美股IPO·2025-09-14 16:03Core Viewpoint - The upcoming "breakthrough" technology agreement between the UK and the US focuses on collaboration in artificial intelligence and quantum computing, with significant investments expected from major US tech companies like Nvidia and OpenAI [1][2][3] Group 1: Agreement Details - The agreement aims to deepen cooperation in key technology areas, including AI, semiconductors, telecommunications, and quantum computing, marking an important upgrade in existing collaborations [3] - The UK government emphasizes the natural partnership between the UK and the US, both of which have trillion-dollar tech industries [3] - During President Trump's state visit, a strong delegation of US business executives will accompany him, highlighting the focus on commercial and tech investments [3] Group 2: Investment Commitments - Nvidia's CEO Jensen Huang and OpenAI's CEO Sam Altman are expected to announce support for multi-billion dollar investments in the UK data center sector during the visit [2][3] - Asset management giant BlackRock plans to invest up to £500 million (approximately $678 million) in the UK data center market [3] - These investment commitments are anticipated to significantly boost the UK's digital infrastructure and send positive signals to investors [3] Group 3: Blockchain Advocacy - A coalition of industry associations is urging the UK government to include blockchain technology in the agreement, warning that excluding digital assets could hinder the UK's ability to shape future financial standards [2][4][5] - The coalition includes organizations like the UK Cryptoasset Business Council and UK Finance, which have expressed concerns about the UK's lag in crypto asset regulation compared to the EU, US, and parts of Asia and the Middle East [5][6] - The lobbying efforts highlight the strategic importance of stablecoins and asset tokenization for both economies [5] Group 4: Regulatory Landscape - The UK's Financial Conduct Authority (FCA) is consulting on a regulatory framework for crypto assets, aiming to accept license applications next year [6] - The lobbying groups warn of a fragmented regulatory environment that could reduce opportunities for UK companies in the transatlantic market and increase competitive pressures [6] - The UK government has indicated plans to collaborate with US officials on regulatory frameworks for the crypto industry [6]