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During President Trump's state visit to the United States, Microsoft and NVIDIA announced investments of up to $45 billion in the UK economy, which will help build more data centers and promote research and development in the field of artificial intelligence. This investment was proposed during Trump's visit to the UK and is expected to further promote technology cooperation between the US and the UK.
Image source note: The image is AI-generated, and the image licensing service provider is Midjourney
Microsoft has pledged to invest $3 billion over the next four years in the construction of artificial intelligence infrastructure. This is the company's largest financial commitment in the UK to date, accounting for two-thirds of the total investment announced this week. Brad Smith, Microsoft's vice president and president, said in an online press conference: "We are focused on pounds, not hollow tech commitments." He emphasized that the funds will be used for capital expansion, and all investments are new. Meanwhile, half of the funds will be used for collaboration with the data center company Nscale to support the construction and operation of its facilities.
NVIDIA also announced plans to invest up to $1.5 billion in AI-related R&D in the UK. Unlike Microsoft, NVIDIA will make the investment through its partners CoreWeave and Nscale, rather than directly participating in infrastructure construction. In addition, NVIDIA, Nscale, and OpenAI have jointly launched a new joint venture called "Stargate UK" today, aimed at enhancing the UK's autonomous computing capabilities through AI infrastructure collaboration. Sam Altman, CEO of OpenAI, and Huang Jinshun, CEO of NVIDIA, accompanied Trump to the UK to participate in related activities.
OpenAI stated in a statement, "Stargate UK ensures that OpenAI's world-leading AI models can run on local computing power in the UK." According to the agreement, OpenAI plans to provide up to 8,000 GPUs by the first quarter of 2026, with the potential to gradually expand to 31,000 GPUs. At the same time, Nscale will significantly enhance its capabilities in multiple locations across the UK, including Cobalt Park in Newcastle, which will become a newly designated AI growth area.
Josh Payne, CEO of Nscale, said in a statement: "This historic commitment from Nscale shows how the UK works with the US to build the future of AI." When asked about his relationship with Nscale, Smith from Microsoft said: "We write the checks, they spend the money." He also said that Microsoft did not receive a request from the Trump administration to make the investment announcement, but had held multiple discussions with the UK government, which had been ongoing for several months.
Key points:
🌍 Microsoft has committed to investing $3 billion in the UK for the construction of AI infrastructure.
💻 NVIDIA will invest up to $1.5 billion in AI R&D through its partners.
🤝 Three companies have jointly launched the "Stargate UK" project, aiming to enhance the UK's autonomous computing capabilities.