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Nvidia Bets £11 Billion on UK AI With Record GPU Investment

NVIDIA

Nvidia is committing up to £11 billion to the UK’s artificial intelligence ecosystem in a move that will create Europe’s largest GPU cluster by 2026. The chipmaker plans to deploy 120,000 of its new Blackwell Ultra processors across British data centres, cementing the country’s role in the global AI race.

The investment was unveiled during President Donald Trump’s state visit to the UK and will involve partnerships with Microsoft, CoreWeave and UK-based Nscale. Together, they will deliver sovereign compute capacity designed to give Britain its own AI infrastructure.

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“This is the biggest single investment by a technology organisation in the UK,” said David Hogan, Nvidia’s vice president for enterprise EMEA. “AI is now an essential form of national infrastructure, just like energy or telecommunications. Every country needs sovereign AI.”

The buildout includes Nscale’s “Stargate UK” data centre, powered by 60,000 Nvidia Grace Blackwell GPUs, and a new Microsoft supercomputer in Loughton running 24,000 GPUs for Azure services.

The announcement follows earlier warnings from Nvidia CEO Jensen Huang that the UK lacked sovereign compute to capitalise on AI’s growth. With this new commitment, Britain is positioning itself as Europe’s AI leader, even as the US, Middle East and Asia scale far larger GPU deployments.

Hogan described the moment as a “Goldilocks opportunity” for the UK to combine capital, policy and infrastructure to drive AI innovation, research and entrepreneurship.

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