Zhi Tong Cai Jing·2025-09-17 00:28Group 1: Investment Announcements - Microsoft, OpenAI, and other U.S. companies plan to invest over £31 billion (approximately $42.3 billion) in the UK's tech infrastructure, focusing on AI systems and quantum computing projects [1] - Microsoft has committed to investing $30 billion in AI infrastructure in the UK over the next four years, marking its largest financial commitment to the UK market [2] - OpenAI's "Gateway to the Stars" project, part of a $500 billion initiative, will deploy approximately 60,000 NVIDIA Blackwell series chips in the UK, with an initial rollout of 8,000 chips by Q1 2026 [2] Group 2: Strategic Partnerships and Collaborations - NVIDIA is collaborating with Nscale and CoreWeave to build new AI data center facilities in the UK, aiming to deploy 120,000 AI accelerator chips by 2026 [2] - CoreWeave plans to invest £1.5 billion in the UK, enhancing its data center capabilities in partnership with NVIDIA and DataVita [2] - Salesforce announced an additional $2 billion investment in the UK by 2030, extending its previous five-year $4 billion investment plan [2] Group 3: Government Support and Policy - The UK government is facilitating these investments by streamlining data center planning approvals and simplifying grid access procedures [1] - The establishment of an "AI Growth Zone" is seen as a key initiative for job creation and technological advancement in the UK [1] - The UK is pursuing a strategy of building domestic AI infrastructure, contrasting with other European countries that focus on promoting local AI companies [3] Group 4: Market Trends and Future Projections - NVIDIA views the trend towards "sovereign AI" as a critical driver for its future growth, with expectations of up to $4 trillion in AI-related spending by the end of the decade [4] - The rapid growth in sales for NVIDIA has been largely dependent on a few large data center operators, indicating a concentrated market [4]