Microsoft invests $30B in UK, focusing on AI and cloud infrastructure.

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Microsoft to invest ~$30B in the UK (2025–28). A scale bet on UK AI demand, a more predictable policy, and hopefully an energy backdrop: -$15B to expand cloud/AI infrastructure, including a >23k-GPU AI supercomputer; -$15B to UK ops (MSR Cambridge, AI London, gaming, services). -This is separate from Stargate/OpenAI. Unclear exactly how much is incremental, unplanned spend, but I think half is "new" money, the CAPEX.

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