内容来源：https://www.wired.com/story/microsoft-nvidia-uk-investment-trump/

内容总结：

微软与英伟达宣布将向英国经济投入高达450亿美元，用于扩建数据中心及人工智能研发。此项投资恰逢美国总统特朗普访问英国，预计其将与英国首相斯塔默共同宣布美英科技合作协议。

根据协议，微软承诺未来四年投入300亿美元建设AI基础设施，创下其在英最大单笔投资纪录，占本周访英期间宣布投资总额的三分之二。公司副主席史密斯强调投资将全部用于实体建设，其中半数资金将通过与数据中心企业Nscale的合作投入设施建设与运营。

英伟达则承诺投入150亿美元用于AI研发，虽不直接参与基建，但将通过合作伙伴推进。与此同时，英伟达、Nscale与OpenAI宣布成立名为"英国星际之门"的合资项目，计划为英国提供本土AI算力支持。OpenAI承诺到2026年第一季度提供8000块GPU，并逐步扩容至31000块。

尽管投资方否认与特朗普政府存在关联，但此番密集投资恰逢其国事访问。英国首相斯塔默称此举是实现"科技变革首选目的地"目标的关键一步。此前谷歌母公司也宣布未来两年在英投入68亿美元用于AI发展。

然而大规模数据中心建设引发环保担忧。研究机构指出超大规模数据中心将加剧电力紧张和水资源消耗，民间组织呼吁政府重新评估发展战略，质疑科技巨头未承担相应的环境责任。当前英国已将数据中心列为关键国家基础设施，但如何在科技发展与生态保护间取得平衡仍是待解难题。

中文翻译：

微软与英伟达宣布将向英国经济投入高达450亿美元，此举将推动更多数据中心建设及人工智能研发工作。

这项投资计划恰逢美国总统特朗普访问英国，他预计将与英国首相基尔·斯塔默共同宣布一项美英科技合作协议。根据协议，微软承诺未来四年内向人工智能基础设施领域投资300亿美元。该公司宣称这是其在英国最大规模的金融承诺，占本周借特朗普访英之机宣布的对英投资总额三分之二以上。

微软副主席兼总裁布拉德·史密斯在今日声明前的视频简报会上向记者表示："我们关注的是真金白银，而非空洞的技术承诺。这笔投资的每一分钱都会落到实处。"史密斯称半数资金将用于资本扩张——"全部是新资金、新投资"，另一半则将用于与数据中心企业Nscale等合作伙伴共同投资并使用其设施。

英伟达则承诺在英国投入高达150亿美元用于人工智能相关研发。这家芯片制造商不会直接投资基础设施建设，而是通过合作伙伴CoreWeave和Nscale开展业务。

同日，英伟达、Nscale与OpenAI宣布成立名为"星际之门英国"的新型合资企业，旨在通过人工智能基础设施合作"增强英国主权算力能力"。OpenAI首席执行官萨姆·奥尔特曼与英伟达首席执行官黄仁勋本周随特朗普对英国进行国事访问。

OpenAI在声明中表示："星际之门英国项目确保OpenAI世界领先的AI模型能够依托英国本土算力为英国服务。"该公司承诺在2026年第一季度前提供最多8000块GPU，并有望逐步扩展至31000块。根据协议，Nscale将大幅扩展其在纽卡斯尔钴公园等英国多地站点的容量，该区域将被划入新设的东北部人工智能增长区。

Nscale首席执行官乔什·佩恩声明称："这项历史性承诺表明英国能与美国伙伴共同构建AI未来。只有建设世界级AI基础设施，我们才能在全球竞争中保持优势。"当被问及微软与Nscale的关系时，史密斯直言："我们开支票，他们来花钱。"

史密斯急忙澄清公司未受特朗普政府要求作出投资声明："正如预期，我们与英国政府进行了数月磋商，包括与唐宁街10号人士的多次对话。"根据Nscale周二发布的联合新闻稿，英国首相斯塔默表示希望英国成为"技术变革前沿企业的首选目的地"。本周宣布的计划旨在利用本土人才确保英国在人工智能领域保持竞争力，他称这些协议是实现该目标的"决定性一步"。

就在特朗普周二到访前，谷歌母公司Alphabet宣布未来两年向英国人工智能领域投资68亿美元。该公司接受BBC新闻采访时表示，资金将包括对谷歌DeepMind的资助。同日其在赫特福德郡启用了耗资10亿美元的数据中心。

根据世邦魏理仕数据，虽仍是欧洲最大数据中心市场，但伦敦正面临电力供应紧张与适宜建设用地短缺的制约。

英国政府于2024年9月将数据中心认定为国家关键基础设施。然而环保组织、倡议团体及当地居民对高耗能数据中心环境影响的抱怨，正在全国范围内引发反对浪潮。

科技公正组织Foxglove呼吁紧急审查英国新建数据中心战略。该组织坎贝尔在给《连线》的书面声明中指出："本月目睹谷歌、Meta和OpenAI等科技巨头CEO排队前往白宫献媚的恶心场面后，特朗普与科技大亨轴心执意要在英国遍地建设超大规模数据中心毫不令人意外。而英国将为这些巨头所需的巨大电力埋单——意味着家庭能源价格飙升——还有冷却所需的水资源。"

全球行动计划组织指出政府忽视了超大规模数据中心巨大的水電消耗，这些用于大规模数据处理、存储和计算的高度自动化巨型设施正带来严峻挑战。

该组织政策与运动负责人奥利弗·海斯强调："更多更大型的数据中心意味着更大的电力需求和供水压力。这将显著增加额外用电需求，阻碍气候目标实现。这是种权衡取舍，而目前他们无需为此承担相应责任。"

英文来源：

Microsoft and Nvidia have unveiled plans to invest up to $45 billion dollars into the UK economy, in a move that will bolster the building of more data centers as well as research and development into artificial intelligence.
The investment comes as US president Donald Trump travels to Britain, where he is expected to announce a US-UK tech deal alongside UK prime minister Keir Starmer.
As part of the agreement, Microsoft has committed to invest $30 billion in AI infrastructure over the next four years. The company claims this is the largest financial commitment it has ever made in the UK and will make up more than two thirds of the total investment announced into the UK this week, timed to Trump’s visit.
“We are focused on British pounds, not empty tech promises,” Brad Smith, Microsoft’s vice chair and president, told journalists in a virtual briefing ahead of the announcement today. “We will be good for every cent of this investment.” Half of the money will go to capital expansion— “all new money, all new investments,” Smith claimed—whereas the other half will go to efforts like a partnership with the data center business Nscale, to finance and use its facilities.
Nvidia, for its part, has pledged to spend up to $15 billion on AI-related R&D efforts in the UK. The chipmaker will not invest directly into building out the infrastructure, instead acting through its partners CoreWeave and Nscale.
This announcement comes alongside a new joint venture from Nvidia, Nscale, and OpenAI today, which plans to “strengthen the UK’s sovereign compute capabilities” through an AI infrastructure partnership called Stargate UK. OpenAI CEO Sam Altman and Nvidia CEO Jensen Huang traveled with Trump to the UK during his state visit this week.
“Stargate UK ensures OpenAI’s world-leading AI models can run on local computing power in the UK, for the UK,” said OpenAI in a statement. OpenAI will provide up to 8,000 GPUs in the first quarter of 2026 with the potential to scale to 31,000 GPUs over time. As part of the agreement, OpenAI says Nscale is set to significantly expand its capacity across a number of sites in the UK, including Cobalt Park in Newcastle, which will be part of a newly designated AI Growth Zone in the northeast.
“This historic commitment from Nscale shows how the UK can build the future of AI, together with our partners from the US,” Nscale CEO Josh Payne said in a statement. “It’s only by building world-class AI infrastructure that we will stay competitive in the global race.”
When asked to characterize Microsoft’s relationship with Nscale, Smith said simply, “We write the check, and they spend the money.”
Smith was quick to claim that the company did not get a request from the Trump administration to make an investment announcement. “We have had many conversations with the UK government, including with folks at Number 10, as you would expect, and those have been going on for months,” he said.
UK prime minister Keir Starmer said that he wants the UK to be the “destination of choice for companies at the forefront of technological change,” according to a joint press release issued Tuesday by Nscale. The announcements this week are part of a plan to harness homegrown talent and ensure that the UK can compete on artificial intelligence. He labeled these deals as a “decisive step” toward achieving that goal.
Just before Trump’s visit on Tuesday, Google’s parent company, Alphabet, announced a $6.8 billion investment in UK artificial intelligence efforts over the next two years. This will include funding for Google DeepMind, according to an interview the company did with BBC News. The company today also opened a $1 billion data center in the English county of Hertfordshire.
London, which is still Europe’s largest data center market, has been impacted by constraints in power availability and the lack of suitable land, according to data from real estate services firm CBRE.
The UK government deemed data centers critical national infrastructure in September 2024. However, opposition is brewing across the country as environmental, advocacy, and local residents groups complain about the environmental impact of power-hungry data centers.
Tech justice group Foxglove has called for an urgent review into the UK’s strategy on developing new data centers. “Following the queasy spectacle of CEOs from tech giants like Google, Meta and OpenAI queuing up to pay tribute at the White House this month, it’s little surprise to hear that the Trump-Big Tech axis is dead set on covering the UK in hyperscale data centres,” Campbell said in a written statement to WIRED. “Meanwhile, the UK will foot the bill for the colossal amounts of power the giants need—meaning sky-rocketing prices for households—as well as the water needed to keep them cool.”
Global Action Plan argues that the government has ignored the vast water and power consumption of hyperscale data centers, which are massive, highly automated data centers used for large-scale data processing, storage, and computing.
“More and bigger data centers mean more electricity demand and more pressure on water supplies,” says Oliver Hayes, head of policy and campaigns at Global Action Plan. “There will be a very significant impact on additional power demand. It will make it harder to reach our climate goals. It’s a trade-off, and at the moment they are not being held accountable for that trade-off.”