Trump's Visit to the UK Brings a Major Tech Gift! Time to Strategize?
Trump's UK Visit "Tech Delegation" Revealed! Led by AI Pioneer Jensen Huang and Altman, These Three Key Sectors Are Poised for Breakthrough Opportunities
This week, U.S. President Trump will visit the United Kingdom, with reports stating that the U.S. and the UK are preparing to sign a "breakthrough" technology cooperation agreement.The new agreement will focus on cutting-edge fields such as artificial intelligence and quantum computing.
In addition, informed sources revealed that,Accompanying Trump on his visit$NVIDIA (NVDA.US)$CEO Jensen Huang and OpenAI CEO Sam Altman plan to commit to supporting billions of dollars in investments for UK data centers during their visit to the UK. The American cloud computing provider went public this year.$CoreWeave (CRWV.US)$Also preparing to announce an investment in the UK.
At the same time, an alliance composed of more than ten industry associations is urging the UK government to make blockchain technology a core part of what is known as the "UK-US Tech Bridge." They warn that,If digital assets are excluded, the UK may miss the opportunity to shape the future financial standards and find itself at a disadvantage in global competition.
For investors, the industry opportunities and benefiting companies that may arise from this state visit are undoubtedly the focus of attention.This article will provide an in-depth analysis of three major industries: artificial intelligence (AI), quantum computing, and cryptocurrencies.
The AI IndustryAccording to a report by Bloomberg, the United States and the United Kingdom will sign a significant technology cooperation agreement during Trump's visit to the UK. This agreement is not merely a diplomatic formality,but aims to drive substantial investments from tech and financial giants, potentially involving companies such as $NVIDIA (NVDA.US)$OpenAI, $CoreWeave (CRWV.US)$ 、 $Blackrock (BLK.US)$。The strategic significance of this agreement includes enhancing the UK’s AI capabilities and global competitiveness, as well as establishing an overseas base for US AI infrastructure.
Previously,A $70 Billion Bet on AI and Energy! In the Trump 2.0 Era, These Sectors Become Key Areas of FocusIt was also mentioned that in the era of Trump 2.0, the data center industry chain will become one of the beneficiaries.
![This week, U.S. President Donald Trump will visit the United Kingdom, with reports indicating that the UK and the U.S. are preparing to sign a "groundbreaking" technology cooperation agreement.The new agreement will focus on cutting-edge fields such as artificial intelligence and quantum computing. In addition, sources familiar with the matter revealed thataccompanying Trump on the visit, $NVIDIA (NVDA.US)$NVIDIA CEO Jensen Huang and OpenAI CEO Sam Altman plan to commit to billions of dollars in investments in UK data centers during their time in the UK. Newly-listed U.S. cloud provider $CoreWeave (CRWV.US)$is also preparing to announce an investment in the UK. Meanwhile, a coalition of more than a dozen industry associations is urging the UK government to make blockchain technology a core component of what is being called the "UK-US Tech Bridge." They warn thatexcluding digital assets could cause the UK to miss the opportunity to shape the future of financial standards, putting it at a competitive disadvantage globally. For investors, the potential industry opportunities and beneficiary companies arising from this state visit are undoubtedly a key focus.This article will provide an in-depth analysis of three sectors: AI, quantum computing, and cryptocurrency. [Smile]AI Sector According to a Bloomberg report, the US and the UK will sign a significant technology cooperation agreement during Trump's visit to the UK, which is not merely a diplomatic formality buta catalyst for substantial investment by financial technology giants, involving companies that may $NVIDIA (NVDA.US)$、Ope...](https://nnqimage.futunn.com/sns_client_feed/900080/20250915/web-1757924832409-pT6mM3PZu7.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
In terms of chips,investors can focus on $NVIDIA (NVDA.US)$ 、 $Broadcom (AVGO.US)$ 、 $Marvell Technology (MRVL.US)$ 、 $Intel (INTC.US)$ 、 $Micron Technology (MU.US)$ 、 $Advanced Micro Devices (AMD.US)$ semiconductor giants.
In terms of IT infrastructure, Focus on server $Dell Technologies (DELL.US)$ 、 $Super Micro Computer (SMCI.US)$ 、 $Hewlett Packard Enterprise (HPE.US)$ ；
Regarding data centers, focus on $Microsoft (MSFT.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Amazon (AMZN.US)$ 、 $Meta Platforms (META.US)$ 、 $Oracle (ORCL.US)$ 、 $CoreWeave (CRWV.US)$ 。
Data center developer and operatorshould pay attention to $Digital Realty Trust Inc (DLR.US)$ 、 $Equinix Inc (EQIX.US)$ 、 $DigitalBridge Group (DBRG.US)$ 。
Mega-corporationsincluding $Microsoft (MSFT.US)$ 、 $Amazon (AMZN.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Oracle (ORCL.US)$ and others;
AI cloud servicesYou may pay attention to $CoreWeave (CRWV.US)$ 、 $NEBIUS (NBIS.US)$ 、 $IREN Ltd (IREN.US)$ and others;
Additionally, ifElectrical Equipment $Eaton (ETN.US)$ 、 $GE Vernova (GEV.US)$ andLiquid cooling service provider $Vertiv Holdings (VRT.US)$ 。
In addition, it has been reported that the US and the UK will sign a series of nuclear energy cooperation agreements. The core of these agreements is to expand bilateral cooperation and streamline the process for companies to build new nuclear power plants,with the construction of small modular reactors (SMRs) becoming the focal point.UK Prime Minister Keir Starmer stated,These significant commitments will lead the UK 'into a golden age of nuclear power.'
![This week, U.S. President Donald Trump will visit the United Kingdom, with reports indicating that the UK and the U.S. are preparing to sign a "groundbreaking" technology cooperation agreement.The new agreement will focus on cutting-edge fields such as artificial intelligence and quantum computing. In addition, sources familiar with the matter revealed thataccompanying Trump on the visit, $NVIDIA (NVDA.US)$NVIDIA CEO Jensen Huang and OpenAI CEO Sam Altman plan to commit to billions of dollars in investments in UK data centers during their time in the UK. Newly-listed U.S. cloud provider $CoreWeave (CRWV.US)$is also preparing to announce an investment in the UK. Meanwhile, a coalition of more than a dozen industry associations is urging the UK government to make blockchain technology a core component of what is being called the "UK-US Tech Bridge." They warn thatexcluding digital assets could cause the UK to miss the opportunity to shape the future of financial standards, putting it at a competitive disadvantage globally. For investors, the potential industry opportunities and beneficiary companies arising from this state visit are undoubtedly a key focus.This article will provide an in-depth analysis of three sectors: AI, quantum computing, and cryptocurrency. [Smile]AI Sector According to a Bloomberg report, the US and the UK will sign a significant technology cooperation agreement during Trump's visit to the UK, which is not merely a diplomatic formality buta catalyst for substantial investment by financial technology giants, involving companies that may $NVIDIA (NVDA.US)$、Ope...](https://nnqimage.futunn.com/sns_client_feed/900080/20250915/web-1757924327628-ydoSCHuP0s.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
According to a research report by Guosheng Securities, the SMR nuclear power industry chain encompasses all stages from upstream uranium mining, midstream research and construction, to downstream operation and waste management.
Upstream: Raw Materials and Processing
The upstream supply chain primarily involves the essential raw materials, key equipment, and nuclear fuel required for nuclear energy development, which mainly includes uranium mining and uranium enrichment.
Specifically, uranium mining includes $Cameco (CCJ.US)$ 、 $Uranium Energy (UEC.US)$ 、 $Energy Fuels (UUUU.US)$ 、 $Denison Mines (DNN.US)$ 、 $NexGen Energy (NXE.US)$ ; nuclear fuel processing $Centrus Energy (LEU.US)$ 。
Midstream: Design, Research and Development, and Construction
The midstream includes design, research and development, and construction. Among these,
$NuScale Power (SMR.US)$ is the first publicly listed SMR nuclear power company, with its core product being the SMR power module.
$Oklo Inc (OKLO.US)$ The company, which focuses on the development of Small Modular Reactors (SMRs), has received investment from Altman, known as the 'father of ChatGPT';
$NANO Nuclear Energy (NNE.US)$ Focused on the development of small modular reactors, the main business covers four areas related to SMRs, encompassing multiple stages such as manufacturing, fuel, and transportation, with the aim of building a diversified vertically integrated industrial chain;
$BWX Technologies (BWXT.US)$ focuses on the manufacturing of nuclear reactor components and nuclear energy technology. The main difference between BWXT and SMR/Oklo is that BWXT is a major supplier of large equipment and technical services, primarily providing nuclear reactor components, nuclear fuel, and defense-related nuclear technologies to the government and commercial sectors, with clients including the U.S. government (such as providing nuclear reactors for naval submarines).
Downstream: Operations, Sales, and Waste Management
The downstream primarily involves the operation of nuclear power plants and energy supply, with participants including $Constellation Energy (CEG.US)$ 、 $Vistra Energy (VST.US)$ 、 $American Electric Power (AEP.US)$ 、 $Southern (SO.US)$ 、 $Exelon (EXC.US)$ 、 $Duke Energy (DUK.US)$ 、 $Entergy (ETR.US)$ 、 $Public Service Enterprise Group (PEG.US)$ and so on.
Furthermore, electrical equipment includes $GE Vernova (GEV.US)$ 、 $Eaton (ETN.US)$ 、 $Honeywell (HON.US)$ 、 $Emerson Electric (EMR.US)$ 、 $Graham (GHM.US)$ and so on.
Quantum computingThe quantum computing sector has witnessed a surge in investment and valuation this year. Previously, NVIDIA CEO Jensen Huang also stated thatquantum computing is reaching a critical turning point and will become powerful enough in the next few years to 'address some interesting global challenges.'
Previously,Google's Willow Quantum Chip Makes a Significant Debut! Which U.S. Stocks Are Poised to Take Off?、Quantum Computing Achieves Another Breakthrough! NVIDIA’s First 'Quantum Day' Next Week: Could Related Stocks See a New Surge?Multiple articles have highlighted that with increased investments from tech giants like Google and IBM, the commercial applications of quantum computing may soon experience a full-scale boom.
![This week, U.S. President Donald Trump will visit the United Kingdom, with reports indicating that the UK and the U.S. are preparing to sign a "groundbreaking" technology cooperation agreement.The new agreement will focus on cutting-edge fields such as artificial intelligence and quantum computing. In addition, sources familiar with the matter revealed thataccompanying Trump on the visit, $NVIDIA (NVDA.US)$NVIDIA CEO Jensen Huang and OpenAI CEO Sam Altman plan to commit to billions of dollars in investments in UK data centers during their time in the UK. Newly-listed U.S. cloud provider $CoreWeave (CRWV.US)$is also preparing to announce an investment in the UK. Meanwhile, a coalition of more than a dozen industry associations is urging the UK government to make blockchain technology a core component of what is being called the "UK-US Tech Bridge." They warn thatexcluding digital assets could cause the UK to miss the opportunity to shape the future of financial standards, putting it at a competitive disadvantage globally. For investors, the potential industry opportunities and beneficiary companies arising from this state visit are undoubtedly a key focus.This article will provide an in-depth analysis of three sectors: AI, quantum computing, and cryptocurrency. [Smile]AI Sector According to a Bloomberg report, the US and the UK will sign a significant technology cooperation agreement during Trump's visit to the UK, which is not merely a diplomatic formality buta catalyst for substantial investment by financial technology giants, involving companies that may $NVIDIA (NVDA.US)$、Ope...](https://nnqimage.futunn.com/sns_client_feed/900080/20250915/web-1757924322323-DFy4Hl6AD0.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
Specifically, including:
– Representative of superconducting quantum technology: $Alphabet-C (GOOG.US)$ ， $Rigetti Computing (RGTI.US)$ ， $IBM Corp (IBM.US)$ ；
– Quantum security and encryption technologies: $SEALSQ Corp (LAES.US)$ ， $Arqit Quantum (ARQQ.US)$ ；
Notably, last Friday, the UK government approved the acquisition of Oxford Ionics, a UK-based trapped-ion quantum computing company, by a U.S. quantum computing firm, $IonQ Inc (IONQ.US)$ with safeguards attached to ensure that core technologies and the talent team remain within the UK. The final decree, which officially took effect on September 11, marks one of the most significant regulatory interventions by the UK government in its rapidly growing quantum sector.
CryptocurrencyA coalition of more than a dozen industry associations is reportedly pressuring the UK government to incorporate blockchain technology into the agreement, warning that the UK risks falling behind its competitors in the digital asset space.
The letter emphasizes thatexcluding digital assets from the 'UK-US Tech Bridge' represents 'a missed opportunity.'，"This could lead to the marginalization of the UK while other regions are taking the lead in establishing standards that will shape the future of finance."
The industry groups specifically highlighted in the letterstablecoins and asset tokenization, describing them as areas of 'strategic relevance and importance' for both economies.
Market analysis suggests thatthis lobbying effort underscores the gap between the UK's ambitions and realities in the crypto-asset domain.Niu Niu has compiled a list of cryptocurrency-related concept stocks in the U.S. stock market for fellow investors' reference:
![This week, U.S. President Donald Trump will visit the United Kingdom, with reports indicating that the UK and the U.S. are preparing to sign a "groundbreaking" technology cooperation agreement.The new agreement will focus on cutting-edge fields such as artificial intelligence and quantum computing. In addition, sources familiar with the matter revealed thataccompanying Trump on the visit, $NVIDIA (NVDA.US)$NVIDIA CEO Jensen Huang and OpenAI CEO Sam Altman plan to commit to billions of dollars in investments in UK data centers during their time in the UK. Newly-listed U.S. cloud provider $CoreWeave (CRWV.US)$is also preparing to announce an investment in the UK. Meanwhile, a coalition of more than a dozen industry associations is urging the UK government to make blockchain technology a core component of what is being called the "UK-US Tech Bridge." They warn thatexcluding digital assets could cause the UK to miss the opportunity to shape the future of financial standards, putting it at a competitive disadvantage globally. For investors, the potential industry opportunities and beneficiary companies arising from this state visit are undoubtedly a key focus.This article will provide an in-depth analysis of three sectors: AI, quantum computing, and cryptocurrency. [Smile]AI Sector According to a Bloomberg report, the US and the UK will sign a significant technology cooperation agreement during Trump's visit to the UK, which is not merely a diplomatic formality buta catalyst for substantial investment by financial technology giants, involving companies that may $NVIDIA (NVDA.US)$、Ope...](https://nnqimage.futunn.com/sns_client_feed/900080/20250915/web-1757924321316-XMzjn4UVjl.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
These includestablecoin-related concept stocks $Circle (CRCL.US)$ 、cryptocurrency trading platforms $Coinbase (COIN.US)$ 、 $Robinhood (HOOD.US)$ 、 $Bullish (BLSH.US)$ 、 $Gemini Space Station (GEMI.US)$ ；RWA Platform $Figure Technology Solutions (FIGR.US)$ , along with a series ofholdings in stocks. For example:
Bitcoin Holding Stocks: $Strategy (MSTR.US)$ 、 $Twenty One Capital (XXI.US)$ 、 $Trump Media & Technology (DJT.US)$ ；
ETH Holding Stocks: $Bitmine Immersion Technologies (BMNR.US)$ 、 $SharpLink (SBET.US)$ 、 $Dynamix (DYNC.US)$ ；
BNB Holding Shares: $CEA Industries (BNC.US)$ 、 $Windtree Therapeutics (WINT.US)$ 、 $Nano Labs (NA.US)$ ；
HYPE Holding Stocks: $Sonnet BioTherapeutic(Delisted) (SONN.US)$ 、 $Galaxy Digital (GLXY.US)$ 、 $Hyperion DeFi (HYPD.US)$ ；
XRP Holding Stocks: $Wetour Robotics (WETO.US)$ 、 $VivoPower (VIVO.US)$ 、 $Galaxy Digital (GLXY.US)$ ；
Overall, the three-day state visit by Trump will be accompanied by a delegation of senior U.S. corporate executives, showcasing an impressive lineup,highlighting that business and technology investment are among the core issues of this trip.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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