The Business Engineer

The Business Engineer

Microsoft & The Geopolitics of Compute

Gennaro Cuofano's avatar
Gennaro Cuofano
Nov 06, 2025
∙ Paid

Just a few days ago, Microsoft announced a multi-billion-dollar investment in the UAE, which also enabled it to ship, for the first time, the most advanced NVIDIA AI Chips to the region.

Today, the most advanced AI Chips have become the most critical geopolitical currency, and being in that loop as a company isn’t casual —it’s designed.

This is part of …

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Gennaro Cuofano · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture