Core Insights - Nscale has entered into a significant agreement with Microsoft, potentially worth up to $14 billion, to deploy over 116,000 NVIDIA GB300 chips in the U.S. and Portugal, accelerating global AI infrastructure development [1][3] - Despite market concerns about a potential bubble, Nscale is rapidly emerging due to its high-efficiency AI factories and plans to go public in the second half of next year [1][3] Agreement Details - The new deal includes approximately 104,000 GB300 chips to be deployed in Texas and an additional 12,600 GPUs at the Start Campus data center in Portugal, building on a previous $6.2 billion contract for 52,000 GPUs in Norway [3][5] - The deployment in Portugal is expected to be operational by early 2026, with the data center designed to support over 130 kW cabinet power density to meet advanced AI workload requirements [5] NVIDIA's Role - NVIDIA plays a crucial role as both the chip supplier and a significant investor in Nscale, reflecting its strategy to accelerate the AI ecosystem by investing in its customers [4][9] - NVIDIA's backing has significantly boosted investor confidence in Nscale, leading to a rapid increase in funding and valuation [9] Nscale's Growth and Challenges - Nscale has raised $1.5 billion in new funding within a month, achieving a valuation of approximately $3 billion, despite being only a year old [7] - The CEO of Nscale, Josh Payne, highlighted the high capital expenditure intensity of the business and the ongoing need for financing [8] Market Dynamics - Payne noted that the biggest risk in the current market is not a lack of demand but rather a "power shortage," with nearly all capacity sold out for the next 12 months [9] - The company is expanding its footprint in Europe, particularly in Portugal, which is a leader in renewable energy, with projections showing renewable energy could account for 81% of the country's power consumption by Q1 2025 [12][10] Strategic Partnerships - Nscale is also collaborating with Microsoft to build the largest AI supercomputer in the UK and has formed a joint venture with Aker ASA, indicating its growing influence in the global AI infrastructure sector [12]

该投资财团计划在未来几年内迅速扩大Aligned的业务规模，将数据中心园区数量在目前的50个基础上 提高一倍以上，以满足算力需求。 (作者/箫雨) 凤凰网科技讯 北京时间10月15日，据路透社报道，英伟达、xAI、微软以及贝莱德等公司组成的投资财 团将以400亿美元收购Aligned数据中心公司。Aligned是全球最大的数据中心运营商之一。 Aligned为超大规模云服务商、新兴云服务商以及企业客户设计、建造并运营数据中心。该公司拥有50 个园区，业务遍及美国和拉丁美洲，现有和规划中的总容量超过5吉瓦，包含正在开发中的资产。 该投资财团名为"AI基础设施合作伙伴关系"(AIP)，初步计划部署300亿美元的股权资本，若计入债权融 资，总投资规模有望达到1000亿美元。 对于Aligned的收购是AIP的首次投资，该交易预计将在2026年上半年完成。Aligned将继续把总部设在 得州达拉斯，并由CEO安德鲁·沙普(Andrew Schaap)领导。 ...

Core Viewpoint - Nscale, an AI cloud company, is planning for an IPO and has secured a $14 billion deal with Microsoft, indicating strong growth potential in the AI infrastructure sector [1][2]. Group 1: Company Developments - Nscale has confirmed its ambitions for a public market debut, potentially occurring in the latter part of next year, as stated by CEO Josh Payne [1]. - The company has announced an expanded partnership with Microsoft, which includes a significant deal involving the purchase of approximately 200,000 NVIDIA GB300 GPUs [2]. Group 2: Financial Details - The total value of the deal with Microsoft is estimated to be around $23 billion, based on previous announcements and calculations by CNBC [2]. - The deal includes 75,000 GPUs specifically allocated for projects in Norway and the U.K., highlighting the geographical scope of the partnership [2].

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

Core Insights - Oracle and Microsoft have announced a collaboration to create an integration blueprint aimed at enhancing supply chain efficiency and responsiveness for manufacturers [1][2] - The integration will allow organizations using Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) to leverage real-time data from factory equipment and sensors through Azure IoT Operations and Microsoft Fabric [1][2] Integration Benefits - The integration will improve visibility across the supply chain, accelerate decision-making, and reduce downtime by transforming operational insights into actionable business strategies [2][5] - Manufacturers will be able to connect real-time production data directly into enterprise workflows, leading to faster response times and improved operational efficiency [2][5] New Capabilities - Real-time intelligence will enable secure integration of live data from factory equipment into Oracle Cloud SCM, enhancing planning and decision-making [5] - Automated business events will allow manufacturers to respond quickly to production changes by automatically triggering actions such as order updates and maintenance requests based on real-time data [5] - Standardized best practices will simplify deployment and ensure seamless connectivity through prescriptive guidance and pre-made integration guides [5] Oracle Fusion Cloud SCM - Oracle Cloud SCM is part of Oracle Fusion Cloud Applications, designed to connect supply chain processes and respond swiftly to changing market conditions [3] - Embedded AI within Oracle Cloud SCM acts as an advisor to analyze data and automate processes, contributing to a resilient supply network [3]

Core Insights - Nscale has signed a significant deal with Microsoft to provide approximately 200,000 NVIDIA GB300 GPUs for AI infrastructure across Europe and the U.S., marking one of the largest contracts in this sector [1][3][8] - The partnership aims to meet the increasing demand for AI infrastructure, with Nscale planning to expand its capacity to support future advancements in AI technology [2][3] Company Overview - Nscale is a vertically integrated AI cloud provider with data centers, GPU clusters, and AI services, focused on delivering advanced AI infrastructure [2][7] - The company is headquartered in Europe and operates globally, emphasizing its commitment to sustainability and efficiency in AI technology delivery [3][7] Contract Details - Nscale will deliver approximately 104,000 NVIDIA GB300 GPUs at a 240MW hyperscale AI campus in Texas, with phased delivery starting in Q3 2026 [3][4] - An additional 12,600 NVIDIA GB300 GPUs will be delivered at the Start Campus data center in Sines, Portugal, starting from Q1 2026 [4] - The deal also includes plans for the UK's largest NVIDIA AI supercomputer at Nscale's Loughton AI Campus, housing around 23,000 GPUs from Q1 2027 [5][8] Strategic Importance - This agreement strengthens the UK-US Tech Partnership, highlighting the collaboration between Nscale and Microsoft in advancing AI infrastructure [6][8] - The contract will be executed across four countries and two continents, showcasing the global scale of the AI infrastructure rollout [8]

An investment consortium that includes BlackRock , Nvidia , xAI and Microsoft will acquire Aligned Data Centers in a deal worth $40 billion, the companies said on Wednesday. ...

(Reuters) -An investment consortium that includes BlackRock, Nvidia, xAI and Microsoft will acquire Aligned Data Centers in a deal worth $40 billion, the companies said on Wednesday. The deal underscores an intensifying race to expand the costly, supply-constrained infrastructure required to power artificial intelligence technology, as companies rush to build the most sophisticated AI models. The acquisition follows a slew of mega-deals focused on securing coveted compute capacity. ChatGPT creator OpenAI ...

Group 1: Banking and Financial Sector - Earnings season has started strongly, with executives indicating no systemic stress from recent bankruptcies at First Brands and Tricolor [3] - Bank of America (BAC) is among the companies reporting earnings today, highlighting ongoing financial sector activity [8] Group 2: Retail and Consumer Sector - Walmart (WMT) has shown stellar performance, boosting the Dow after a partnership with OpenAI to enhance the shopping experience [3] Group 3: Energy and Nuclear Sector - The U.S. military is focusing on portable nuclear microreactors, with the Janus Program aiming to supply these by 2028, generating up to 20 megawatts of electricity [5] - The initiative is expected to benefit companies like BWX Technologies (BWXT) as the microreactors will be commercially owned and operated [5] Group 4: Commodities and Market Trends - Gold prices have reached a record high, with traders speculating potential prices of $5,000 per ounce [6] - Crude oil prices have slightly increased to $58.74, while gold has risen by 1.3% to $4,216.50 [8] Group 5: Global Economic Outlook - The IMF has raised its global growth forecast for 2025, indicating a positive outlook for the global economy [3]

Group 1 - RIT Capital Partners holds $105,391,560 worth of Microsoft Corporation shares, representing 13.21% of its portfolio, indicating significant investment confidence [1] - BMO Capital has reiterated its "Outperform" rating on Microsoft Corporation with a price target of $650, reflecting strong confidence in the company's growth prospects, particularly in Azure [2] - BMO Capital expects Microsoft to achieve 37% constant-currency Azure growth for the September quarter, sustaining momentum through 2025 [3] Group 2 - Microsoft Corporation is planning to introduce an ad-supported version of Xbox Cloud Gaming, allowing users to stream select titles for free after viewing short ads, which could expand its audience in the gaming ecosystem [4] - Microsoft is known for its platforms such as Windows, Microsoft 365, Azure, and Xbox, and is engaged in the development and sale of software, cloud services, and computing devices [5]