This Week In AI Chips - NVIDIA's £2B Boost for UK AI Ecosystem

NVIDIA has announced a significant investment of £2 billion to bolster the AI startup ecosystem in the United Kingdom. This substantial funding aims to accelerate the creation of new AI companies and jobs, enhancing the U.K.'s competitive edge in the global AI market. The investment will be supported by collaboration with leading venture capital firms, focusing on empowering AI development across major U.K. hubs such as London, Oxford, Cambridge, and Manchester. This initiative addresses previous challenges faced by the U.K. AI sector, including limited access to supercomputing and venture capital, while leveraging the region's established academic and research strengths to foster economic growth and technological innovation.

• NVIDIA (NasdaqGS:NVDA) last closed at $176.24 up 3.5%, not far from its 52-week high.

In other trading, Intel (NasdaqGS:INTC) was a standout up 22.8% and ending trading at $30.57. Earlier this week, Intel announced a collaboration with NVIDIA to jointly develop custom data center and PC products integrating NVIDIA's AI with Intel's CPUs. At the same time, Cambricon Technologies (SHSE:688256) trailed, down 5% to finish the session at CN¥1,349.24.

NVIDIA is primed for rapid growth due to its integral role in AI innovation. Click here to explore NVIDIA's pivotal position and how it could transform your investment strategy.

On a related note, check out our Market Insights piece, 'The Bull and Bear Thesis on AI’s Decade of Disruption', discussing AI-driven productivity gains against potential economic upheaval—an essential read to capitalize swiftly.

Best AI Chip Stocks

• ASML Holding (ENXTAM:ASML) ended the day at €794.00 up 7.7%, hovering around its 52-week high.
• Broadcom (NasdaqGS:AVGO) closed at $345.35 down 0.2%.
• Advanced Micro Devices (NasdaqGS:AMD) ended the day at $157.92 down 0.8%. This week, AMD collaborated with VDURA on a new scalable GPU architecture and expanded its EPYC CPU-powered cloud offering with Mission.

Next Steps

• Unlock more gems! Our AI Chip Stocks screener has unearthed 62 more companies like InnoScience (Suzhou) Technology Holding, Unigroup Guoxin Microelectronics and Sanan OptoelectronicsLtd for you to explore.
• Looking For Alternative Opportunities? AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

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
• "NVIDIA Announces £2 Billion Investment in the United Kingdom AI Startup Ecosystem" from NVIDIA on GlobeNewswire (published 18 September 2025)

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