The "Technology Delegation" accompanying Trump's visit to the UK revealed! Led by AI pioneer Jensen Huang and Altman, these three sectors are poised for breakthrough opportunities.

This week, US President Donald Trump visited the United Kingdom to report that the United States is preparing a highly offensive Technology Cooperation Agreement, which will lead the focus on artificial intelligence and quantitative computing.

In addition, insiders revealed that along with Trump's visit $英偉達 (NVDA.US)$ Sam Altman, CEO, and OpenAI CEO, have contracted the United Kingdom data centre investment to support USD 10,000 during the visit. U.S. Calculator Providers Listed This Year $CoreWeave (CRWV.US)$ It is also preparing to announce an investment in the UK.

At the same time, a union of more than ten Industry Associations is urging the United Kingdom government to make blockchain technology a core part of what is known as the UK Technology Bridge. We warn that the United Kingdom may miss out on opportunities for plastics that are not up to financial standards outside of the global competition.

As far as investors are concerned, this visit to the country is not the focus of the industry machinery and beneficiary companies that may be alive. This article will take a deeper look at AI, Quantitative Computing, and the Three Cryptocurrency Industries.

AI Industry

According to the Bloomberg report, the United States and the United Kingdom will open a major technology cooperation agreement during the Lunar Open, and not only on foreign exchanges, but also with the mobile technology financial tycoons, and the company may $英偉達 (NVDA.US)$ 、OpenAI、 $CoreWeave (CRWV.US)$ 、 $貝萊德 (BLK.US)$ 。 This strategy includes enhancing United Kingdom AI capability and global competitiveness and establishing US AI infrastructure facilities overseas.

Before$70 billion bet on AI and energy! In the age of Trump 2.0, these areas are the focus of layout”In the era of Transp2.0, the Data Center Industry Chain will be one of the beneficiaries.

In terms of chips, investors can focus on $英偉達 (NVDA.US)$ 、 $博通 (AVGO.US)$ 、 $邁威爾科技 (MRVL.US)$ 、 $英特爾 (INTC.US)$ 、 $美光科技 (MU.US)$ 、 $美國超微公司 (AMD.US)$ Like chip giants.

IT Infrastructure, Focus on Servers $戴爾科技 (DELL.US)$ 、 $超微電腦 (SMCI.US)$ 、 $慧與科技 (HPE.US)$ ;

web $思科 (CSCO.US)$ 、 $Arista Networks (ANET.US)$ ;

stored $SanDisk Corp (SNDK.US)$ 、 $希捷科技 (STX.US)$ 、 $Pure Storage (PSTG.US)$ 、 $美國網存 (NTAP.US)$ 。

Data center, attention $微軟 (MSFT.US)$ 、 $谷歌-A (GOOGL.US)$ 、 $亞馬遜 (AMZN.US)$ 、 $Meta Platforms (META.US)$ 、 $甲骨文 (ORCL.US)$ 、 $CoreWeave (CRWV.US)$ 。

What Data Center Developers and Operators Need to Look Out For $數字房地產信托公司 (DLR.US)$ 、 $易昆尼克斯 (EQIX.US)$ 、 $DigitalBridge Group (DBRG.US)$ 。

Large-scale enterprises include $微軟 (MSFT.US)$ 、 $亞馬遜 (AMZN.US)$ 、 $谷歌-A (GOOGL.US)$ 、 $甲骨文 (ORCL.US)$ etc.;

Attention to AI Cloud Services $CoreWeave (CRWV.US)$ 、 $NEBIUS (NBIS.US)$ 、 $IREN Ltd (IREN.US)$ etc.;

In addition, such as electrical equipment $伊頓 (ETN.US)$ 、 $GE Vernova (GEV.US)$ and Liquid Cooling Service Providers $Vertiv Holdings (VRT.US)$ 。

From now on, according to reports that the two countries in the United States will establish a series of energy cooperation agreements, the core of the agreement is to expand cooperation between the two countries to simplify the process of building new nuclear power plants, with the construction of small modular feedback systems (SMRs) at the heart of the project. The Prime Minister of the United Kingdom stated that this important undertaking would usher in the Golden Age of the United Kingdom.”

According to the National Securities Research Reports, the SMR Nuclear Industry Chain covers a variety of environments ranging from upstream fuel mining, mid-water development to construction, downstream operations and waste treatment.

Upstream: Raw materials and processing

The supply of basic raw materials, key equipment and fuels required for upstream Industry Chain and nuclear development, mainly includes mining and condensing.

Specifically, uranium mining includes $Cameco (CCJ.US)$ 、 $Uranium Energy (UEC.US)$ 、 $Energy Fuels (UUUU.US)$ 、 $丹尼森礦業 (DNN.US)$ 、 $NexGen Energy (NXE.US)$ ; nuclear fuel processing $Centrus Energy (LEU.US)$ 。

Midstream: Design, R&D and Construction

Mid-stream includes design, R&D, and construction. In which,

$NuScale Power (SMR.US)$ is the first listed SMR nuclear power manufacturer, the company's core product is SMR power modules;

$Oklo Inc (OKLO.US)$ focused on the development of Small Modular Reactors (SMRs), which were invested by Altmann, the father of ChatGPT;

$NANO Nuclear Energy (NNE.US)$ Specializing in the development of Small Modular Modular Resonators, the main 4-block SMR-related content, including Manufacturing, Fuels, Transportation, etc., in the manufacture of multi-component vertically integrated Industry Chains;

$BWX Technologies (BWXT.US)$ Focusing on nuclear reactor component manufacturing and nuclear technology, the biggest difference from SMR/OKLO is that BWXT is a large equipment supplier and technology service provider primarily providing nuclear reactor components, nuclear fuel, and defense-related nuclear technology to government and commercial sectors. Customers include the U.S. Government (such as the Navy) (Nuclear submarines provide nuclear reactors).

Downstream: Operations, Sales and Waste Disposal

Downstream mainly for nuclear power plant operations and energy supply. Participants include $Constellation Energy (CEG.US)$ 、 $Vistra Energy (VST.US)$ 、 $美國電力 (AEP.US)$ 、 $美國南方公司 (SO.US)$ 、 $愛克斯龍電力 (EXC.US)$ 、 $杜克能源 (DUK.US)$ 、 $安特吉 (ETR.US)$ 、 $公務集團 (PEG.US)$ etc.

In addition, electrical and electrical equipment includes $GE Vernova (GEV.US)$ 、 $伊頓 (ETN.US)$ 、 $霍尼韋爾 (HON.US)$ 、 $艾默生電氣 (EMR.US)$ 、 $Graham (GHM.US)$ etc.

Quantum Computing

Quantitative computing has evolved in the value cluster of investments and valuations this year. FOR NOW, NVIDIA CEO MARIE SAID THAT QUANTITATIVE COMPUTING IS LIKELY TO BE A KEY POINT, AND WILL NOT GROW TO SOLVE MANY INTERESTING GLOBAL ISSUES NEXT YEAR.

BeforeGoogle's Willow Quantum Chip is back! Which US stocks are expected to take off?”、Quantitative counting is welcome again! Next week of NVIDIA First Volume Day, Related Concepts Are Hoping for a New Uplift”Many articles have suggested that with the introduction of coding by technology leaders such as IBM and IBM, the commercialization of quantitative computing may soon become more widespread.

Specifically, these include:

— Superconducting Quantum Technology Representative: $谷歌-C (GOOG.US)$ ， $Rigetti Computing (RGTI.US)$ ， $IBM Corp (IBM.US)$ ;

— Quantum annealing technology representative: $D-Wave Quantum (QBTS.US)$ ;

— Photo-quantum technology representative: $Quantum Computing (QUBT.US)$ ;

— Ion Trap Technology Represents: $霍尼韋爾 (HON.US)$ ， $IonQ Inc (IONQ.US)$ ;

— Data storage and management solutions: $昆騰 (QMCO.US)$ ;

— QUANTUM SECURITY AND ENCRYPTION TECHNOLOGY: $SEALSQ Corp (LAES.US)$ ， $Arqit Quantum (ARQQ.US)$ ;

— Quantum chips and solutions: $英特爾 (INTC.US)$ 、 $盟雲全息 (HOLO.US)$ 。

It is worth noting that on Friday, the United Kingdom government sanctioned US mass counting companies $IonQ Inc (IONQ.US)$ The acquisition of Oxford Ionics, a UK plasma metering company, is accompanied by safeguards to ensure that the core technology and human resources team are based in the United Kingdom. The final ruling, effective on 11 September, marks one of the United Kingdom government's most important regulatory oversight of large-scale land development facilities.

Cryptos

According to reports, the union, made up of ten Industry Associations, is putting pressure on the United Kingdom to introduce regional blockchain technology into a government agreement to prevent the United Kingdom from competing in the field of Digital Assets.

Stronger sentiment, dumping Digital Assets in the UK is a missed opportunity other than the US Technology Bridge, which could lead to the isolation of the United Kingdom, while other regions are deciding that plastics are not a financial benchmark.

Industry groups singled out Stable Currency and Asset Exchange in particular, as areas of conflict relevance and importance for the two countries' economies.

Market analysis shows the gap between the United Kingdom's target and reality in the Crypto Assets sector. Bull's Head of the U.S. Stock Market Cryptos Concept Shares, Offering Shares, Provides Referrals from Ox Friends Fellow Investors:

Others, including Fixed Currency Concept Shares $Circle (CRCL.US)$ 、Cryptos Trading TradePlatform $Coinbase (COIN.US)$ 、 $Robinhood (HOOD.US)$ 、 $Bullish (BLSH.US)$ 、 $Gemini Space Station (GEMI.US)$ ; RWA Platform $Figure Technology Solutions (FIGR.US)$ , as well as a range of currency holdings. such as:

Bitcoin Holding Shares: $Strategy (MSTR.US)$ 、 $Cantor Equity Partners Inc (CEP.US)$ 、 $特朗普媒體科技集團 (DJT.US)$ ;

ETH Holdings: $Bitmine Immersion Technologies (BMNR.US)$ 、 $SharpLink Gaming (SBET.US)$ 、 $Dynamix (ETHM.US)$ ;

SOL Holdings: $Upexi (UPXI.US)$ 、 $Sharps Technology (STSS.US)$ 、 $DeFi Development (DFDV.US)$ ;

BNB currency holdings: $CEA Industries (BNC.US)$ 、 $Windtree Therapeutics (WINT.US)$ 、 $納比特 (NA.US)$ ;

HYPE Holdings: $Sonnet BioTherapeutic (SONN.US)$ 、 $Galaxy Digital (GLXY.US)$ 、 $Hyperion DeFi (HYPD.US)$ ;

WLFI Currency Shares: $ALT5 Sigma (ALTS.US)$ ;

XRP Currency Shares: $微巴士 (WETO.US)$ 、 $VivoPower (VVPR.US)$ 、 $Galaxy Digital (GLXY.US)$ ;

Dogecoin Holdings: $Bit Origin (BTOG.US)$ 。

As a whole, Mr. Trump's three-day national visit will be joined by a large and cohesive representative team of corporate executives in the United States, showing that Business and Technology Investment is one of the key issues.