Overview

• Microsoft will invest £22 billion over four years, including a Loughton, Essex supercomputer with about 23,000 Nvidia chips and expanded cloud and AI infrastructure.
• Google is committing £5 billion over two years for DeepMind and its new Waltham Cross data center, and says a partnership with Shell aims to run UK operations on roughly 95% carbon‑free power by 2026.
• Nvidia plans to deploy up to 120,000 GPUs across Britain, including working with Nscale to deliver as many as 60,000 Grace Blackwell Ultra chips and supplying projects backed by Microsoft and OpenAI.
• OpenAI, Nvidia and Nscale will launch Stargate UK in a newly designated AI Growth Zone near Blyth in Northumberland, with the government citing a target of 5,000 jobs and an initial 8,000 GPUs in 2026 scaling to 31,000.
• The pact spans AI, quantum and civil nuclear cooperation, with additional pledges from firms such as CoreWeave and Salesforce, while campaign groups warn of heavy power and water demands and growing reliance on foreign infrastructure.