UK's AI Infrastructure Investment Faces Energy Bottlenecks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Newsfilter
- AI Strategic Blueprint: The UK government's AI Opportunities Action Plan announced in January aims to drive widespread AI technology adoption through data center construction; however, slow progress due to grid access delays and high energy costs risks the UK falling behind in the global AI race.
- Investment Commitments: Tech giants like Nvidia, Microsoft, and Google have pledged billions to support AI infrastructure in the UK, yet development is severely hampered by power supply constraints, with grid connection delays expected to reach 8 to 10 years.
- Growth Zone Development: While four AI growth zones have been unveiled and initial development has begun, the first project in Oxfordshire is still seeking partners, highlighting the lag in infrastructure development that could impact future AI application rollout.
- Microgrid Solutions: To address grid access issues, AVK is designing microgrids to support cloud computing projects, which, despite having a three-year build time and higher costs, may provide a viable solution to energy supply shortages.
NVDA
$190.53+Infinity%1D
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 255.63 USD with a low forecast of 185.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
40 Analyst Rating
38 Buy
1 Hold
1 Sell
Strong Buy
Current: 188.610
Low
185.00
Averages
255.63
High
352.00
Current: 188.610
Low
185.00
Averages
255.63
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
