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Cloud capacity · Evidence brief

Nscale contracts roughly 200,000 GB300 GPUs with Microsoft

Nscale + Microsoft + Dell + NVIDIA

Primary sourcePress release only2025-10-15
Deal structureAI infrastructure / GPU cloud capacity agreement
GeographyUnited States + Portugal + United Kingdom + Europe
Infrastructure layersCloud capacity + chips / compute + data centers
Disclosed scaleApproximately 200,000 NVIDIA GB300 GPUs across Europe and the U.S.

Why it matters

The strategic read

Puts Nscale into the top tier of specialist AI-cloud capacity partners and shows Microsoft distributing GB300-era capacity across owned, joint-venture and leased infrastructure.

Source-supported terms

What was disclosed

  1. 01

    Nscale said it signed an expanded deal with Microsoft for approximately 200,000 NVIDIA GB300 GPUs.

  2. 02

    The rollout spans four countries and two continents and is delivered through Nscale operations and its Aker joint venture.

  3. 03

    Dell Technologies is named as a collaboration partner in the deployment.

  4. 04

    The agreement expands prior Nscale/Microsoft plans for a large UK AI supercomputer.

Disclosure boundary

What is known—and what is not

Public infrastructure agreement; exact commercial pricing, final site allocations and lease terms are not fully public.