券商中国·2025-09-18 15:08Core Viewpoint - The signing of the US-UK technology cooperation agreement is seen as a historic move to strengthen collaboration in artificial intelligence, quantum computing, and nuclear energy, with both leaders emphasizing its potential to lead the world in these fields [1][2]. Investment Commitments - Major US tech companies, including Microsoft, OpenAI, and Blackstone, have pledged over $200 billion in investments in the UK over the next decade, marking the largest investment package of its kind in UK history [2][3]. - Blackstone has committed £100 billion (approximately $130 billion) for long-term investments, while Prologis has pledged £3.9 billion (around $5 billion) in the life sciences and advanced manufacturing sectors [3]. AI Infrastructure Development - Microsoft announced a £22 billion (approximately $30 billion) investment for AI infrastructure in the UK, the largest commitment the company has made in the country to date [4]. - NVIDIA plans to deploy 120,000 advanced GPU chips across UK businesses, marking its largest deployment in Europe [4]. - Google is set to open a data center in Hertfordshire as part of a £5 billion (around $6.5 billion) investment plan over two years [4]. AI Growth and Job Creation - The UK government anticipates the establishment of a new AI growth area in Northeast England, which is expected to create over 5,000 jobs and attract billions in private investment [5]. - NVIDIA's CEO announced a £500 million (approximately $683 million) investment in Nscale, a UK data center company, to enhance AI infrastructure [5][6]. Strategic Partnerships - Nscale has partnered with NVIDIA and OpenAI to develop the UK version of the "Stargate" project, aiming to significantly boost the country's AI computing capabilities [5][6]. - The collaboration is part of a broader initiative to enhance AI systems' operational capacity, with Nscale expected to increase its GPU count to 60,000 by 2026 [6].