NVIDIA has unveiled a multi-billion-pound UK investment as part of the £31bn UK-US Tech Prosperity Deal, pledging to deploy over 120,000 Blackwell Ultra GPUs and build next-generation AI factories and quantum computing hubs by 2026.
The effort, the largest AI infrastructure rollout in UK history, is a transatlantic collaboration with Nscale, CoreWeave, Microsoft, and OpenAI, and places strong emphasis on sovereign AI capacity to power scientific breakthroughs and economic growth.
- - Nscale will install 60,000 GPUs at its UK AI Campus in Loughton and Cobalt Park’s new AI Growth Zone, supporting OpenAI’s “Stargate UK” platform for GPT-5 and beyond.
- - Microsoft will deliver a supercomputer with 24,000 GPUs in Loughton to power Azure cloud services.
- - CoreWeave, already operating two major UK data centres, has committed an additional £750m, secured by a $6.3bn agreement with NVIDIA to guarantee unused capacity sales.
- - Google (£5bn) and Salesforce ($6bn) are simultaneously expanding UK AI infrastructure, underscoring global confidence.
Prime Minister Keir Starmer called the move “a decisive step” in establishing the UK as a global AI leader, while NVIDIA’s Jensen Huang praised the UK’s “Goldilocks ecosystem” of talent, universities, and industry. Sam Altman of OpenAI added that the UK’s receptive environment will accelerate scientific discovery and productivity.
The plan also integrates quantum computing: NVIDIA is partnering with Oxford Quantum Circuits, Imperial College London, and the University of Edinburgh on hybrid quantum-AI projects, including deep neural networks and error-correction software.
Alongside infrastructure, NVIDIA and techUK are launching an R&D hub to advance robotics and AI ecosystems, supported by national workforce training programmes with QA to prepare developers for the AI-driven economy.
Analysts note that operators like CoreWeave face high operating costs, raising questions of long-term financial sustainability. However, the scale of UK-US commitments reflects a clear strategy: to shift the UK from AI adopter to AI pioneer, with infrastructure, talent, and regulatory agility driving the next industrial revolution.
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