Ed Ludlow

I mean, how are they thinking about navigating this?

Because there is Nscale, which is a more local builder of this infrastructure.

Yeah, I think it does raise a broader question about how successful our infrastructure build out is going to be out of the UK.

You know, let's say predominantly it is about energy costs.

It's not just going to be OpenAI that's impacted by that, but any local data center provider like Nscale, which is the local partner that OpenAI had established.

had struck this deal with.

Nscale has other projects around the UK.

And so, potentially, that raises questions about how quickly these other data center projects are going to get up and running.

The UK and the Labour government has been very proud of lots of these investments that have been announced.

But, you know, I think we can see that the reality may be that not all of the investments, not all of the infrastructure promises will materialize.

Bloomberg's Shona Ghosh.

We thank you for bringing us up to speed on that particular infrastructure build-out.

And meanwhile, well, that is it for this edition of Bloomberg Tech, Ed.

It's interesting that there's a big piece on the Bloomberg today about G42 and continuing to build out in terms of infrastructure despite the Iranian conflict, whereas the energy prices hit the U.K.

?

Yeah, it's a must read and it's based on some important reporting from Tom Giles and Mark Vogue.

And also just what Shona said, how often is a project announced?

And then several months later, either scaled back or changed.

Happens all the time at the moment.

Recap on the podcast, like a really packed show, a lot of news, a lot of insightful and important conversations as well.