By Vicky McKeever

 

LONDON, 18 Sept. - (ANA) - US tech giants have committed to invest billions in the UK, as the two countries unveiled a landmark deal on Tuesday focused on developing fast-growing technologies including AI and quantum computing.

 

Chipmaking giant Nvidia (NVDA) announced on Tuesday that alongside AI infrastructure partners Nscale, CoreWeave (CRWV) and others, it would invest £11bn ($15bn) in UK AI factories.

 

Microsoft (MSFT) also said that it plans to pump $30bn (£21.95bn) into AI infrastructure and its ongoing operations across the UK over four years through to 2028.

 

Meanwhile, Alphabet's (GOOG, GOOGL) Google announced the opening of its data centre in Waltham Cross, Hertfordshire, as part of a two-year £5bn investment in the UK.

 

In addition, software giant Salesforce (CRM) pledged to put a further $2bn into its UK business through 2030, extending a previous five-year investment of $4bn made in 2023.

 

The commitments came ahead of the UK and US revealing details of their Tech Prosperity Deal on Tuesday evening, as US president Donald Trump arrived in Britain for his state visit.

 

Richard Clode, portfolio manager on the global technology leaders team at Janus Henderson, said: "AI is a scale game in terms of infrastructure and scarce AI talent. The UK has the latter while these announcements give us more confidence in the UK having the former. That should pave the way for continued strong AI innovation in the UK with natural advantages versus the rest of Europe."

 

With that in mind, here's a closer look at the main companies with which US tech giants are partnering as part of their investments.

 

 

Nscale

 

 

Nvidia (NVDA) said it was partnering with UK-headquartered AI-infrastructure company Nscale to scale up 300,000 of the chipmaker's Grace Blackwell graphic processing units (GPUs) worldwide, with up to 60,000 in the UK.

 

Nscale has also entered into a commitment with Microsoft (MSFT) to deliver the UK's largest AI supercomputer at its campus in Loughton, Essex. Nscale said that the site will deliver 50 megawatts (mw) of AI capacity, scalable to 90mw, and will initially house 23,040 Nvidia GB300 GPUs, which will be delivered in the first quarter of 2027.

 

In addition, Nscale is teaming up with ChatGPT developer OpenAI and Nvidia (NVDA) to establish Stargate UK, an infrastructure platform designed to deploy OpenAI’s technology in the UK.

 

Nscale, which was founded by CEO Josh Payne in 2023, has already partnered with OpenAI to launch Stargate Norway: an AI infrastructure project in Narvik aiming to deliver 100,000 Nvidia GPUs by the end of 2026.

 

 

Arm (ARM)

 

 

In a statement announcing the Tech Prosperity Deal, the UK government highlighted that semiconductor designs by British chip design company Arm (ARM) form part of Nvidia's (NVDA) latest Grace Blackwell series of chips, demonstrating further collaboration between UK and US companies.

 

Rene Haas, CEO of Arm, said: "The launch of Stargate UK represents a critical step in expanding Britain’s AI computing power and digital infrastructure.

 

Stocks: Create your watchlist and portfolio

 

"As a company founded and headquartered in the UK, Arm is proud to be at the forefront of the nation’s semiconductor plans and to be a technology partner for Stargate UK, delivering the computing platform that makes scalable, energy-efficient AI possible."

 

The decision by Arm to list in New York in 2023 was a blow to the UK market, which has struggled to attract tech company flotations.

 

 

DataVita

 

 

AI data centre operator CoreWeave (CRWV) announced plans for a £1.5bn investment in AI data centre capacity and operations in the UK.

 

As part of this investment, CoreWeave said that it is partnering with Scotland-based firm DataVita in to build one of Europe’s largest AI data centres.

 

DataVita, a provider of sustainable data centre solutions, said this is believed to be one of the largest technology investments made in Scotland.

 

The company said that the site will be powered by renewable energy. It said that the data centres would consume minimal water due to its closed-loop cooling technology and Scotland's naturally cool climate.

 

"This demonstrates that technological ambition and environmental responsibility can go hand-in-hand, positioning Scotland as the cornerstone of the UK’s green AI future," said Danny Quinn, managing director at DataVita.

 

DataVita was founded in 2014 and is 100% owned by commercial property company HFD.

 

 

 

 

While Janus Henderson's Clode said that the announcements would pave the way for further AI innovation in the UK, he cautioned that the US stock market might still reap much of the benefit.

 

"The challenge from an investment point of view is where will the shareholder value accrue from that innovation given challenges to UK capital markets," he said.

 

"Unfortunately, we would expect much of the fruit from this AI investment to be captured by US technology companies directly or via acquisition while new successful, scaled UK AI companies will still seek to list in the US."    - (ANA) -

 

AB/ANA/18 September 2025 - - -