The U.S. President announced that NVIDIA's most advanced artificial intelligence chips, including the Blackwell series, would be reserved exclusively for U.S. companies, restricting exports to China and potentially other nations. This move signals a hard turn in U.S. tech policy, aiming to maintain a decisive technological lead by preventing global access to the backbone of next-generation AI systems. The announcement raised questions about existing and future international partnerships and supply chains. In a seemingly contradictory development, Microsoft announced it will ship more than 60,000 of NVIDIA's advanced AI chips, including the GB300 Grace Blackwell GPUs, to the United Arab Emirates. The shipment is part of a deal approved by the U.S. Commerce Department and is a component of Microsoft's broader $15.2 billion technology investment in the UAE. This approved export license highlights potential exceptions or nuances in the newly stated restrictive policy on high-end chip distribution.