By ANNE ASHWORTH, Daily Mail, 20 September 2025:
President Trump’s visit to Britain blended centuries-old pomp, pageantry – and an investment bonanza into the technology of the last half of the 21st century.
Three members of the ‘Magnificent Seven’ of US tech – the Google group Alphabet, Microsoft and Nvidia – are committing billions to the UK through the Tech Prosperity Deal to strengthen transatlantic ties in nuclear energy and artificial intelligence (AI)..
As James Carthew, head of investment company research at QuotedData, points out, an AI search requires ten times the energy of a normal search..
If you would like to have some exposure to the construction frenzy elsewhere in the world – consultancy McKinsey estimates that $7trillion (£5.2trillion) will be spent on these buildings by 2030 – you could look at some other investment trusts.
Carthew highlights Cordiant, which specialises in Belgian data centres. It may be at a 27 per cent discount but the dividend yield is 5 per cent, compensating for the risk.
Pantheon Infrastructure is at a less formidable 9.2 per cent discount. This trust – known as ‘Pint’ – has assets in Europe and the US, including a stake in the American data centre giant CyrusOne.
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