A landmark agreement was announced on October 15, 2025, reshaping the global technology landscape. The UK-headquartered firm, Nscale, confirmed a historic partnership with the tech giant Microsoft.
This arrangement centers on deploying roughly 200,000 Nvidia GB300 GPUs. These powerful units will be installed across data centers in Europe and the United States. The scale of this project marks it as one of the largest of its kind.
The collaboration extends to Dell Technologies for delivery. Operations will run through Nscale’s owned facilities and a joint venture with key investor Aker ASA. This structure ensures robust execution capabilities.
Founder and CEO Josh Payne stated the agreement solidifies the company’s role as a preferred partner for leading technology firms. It directly addresses the soaring enterprise demand for computational power.
Financial Times analysts estimate the value could reach up to $14 billion. This monumental deal also strengthens the UK-US Tech Partnership, following a recent high-level state visit.
Deal Overview: Nscale inks massive AI infrastructure deal with Microsoft
October 2025 marked a pivotal moment in computational infrastructure with the confirmation of an unprecedented GPU allocation arrangement. This strategic partnership involves the distribution of approximately 200,000 Nvidia GB300 GPUs across four key locations.
Key Highlights of the Agreement
The comprehensive scope covers specific allocations for each facility. Texas will receive 104,000 Nvidia GB300 GPUs, while Portugal gets 12,600 units. The UK Loughton campus is slated for 23,000 GPUs, and Norway’s facility will house 52,000 units.
This arrangement builds upon previous September 2025 announcements about the UK’s largest supercomputer. Jon Tinter from Microsoft emphasized global product availability with sustainability and scalability as core principles.
Market Impact and Industry Significance
The company operates as a vertically integrated cloud provider offering comprehensive services. This includes owned data centers, GPU clusters, orchestration capabilities, and AI services for customers.
This positioning enables the delivery of sovereign AI solutions within the EU while providing Nvidia AI infrastructure services globally. The timing coincides with increased industry activity around GPU procurement.
Few organizations can execute deployments at this scale. The company’s unique capabilities and global pipeline demonstrate remarkable growth since its 2024 founding. This reflects surging enterprise demand for computational power driving artificial intelligence advancement.
Deployment and Data Center Rollout
The operational execution of this partnership involves a carefully orchestrated rollout across four strategic data centers. This phased approach ensures a steady increase in available computational power.
Staggered deployment timelines begin in the first quarter of 2026 and extend into 2027. This schedule demonstrates the ability to manage multiple large-scale projects simultaneously.
US Facility Expansion and Texas Data Center Plans
A major focus is a new hyperscale AI campus in Texas. The site will initially host approximately 104,000 Nvidia GB300 GPUs.
Deliveries are scheduled to start in the third quarter of 2026. Ambitious expansion plans aim to scale the facility’s power capacity significantly over time.
There is also an option for a substantial second phase beginning in late 2027. This underscores the long-term nature of the project.
European Campus Deployments in Portugal, UK, and Norway
In Europe, the rollout starts at a data center in Sines, Portugal, in early 2026. This location is key for providing sovereign AI solutions within the EU.
The UK’s Loughton AI Campus is set to become the nation’s largest Nvidia AI supercomputer. It will power cloud services starting in early 2027.
In Norway, a joint venture will deliver a significant GPU cluster from its hyperscale site. These distributed sites strengthen international technology partnerships.
They show a firm commitment to building a global network of advanced computing infrastructure. This network will serve a wide range of companies.
Strategic Partnerships, Investments, and Future Scalability
Successful execution of this scale requires more than technical capability—it demands strategic alliances, substantial investment, and clear expansion pathways. The company has built a robust framework to support its ambitious goals.
Collaboration with Key Technology Partners
The strategic partnership brings together complementary strengths. Each organization contributes specialized expertise to the venture.
Dell Technologies plays a crucial role in hardware delivery across multiple continents. The joint venture structure with Aker ASA combines operational capabilities for efficient deployment.
This collaboration framework ensures comprehensive service delivery to enterprise customers.
Financing Milestones and Investor Backing
The company has demonstrated remarkable fundraising success since its 2024 founding. More than $1.7 billion has been raised from strategic partners and investors.
A record-breaking $1.1 billion Series B round marked the largest in European history. This was followed by a $433 million pre-Series C SAFE round.
Investors include technology leaders and financial firms, showing broad confidence in the business model. The CEO has indicated potential public offering plans for late 2026.
Sustainability and Expansion Pathways
Sustainability remains a core principle throughout the expansion. The company’s commitment extends to GW+ greenfield data centers designed for minimal environmental impact.
Scalability is engineered into the infrastructure from the ground up. This approach supports sovereign-grade solutions across Europe and North America.
The rapid capacity expansion demonstrates operational readiness for future enterprise demand. Customers benefit from cutting-edge technology services designed for long-term growth.
Conclusion
By combining cutting-edge technology with strategic vision, this partnership redefines what’s possible in computational infrastructure. The deployment of approximately 200,000 advanced processing units represents a historic achievement in meeting enterprise demand.
CEO Josh Payne emphasized, “The pace with which we have expanded our capacity demonstrates our commitment to efficiency and providing customers with the most advanced technology available.” This collaboration sets a new standard for delivering computational services at unprecedented scale.
The arrangement strengthens international technology partnerships while aligning with broader missions to make advanced computing available responsibly. It demonstrates remarkable growth since the company’s 2024 founding.
This vertically integrated approach enables enterprise customers to run efficient workloads at scale. The partnership positions the organization as a leading provider capable of global deployments.
