<p>投资者在考虑人工智能（AI）增长潜力时，最近主要关注美国和中国。毕竟，它们是两个最大的 AI 市场，来自这些国家的公司——如美国的 <strong>Nvidia</strong> 和中国的华为——因其创新而脱颖而出。但其他国家也为 AI 参与者提供了增长机会，其中一个特别的国家是英国。</p>
<p>事实上，根据政府的数据，英国目前是第三大 AI 市场，去年市场价值为 920 亿美元。而两家美国公司将从最近在该国进行的 420 亿美元 AI 基础设施投资中受益最大。我所说的就是云计算巨头 <strong>Microsoft</strong>（MSFT 1.83%）和 <strong>Amazon</strong>（AMZN 0.23%）。让我们更仔细地看看这个潜在的爆炸性增长故事。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQwNTUvZ2V0dHlpbWFnZXMtZGF0YS1jZW50ZXIuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="376" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQwNTUvZ2V0dHlpbWFnZXMtZGF0YS1jZW50ZXIuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>微软 300 亿美元的投资</h2>
<p>就在上周，微软和其他美国公司，包括 Nvidia 和 <strong>Salesforce</strong>，宣布在英国的投资总额达到 420 亿美元。微软承诺到 2028 年在该国投资 300 亿美元，其中包括建设基础设施，以支持其创建英国最大的超级计算机。这将涉及超过 23000 个图形处理单元（GPU），即支持 AI 任务中最关键的芯片，如大型语言模型的训练和推理。</p>
<p>这紧随几个月前的消息：当时，亚马逊宣布将在未来三年内在英国投资超过 540 亿美元，以提升其云计算和 AI 基础设施，并投资新的履行中心以支持其在该国的电子商务业务。</p>
<p>因此，美国公司显然看到了英国的增长潜力，并在 AI 基础设施建设势头增强的恰当时刻做出了承诺。Nvidia 首席执行官黄仁勋最近预测，到本世纪末，全球 AI 基础设施支出将达到惊人的 4 万亿美元。</p>
<p>在所有参与英国基础设施建设的公司中，微软和亚马逊可能受益最大，原因如下。一个关键因素是这两家公司都是云计算领域的领导者。亚马逊的 Amazon Web Services（AWS）在全球市场中占据约 30% 的份额，而微软 Azure 占 20%。具体到英国市场，这两家公司的市场份额均约为 40%，使它们处于同等地位。这种领导地位使它们在 AI 需求增长时处于良好位置——当前的 Azure 和 AWS 客户可能会继续选择这些他们熟悉的云服务提供商来处理 AI 工作负载。</p>
<h2>快速扩张的能力</h2>
<p>这些参与者还具备财务实力和现场存在感，能够迅速扩大并落实其投资计划，这意味着他们可能准备好满足英国市场日益增长的需求。因此，随着英国及其企业专注于 AI，微软和亚马逊在该国的云收入应该会大幅增长。</p>
<p>这一切对你作为投资者意味着什么？你应该因为英国的潜在增长而购买这些公司的股票吗？我不会仅仅因为这个原因而投资这些股票——但这确实是一个可以增加到已经强劲的买入理由的积极因素。这些公司的股票目前交易水平都很有吸引力，特别是亚马逊，其估值自去年底以来大幅下降。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3f5681e9422f80e21df6276a2462288e.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="456" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3f5681e9422f80e21df6276a2462288e.png"/></p>
<p>MSFT 市盈率（前瞻性）数据来源于 YCharts</p>
<p>与此同时，这些公司盈利能力强，过去几年在收入和净收入增长方面表现出色。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5b54e700e98da0a7d12772854cb9ed95.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="541" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5b54e700e98da0a7d12772854cb9ed95.png"/></p>
<p>MSFT 净收入（年度）数据来源于 YCharts</p>
<p>未来的 AI 机会为这些经过时间考验的成熟公司提供了新的增长动力。正如前面提到的，由于它们在云市场中的领导地位，它们在英国这样的市场中处于良好位置，能够显著受益。</p>
<p>所有这些意味着，现在是谨慎和激进投资者购买这些当前和未来赢家股票的绝佳时机——它们将从国内、英国以及可能在其他地区的 AI 繁荣中获益。</p>

亚马逊

微软

2 倍做多 MSFT ETF - GraniteShares

MSFO

微软每日 1 倍做空 ETF - Direxion

微软每日 2 倍做多 ETF - Direxion

MSFX

MSFY

亚马逊每日 2 倍做多 ETF - Direxion

<p>微软和亚马逊将从英国 420 亿美元的人工智能基础设施投资中显著受益。微软计划到 2028 年投资 300 亿美元，包括建设英国最大的超级计算机，而亚马逊将在云计算和人工智能基础设施上投资超过 540 亿美元。这两家公司在英国云市场中占据主导地位，各自持有约 40% 的市场份额，使它们能够很好地满足日益增长的人工智能需求。这项投资代表了一个积极的增长机会，特别是考虑到这两家公司在盈利和收入增长方面都有着良好的业绩记录</p>

<p>Investors, when they think about artificial intelligence (AI) growth potential, have focused on the U.S. and China in recent times. After all, they are the two biggest AI markets, and companies from these countries -- such as the U.S.' <strong>Nvidia</strong> and China's Huawei -- have stood out for their innovations. But other countries also represent growth opportunities for AI players, and one in particular is the U.K.</p>
<div class="lb-trans"><p>投资者在考虑人工智能（AI）增长潜力时，最近主要关注美国和中国。毕竟，它们是两个最大的 AI 市场，来自这些国家的公司——如美国的 <strong>Nvidia</strong> 和中国的华为——因其创新而脱颖而出。但其他国家也为 AI 参与者提供了增长机会，其中一个特别的国家是英国。</p>
</div><p>In fact, the U.K. is the third-largest AI market today, with a value of $92 billion as of last year, according to the government. And two U.S. companies in particular will benefit the most from a recent $42 billion AI infrastructure push in that country. I'm talking about cloud computing giants <strong>Microsoft</strong>(MSFT 1.83%) and <strong>Amazon</strong>(AMZN 0.23%). Let's take a closer look at this potentially explosive growth story.</p>
<div class="lb-trans"><p>事实上，根据政府的数据，英国目前是第三大 AI 市场，去年市场价值为 920 亿美元。而两家美国公司将从最近在该国进行的 420 亿美元 AI 基础设施投资中受益最大。我所说的就是云计算巨头 <strong>Microsoft</strong>（MSFT 1.83%）和 <strong>Amazon</strong>（AMZN 0.23%）。让我们更仔细地看看这个潜在的爆炸性增长故事。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQwNTUvZ2V0dHlpbWFnZXMtZGF0YS1jZW50ZXIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834055%2Fgettyimages-data-center.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Microsoft's $30 billion investment</h2>
<div class="lb-trans"><h2>微软 300 亿美元的投资</h2>
</div><p>Just last week, Microsoft and other U.S. players including Nvidia and <strong>Salesforce</strong> announced investments in the U.K. totaling $42 billion. Microsoft pledged to invest $30 billion in the country by 2028, and that includes an infrastructure buildout to support its creation of the U.K.'s biggest supercomputer. This would involve more than 23,000 graphics processing units (GPUs), or the chips supporting the most crucial of AI tasks such as the training and inferencing of large language models.</p>
<div class="lb-trans"><p>就在上周，微软和其他美国公司，包括 Nvidia 和 <strong>Salesforce</strong>，宣布在英国的投资总额达到 420 亿美元。微软承诺到 2028 年在该国投资 300 亿美元，其中包括建设基础设施，以支持其创建英国最大的超级计算机。这将涉及超过 23000 个图形处理单元（GPU），即支持 AI 任务中最关键的芯片，如大型语言模型的训练和推理。</p>
</div><p>This follows news from a few months ago: Then, Amazon announced it would spend more than $54 billion over the coming three years to boost its cloud computing and AI infrastructure in the U.K. -- and invest in new fulfillment centers to support its e-commerce business in the country.</p>
<div class="lb-trans"><p>这紧随几个月前的消息：当时，亚马逊宣布将在未来三年内在英国投资超过 540 亿美元，以提升其云计算和 AI 基础设施，并投资新的履行中心以支持其在该国的电子商务业务。</p>
</div><p>So, U.S. companies clearly see the potential for growth in the U.K. and have committed to it at just the right moment, as the momentum for AI infrastructure buildout picks up. Nvidia chief Jensen Huang recently predicted global AI infrastructure spending will reach a mind-boggling $4 trillion by the end of the decade.</p>
<div class="lb-trans"><p>因此，美国公司显然看到了英国的增长潜力，并在 AI 基础设施建设势头增强的恰当时刻做出了承诺。Nvidia 首席执行官黄仁勋最近预测，到本世纪末，全球 AI 基础设施支出将达到惊人的 4 万亿美元。</p>
</div><p>Among all of the companies involved in the U.K. buildout, though, Microsoft and Amazon may benefit the most, and here's why. One key element is these companies both are leaders in the world of cloud computing. Amazon's Amazon Web Services (AWS) holds the biggest share at about 30% of the market worldwide, while Microsoft Azure holds 20%. And specifically in the U.K. market, each of these players holds about a 40% share, putting them on equal footing. This leadership positions them well as demand for AI capacity grows -- current Azure and AWS customers may stick with these cloud providers that they know well for their AI workloads.</p>
<div class="lb-trans"><p>在所有参与英国基础设施建设的公司中，微软和亚马逊可能受益最大，原因如下。一个关键因素是这两家公司都是云计算领域的领导者。亚马逊的 Amazon Web Services（AWS）在全球市场中占据约 30% 的份额，而微软 Azure 占 20%。具体到英国市场，这两家公司的市场份额均约为 40%，使它们处于同等地位。这种领导地位使它们在 AI 需求增长时处于良好位置——当前的 Azure 和 AWS 客户可能会继续选择这些他们熟悉的云服务提供商来处理 AI 工作负载。</p>
</div><h2>The ability to ramp up quickly</h2>
<div class="lb-trans"><h2>快速扩张的能力</h2>
</div><p>These players also have the financial strength and presence on site to quickly ramp up and follow through on their investment plans, which means they might be ready to meet this growing demand in the U.K. market. So, as the U.K. and its businesses focus on AI, Microsoft and Amazon should see their cloud revenues in the country take off.</p>
<div class="lb-trans"><p>这些参与者还具备财务实力和现场存在感，能够迅速扩大并落实其投资计划，这意味着他们可能准备好满足英国市场日益增长的需求。因此，随着英国及其企业专注于 AI，微软和亚马逊在该国的云收入应该会大幅增长。</p>
</div><p>What does all of this mean for you as an investor? Should you buy shares of these players because of this potential growth in the U.K.? I wouldn't invest in these stocks for this reason only -- but it represents a positive point to add to an already strong buy case. Each of these players trades at interesting levels today, particularly Amazon, which has seen its valuation decline considerably from late last year.</p>
<div class="lb-trans"><p>这一切对你作为投资者意味着什么？你应该因为英国的潜在增长而购买这些公司的股票吗？我不会仅仅因为这个原因而投资这些股票——但这确实是一个可以增加到已经强劲的买入理由的积极因素。这些公司的股票目前交易水平都很有吸引力，特别是亚马逊，其估值自去年底以来大幅下降。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3f5681e9422f80e21df6276a2462288e.png" alt="" original-src="https://media.ycharts.com/charts/3f5681e9422f80e21df6276a2462288e.png"/></p>
<p>MSFT PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>MSFT 市盈率（前瞻性）数据来源于 YCharts</p>
</div><p>Meanwhile, these players are highly profitable and have delivered a strong track record of revenue and net income growth over the past several years.</p>
<div class="lb-trans"><p>与此同时，这些公司盈利能力强，过去几年在收入和净收入增长方面表现出色。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/5b54e700e98da0a7d12772854cb9ed95.png" alt="" original-src="https://media.ycharts.com/charts/5b54e700e98da0a7d12772854cb9ed95.png"/></p>
<p>MSFT Net Income (Annual) data by YCharts</p>
<div class="lb-trans"><p>MSFT 净收入（年度）数据来源于 YCharts</p>
</div><p>The AI opportunity ahead now offers these well-established companies that have proven themselves over time a new growth driver. And since they're leaders in the cloud market, as mentioned, they're well positioned to benefit significantly -- especially in a market where they dominate, such as in the U.K.</p>
<div class="lb-trans"><p>未来的 AI 机会为这些经过时间考验的成熟公司提供了新的增长动力。正如前面提到的，由于它们在云市场中的领导地位，它们在英国这样的市场中处于良好位置，能够显著受益。</p>
</div><p>All of this means that now makes an excellent time for both cautious and aggressive investors to buy shares of these current and future winners -- they're set to gain from the AI boom at home, in the U.K., and potentially in other parts of the world as well.</p>
<div class="lb-trans"><p>所有这些意味着，现在是谨慎和激进投资者购买这些当前和未来赢家股票的绝佳时机——它们将从国内、英国以及可能在其他地区的 AI 繁荣中获益。</p>
</div>

Microsoft and Amazon Will Benefit Most From the UK's $42 Billion AI Infrastructure Push

- 英国是全球第三大人工智能市场，价值达 920 亿美元。  
- 微软承诺到 2028 年投资 300 亿美元，亚马逊计划投资 540 亿美元。  
- 这两家公司在云计算领域占据主导地位，预计将从英国的 AI 增长中受益。

微软和亚马逊将从英国 420 亿美元的人工智能基础设施推动中获益最多