Nvidia-OpenAI deal raises questions over how sustainable the AI boom is September 23, 2025 Nvidia and OpenAI have unveiled what they call the largest AI infrastructure project in history, a partnership to deploy 10 gigawatts of data centres powered by millions of Nvidia’s advanced chips. The deal could see Nvidia invest up to $100bn (£73.99bn) in Sam Altman’s company, even as OpenAI spends billions of dollars buying those very [...]
‘Staggering commitment’: Nvidia to invest up to $100bn in OpenAI September 22, 2025 A massive expansion in OpenAI’s compute capacity will soon be underway after the firm secured a $100bn (£74bn) investment from the world’s best-known chipmaker, Nvidia. The commitment was made as part of a major strategic partnership between the two tech giants, which will see Nvivida deploy at least 10 gigawatts in data centre capacity for [...]
Was this actually Starmer’s best week? September 18, 2025 £150bn of investment has been pledged by US giants, itching to pour their money into the UK – including more than £30bn to turbocharge our artificial intelligence base. The choreography was masterful, and I don’t just mean the military and Royal welcome dolled out to the Trumps and their entourage, although it was pretty spectacular. [...]
What the US tech investments tell us about the UK’s public markets September 18, 2025 There was some debate in the City AM newsroom on Tuesday over which story should grace the front page yesterday. On the one hand, news of £30bn worth of tech investment offered the kind of optimism we’re always looking out for, but on the other hand news came that global fund managers were pulling out [...]
Nvidia boss hails UK as “AI leader” amid fears of US reliance September 17, 2025 While investment numbers and GPU deals have made headlines, Jensen Huang’s recent comments on his £11bn UK investment reveal a far more ambitious vision than just building data centres. Beyond the chips and infrastructure, the Nvidia chief has framed AI as the ultimate economic tool to fight inflation and boost national productivity, a message that [...]
Exclusive: Nvidia boss tells China ‘We won’t operate where we’re not wanted’ September 17, 2025 Nvidia chief executive Jensen Huang said he was “disappointed” with China’s internet regulator banning the country’s largest tech firms from buying Nvidia’s AI chips. The quasi-celebrity, leather jacket-wearing billionaire told City AM: “We could only be in service of a market if the country wants us to”. His response follows the Cyberspace Administration of China [...]
Nvidia bets £11bn on UK AI with GPU deal, amid Trump state visit September 17, 2025 Nvidia is pumping up to £11bn into Britain’s AI ecosystem in a move that will see the UK host Europe’s largest GPU cluster by 2026, with 120,000 of its latest Blackwell Ultra chips deployed across new data centres. The investment, unveiled late on Tuesday and timed to coincide with President Donald Trump’s state visit to [...]
Tech investment provides Starmer with some light relief September 17, 2025 The Special Relationship will be on display this week, but it will also be tested. On a commercial level, things are rumbling along rather nicely; £30bn of US investment into the UK’s AI infrastructure is nothing to sniff at. Donald Trump’s state visit comes with its own political baggage, on which more in a moment, [...]
Trump visit brings ‘historic’ £30bn investment into UK tech and AI September 16, 2025 Microsoft has announced its largest ever UK investment, pledging £22bn to expand AI infrastructure and build the country’s largest supercomputer, as president Donald Trump touched down in London for his state visit. The commitment forms part of a wider US-UK Tech Prosperity Deal, encompassing £31bn of American investment across AI, quantum computing, and advanced nuclear [...]
Trump’s UK state visit sparks tech investment buzz, but how realistic are the gains? September 16, 2025 US president Donald Trump will arrive in the UK on Tuesday evening for a state visit, bringing with him a wave of attention on transatlantic tech investment. The two-day trip, marked by royal pageantry at Windsor Castle and private talks at Chequers with Prime Minister Keir Starmer, coincides with announcements already made of nearly $10bn [...]