The $350 billion UK-US Tech Prosperity Deal just signed.

It's a massive capital reallocation that you should pay attention to.

The US tech companies have committed £150 billion ($204 billion) in UK investments over the next decade.

Blackstone is putting £90 billion into the UK over ten years. 

Microsoft is adding £22 billion for AI infrastructure, and Google is spending £5 billion on data centers in Waltham Cross.

The global AI market, valued at $371.71 billion in 2025, is projected to reach $2.4 trillion by 2032. That’s a 30.6% annual growth rate.

With over 5,800 AI companies generating £23.9 billion in annual revenues and employing more than 86,000 people, the UK has established itself as the third-largest AI market globally, behind only the US and China. 

The government’s AI Opportunities Action Plan, backed by an estimated £47 billion annual productivity boost, creates generational investment opportunities.

The AI supply chain integration between the UK and US is particularly compelling. 

Nvidia’s partnership with Nscale to deploy 60,000 advanced GPUs, OpenAI’s Stargate UK initiative, and Microsoft’s investment to build the UK’s largest supercomputer create a virtuous cycle of tech independence that locks in competitive advantages for decades.

The Atlantic Partnership for Advanced Nuclear Energy aims to cut nuclear plant licensing from four years to two years, a regulatory change that could unlock hundreds of billions in capital. 

X-Energy and Centrica are already planning 12 advanced modular reactors in Hartlepool with a £40 billion economic impact.

AI data centers need massive amounts of reliable, clean power. Solar and wind can't run 24/7. Nuclear can. 

Columbia Threadneedle is projecting a $550 billion global nuclear investment opportunity over the next decade. 

The current market concentration looks a lot like 1999, with the top 10 S&P 500 companies accounting for over 40% of market cap. 

The Fed's latest decision to cut rates by 25 basis points may help tech valuations, but inflation is still running around 3.5%, and tariff policies could make that worse.

Experts suggest most current AI implementations haven't proven they actually improve bottom lines yet.  

That doesn't mean they won't, but it means we're still in the hype phase.

Data center REITs, fiber network operators, and energy utilities serving tech corridors benefit from multi-decade tailwinds regardless of individual company performance. 

Vantage Data Centres’ £12 billion UK commitment exemplifies the patient capital flowing into digital infrastructure.

The key is identifying companies with defensible positions across the full semiconductor value chain, from design to manufacturing to specialized applications. 

China’s sweeping ban on Nvidia’s AI chips represents a seismic shift in the global semiconductor landscape, creating an immediate disruption.

But, it also generates some opportunities for companies with monopolistic or near-monopolistic positions.

VanEck’s nuclear ETF (NLR) provides diversified exposure across the value chain, from uranium miners to reactor manufacturers and utility operators. 

The combination of policy support, private sector investment, and structural demand growth creates a multi-year bull market setup.

The UK-US Tech Prosperity Deal represents far more than the sum of its $350 billion investment. It’s the architectural blueprint for a new transatlantic digital economy.

The commitment to eliminate Russian nuclear material dependence by 2028. 

While the EU pursues heavy regulation through the Digital Services Act, the UK is positioning itself as the business-friendly alternative.

Critics say Britain is becoming a "junior partner" in the US’ AI strategy. 

So, the question is how to position across the risk spectrum. Your choice.