Short answer: Nscale, a European hyperscaler, has signed an expanded $14 billion deal with Microsoft and Dell Technologies to deploy approximately 200,000 NVIDIA GB300 GPUs. This landmark agreement, part of a partnership valued up to $23 billion, boosts Microsoft Azure AI services across Europe and the U.S. for advanced generative AI workloads.

What is the Nscale, Microsoft, and NVIDIA GB300 GPU contract?

Nscale, a global hyperscaler and vertically integrated AI cloud provider, has secured a monumental expanded agreement with Microsoft, in collaboration with Dell Technologies, for the deployment of approximately 200,000 NVIDIA GB300 GPUs. This latest deal alone is valued at an impressive $14 billion, forming a significant component of a broader partnership worth up to $23 billion with previous agreements. It represents one of the largest AI infrastructure contracts ever, highlighting the intense global demand for advanced AI compute capacity to drive the next generation of generative AI development across Europe and the U.S.

How will Nscale deliver NVIDIA AI infrastructure to Microsoft across Europe and the U.S.?

The deployment strategy is geographically diverse and phased. Approximately 104,000 NVIDIA GB300 GPUs are slated for a new ~240MW hyperscale AI campus in Texas, with phased delivery to Microsoft commencing in Q3 2026. This significant U.S. deployment has an option for an additional 700MW from late 2027, potentially scaling the campus to 1.2GW over time.

In Europe, Nscale is focusing on critical deployments supporting ‘sovereign AI solutions’ within the European Union. The Start Campus data center in Sines, Portugal, will receive around 12,600 NVIDIA GB300 GPUs, with deliveries starting in Q1 2026. This initiative is vital for ensuring data governance and compliance, aligning with the EU’s broader digital sovereignty agenda.

Furthermore, the agreement reinforces existing plans, including the delivery of approximately 23,000 NVIDIA GB300 GPUs at Nscale’s Loughton AI Campus in the UK. This deployment, from Q1 2027, will power Microsoft Azure services and establish the UK’s largest AI supercomputer. An additional 52,000 NVIDIA GB300 GPUs will be supplied to Microsoft from the Aker-Nscale Joint Venture’s AI campus in Narvik, Norway, diversifying the European footprint.

What are the capabilities and applications of NVIDIA GB300 GPUs in AI?

The NVIDIA GB300 NVL72 systems, central to this deployment, are engineered for extreme-scale AI supercomputing. These powerful GPUs are optimized to manage advanced reasoning models, agentic AI systems, and complex multimodal generative AI workloads. Their design drastically reduces training and inference times, crucial for developing and deploying advanced AI applications. The GB300 series provides the raw compute capacity necessary for the generative AI revolution. Microsoft’s commitment underscores its strategic intent to expand Microsoft Azure services, maintaining a leading global AI position.

What are the strategic implications of this large-scale AI infrastructure deal?

This extensive contract carries significant implications for all parties and the broader AI industry. For Microsoft, it represents a substantial expansion of its Azure AI capabilities, reinforcing its commitment to agility, efficiency, and sustainability. By securing vast GPU resources, Microsoft aims to meet escalating demand for its AI services, ensuring it remains a frontrunner in the competitive AI market.

For Nscale, which spun off from Arkon Energy in May 2024, the deal is transformative. It bolsters the company’s growth trajectory and supports its ambitions for an initial public offering (IPO) by late 2026, positioning it as a pivotal hyperscale AI cloud provider. Nscale’s vertically integrated model, often powered by 100% renewable energy, demonstrates a commitment to sustainable AI development. This partnership solidifies Nscale’s role in providing essential compute for the generative AI revolution globally.

Where are Nscale’s key AI data center deployments located?

Nscale’s key AI data center deployments under this expanded Microsoft agreement are strategically located across two continents. In the United States, a new hyperscale AI campus in Texas is the primary site. In Europe, significant deployments are planned for the Start Campus data center in Sines, Portugal, crucial for sovereign AI solutions. Further European deployments include Nscale’s Loughton AI Campus in the UK, and the Aker-Nscale Joint Venture’s AI campus in Narvik, Norway. These locations collectively form a robust and geographically diversified infrastructure network.

Next Steps

• Explore the latest AI and Fintech Trends for 2025.
• Understand the growing impact of Hyperscale Data Centers on the Global Economy.
• Dive deeper into NVIDIA Innovations and their Role in the Financial Sector.

Frequently Asked Questions About the Nscale-Microsoft-NVIDIA AI Deal