Nscale has signed a multi-billion-dollar agreement with Microsoft to deploy roughly 200,000 NVIDIA GB300 GPUs across Europe and the U.S., marking one of the largest AI infrastructure contracts to date. The deal will be executed through Nscale’s wholly owned operations and its joint venture with Aker ASA, with Dell Technologies supporting the collaboration.
The partnership includes multiple large-scale campuses designed to power Microsoft’s next-generation AI workloads. In Texas, Nscale will deliver about 104,000 GPUs in a 240 MW hyperscale facility leased from Ionic Digital, expandable to 1.2 GW with an optional 700 MW second phase starting in late 2027. In Europe, the company will deliver 12,600 GPUs at Start Campus in Sines, Portugal, beginning in Q1 2026, providing sovereign AI infrastructure within the EU. These deployments complement Microsoft’s previously announced 23,000-GPU rollout at Nscale’s Loughton AI Campus in the UK and a 52,000-GPU delivery through the Aker-Nscale joint venture in Narvik, Norway.
Josh Payne, founder and CEO of Nscale, said, “This agreement confirms Nscale’s place as a partner of choice for the world’s most important technology leaders. Few companies are equipped to deliver GPU deployments at this scale, but we have the experience and have built the global pipeline to do so.”
“Together with Nscale, Microsoft is delivering cutting-edge AI infrastructure for our customers,” said Jon Tinter, President, Business Development and Ventures at Microsoft.
🌐 Analysis:
This deal underscores Microsoft’s aggressive global expansion of AI data center capacity following similar infrastructure agreements with CoreWeave and G42. Nscale’s growing footprint — spanning the UK, Portugal, Norway, and now the U.S. — positions it as a major new player in the hyperscale AI infrastructure ecosystem, particularly as NVIDIA’s GB300 platform becomes central to next-gen Azure deployments.
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