内容来源：https://aibusiness.com/agentic-ai/nvidia-nscale-invest-about-13b-and-deploy-gpus-in-uk

内容总结：

英伟达近日宣布将联合欧洲AI供应商Nscale在英国大规模部署人工智能计算基础设施。根据计划，双方将在英国投资约130亿美元，到2026年底前在英格兰和苏格兰数据中心部署总计12万个Blackwell架构GPU，使英国成为欧洲最大的人工智能计算集群之一。

分析师指出，此举将推动英国从"AI应用方"转型为"AI创造方"，弥补其人工智能基础设施建设的短板。投资不仅涉及芯片部署，还将带动光纤网络、能源电网、可再生能源等配套领域的持续投资。不过项目也面临资金筹措和人才引进的挑战，特别是英国脱欧后欧洲人才流动受限的问题。

与此同时，微软也宣布将于2025至2028年间在英国投入300亿美元发展AI基础设施。这一系列投资表明国际科技巨头正加速布局英国人工智能生态，但英伟达在中国市场仍面临监管审查和芯片性能限制等挑战。

（注：根据要求已去除原文中的赞助商信息及文末推广语句）

中文翻译：

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英国强化人工智能能力的举措对其经济发展具有重要意义。
英伟达周二宣布计划在英国新建人工智能基础设施。
这家AI软硬件巨头正与欧洲AI供应商Nscale合作，在全球范围部署30万个Grace Blackwell GPU（英伟达最强大的AI芯片），其中6万个将落户英国。
英伟达欧洲、中东和非洲地区企业业务副总裁David Hogan在媒体发布会上表示："此举将使Nscale成为全球AI研究院的中坚力量，将其业务范围从英国扩展至北美、挪威和葡萄牙。"
英伟达还透露，英国供应商Nscale将向英格兰和苏格兰的数据中心交付12万个Blackwell芯片，这将是欧洲最大规模的GPU部署。所有GPU预计在2026年底前完成部署。
Hogan强调："这将真正使英国成为AI创造者，而非AI接受者。"
Nscale、云GPU供应商CoreWeave与英伟达将共同向英国AI基础设施领域投资约130亿美元。
此次合作源于数月前英伟达提出的计划——帮助英国培训AI开发者以构建主权AI框架。
Futurum Group分析师Nick Patience指出："英伟达认为当前是投资英国AI领域的适当时机。英国拥有人才储备和风险投资，唯独缺乏基础设施。"
他补充说，尽管130亿美元的投资金额存在细节差异，但这笔重大投资将使英国成为欧洲GPU储备量最大的国家。这也体现了英国AI市场的转变：政府正意识到AI基础设施与能源基础设施同等重要。
"与欧洲其他国家一样，英国深知需要建设自主的能源基础设施。但在AI基础设施建设方面，英国及部分欧洲国家已经落后，这正是当前行动的动因。"
Informa TechTarget旗下机构Omdia分析师Torsten Volk表示，此项投资将产生虹吸效应："英伟达在英国建设欧洲最大GPU集群之一，将带动光纤连接、能源电网、可再生能源、数据中心建设及人才吸引等领域的后续投资。政府往往需要这种推力来促成此类投资。"
Futurum Group的Patience同时指出关键问题：Nscale的资金来源尚不明确。该供应商去年12月虽获得1.55亿美元融资，但今年4月宣布计划三年内筹资270亿美元。"可能需要通过股权出售或借贷融资。"
Volk认为另一挑战在于人才库建设："脱欧后，严格的签证要求使吸引欧洲人才变得困难。同时，选址和基础设施补缺工作需要大量投入。"
此次合作是英伟达近日多项布局之一。9月15日CoreWeave透露获得英伟达至少63亿美元订单。Patience分析称："这既是战略举措，也能帮助英伟达防范供应链短缺风险。通过CoreWeave分销，英伟达能加强对芯片使用方式的控制。"
在欧美市场布局的同时，英伟达在中国面临压力。中国监管机构指控其违反反垄断法，且面向中国市场的RTX6000D芯片性能未达预期，不及禁售的RTX5090。阿里巴巴、腾讯、字节跳动等中国企业正密切关注H20芯片的部署计划及B30A芯片能否获得美国批准。
除英伟达外，微软周二也宣布2025至2028年间将在英国投入300亿美元用于AI基础设施建设和运营，其中150亿美元将专门用于云与AI基础设施扩建。

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The move to strengthen the U.K.’s AI capabilities is significant for the country’s economy.
Nvidia on Tuesday revealed that it plans to build new AI infrastructure in the United Kingdom.
The AI hardware and software giant is partnering with European AI vendor Nscale to scale up 300,000 Grace Blackwell GPUs -- Nvidia’s most powerful AI chips -- worldwide, including 60,000 GPUs in the U.K.
"This establishes Nscale as a global AI institute powerhouse, expanding Nscale's footprint from the U.K. to North America, Norway and Portugal," said David Hogan, Nvidia's vice president enterprise EMEA, during a media briefing.
Nvidia also said that U.K. vendor Nscale will deploy Europe's largest GPU shipment, 120,000 Blackwells, to data centers in England and Scotland. All the GPUs will be deployed by the end of 2026, the vendor said.
"This will truly make the U.K. an AI maker, not an AI taker," Hogan said.
Meanwhile, Nscale, cloud GPU provider CoreWeave and Nvidia will together invest about $13 billion in AI infrastructure in the U.K.
The investment and partnership with Nscale comes a few months after Nvidia introduced a plan to help the U.K. train AI developers to build up a sovereign AI framework in the U.K.
The investment and partnership with Nscale is a way for Nvidia to invest in the U.K., said Nick Patience, an analyst at Futurum Group.
"They think the time is right to invest in the U.K. AI sector," Patience said. "The U.K. has the talent; it has the venture capital. What it didn't have was the infrastructure."
He added that while the $13 billion number contains nuances, the investment is significant and will lead to the U.K. possessing the largest volume of GPUs in Europe.
It is also an example of the shift that is happening in the U.K. AI market, where the government is realizing that AI infrastructure matters as much as energy infrastructure, Patience continued.
"The U.K., like the rest of Europe that is not Russia, is very aware that it needs to build its own sovereign energy infrastructure," he said. "Some parts of Europe, including the U.K., have been behind in the AI infrastructure build-out. That's what's behind this."
Torsten Volk, an analyst at Omdia, a division of Informa TechTarget, said the investment will also draw others to invest in the U.K.
"Nvidia building one of Europe's largest GPU clusters in the U.K. will draw significant follow-on investments in fibre connectivity, the energy grid, renewable energy, more data center locations, and building and attracting talent," Volk said. "Government often needs this pressure to make things happen to attract this type of investment."
Nvidia’s move will incentivize further investments into the U.K.'s AI infrastructure, Volk added.
Patience, of the Futurum Group, said a key problem with this deal is that it's not clear where Nscale will get the money for it.
The vendor revealed that it raised $155 million last December, but in April said it planned to raise $2.7 billion over three years.
"It will have to sell some equity or borrow the money, presumably," Patience said.
Volk said another challenge will be building the right talent pool for the project.
"Since Brexit, attracting European talent has become much more difficult due to strict visa requirements," he said. "At the same time, finding locations and filling in infrastructure gaps to make them viable will require significant effort and investment."
The partnership with Nscale is also one of many deals that Nvidia has rolled out in the past few days. On Sept.15, CoreWeave said it received an order from Nvidia for at least $6.3 billion. "It's a bit of a strategic move," Patience said. This move is also a way for Nvidia to guard against supply chain shortages, Patience said.
"There's been supply chain issues for Nvidia chips," he said. He added that Nvidia has more control over how the chips are being used if it provides it to CoreWeave.
While Nvidia is making deals with companies in the U.S. and U.K., the vendor also faces pressure in China. Chinese regulators have accused the AI vendor of violating the country's antitrust law.
Along with that problem come reports that Nvidia's new AI chip for the Chinese market has not met expectations. Reuters reported that the RTX6000D chip does not perform as well as the RTX5090, which is prohibited in China. Many Chinese AI vendors, including tech giants Alibaba, Tencent and ByteDance, are waiting on whether Nvidia will also deploy its H20 chip or whether the U.S. government will approve Nvidia's B30A chip.
Nvidia is not the only vendor investing in the U.K. Microsoft also on Tuesday revealed it will invest $30 billion in AI infrastructure and ongoing operations across the U.K. from 2025 through 2028. Included in the $30 billion is $15 billion in capital expenditures to build out the U.K.’s cloud and AI infrastructure, Microsoft said.
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