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Microsoft announces $30 billion investment in AI infrastructure, operations in UK
MicrosoftMicrosoft(US:MSFT) CNBCยท2025-09-16 19:36

Investment Plans - Microsoft plans to invest $30 billion in artificial intelligence infrastructure in the U.K. by 2028, which includes $15 billion in capital expenditures and $15 billion in its U.K. operations [1] - The investment will enable the construction of the U.K.'s "largest supercomputer," featuring over 23,000 advanced graphics processing units, in collaboration with British cloud computing firm Nscale [1] Political Context - The investment announcement coincides with President Donald Trump's state visit to the U.K., where he is set to meet with King Charles and Queen Camilla [2] - U.K. Prime Minister Keir Starmer is under pressure to stabilize the government following the exit of Deputy Prime Minister Angela Rayner due to a tax scandal and a significant cabinet reshuffle [2] Corporate Sentiment - Microsoft President Brad Smith expressed a more positive outlook on the U.K. business climate, noting previous criticisms regarding the regulatory environment, particularly concerning the blocked acquisition of Activision-Blizzard [3][4] - Smith acknowledged that the current investment would have been inconceivable a few years ago due to the regulatory climate and lack of demand for large AI investments [4] Future Collaborations - Starmer and Trump are expected to sign a new deal to promote investment and collaboration in AI, Quantum, and Nuclear technologies [5]