AI Chips Update - UK Boosts AI Power With Massive NVIDIA GPU Deployment

Nscale, in collaboration with leading US technology companies Microsoft, NVIDIA, and OpenAI, has announced a significant commitment to developing AI infrastructure in the UK. As part of this initiative, Nscale will construct the nation's largest AI supercomputer and establish Stargate UK, a platform designed to deploy OpenAI's technology with a focus on sovereign workloads. This ambitious plan involves deploying up to 58,640 NVIDIA GPUs across various UK sites and is a part of a broader strategy to distribute 300,000 NVIDIA GPUs globally. The commitments underline a partnership aimed at bolstering the UK’s position as a leader in AI technology and infrastructure.

• NVIDIA (NasdaqGS:NVDA) last closed at $174.88 down 1.6%.

In other market news, Semiconductor Manufacturing International (SEHK:981) was a notable mover up 7.1% and ending trading at HK$67.70, near its 52-week high. In the meantime, Kioxia Holdings (TSE:285A) softened, down 5.6% to finish the session at ¥4,440.

NVIDIA's innovation in AI and data centers offers substantial growth opportunities amid increasing demand. Discover more by reading the full narrative on NVIDIA's strategic position.

Check out our 'Market Insights' article, "The Bull and Bear Thesis on AI’s Decade of Disruption," where we assessed AI's transformative economic impact—time to position your portfolio before it's too late!

Best AI Chip Stocks

• ASML Holding (ENXTAM:ASML) ended the day at €732.90 up 0.5%.
• Advanced Micro Devices (NasdaqGS:AMD) ended the day at $160.46 down 0.4%.
• Broadcom (NasdaqGS:AVGO) finished trading at $360.00 down 1.1%, near its 52-week high.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "Nscale announces UK AI infrastructure commitment in partnership with Microsoft, NVIDIA and OpenAI" from NSCALE on GlobeNewswire (published 17 September 2025)

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