Overview

• Nvidia announced a £2 billion investment to catalyze the UK’s AI startup ecosystem in partnership with Accel, Air Street Capital, Balderton, Hoxton Ventures and Phoenix Court.
• Nscale and Microsoft committed to the UK’s largest AI supercomputer at Loughton, slated to host 23,040 Nvidia GB300 GPUs and deliver 50MW of capacity scalable to 90MW starting in Q1 2027.
• Nscale, OpenAI and Nvidia formed Stargate UK, with OpenAI exploring offtake of up to 8,000 GPUs in Q1 2026 that could scale to 31,000 across multiple sites including the Northeast AI Growth Zone.
• Nvidia said it and partners plan a nationwide rollout of 120,000 Blackwell-generation GPUs, while Microsoft detailed a $30 billion UK initiative through 2028 spanning infrastructure and AI research.
• Media reports diverge on Nvidia’s direct investment in Nscale, citing either about $683 million or a £500 million equity stake, leaving the exact figure unresolved.