British AI infrastructure firm Nscale has secured a landmark $14 billion deal with Microsoft to deploy approximately 200,000 Nvidia GB300 AI chips across data centers in the United States and Europe. This multi-year partnership will see Nscale deliver around 104,000 GPUs to a hyperscale AI campus in Texas and 12,600 GPUs to the Start Campus data center in Portugal, with additional installations planned in the UK and Norway. The massive expansion supports Microsoft’s AI cloud services and aligns with its strategic goal to scale compute capacity with agility, efficiency, and sustainability in mind[1][2][3][6].
The Texas site, leased from Ionic Digital’s Cedarvale facili...
The Texas site, leased from Ionic Digital’s Cedarvale facility in Barstow, offers an initial capacity of 234 megawatts, with options for Microsoft to expand by an additional 700 megawatts starting in late 2027. The campus could eventually consume up to 1.2 gigawatts of power, placing it among the largest AI compute campuses globally. Meanwhile, the Portugal facility contributes to European customers’ demand for sovereign AI infrastructure compliant with EU regulations. Nscale’s UK site in Loughton will also host a significant NVIDIA AI supercomputer, further bolstering Microsoft Azure services starting in early 2027[2][3][7][9].
This agreement marks a significant milestone for Nscale, whi...
This agreement marks a significant milestone for Nscale, which is backed by Nvidia and recently raised $1.1 billion from investors including SoftBank Vision Fund and Mubadala. Analysts estimate that the partnership could push Nscale’s valuation beyond $20 billion ahead of its planned initial public offering in late 2026. The deal also highlights Microsoft’s evolving approach to distributed data center capacity, focusing on strategic locations with low-cost energy and regulatory alignment across multiple regions[1][4][6].
Microsoft’s Corporate Vice President of Cloud Operations and...
Microsoft’s Corporate Vice President of Cloud Operations and Innovation, Noelle Walsh, emphasized that this partnership supports responsible scaling to meet customer compute needs with a focus on sustainability and efficiency. Jon Tinter, Microsoft’s President of Business Development and Ventures, noted the collaboration’s commitment to global availability and scalable AI infrastructure. Nscale’s CEO, Josh Payne, confirmed the company’s ambitions to go public and accelerate the buildout of AI infrastructure powered by Nvidia’s cutting-edge technology[1][3][4].
The deal follows several recent agreements between Nscale an...
The deal follows several recent agreements between Nscale and Microsoft, including deployments in Norway and the UK, underscoring a rapid expansion of AI infrastructure capacity to meet growing global demand. The partnership also reflects Nvidia’s dual role as chip supplier and investor, contributing to the acceleration of next-generation AI data centers worldwide[4][6][9].
🔄 Updated: 10/15/2025, 4:20:33 PM
Consumer and public reaction to the Nscale-Microsoft $14 billion AI infrastructure deal is mixed but generally shows cautious optimism. Industry analysts highlight the historic scale, with Nscale deploying around 200,000 Nvidia GPUs across sites in Texas, Portugal, and Europe, reflecting growing business demand for AI compute power[1][3][6]. However, some public concerns focus on the massive energy consumption—up to 1.2 gigawatts planned at the Texas campus—and the challenge of balancing rapid AI expansion with sustainability and regulatory compliance[1][4]. Nscale’s CEO Josh Payne emphasized pride in the partnership, calling it “historic,” while Microsoft’s Jon Tinter underscored a commitment to “sustainability and scalability” in delivering AI
🔄 Updated: 10/15/2025, 4:30:39 PM
Nscale and Microsoft have partnered on a massive AI infrastructure project spanning the US and Europe, committing to deliver approximately 200,000 Nvidia GB300 GPUs across four countries and two continents. This includes a 240MW hyperscale AI campus in Texas and Europe's largest Nvidia Blackwell Ultra AI deployment in Portugal, with staged rollouts starting in 2026 and a total contract value estimated at $14 billion. Internationally, the project has drawn praise for its focus on sustainability and renewable energy, particularly the Norwegian AI data center powered by 100% renewable electricity, which aligns with EU data sovereignty and green energy goals, signaling strong global support for environmentally responsible AI expansion[4][5][9][11].
🔄 Updated: 10/15/2025, 4:40:53 PM
Following the announcement of Nscale's $14 billion AI infrastructure deal with Microsoft, Nscale's stock surged nearly 18% in early trading on October 15, 2025, reflecting investor optimism about its growth prospects in AI cloud services. Conversely, Nvidia's shares, despite being a key GPU supplier to the project, dipped 4.4%, closing at $180.03, possibly due to broader market pressures or profit-taking after recent gains. Market analysts highlight the deal as a milestone for Nscale, underpinning its planned IPO and boosting confidence in its ability to scale AI infrastructure globally[2][4].
🔄 Updated: 10/15/2025, 4:50:45 PM
Nscale and Microsoft have partnered on a monumental AI infrastructure project involving the deployment of approximately 104,000 Nvidia GB300 GPUs at a 240MW hyperscale AI campus in Texas starting Q3 2026, with plans to scale the site to 1.2GW and an option for an additional 700MW from late 2027. This $14 billion contract, described by Nscale CEO Josh Payne as historic, also includes GPU deliveries in Portugal and the UK, supporting sovereign AI solutions and future-proofing Microsoft’s AI workloads with sustainable, scalable technology[4][5][7][8]. Microsoft emphasized the strategic importance of this distributed capacity expansion for agility, efficiency, and sustainability in meeting global AI compute demands[7].
🔄 Updated: 10/15/2025, 5:00:45 PM
Consumer and public reaction to the $14 billion Nscale-Microsoft AI infrastructure deal has been cautiously optimistic, with industry analysts highlighting the enormous scale of GPU deployment—around 200,000 Nvidia GB300 GPUs—across U.S. and European data centers starting in 2026. Some experts praise the partnership’s focus on sustainability and data sovereignty, as seen in sites powered by renewable energy in Portugal and Texas offering low-cost power, while others emphasize challenges in execution and grid readiness amid such massive expansion. Notably, Josh Payne, Nscale CEO, called the deal “historic,” reinforcing the company’s role as a preferred partner for AI leaders, while Microsoft's Jon Tinter framed it as delivering “cutting-edge AI infrastructure for our customers,
🔄 Updated: 10/15/2025, 5:11:06 PM
Consumer and public reaction to the Nscale-Microsoft $14 billion AI infrastructure deal has been cautiously optimistic, highlighting excitement about technological advancement and economic growth but also concerns about execution challenges. Analysts note this partnership, involving deployment of around 200,000 Nvidia GB300 GPUs across US and European data centers, could value Nscale over $20 billion ahead of its 2026 IPO, marking it as a landmark deal in AI infrastructure[1][3][8]. However, industry experts emphasize the difficulty of balancing massive capital expenditure, grid readiness, and regulatory compliance, with some questioning whether Nscale can deliver “every rack, every megawatt, on schedule,” reflecting cautious public scrutiny[1].
🔄 Updated: 10/15/2025, 5:21:01 PM
**Live Breaking News Update – Expert Analysis and Industry Opinions**
U.K.-based Nscale has just confirmed one of the largest AI infrastructure deals in history, agreeing to supply Microsoft with **approximately 200,000 Nvidia GB300 GPUs** across major sites in Texas and Portugal, with deliveries set to begin in Q1 and Q3 of 2026 and the potential for the Texas campus to scale to **1.2 gigawatts** over time[2][5][6]. Financial analysts estimate the contract value at **up to $14 billion**, citing recent comparable per-GPU deals—a staggering figure that has sparked debate about whether the AI data center boom is overheating, or if this underscores the sector's structural growth[2][
🔄 Updated: 10/15/2025, 5:31:13 PM
Nscale and Microsoft have announced a major AI infrastructure partnership to deploy approximately **200,000 NVIDIA GB300 GPUs** across multiple sites in the US and Europe. This includes a 240MW hyperscale AI campus in Texas delivering around 104,000 GPUs starting Q3 2026, a 12,600 GPU deployment at the Start Campus in Portugal from Q1 2026, and a UK facility hosting 23,000 GPUs by early 2027, with plans to scale the Texas site to 1.2GW and an option for a 700MW expansion starting late 2027[1][4][6].
Josh Payne, Nscale’s CEO, called the contract "historic," underscoring the company's capability t
🔄 Updated: 10/15/2025, 5:41:02 PM
## October 15, 2025, 17:40 UTC — Breaking: Nscale & Microsoft Forge $14B AI Infrastructure Deal
**London, UK—** U.K.-based Nscale announced a historic $14 billion AI infrastructure contract with Microsoft, committing to deploy 200,000 Nvidia GB300 GPUs across data centers in Texas, Portugal, and the UK, with the first phase delivering 104,000 chips in Texas from Q3 2026[3][6]. Microsoft’s President of Business Development, Jon Tinter, stated, “Our agreement demonstrates our commitment to ensuring that our products are available globally with sustainability and scalability in mind”[3]. **Market reaction was mixed:** Nvidia shares dipped
🔄 Updated: 10/15/2025, 5:51:12 PM
Following the announcement of Nscale's $14 billion AI infrastructure deal with Microsoft, market reactions showed mixed impacts on related tech stocks. Notably, Nvidia (NasdaqGS: NVDA), whose GPUs are central to the project, saw its shares close down 4.4% at $180.03 despite the contract's scale highlighting potential revenue growth[4]. Analysts estimate Nscale's valuation could exceed $20 billion ahead of its planned IPO in late 2026, buoyed by this landmark partnership[1]. Microsoft’s statement emphasized strategic scaling aligned with customer needs, but there were no immediate public changes reported in its stock price tied directly to the announcement[1].
🔄 Updated: 10/15/2025, 6:01:00 PM
British AI infrastructure firm Nscale has secured a landmark $14 billion deal with Microsoft to supply approximately 200,000 Nvidia GB300 GPUs across multiple sites in the US and Europe, including a newly leased 240MW hyperscale AI campus in Texas and facilities in Portugal and the UK[5][8][10]. The Texas data center, leased from Ionic Digital, will begin phased deliveries in Q3 2026 and aims to scale to 1.2GW capacity, with Microsoft holding an option for an additional 700MW expansion starting late 2027[5][10]. Microsoft’s Jon Tinter emphasized the strategic partnership, stating, “Together with Nscale, Microsoft is delivering cutting-edge AI infrastructure for our customers,” highlighting sustainability and scalability
🔄 Updated: 10/15/2025, 6:11:09 PM
Nscale and Microsoft have announced a landmark AI infrastructure partnership valued at up to $14 billion, under which Nscale will supply approximately 200,000 Nvidia GB300 GPUs across data centers in the US, Europe, and the UK. This includes delivering around 104,000 GPUs at a 240MW hyperscale campus in Texas starting Q3 2026, with plans to scale up to 1.2GW, plus 12,600 GPUs at a Portuguese data center from early 2026, and 23,000 GPUs at a UK site from 2027[3][5][6][8]. Microsoft’s Jon Tinter emphasized the joint commitment to global availability, sustainability, and scalability, while Nscale CEO Josh Payne highlighted
🔄 Updated: 10/15/2025, 6:21:10 PM
In a significant development, Nscale and Microsoft have announced a massive expansion of their AI infrastructure partnership, with plans to deploy approximately 200,000 NVIDIA GB300 GPUs across facilities in the US and Europe. This deal, valued at up to $14 billion, includes the establishment of a 240-megawatt hyperscale AI campus in Texas and another site in Portugal, starting from early 2026[9][10]. As part of this partnership, Microsoft's President of Business Development and Ventures, Jon Tinter, highlighted the focus on delivering cutting-edge AI infrastructure globally with sustainability and scalability in mind[9].
🔄 Updated: 10/15/2025, 6:31:09 PM
Nscale and Microsoft have entered a landmark $14 billion deal to supply approximately 200,000 NVIDIA GB300 GPUs for hyperscale AI infrastructure across the U.S. and Europe, significantly intensifying competition in the AI hardware market[4][1]. This massive deployment includes a 240MW AI campus in Texas with 104,000 GPUs and a 12,600 GPU facility in Portugal, positioning Nscale as a key global player amid surging GPU demand, with Microsoft securing options for further expansion up to 1.9GW by 2027[1][4][5]. Industry leaders emphasize this partnership as a strategic move to build scalable, sustainable AI capacity globally, reshaping the competitive landscape by challenging established hyperscalers and accelerating AI
🔄 Updated: 10/15/2025, 6:40:59 PM
UK-based Nscale and Microsoft have partnered on a historic $14 billion AI infrastructure deal to supply up to 200,000 Nvidia GB300 GPUs across new hyperscale campuses in Texas, USA, and Sines, Portugal, from early 2026, marking one of Europe's largest AI hardware supply agreements[8][12]. The Texas site will host over 104,000 GPUs on a 240MW campus, scalable to 1.2GW by 2027, while the Portugal facility will provide European customers with sovereign AI solutions within the EU[5][8]. The deal signals a global push to meet surging AI demand with sustainable, scalable infrastructure, underscored by Microsoft’s commitment and Nscale’s position as a leading AI infrastructure