I suspect with this on the cards and looking in comparison to most projects of its sort they'll already be having meetings to figure out investment strategies to compete, this is most relevant at Towers, but they are ahead of the game on one thing and that's that they already have an operating park, if they can get it up to a really really good standard before universal open there park then they have a fighting chance at staying on top otherwise they really will struggle, and Merlin aren't stupid.
So the optimism in me would expect larger investments in Towers, even in infrastructure (despite not being marketable) while the pessimist in me expects them to sit on there hands and hope for the best with the bare minimum investment to keep attracting the same crowd.