"The Stargate UK rollout, alongside investment commitments of up to $30 billion from Microsoft, $15 billion from Nvidia, and $5 billion from Google, could see Big Tech's British AI infrastructure spending run into the tens of billions. That's a huge number - but still a fraction of the up to $500 billion Stargate project announced for the US earlier this year, which Trump billed as "the largest AI infrastructure project in history.""
"The UK announcements span varying timeframes, with most deployments scheduled from 2026 onwards. They include commitments to deploy tens of thousands of AI chips, known as GPUs, expand data center capacity, and create the UK's largest supercomputer. Stargate UK would give Britain local computing power to run OpenAI's models in sensitive areas such as financial services, national security, and scientific research. OpenAI plans to offtake 8,000 Nvidia graphics processing units in early 2026, potentially scaling to 31,000 over time."
OpenAI, Nvidia, and Nscale will build Stargate UK to provide sovereign AI infrastructure and local compute for sensitive British industries. Microsoft pledged up to $30 billion, Nvidia $15 billion, and Google $5 billion, with total Big Tech commitments reaching tens of billions. Most funding remains as long-term commitments rather than immediate cash. Deployments are scheduled mainly from 2026, including tens of thousands of GPUs, expanded data center capacity, and the UK's largest supercomputer. OpenAI plans to offtake 8,000 Nvidia GPUs in early 2026, potentially scaling to 31,000. The US Stargate plan's commitments reach up to $500 billion, and a $300 billion cloud deal with Oracle underpins US infrastructure.
Read at Business Insider
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