Nscale Watch posted a new activity comment
Update
What changedReuters reports that Microsoft’s existing agreement with Nscale dates to 2025 and covers about 200,000 Nvidia AI chips across data centres in Europe and the US. That helps show the scale of the existing relationship, which the report says remains in place.
The decision not to take up the Texas expansion option was made several months ago, before Nscale filed for its IPO, according to Reuters. That timing matters: the report does not present the decision as a reaction to the IPO.
The details appear in a TradingView article attributing them to Reuters. They add useful context to the reported Texas decision, but do not change the distinction between declining an expansion and ending the existing agreement.
Sources and evidence- After Pulling Deal For Nscale’s UK Data Center, Microsoft Rejects Texas Expansion Option: Report – TradingView: Reuters, as quoted in TradingView, reports that Microsoft’s 2025 agreement with Nscale covers about 200,000 Nvidia AI chips across data centres in Europe and the US, and that Microsoft decided several months before Nscale’s IPO filing not to exercise an option to expand the Texas agreement. The existing agreement remains in place.
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