Trump's Visit to the UK Brings a Major Tech Gift! Time to Strategize?

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AI Collaboration Upgraded! UK-US Partnership Sparks Dual Growth Areas as Quantum and Nuclear Energy Become Market Highlights

On September 16, the UK and the US launched the 'Prosperity Through Technology Agreement,' committing to jointly develop artificial intelligence, quantum, and nuclear technologies, supported by £31 billion in private investment.

This news triggered a surge across quantum computing and nuclear energy-related stocks, with quantum computing concept stocks $Quantum (QMCO.US)$ soaring over 60% last week, $D-Wave Quantum (QBTS.US)$ rising more than 60%, $Rigetti Computing (RGTI.US)$ and gaining nearly 50%; among nuclear power concept stocks, $Oklo Inc (OKLO.US)$ one stock surged over 63%, $NANO Nuclear Energy (NNE.US)$ another rose over 40%. $Centrus Energy (LEU.US)$ AgEagle Aerial Systems, has risen over 30%.

Last Monday, the "Technology Delegation" of Trump's visit to the UK was revealed! Spearheaded by AI pioneer Jensen Huang of NVIDIA and Altman, these three sectors are expected to present significant growth opportunities.》 A previous article noted that Trump's visit to the UK will focus on cutting-edge fields such as artificial intelligence and quantum computing.

The 'Tech Prosperity Agreement' profoundly recognizes that quantum computing and artificial intelligence do not develop in isolation but rather are interdependent and mutually empowering "twin engines." The agreement repeatedly mentions substantial investments in AI infrastructure, which essentially lay the groundwork for future quantum-AI integrated computing platforms. The agreement’s allocation of up to £31 billion for AI infrastructure investment is, in essence, a foundational step toward future "hybrid quantum-AI computing platforms."

According to the latest reports,the agreement signed between the UK and the US includes plans for major American companies such as Microsoft, Google, NVIDIA, OpenAI, CoreWeave, and IonQ to expand data centers, AI infrastructure, and quantum collaborations in the UK.NVIDIA is deploying 120,000 GPUs, Microsoft will build the largest AI supercomputer in the country, and IonQ is establishing its Europe, Middle East, and Africa headquarters along with a new R&D and manufacturing center in Oxford, following a $1 billion merger with the British startup Oxford Ionics.

Additionally, according to a report by Cyberscoop, citing multiple industry executives and former national security officials familiar with the matter,the Trump administration is planning a comprehensive overhaul of the U.S. quantum computing strategy.The plan may involve an executive order and a comprehensive national action plan, modeled after the administration's AI strategy introduced in July, aiming to ensure U.S. technological leadership.

Additionally,The UK and the US also plan to sign a nuclear power cooperation agreement,which will allow both parties to use each other's reactor design safety assessments to expedite the approval process for constructing nuclear power plants.

This article will focus on introducing investment opportunities in quantum computing and the nuclear energy industry for fellow investors.

Quantum computing emerges as the new frontier! Tech giants are aggressively investing and placing their bets.

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.

Specifically, including:

– Representative of superconducting quantum technology: $Alphabet-C (GOOG.US)$ ， $Rigetti Computing (RGTI.US)$ ， $IBM Corp (IBM.US)$ ；

– Representative of quantum annealing technology: $D-Wave Quantum (QBTS.US)$ ；

– Representative of photonic quantum technology: $Quantum Computing (QUBT.US)$

– Representative of ion trap technology: $Honeywell (HON.US)$ ， $IonQ Inc (IONQ.US)$ ；

– Data storage and management solutions: $Quantum (QMCO.US)$ ；

– Quantum security and encryption technologies: $SEALSQ Corp (LAES.US)$ ， $Arqit Quantum (ARQQ.US)$ ；

– Quantum chips and solutions: $Intel (INTC.US)$ 、 $MicroCloud Hologram (HOLO.US)$ 。

Regarding the quantum computing industry chain, Morgan Stanley favors the following companies:

Specifically, U.S.-listed companies include:

Key players in quantum computing $Rigetti Computing (RGTI.US)$ 、 $D-Wave Quantum (QBTS.US)$ 、 $IonQ Inc (IONQ.US)$ 、 $Quantum Computing (QUBT.US)$

Large technology companies related to quantum computers $Microsoft (MSFT.US)$ 、 $Alphabet-C (GOOG.US)$ 、 $Amazon (AMZN.US)$ 、 $IBM Corp (IBM.US)$ 、 $Intel (INTC.US)$ 、 $Honeywell (HON.US)$ ；

Quantum Component and Software Company $NVIDIA (NVDA.US)$ 、 $Dell Technologies (DELL.US)$ 、 $SkyWater Technology (SKYT.US)$ 、 $Veeco Instruments (VECO.US)$ 、 $Coherent (COHR.US)$ 、 $FormFactor (FORM.US)$ ；

Quantum Sensing/Networking/Cryptography: $HP Inc (HPQ.US)$ 、 $Arqit Quantum (ARQQ.US)$ 。

Last week,Don't Just Focus on AI! NVIDIA's Aggressive Bet: Quantum Computing Dark Horse QBTS Surges 165% Year-to-Date, Who Will Lead the Next Explosion?A previous article provided a detailed overview of the current state and future development trends of this industry. Interested fellow investors can click to view.

Nuclear Energy is More Important than Chips! Energy Investment Will Be the Next Focal Point in the US-China AI Race

According to a report by MarketWatch, even the most advanced AI chips cannot function without a stable power supply. Nuclear energy is rapidly becoming a crucial solution to support AI development and prevent energy shortages.

Richard Windsor, founder of research firm Radio Free Mobile, stated that nuclear power could be the most reliable and low-carbon electricity source for data centers. He emphasized that nuclear energy can provide continuous, round-the-clock power, which traditional renewable sources like wind and solar cannot guarantee.

Year-to-date"Tech Giants Compete for Deployment! Nuclear Power Stocks Expected to Break Through by 2025, Potentially Becoming the Next Battlefield for AI?"、"Is Nuclear Energy the New Solution Amid the AI Wave? This Industry Has Emerged as an 'Invisible Winner,' Having Surged Over 220% This Year"、Tech Giants 'Burn Cash' to Boost AI! These Two Industries May Be Hidden Winners?、Electricity Is the Hard Currency of AI! Morgan Stanley Targets Four Core Investment Sectors—Who Will Take the Lead?As indicated by multiple articles,AI data centers are set to become the next generation 'electric tigers,' with the proportion of power consumption by data centers expected to further increase, positioning nuclear power as the next battlefield for AI.

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 SMR (Small Modular Reactor) nuclear power company to go public, with its core product being the SMR power module.

$Oklo Inc (OKLO.US)$ focuses on the development of small modular reactors (SMRs). The company has received investment from Sam Altman, 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 segment mainly involves the operation of nuclear power plants and energy supply.Participants include $Constellation Energy (CEG.US)$ 、 $Vistra Energy (VST.US)$ 、 $American Electric Power (AEP.US)$ 、 $Southern (SO.US)$ 、 $Exelon (EXC.US)$ 、 $Duke Energy (DUK.US)$ 、 $Entergy (ETR.US)$ 、 $Public Service Enterprise Group (PEG.US)$ 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.

The latest Goldman Sachs report on the nuclear energy industry indicates that the global uranium market is heading towards a period of structural shortage. This trend will accelerate starting in 2025, with a projected global uranium shortfall of 130 million pounds by 2040.Simultaneously, nuclear power demand is surging in the AI era, leading to a comprehensive boom in global nuclear power installations.

Analysts point out that the imbalance between uranium supply and demand, a surge in nuclear power demand, and other electrification trends will jointly drive the nuclear energy industry.

Looking ahead,Quantum computing will bring an exponential leap in computational power to AI, while nuclear energy will provide indispensable robust support for this high-energy digital future.Together, they form the cornerstone of the next technological revolution. However, it is important to exercise caution, as the current hype surrounding conceptual stocks often involves smaller market capitalizations, making them prone to sharp fluctuations. Fellow investors should approach such investments with prudence.

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