Nscale Contracts Approximately 200,000 NVIDIA GB300 GPUs with Microsoft to Deliver NVIDIA AI Infrastructure Across Europe and the U.S.

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]