Core Insights - Nscale, a UK-based AI infrastructure startup, has expanded its partnership with Microsoft to deploy approximately 200,000 NVIDIA GPUs in Europe and the US [1][3] - The company plans to deliver around 104,000 GB300 GPUs to Microsoft's data center in Texas and an additional 12,600 GPUs to a data center in Portugal within the next 12 to 18 months [3] - Nscale has raised $1.5 billion in new funding over the past month, achieving a valuation of approximately $3 billion [4] Company Developments - Nscale has completed its fourth transaction with Microsoft in the past two months, including the establishment of the UK's largest AI supercomputer in Luton and the launch of the "Stargate Norway" project [3] - The CEO of Nscale, Josh Payne, expressed ambitions for the company to go public by the end of next year [3] - Nscale was initially part of Arkon Energy, a renewable energy infrastructure company focused on Bitcoin mining, before becoming a standalone entity to meet data center demands [3] Market Position and Investor Sentiment - NVIDIA's CEO, Jensen Huang, announced a £500 million investment in Nscale to accelerate the deployment of up to 300,000 GPUs, indicating strong confidence in Nscale's potential as a national champion in UK AI infrastructure [4] - The rapid entry of NVIDIA has shifted investor perceptions of Nscale, with a significant increase in investment interest within a short timeframe [4] - Nscale's CEO reassured that the data center market is supported by real assets, mitigating investment risks, and noted that the company's capacity is nearly sold out for the next 12 months [5]
两个月斩获微软四笔订单“英版甲骨文”或计划明年IPO