All Content from Business Insider 09月17日
英国迎来AI基础设施巨额投资,旨在打造本土AI能力
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英国在唐纳德·特朗普总统的国事访问期间,宣布了一系列重大的AI基础设施投资计划,这标志着英国在人工智能领域迈出了关键一步。OpenAI、Nvidia和Nscale等科技巨头承诺投入巨资,构建本土化的AI基础设施,包括部署数万个AI芯片(GPU)、扩建数据中心以及打造英国最大的超级计算机。虽然这些承诺的投资总额远低于美国Stargate项目,但它们将显著提升英国在金融服务、国家安全和科学研究等关键领域的AI应用能力。此外,OpenAI还将推出AI教育项目,旨在到2030年为750万英国劳动者提供技能培训,进一步巩固英国在AI领域的领先地位。

🇬🇧 **英国本土AI基础设施建设加速:** OpenAI、Nvidia和Nscale合作,为英国带来了一个名为“Stargate UK”的AI基础设施项目。该项目承诺在未来几年内投入巨资,包括部署数万枚Nvidia GPU,扩建数据中心,并建设英国最大的超级计算机。此举旨在为英国提供强大的本土AI计算能力,支持其在金融服务、国家安全和科学研究等敏感领域的AI应用,减少对外部基础设施的依赖。

💰 **巨头投资与承诺:** 微软、Nvidia和谷歌等科技公司已做出高达数百亿美元的投资承诺,其中微软计划建造拥有超过23,000个Nvidia GPU的英国最大超级计算机,Nvidia则计划在英国各地建立新的“AI工厂”。尽管这些投资承诺的实际落地需要时间,且总额不及美国Stargate项目的5000亿美元,但它们代表了对英国AI潜力的重要认可和长期投入。

🎓 **AI人才培养与技能提升:** 除了硬件基础设施的投入,OpenAI还计划在英国推出“OpenAI Academy”教育项目。该项目旨在到2030年为多达750万英国劳动者提供AI技能培训,以应对AI技术发展对劳动力市场带来的变革,确保英国拥有充足的AI专业人才,推动经济增长和生产力提升。

🤝 **英美科技合作深化:** 此系列投资公告恰逢特朗普总统的国事访问,并伴随英美签署了价值约420亿美元的“科技繁荣协议”。该协议将促进两国在AI、量子计算和民用核能等领域的合作,进一步巩固两国在科技领域的伙伴关系,为英国在全球AI竞争中争取有利地位。

Donald Trump arrives for his second UK state visit.

The UK is getting its own version of Stargate, a sovereign AI infrastructure project, through a partnership between OpenAI, Nvidia, and Nscale, announced during President Donald Trump's second state visit.

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."

Like the US plan, much of the UK funding is still in the form of commitments rather than cash already spent.

The US Stargate venture, which involves OpenAI, Oracle, and SoftBank, recently signed a $300 billion cloud deal with Oracle.

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, the company said in a Tuesday announcement.

OpenAI plans to offtake 8,000 Nvidia graphics processing units in early 2026, potentially scaling to 31,000 over time. Nscale said it would expand across multiple sites, including Cobalt Park in northeast England, part of a newly designated "AI Growth Zone."

"The UK has been a long-standing pioneer of AI, and is now home to world-class researchers, millions of ChatGPT users, and a government that quickly recognized the potential of this technology," OpenAI CEO Sam Altman said.

"Stargate UK builds on this foundation to help accelerate scientific breakthroughs, improve productivity, and drive economic growth," he added.

The wave of announcements came during Trump's three-day visit, as the US and UK signed a "Tech Prosperity Deal" that the UK government said was worth £31 billion, or around $42 billion, to boost cooperation in AI, quantum computing, and civil nuclear energy.

Microsoft on Tuesday pledged to build the UK's largest supercomputer with more than 23,000 Nvidia GPUs, while Nvidia unveiled a plan for new "AI factories" across Britain, which Prime Minister Keir Starmer called a "decisive step" toward making the UK a world leader in AI.

Alongside infrastructure, OpenAI plans to roll out OpenAI Academy, an education hub to help upskill 7.5 million UK workers by 2030.

Read the original article on Business Insider

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AI基础设施 英国 OpenAI Nvidia Nscale 科技投资 人工智能 AI人才 英美合作 Stargate UK AI Chips Supercomputer Data Centers Tech Prosperity Deal
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