The UAE just greenlit the largest AI data center campus outside the U.S., and four of America’s most powerful tech companies are neck-deep in it. Nvidia, Cisco, Oracle, and OpenAI are backing the so-called “UAE Stargate” project… a 5-gigawatt hyperscale beast being built in Abu Dhabi by Emirati AI firm G42. Think of it as a flex, a signal, and a Magnus Carlsen checkmate dressed up as a cloud computing facility.
(Source: Giphy)
In short, Nvidia is shipping its silicon wet dream of the AI world, Blackwell GB300 chips, straight into the UAE Stargate cluster. These are the same chips Jensen Huang promised to sell to Saudi Arabia’s Humain during his stop in Riyadh earlier this week. That deal? 18,000 Blackwell units powering 500 megawatts of compute. The UAE version is ten times that. Why? Because the region doesn’t want to be a customer of AI anymore, it want’s to own the entire infrastructure.
Cisco, Oracle, and OpenAI are all in the mix too, forming what can only be described as an elite AI weapons coalition. Oracle co-founder Larry Ellison was linked to the U.S. Stargate announcement earlier this year. And OpenAI is reportedly set to become a “key anchor” tenant of the UAE Stargate campus. But what exactly is this UAE Stargate Project? Well, I’ll tell you what it’s not: It’s not a regional data center play. It’s an extension… or maybe an escalation of the U.S. Stargate initiative announced by Trump in January. That project includes plans to build AI infrastructure across 16 U.S. states, including Texas, California, and New York. Construction on the Abilene, Texas campus is already underway and expected to be done by mid-2026. It’s all being pitched as a public-private partnership to “secure America’s AI future,” but now it’s clear this playbook is going global and fast.
(Source: Giphy)
Keep in mind, this also comes days after Trump’s presence in the UAE and Saudi Arabia last week. Meaning, his presence was a signal that the U.S. wants to stay at the center of AI infrastructure… even when that infrastructure lives in other countries. The UAE Stargate campus is being positioned as a regional compute superhub, where U.S. tech firms will park their GPUs and lease out power for AI training in a part of the world that’s flush with cash, energy, and zero hesitation about building things fast.
When asked about more details, everyone seemed to have amnesia, but the message is clear… This is a consolidation of AI power structures. Oh, and in case you missed the quiet part: G42, a.k.a. The Emirati firm building the UAE Stargate, has already had deep relationships with Microsoft and Nvidia. Meaning the connective tissue between U.S. corporate AI and Middle Eastern infrastructure is already well-formed. Now it’s just getting formalized. And scaled.
(Source: Giphy)
So yeah, that’s where we are. The U.S. is exporting its AI industrial complex. American firms are bringing chips, APIs, and cloud stacks to the UAE, partnering with sovereign wealth and energy-backed infrastructure plays. Trump’s administration is leaning into the Stargate brand as a kind of global franchise. And the Middle East is rapidly becoming more than just an AI customer… it’s a backbone.
Which only means one thing, and one thing only: The AI cold war isn’t coming. It’s already here… and the UAE Stargate project is the first shot fired in 5 gigawatts. Bigly. Of course, do what you will with this information, but things are heating up. And some people are about to make a whole bunch of money. Until next time, friends…
P.S. Oh, I’m sorry, I didn’t know you liked getting rekt. Let’s face it, retail investors get the short end of the stick all day everyday. It’s the smart money’s world, and we are just living in it–only useful when it comes to liquidity purposes in the market. Meaning, if you’re as pissed off as I was when I found out Milli Vanilli was lip syncing the whole time, then it’s time to go from investing blind, to investing smart. Luckily for you, the key is right here as a Stocks.News premium member. Click here to see exactly how our premium members are printing while others quake in the face of today’s market chaos.
Stocks.News holds positions in Microsoft as mentioned in the article.
Did you find this insightful?
Bad
Just Okay
Amazing
Disclaimer: Information provided is for informational purposes only, not investment advice. We do not recommend buying or selling stocks. Stock price discussions are based on publicly available data. Readers should conduct their own research or consult a financial advisor before investing. Owners of this site have current positions in stocks mentioned thru out the site, Please Read Full Disclaimer for details Here https://app.stocks.news/page/disclaimer