Nscale has secured a deal with Microsoft to deploy approximately 200,000 NVIDIA GB300 GPUs across Europe and the U.S.. This large-scale AI infrastructure rollout will span four countries and two continents. Nscale will deliver roughly 104,000 GPUs to a hyperscale AI campus in Texas, supporting Microsoft from Q3 2026. The site, leased from Ionic Digital, has a 240MW capacity with potential to scale to 1.2GW. Microsoft holds an option for a second phase of 700MW starting in late 2027.
Additionally, Nscale will deliver around 12,600 GPUs to the Start Campus data centre in Sines, Portugal, from Q1 2026. This multi-year agreement provides European customers with sovereign AI solutions within the EU. This expands on previous plans to deliver the UK's largest AI supercomputer at Nscale's Loughton AI Campus, housing approximately 23,000 GPUs from Q1 2027 to power Microsoft Azure services. The 50MW facility is scalable to 90MW. The deal is valued at up to $14 billion.
This agreement underscores the increasing demand for AI compute power and strengthens Nscale's position as a key player in AI infrastructure. Nscale's CEO, Josh Payne, stated the deal confirms the company's position as a partner of choice for technology leaders. The company is aiming for a public listing by late 2026.
