NVIDIA Invests £2 Billion in UK AI, Deploys 120,000 Blackwell GPUs

September 18, 2025

Details

  • NVIDIA revealed a £2 billion investment in the UK at an AI ecosystem gala in London, attended by CEO Jensen Huang, UK Prime Minister Keir Starmer, and government officials on September 18, 2025.
  • Partners include Microsoft, OpenAI, CoreWeave, Nscale, and notable UK venture firms such as Accel, Air Street Capital, Balderton Capital, Hoxton Ventures, and Phoenix Court.
  • The plan involves the largest AI infrastructure deployment in UK history: 120,000 Blackwell GPUs promising 100 times more computing power than existing supercomputers, with 60,000 GPUs expected to be in use by 2026.
  • This effort is part of the $42.3 billion US-UK Tech Prosperity Deal, which also features Microsoft’s separate $30 billion pledge and OpenAI’s Stargate expansion into the UK.
  • Related developments include establishing a quantum-GPU supercenter with Oxford Quantum Circuits, a robotics research hub, and growing the Isambard-AI supercomputer at the University of Bristol for climate and healthcare research.

Impact

NVIDIA’s move cements the UK’s status as a key sovereign AI destination, echoing parallel national initiatives in Europe to strengthen technological autonomy. The investment sharpens international competition to control AI infrastructure, with NVIDIA consolidating its GPU leadership while governments seek to ensure data sovereignty and reduce reliance on overseas systems.

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