SPOTLIGHT ON:
The Technology Prosperity Deal
Landmark deal to supercharge investment in AI infrastructure
Coinciding with Donald Trump’s historic second state visit to the UK, September 2025 saw the signing of the momentous £31bn Technology Prosperity Deal. It strengthens the US and UK’s strategic leadership in technology and puts them in pole position to capture the benefits of AI.
AI companies in our survey responded that the most important factors in improving confidence were addressing infrastructure and making it easier to build data centres. It is welcome news that the US’s biggest tech giants have pledged to invest billions of pounds in building out AI infrastructure in the UK. That includes £22bn from Microsoft and £5bn from Google, alongside significant investments and technology from CoreWeave, OpenAI and Nvidia.
The deal will also fund the development of the low-carbon energy needed to power the data centres and supercomputers required for AI’s continued expansion.
Our view
Insufficient digital infrastructure is a hurdle the UK needs to overcome to support tech growth. Though the infrastructure investments announced as part of the deal will take time to have an impact, UK tech businesses can now move forward with more confidence.
Questions over the deal remain. Large scale investment in infrastructure is important, but has to sit alongside financial support and capital investment to boost the UK’s existing tech businesses and its tech startup scene.
