Friday, September 11, 2026
AI 인프라 · 뉴스 & 분석
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아부다비 소재 G42는 수출 규제를 우회하고 첨단 AI 칩에 대한 원활한 접근을 확보하기 위해 미국 소유권으로의 전환을 검토 중이다.

잠재적 기업 구조조정은 지정학적 수출 통제가 주권 부채 펀드 전략과 컴퓨팅 공급망을 직접적으로 좌우하고 있음을 시사한다.
업계 전문지Slicast · September 7, 2026 · 중동 · 출처: waya.media
중요도 80

Abu Dhabi-based artificial intelligence firm G42 is exploring the sale of a majority stake to U.S. investors or the creation of a new U.S.-based corporate structure. These discussions are driven by an impending regulatory deadline: G42 currently holds approval to purchase advanced AI chips without a specific U.S. license until approximately April 2027. Beyond that window, the company will be required to meet new structural conditions to maintain uninterrupted access to critical semiconductor supplies.

According to Bloomberg, G42 executives have held exploratory conversations with potential U.S. firms regarding a majority acquisition. Alternatively, the company is considering establishing a wholly new entity within the United States. Neither proposal has been finalized, and G42 has not confirmed that a transaction is actively underway. The potential restructuring aligns with the company’s ongoing efforts to deepen partnerships with American technology firms. G42’s existing investor base includes Microsoft, private equity firm Silver Lake, and Abu Dhabi-based Mubadala Investment Company.

Access to cutting-edge processors is fundamental to G42’s expansion across cloud computing, data center operations, and AI application development. The company is currently constructing a 5-gigawatt UAE-US AI Campus in Abu Dhabi, with Nvidia supplying the necessary semiconductors. Securing long-term access to advanced chips will be essential for scaling this infrastructure and advancing the firm’s broader artificial intelligence objectives.

Any shift toward deeper U.S. ownership would further integrate Abu Dhabi’s AI infrastructure strategy with American technology ecosystems and capital markets. This development coincides with a broader strengthening of economic ties between the UAE and the United States. The UAE has committed to investing USD 1.4 trillion in the American economy, while Washington has recently eased certain export restrictions on the region, effectively broadening access to advanced AI hardware.

The ultimate outcome will determine whether G42 formally alters its corporate structure to guarantee sustained access to next-generation AI chips. Implementing a U.S. majority shareholder or a dedicated American entity would represent a significant transformation in the company’s governance, underscoring the growing interdependence between Abu Dhabi’s AI ambitions and U.S. technology policy.

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