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Nvidia

  • 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 [...]

  • Two in five financial services firms lack safe AI controls 

    September 11, 2025

    As the financial services industry piles billions of pounds into artificial intelligence (AI), firms are lacking adequate measures to maintain safe usage, according to new figures. Fresh data from Big Four accountancy giant EY reveal 26 per cent of companies have no or limited controls in place to ensure AI systems adhere to laws and [...]

  • Nvidia and OpenAI to join Trump in UK as questions mount over UK-US tech partnership

    September 9, 2025

    Some of the world’s most powerful tech chiefs are expected to join US President Donald Trump on his state visit to the UK next week, raising expectations of new tie-ups and a reboot for the US-UK tech partnership. Nvidia’s Jensen Huang and OpenAI’s Sam Altman will travel with Trump when he arrives on Wednesday, and [...]

  • Finance bosses back AI despite job loss concerns

    September 2, 2025

    The financial services industry is set to drive more investment into AI as the industry’s senior leaders turn bullish on the tech. More than half of UK institutions expect to up their AI investment in the next 12 months while one in five said they would maintain current levels, data shared with City AM revealed. [...]

  • Alibaba unveils new AI chip as Nvidia’s China headache deepens

    August 29, 2025

    China’s tech giants are racing to plug the gap left by Washington’s export bans, with Alibaba rolling out a new AI processor designed to replace Nvidia’s restricted H20 chip. The e-commerce titan, now also the country’s largest cloud-computing group, said the chip is more versatile than its predecessors and is aimed squarely at domestic AI [...]

  • Nvidia stock dips despite record quarter as uncertainty spooks markets

    August 28, 2025

    Nvidia’s earnings once again beat expectations last night, but the AI chipmaker’s shares slipped in after-hours trading due to ongoing uncertainty over China. The Silicon Valley-based group, now worth more than $4tn (£3.1tn) reported fiscal second-quarter revenue of $46.7bn, up 56 per cent year on year, with adjusted earnings per share of $1.05. Both figures came in [...]

  • Will Nvidia’s earnings justify its valuation

    August 22, 2025

    Nvidia’s upcoming earnings report on 27 August will be a pivotal moment for a company that has become a proxy for the entire AI investment boom. While analysts are forecasting another quarter of exponential growth, the question remains whether the numbers can live up to a valuation has swelled to $4.4 trillion (£3.28 trillion), making [...]

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