Introduction
The week of September 15–19, 2025 brought significant developments in artificial intelligence — from multi-billion-dollar investments and groundbreaking legislation to new research labs and energy debates. Here’s a roundup of the most important AI news shaping the global landscape.
1. UK–US “Tech Prosperity Deal” Unlocks Massive AI Investments
The UK secured unprecedented commitments from U.S. tech giants as part of a new “Tech Prosperity Deal.”
Microsoft pledged $30 billion to build out UK AI and cloud infrastructure, including a new supercomputer.
Nvidia and partners (including CoreWeave and NScale) announced up to £11 billion in AI “factories” with plans to provide more than 120,000 Blackwell GPUs by 2026.
This deal positions the UK as a key hub for AI infrastructure, though critics warn Britain risks becoming more of an AI “user” than a “maker.”
2. Nvidia Invests $5 Billion in Intel to Develop AI Chips
In a surprising move, Nvidia announced a $5 billion investment in Intel. The collaboration will combine Nvidia’s leadership in AI GPUs with Intel’s strength in CPUs and chip manufacturing. This partnership could reshape the competitive landscape of AI hardware.
4. Mira Murati Launches Thinking Machines Lab for Reliable AI
Former OpenAI CTO Mira Murati announced the launch of Thinking Machines Lab, a new research venture focused on making AI systems more reliable and consistent. Her mission: to ensure “same input, same output” for large language models, tackling one of the industry’s biggest trust issues.
5. Nvidia CEO Raises Concerns Over UK’s Energy Costs for AI
While Nvidia is ramping up investment in the UK, CEO Jensen Huang warned that high energy costs could hinder the country’s AI ambitions. Data centres powering AI infrastructure require enormous electricity capacity, and Britain may need to expand its gas, nuclear, and renewable mix to stay competitive.
Conclusion
The week’s AI news highlights a clear global race: massive investments in the UK, cross-industry partnerships between rivals like Nvidia and Intel, landmark regulation in Italy, and research initiatives tackling trust in AI. Yet questions around energy, sovereignty, and ethics remain front and center.
Stay tuned as we continue to track the breakthroughs, policies, and challenges shaping the AI ecosystem every week.
