Brief
November 2025

Microsoft to Invest $15.2 Billion in the UAE to Accelerate AI Growth
Microsoft announced a $15.2 billion investment in the UAE through 2029, marking one of the largest US private-sector commitments in the Middle East. The deal builds on its collaboration with G42 to advance AI infrastructure, workforce training and ethical governance. Complementing this, the US and UAE signed a landmark energy and AI agreement, while major cross-border investments in AI, data infrastructure and critical minerals are shaping a new era of UAE-US-led innovation.
1 big thing: Microsoft to Invest $15.2 Billion in the UAE to Accelerate AI Growth
Microsoft will invest $15.2 billion in the UAE by 2029, reinforcing the US tech giant’s role in building the country’s AI and cloud infrastructure. The investment includes $7.3 billion already deployed since 2023 and another $7.9 billion planned through 2029, spanning data centers, GPU systems, local operations and talent development.
The initiative—backed by both the US and UAE governments—builds on Microsoft’s strategic partnership with G42, its $1.5 billion equity investment and the Intergovernmental Assurance Agreement (IGAA), ensuring compliance with US cybersecurity, export control and data governance standards.
Why it matters
- Marks one of the largest US tech investments ever made in the Middle East.
- Expands AI infrastructure, education and research collaboration across the UAE.
- Demonstrates how UAE-US cooperation can set global standards for responsible AI development.
Additional stories shaping the UAE–US economic partnership:
During ADIPEC 2025, UAE President Sheikh Mohamed bin Zayed met with US Secretary of the Interior Doug Burgum, Chair of the National Energy Dominance Council, to strengthen ties in energy, artificial intelligence and advanced manufacturing.
The two sides signed an MoU to accelerate collaboration in clean energy, AI-enabled industrial systems and smart manufacturing. The agreement focuses on developing AI-driven energy grids, predictive maintenance and robotics to boost resilience and efficiency.
Mubadala Capital co-led a $1.375 billion Series E round for Crusoe, an American AI infrastructure company valued at over $10 billion.
Crusoe’s vertically integrated approach spans energy sourcing, AI-optimized data centers and its Crusoe Cloud platform, which simplifies compute operations for leading AI developers. The investment accelerates Crusoe’s expansion of gigawatt-scale data center campuses across the US.
ADQ joined the Orion Critical Mineral Consortium, a $1.8 billion platform backed by Orion Resource Partners and the US International Development Finance Corporation (DFC), to develop resilient supply chains for critical minerals essential to the AI and clean energy economies.
The consortium aims to expand to $5 billion, investing in near-term producing assets to strengthen US access to materials vital for semiconductors, batteries and AI systems.