Nscale Lands $14B Microsoft Deal for 200K Nvidia GPUs

- Nscale to supply 200,000 NVIDIA GPUs for AI data centers in the U.S., UK, and Europe. - Marking a pivotal moment in global AI infrastructure expansion. Nscale, a UK-based artificial intelligence firm, has finalized a $14 billion agreement with Microsoft. The company will provide approximately 200,000 NVIDIA GB300 GPUs for hyperscale data centers across the United States, United Kingdom, and Europe. On October 15, 2025, CoinDesk reported that this is one of the largest deals of its kind in the AI sector. The agreement highlights the rapidly growing global demand for high-performance computing power. Nscale will distribute the GPUs across four major sites, with deliveries beginning in 2026. A new 240-megawatt hyperscale AI campus in Texas will receive the largest share of approximately 104,000 units. Ionic Digital will lease the facility, which has the potential to expand to 1.2 gigawatts and amplify Microsoft’s AI capabilities in North America. To extend its infrastructure into Europe, Nscale will deploy around 12,600 GPUs at the Start Campus in Sines, Portugal. This deployment, scheduled to begin in the first quarter of 2026, will support Microsoft’s Azure AI workloads and serve European customers. Meanwhile, Nscale’s collaborative venture with Aker ASA in Narvik, Norway, will contribute approximately 52,000 GPUs under this agreement. This initiative taps into Norway’s renewable energy infrastructure and enhances Microsoft’s AI presence across Europe. In the UK, Nscale plans to build the nation’s largest AI supercomputer at its Loughton AI Campus. The facility will launch in the first quarter of 2027. It will open with a 50-megawatt capacity, expandable to 90 MW, and accommodate 23,000 NVIDIA GB300 GPUs. Nscale also highlighted its commitment to sustainability. The company stated that all new facilities will integrate renewable energy sources and modular cooling systems. This approach underscores a focus on environmentally conscious innovation in AI infrastructure projects. Nscale further strengthened its position in the AI sector after a successful $1.1 billion Series B funding round. The round attracted backing from tech giants such as NVIDIA, Nokia, and Dell Technologies. This financial support, combined with the Microsoft collaboration, solidifies Nscale’s role as a key player in meeting the surging global demand for advanced computing power. Additionally, Nscale’s co-founder and CEO, Josh Payne, told the Financial Times the company is considering a public listing. Nscale is exploring plans for an initial public offering (IPO) for late 2026, signaling its continued momentum and growing prominence in the AI infrastructure market.