The deal between Nscale and Microsoft has been touted as one of the largest contracts ever signed in AI infrastructure. Both companies will also be collaborating with fellow technology giant, Dell Technologies, to meet surging business demand for GPUs.
Nscale is building advanced AI infrastructure platforms to provide customers the appropriate technology needed for future advancements.
“Nscale is proud to partner with Microsoft on this historic AI infrastructure contract,” said Josh Payne, founder and CEO of Nscale. “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.”
The company said it will deliver approximately 104,000 Nvidia GB300 GPUs in a 240MW hyperscale AI campus in Texas, supporting the phased delivery of Nvidia AI infrastructure services to Microsoft from Q3 2026. The site is leased from Ionic Digital, with Nscale planning to scale its footprint to 1.2GW over time.
Microsoft holds an option on a second phase of 700MW starting in late 2027.
The news comes at the same time as Nscale announces it will be launching Europe’s first and largest Nvidia Blackwell Ultra AI deployment with Start Campus at the SIN01 data centre in Portugal. Also hosting Nvidia GPUs, the facility powers Microsoft’s workloads.
The deal will provide European customers with sovereign AI solutions within the EU, building on plans announced by Nscale and Microsoft in September to deliver 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.
Payne added: “The pace with which we have expanded our capacity demonstrates both our readiness and our commitment to efficiency, sustainability and providing our customers with the most advanced technology available. It’s a clear signal that Nscale is setting a new standard for how the next wave of AI infrastructure will be delivered.”
Jon Tinter, president, business development and ventures at Microsoft, shared: “Together with Nscale, Microsoft is delivering cutting-edge AI infrastructure for our customers.
“Our agreement, announced today, demonstrates our commitment to ensuring that our products are available globally with sustainability and scalability in mind. Nscale is an ideal partner for this mission, given its deep expertise in providing AI infrastructure services at scale.”
