Workflow
GB300 GPUs
icon
Search documents
Microsoft And Nvidia-Backed Nscale Announce Large-Scale AI Project In US And Europe - Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA)
Benzinga· 2025-10-15 13:06
Core Insights - Nscale has announced an expanded partnership with Microsoft to deploy approximately 200,000 NVIDIA GB300 GPUs across Europe and the United States, marking a significant AI infrastructure rollout [1][6] Deployment Details - The program will span four countries on two continents to provide hyperscale NVIDIA AI capacity for Microsoft's customers [2] - Initial phases are set to begin in 2026, with staged deliveries that will include new greenfield development and colocation footprints [3] Specific Locations and Capacities - Nscale targets around 104,000 GB300 GPUs at a 240MW AI campus in Texas, with services for Microsoft expected to start in Q3 2026 [4] - The site is planned to expand to 1.2GW over time, with Microsoft having an option for a second phase of approximately 700MW starting in late 2027 [4] - From Q1 2026, Nscale plans to deploy about 12,600 GB300 GPUs at the Start Campus in Sines, Portugal, aimed at EU customers [5] - In the UK, the Loughton AI Campus is expected to host around 23,000 GB300 GPUs from early 2027 in a scalable 50MW installation [5] - The Aker–Nscale joint venture in Narvik, Norway, is projected to deliver approximately 52,000 GB300 GPUs to Microsoft under a multi-year agreement [5] Strategic Importance - The partnership emphasizes the increasing demand for high-performance computing among enterprises to train and run AI models globally [6] - Nscale positions itself as a vertically integrated AI cloud provider, focusing on delivering sovereign-grade, sustainable capacity as next-generation workloads grow [7]
Meet the Unstoppable Semiconductor Stock Crushing Nvidia, AMD, and Broadcom Right Now
The Motley Fool· 2025-10-06 08:32
Core Insights - Corning is gaining attention for its fiber optic cables, essential for data centers powering AI development, alongside its traditional glass manufacturing for Apple [1] - The stock has surged 75% in 2025, outperforming major AI hardware suppliers like Nvidia and AMD, which have seen gains between 34% and 42% [2] - Corning's optical communications segment is experiencing significant growth, driven by AI-related demand, with a 41% increase in revenue year-over-year [8] Company Performance - Corning generated $4.04 billion in total revenue for Q2 2025, a 12% increase year-over-year, exceeding management's guidance [7] - The optical communications segment alone brought in $1.56 billion, with enterprise optical communication sales up 81% due to strong AI demand [8] - The segment's net income reached $247 million, a 73% increase from the previous year, highlighting the impact of high demand on profit margins [9] Market Opportunity - The demand for fiber optic cables is expected to grow significantly as AI data centers expand, with setups using over 200,000 GPUs and plans to scale to one million [6] - Nvidia's prediction of $4 trillion in AI infrastructure spending by 2030 indicates a substantial market opportunity for companies like Corning [11] - Corning's fiber optic solutions are positioned to capture a significant share of the required cabling for this infrastructure buildout, suggesting a long growth runway [12]