Under a US rule published in July, UAE AI compute firms G42 and Core42 hold license-free access to advanced US chips until April 6, 2027. After that date, the companies must restructure as US entities or apply through the Bureau of Industry and Security. Meanwhile, regional data center expansion continues despite physical security risks highlighted by recent infrastructure damage.
Deliveries of advanced artificial intelligence semiconductors from the United States to the Gulf have faced hold-ups amid regulatory scrutiny in Washington. US authorities have raised national security and export-control concerns regarding the flow of advanced computing technology to the region, including the risk of technology diversion. The delays affect data centre operators and technology projects across the Gulf that rely on high-performance American graphics processing units.
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