UAE’s $440B US Energy Move Powers BRICS Tech Strategy Amid AI Boom

The UAE has unveiled a $440 billion energy investment strategy through its newly formed global investment arm, XRG, targeting US infrastructure to support the surging power demands of artificial intelligence. Announced by Sultan Al Jaber at the Atlantic Council’s Global Energy Forum, the MOVE signals a sixfold expansion of the UAE’s US energy interests, focusing on modernizing America’s aging grid.

With AI projected to require 50–150 gigawatts of additional capacity within five years, the initiative addresses critical bottlenecks. Transformer and turbine installations now face three-year delays, underscoring the urgent need for an estimated $300 billion annually in grid upgrades. Globally, 2,600 GW of capacity remains idle due to grid access constraints.

The BRICS-aligned strategy spans nuclear, renewable, and fossil fuel investments, positioning the UAE as a key enabler of the AI-driven energy transition. 'This isn’t just about capital deployment—it’s about securing the infrastructure backbone for the next technological epoch,' Al Jaber emphasized during the forum.