Trump brings a $200 billion investment package to the UK, the market doubts the staggering number, how will it materialize?

1. Oxford Economics Research Institute Chief Economist Andrew Goodwin: Investment will help the UK narrow the gap with the US in AI development, but it is not enough to quickly ignite economic growth. It is more likely to be a slow release process rather than immediately bringing about large-scale output growth. There are also many headwinds, such as deteriorating population structure and inadequate investment in other industries, which will weaken the boost of artificial intelligence to GDP in the coming years. 2. British American Chamber of Commerce CEO Duncan Edwards: It remains to be seen how much of the promised funds will actually materialize. The funds promised are generally not the same as the actual funds that are in place, and it will take several months and years to reveal how much will be fulfilled. 3. Premier Miton Global Infrastructure Income Fund Manager Tim Wright: A large amount of investment is good for the sluggish UK economy, but it will not make the UK leap into a "AI superpower" as Huang Renxun described. The cost and supply of electricity are one of the major constraints for the development of mega-scale data centers, and the UK already faces capacity constraints during peak electricity use and ranks highly in electricity prices globally. 4. London energy consulting firm Crystol Energy CEO Carole Nakhle: Energy agreements are strategic measures to reduce trade frictions and support the UK's nuclear ambitions. However, many important details are still unclear, particularly how the agreement will be implemented and what specific commitments are from both sides. It is also unclear how much in the agreement is legally binding deliverables and how much are broader political signals. 5. Janus Henderson Portfolio Manager Richard Clode: It is expected that most of the fruits of these AI investments will be directly acquired by US tech companies or acquired through acquisitions, and new, successful, and scalable UK AI companies will still choose to be listed in the US. 6. Reuters market analyst Aimee Donnellan: The significance of the US funds is great, but not enough to change the game with massive amounts of money. Trump's average tariff of 10% on UK goods may be lower than the EU's 15%, but the unpredictability makes it difficult for UK policymakers to relax their vigilance. This visit cannot truly help the UK out of its predicament.