{"id":67645,"date":"2025-10-09T11:12:32","date_gmt":"2025-10-09T11:12:32","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/67645\/"},"modified":"2025-10-09T11:12:32","modified_gmt":"2025-10-09T11:12:32","slug":"can-the-uk-achieve-ai-sovereignty","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/67645\/","title":{"rendered":"Can the UK achieve AI sovereignty?"},"content":{"rendered":"

\u201cWe can be an AI maker, not just an AI taker\u201d. These were the words of UK prime minister Keir Starmer<\/a> when he took to the stage to open London Tech Week earlier this year and unveiled extra \u00a31bn funding to accelerate the UK towards its goal of scaling its compute capacity by twenty-fold by 2030.<\/p>\n

Starmer was joined on stage by Nvidia<\/a> chief Jensen Huang<\/a>, who hailed the UK\u2019s AI sector, but warned that the country lacked a critical component<\/a>: \u201cIf you\u2019re in the world of AI, you do machine learning. You can\u2019t do machine learning without a machine.\u201d<\/p>\n

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It\u2019s no surprise then that a couple of days later, the UK chancellor Rachel Reeves pledged \u00a3750m investment<\/a> towards a new supercomputer to be based at the University of Edinburgh. The funding had previously been pulled last August.<\/p>\n

The new system will exceed the capabilities of the university\u2019s current supercomputer system, ARCHER2. Researchers will be using it to carry out large-scale complex modeling and to test scientific theories. The hope is that this will lead to innovative breakthroughs<\/a> that benefit medicine, climate change and national security.<\/p>\n

The hope is that this new supercomputer and other investments in AI infrastructure will help the UK to keep pace with other nations in the AI arms race.<\/p>\n

\u201cAs the third-largest AI nation in the world, behind the US and China, this is a generational opportunity to increase our leverage in the space,\u201d says Jeff Watkins, chief technology officer at CreateFuture. The US and China, adds Watkins, are \u201cthe gold standard\u201d.<\/p>\n

In the months since, big tech companies have acknowledged the UK\u2019s potential by pledging billions of dollars to expanding AI infrastructure across the country. Microsoft pledged \u00a322 billion ($30 billion) for UK expansion, inclusive of a new AI supercomputer containing over 23,000 Nvidia GPUs, while Nvidia announced \u00a311 billion plans for 120,000 of its chips<\/a> to be deployed in the UK by the end of 2026.<\/p>\n

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Elsewhere, Google is undertaking a \u00a35 billion ($6.72 billion) investment drive in UK infrastructure, including a new data center at Waltham Cross<\/a> and Salesforce confirmed it will spend $6 billion (\u00a34.46 billion) on its UK businesses by 2030. Oracle also pledged $5 billion (\u00a33.72 billion) in UK spending earlier in 2025.<\/p>\n

All of these firms will work to rapidly expand the UK\u2019s sovereign compute capability, though much of the chips and networking infrastructure deployed as part of these plans will be available only to hyperscaler customers. This contrasts the likes of the UK\u2019s existing high-performance computing (HPC)<\/a> infrastructure, much of which is available to academics and researchers.<\/p>\n

The UK trails in the supercomputer stakes <\/p>\n

The US launched the world\u2019s first exascale computer, Frontier, in 2022. The system was the fastest in the world, per the Top500 list, until it was knocked off its perch by the El Capitan<\/a> supercomputer based at the Lawrence Livermore National Laboratory in California. The US has four systems in the top 10 of the June edition of the Top500<\/a>.<\/p>\n

The EU dominates the top ten, with five of the world\u2019s fastest supercomputers spread across Finland, Germany, Italy, and Switzerland. This includes Jupiter, Europe\u2019s first exascale supercomputer<\/a>, as well as Alps and Lumi, which is part of the EuroHPC project which includes Germany\u2019s Jupiter, Italy\u2019s Leonardo, and Spain\u2019s Marenostrum 5 among others.<\/p>\n

Japan has one entrant in the latest top 10: Fugaku. The supercomputer, currently ranked 7th, was the fastest in the world until it was surpassed by Frontier. The Japanese government is reportedly<\/a> investing \u00a5110bn ($760m) to build and launch the first-ever \u2018zettascale\u2019 supercomputer by 2030.<\/p>\n

The UK had two entrants in the Top500. ARCHER2 ranked 79th, while the second phase of the Isambard-AI system at the University of Bristol<\/a> placed 11th. The latter is a significant step forward for UK researchers, with the capacity to perform far more complicated calculations than ever before and complete AI-specific tasks such as training a large language model (LLM)<\/a>. It also ranks fourth globally for energy efficiency, as measured by the Green500 list<\/a>.<\/p>\n

However, the latter\u2019s High-Performance Linpack (HPL) score of 216.5 petaflops pales in comparison to El Capitan and Frontier, which boast HPL scores of 1.742 and 1.353 exaflops respectively.<\/p>\n

China hasn\u2019t featured in the top ten since June 2023. Its compute capacity can be hard to measure because of how opaque its computing and research is. But the country is widely believed to operate several exascale supercomputers<\/a>, with more reportedly in development per Data Center Dynamics<\/a>.<\/p>\n

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The list shows that the UK has a long way to catch up to its competitors. \u201cWe can\u2019t outclass the US, but if [Starmer\u2019s] promised investments materialize, then we will be on a sound competitive footing with them, alongside Japan and the EU,\u201d argues Watkins.<\/p>\n

The need to be less reliant on US hyperscalers <\/p>\n

Establishing a leading position in the AI arms race is about more than just faster supercomputers, though. Other factors to consider include chip design, IP and manufacturing as well as cloud data dependency. There\u2019s also the huge amount of energy required to run sovereign systems.<\/p>\n

The problem is that the UK is still reliant on US hyperscalers for its compute resources and cloud capabilities, according to Cory Hawkvelt, chief technology officer at NexGen Cloud. In June, he gave a speech to UK policy makers, senior executives and investors at the Frontier FO Forum.<\/p>\n

In speech notes shared with ITPro, Hawkvelt stressed that the UK needed to improve its infrastructure if it wants to achieve AI sovereignty.<\/p>\n

\u201c…AI doesn\u2019t run on thin air,\u201d Hawkvelt said. \u201cIt runs on compute. And compute lives inside infrastructure: GPUs, power, cooling, software orchestration \u2013 the lot.\u201d<\/p>\n

\u201cEveryone wants the latest infrastructure, but few can deploy, especially in Europe. And even when they can, the data centre racks themselves are changing.\u201d<\/p>\n

\u201cWe\u2019re looking at >600kW racks and multi-megawatt clusters. You don\u2019t just plug that into any data center. Europe\u2019s problem is fragmentation \u2013 each country needs its own secure footprint, with high-density capability. That\u2019s what we\u2019re solving with our edge deployments and regionalization strategy.\u201d<\/p>\n

To add to the frustration, while each component of a full AI stack is available in the UK, there are no firms offering a complete solution that aligns with Starmer\u2019s plan for secure, sovereign AI development tools, added Hawkvelt. He believes the solution could be the UK building its own sovereign AI cloud.<\/p>\n

In September 2024 the UK government announced data centers will be treated as critical national infrastructure<\/a> \u2013 Watkins underlines that this is an important step toward AI self-sufficiency, which is necessary in the interests of the country.<\/p>\n

\u201cNot because we want to go it alone necessarily, but because we need to be able to thrive in a world of uncertainty in the geopolitical space.\u201d<\/p>\n

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