Does NVIDIA’s £2 Billion UK AI Bet and Intel Partnership Redefine the NVDA Bull Case?

In September 2025, NVIDIA announced a £2 billion commitment to boost the UK’s AI startup ecosystem, alongside the launch of large-scale GPU deployments with partners such as Nscale and CoreWeave, and a new collaboration with Intel to co-develop data center and PC solutions connecting their respective computing architectures. This wave of AI infrastructure investment and next-generation quantum computing partnerships signals an accelerated push to anchor NVIDIA’s hardware and platforms at the…Read More