It’s no secret that Nvidia (NVDA) is mission-critical to the AI infrastructure revolution.
Case in point is its robust Hopper and new Blackwell accelerators, which power an estimated 70% and 95% of the AI data-center GPU market.
That powerful scale is showing up in the numbers, too.
For the quarter ended July 27, 2025, Nvidia posted a whopping $46.7 billion in sales, up 56% year-over-year, and guided higher for the next quarter. Meanwhile, the market punditry expects AI-data-center chip spending to jump again this year as accelerators take a bigger bite out of data-center budgets.
Against that backdrop, Nvidia just made its biggest global bet to date, with a massive multi-year expansion designed to lock in GPUs, power, and partners in one of the largest markets.
Image source: Chesnot/Getty Images
Nvidia bets billions to supercharge UK AI
Nvidia and its partners are shelling out £11 billion to build AI factories across the United Kingdom. For perspective, that’s the largest AI infrastructure rollout in the country’s rich history.
The plan calls for an eye-catching 120,000 Blackwell Ultra GPUs in local data centers, in powering projects like OpenAI’s Stargate UK, as part of a broader AI strategy from Prime Minister Keir Starmer.
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At the same time, Nvidia is looking to partner with Nscale to scale up 300,000 Grace Blackwell GPUs globally, with 60,000 earmarked for the UK alone.
For London, the push is more than just about hardware.
By bringing in firms such as CoreWeave, Microsoft, and OpenAI, the UK is racing to build sovereign AI capability. Similarly, foundation models like UK-LLM, Nightingale AI, and PolluGen will run on Nvidia’s stack, including the bigwigs like ElevenLabs, Isomorphic Labs, Oxa, Revolut, Synthesia, and Wayve.
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Also, in an exciting turn of events, Nvidia will play a critical role in growing the UK’s quantum computing abilities by teaming up with Oxford Quantum Circuits to build a quantum-GPU supercomputing center. It’s also working closely with techUK to launch an R&D hub to supercharge AI, robotics, and workforce training.
That power-packed combination of capex, sovereign AI, and quantum bets underscores how Nvidia reinforces its dominance while giving Britain a shot at AI leadership.
Nvidia is locking in billions worldwide
With the UK AI investment plan in motion, Nvidia is relentlessly pushing its global buildout, pairing GPU supply with dollar-heavy commitments.
Nvidia’s big-ticket investments include:
- United States (manufacturing & servers): Nvidia plans to produce up to $500 billion of AI servers in the U.S. over the next four years, partnering with TSMC, Foxconn, and Wistron.
- United States (OpenAI/Oracle build): Oracle will spend a head-turning $40 billion on Nvidia’s higher-performance chips for OpenAI’s brand-spanking-new Texas data center.
- Malaysia (YTL Power JV): Nvidia and YTL Power are teaming up to build a $2.36 billion green AI infrastructure (data center + GPU cluster).
- Saudi Arabia (HUMAIN rollout): The first tranche of 18,000 Blackwell chips into a planned 500MW facility has already been developed, with the rest of the program expected to scale from there.
- Global cloud capacity (CoreWeave): New backstop deal gives CoreWeave a whopping $6.3 billion of guaranteed offtake, reinforcing Nvidia’s access to elastic GPU cloud.
- Japan (SoftBank/OpenAI DC): Conversion of Osaka’s Sharp site to a 150MW AI center; total spend up to $6.8 billion by 2026.
These investments extend Nvidia’s pricing power and software moat, while anchoring “sovereign AI” buildouts across multiple regions as it becomes an even bigger behemoth in its niche.
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