Nscale Watch posted an update
Microsoft has withdrawn a multibillion-dollar option to expand its Texas data-centre agreement with AI cloud provider Nscale, MediaPost reports. The option would have more than doubled the site’s computing capacity.
Why it mattersThe reason is unclear. MediaPost notes the timing followed a change in Texas’s political leadership, but does not establish that the shift caused Microsoft’s decision. For Nscale, the lost option means a significant planned expansion is off the table.
Discuss: How much should data-centre companies rely on expansion plans that can change with politics, power constraints or market demand?
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