Wall Street Breakfast Markets watch Fed as US, UK seal $42B tech deal
Sep 17, 2025
A groundbreaking $42 billion tech pact between the U.S. and U.K. aims to strengthen investments in AI and quantum computing. This discussion also highlights recent political maneuvers regarding tariff powers and the Fed's monetary policy. Market reactions include Workday's surge after a significant stake announcement. In other news, RCI Hospitality executives face serious indictments. Plus, Chinese tech stocks are riding a wave of AI spending, keeping the financial scene buzzing with activity.
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Major Tech Investment Push To The UK
- Top U.S. tech firms pledged $42 billion to the UK focusing on AI, quantum, and nuclear tech investments.
- This signals deep transatlantic industry collaboration and faster adoption of AI infrastructure in Britain.
Concrete Infrastructure Commitments
- Microsoft, NVIDIA and Google outlined specific deployment plans like $30 billion from Microsoft and 120,000 GPUs from NVIDIA.
- Those concrete commitments emphasize infrastructure buildout, not just PR announcements.
Regulatory Speed And Private Partnerships
- The Tech Prosperity Deal includes faster regulatory approvals and private partnerships for nuclear and space tech.
- That mix of regulation and private capital aims to speed complex, long-lead projects.