power generation. Besides Amazon, Apple and xAI, U.S. companies that will no longer need licenses to receive advanced computing items in the UAE include Google, Meta, Microsoft, OpenAI and Oracle, the Commerce Department posting said. In addition, the posting said, the department plans to "favorably review" export license applications for chips and servers to UAE company MGX. In 2025, the U.S. reached a preliminary agreement with the UAE to allow it to import hundreds of thousands of Nvidia AI chips. On Friday, the Commerce Department said the license-free access for the UAE government and approved companies was consistent with the finalized May 2025 framework. Licenses for companies like G42 were contentious when they were granted, in part because of the potential for the companies to serve Chinese customers. Under this new regime, there will no longer be room for debate within the administration, said a former Commerce Department official. But the move has already raised the hackles of Democratic Senator Elizabeth Warren, the ranking member of the Senate Banking Committee. "We already know that the UAE royal behind G42 and MGX secretly bought a 49% stake in the Trump crypto company, World Liberty Financial," Warren said in a statement. "Now, Trump's Commerce Department is giving G42 license-free access to advanced AI chips and promising favorable treatment for MGX, despite reported concerns about the diversion of sensitive technology to China and other national security risks." The Commerce Department did not immediately respond to a request for comment. (Reporting by Karen Freifeld; Additional reporting by Daphne Psaledakis and David Shepardson. Editing by Doina Chiacu and Andrea Ricci)
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The U.S. Department of Commerce has loosened export controls on the United Arab Emirates, allowing eight major tech companies including Apple, Amazon, and Microsoft to access advanced AI chips and servers without individual licenses. The move reflects strengthening US-UAE relations but has sparked concerns about potential technology diversion to China.
The U.S. Department of Commerce has loosened export controls on the UAE, marking a significant shift in how American tech companies can operate in the Gulf nation
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. Under the new rule filed for public inspection ahead of its July 14 publication in the Federal Register, eight U.S.-headquartered companies and their UAE-based subsidiaries can now receive license-free access to advanced computing items without applying for individual export licenses2
.Apple, Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are among the companies that will benefit from eased restrictions on Apple and other tech firms
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. The authorization covers items regulated by the Export Administration Regulations, including the ability to export advanced-computing chips, servers, and systems containing them, as well as designated software and technology . UAE companies G42 and Core42 are also included in this expanded access framework3
.Source: Market Screener
The policy change makes it easier to export Nvidia AI chips and other critical hardware to the UAE, creating substantial revenue opportunities for U.S. tech companies
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. For Apple specifically, data center infrastructure represents the most obvious use case for leveraging this new authorization, though the company has not yet announced specific plans1
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Source: 9to5Mac
In 2025, the U.S. reached a preliminary agreement with the UAE to allow it to import hundreds of thousands of Nvidia AI chips, and the Commerce Department confirmed that the license-free access for the UAE government and approved companies aligns with the finalized May 2025 framework
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. The department also plans to favorably review export license applications for chips and servers to UAE company MGX3
.The Commerce Department moved the UAE into a country grouping that allows more license exceptions for military and dual-use items, making it the only country in this group that is not a member of multilateral export control regimes
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. Other countries in this grouping include NATO countries and other allies, while regional neighbors like Israel and Saudi Arabia are not members3
.The expanded access also extends beyond AI chips to include commercial satellites, spacecraft, and certain items involved in oil and gas production and civil nuclear power generation
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. In justifying the favorable treatment, the Commerce Department cited decades of cooperation in countering Iran and its proxies, including Hamas, Hezbollah and the Houthis2
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The UAE played a key role advancing U.S. interests during Operation Epic Fury, referring to the U.S.-Israeli strikes on Iran that began in February
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. The Commerce Department also highlighted that the UAE is the largest U.S. trading partner in the Middle East, with foreign direct investment in the United States valued at over $1 trillion .A former Commerce Department official noted that under this new regime, there will no longer be room for debate within the administration regarding licenses for companies like G42, which were previously contentious in part because of the potential for these companies to serve Chinese customers
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.The move has already drawn criticism from Senator Elizabeth Warren, the ranking member of the Senate Banking Committee, who raised concerns about national security risks
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. "We already know that the UAE royal behind G42 and MGX secretly bought a 49% stake in the Trump crypto company, World Liberty Financial," Warren stated, adding that the Commerce Department is "giving G42 license-free access to advanced AI chips and promising favorable treatment for MGX, despite reported concerns about the diversion of sensitive technology to China and other national security risks"3
.For tech companies watching this development, the regulatory shift signals both opportunity and scrutiny. The ability to deploy AI infrastructure in the UAE without bureaucratic delays could accelerate regional AI development, but companies will need to navigate heightened attention around technology transfer and end-use monitoring. As the UAE positions itself as a Middle Eastern AI hub, observers will be watching how American firms balance commercial expansion with compliance in an increasingly complex geopolitical landscape.
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