Nscale secures deal for 200,000 NVIDIA GB300 GPUs with Microsoft

Investing.com -- Nscale has signed an expanded deal with Microsoft for approximately 200,000 NVIDIA GB300 GPUs to deliver hyperscale AI infrastructure across Europe and the U.S.

The agreement, announced Wednesday, represents one of the largest AI infrastructure contracts ever signed and will be implemented across four countries on two continents. The deal will be delivered through Nscale’s owned operations and its joint venture with Aker ASA.

Under the contract, Nscale will deliver about 104,000 NVIDIA GB300 GPUs in a 240MW hyperscale AI campus in Texas, supporting phased delivery of NVIDIA AI infrastructure services to Microsoft from Q3 2026.

The Texas site is leased from Ionic Digital, with plans to scale to 1.2GW over time. Microsoft holds an option for a second phase of 700MW starting in late 2027.

Starting Q1 2026, Nscale will deliver approximately 12,600 NVIDIA GB300 GPUs at the Start Campus data center in Sines, Portugal. This multi-year agreement will provide European customers with sovereign AI solutions within the EU.

The deal builds on plans announced in September for the UK’s largest NVIDIA AI supercomputer at Nscale’s Loughton AI Campus. The 50MW facility, scalable to 90MW, will house approximately 23,000 NVIDIA GB300 GPUs from Q1 2027 to power Microsoft Azure services.

Additionally, the Aker-Nscale Joint Venture recently signed a multi-year agreement to deliver approximately 52,000 NVIDIA GB300 GPUs to Microsoft from its hyperscale AI campus in Narvik, Norway.

Josh Payne, founder and CEO of Nscale, stated that the agreement confirms Nscale’s position as a partner of choice for major technology leaders, noting that few companies can deliver GPU deployments at this scale.

Jon Tinter, President of Business Development and Ventures at Microsoft, emphasized that the partnership demonstrates Microsoft’s commitment to making its products available globally with sustainability and scalability in mind.

The announcement further strengthens the UK-US Tech Partnership established during last month’s U.S. Presidential state visit to the UK.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.