Tag: ai supply chain concentration

News and information from the Advent IM team.

AI meets concrete: what the US–UK tech pact means for UK data centres

The diplomatic choreography of the recent presidential visit to the UK landed more than photo-ops. The Tech Prosperity Deal signals accelerated AI build-outs in the UK—cloud capacity, GPU clusters, and new DC footprints. Nvidia’s ~120k-GPU pledge alone will materially influence power and cooling plans; Microsoft and others are lining up parallel infrastructure spend. Expect planning […]

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