Nscale

Microsoft pulls out of UK Nscale data centre deal over power delay https://t.co/vsjoL6aVmR

A £2 billion data centre site in Loughton, Essex was supposed to go live in 2027 with roughly 23,000 Nvidia chips inside it. This week it came out that Microsoft walked away from its anchor tenant commitment there, and the reason has…

Microsoft just walked away from one of the biggest AI data center projects in the United Kingdom. According to the Telegraph, $MSFT terminated its deal for Nscale's planned site in Loughton, Essex, which ministers had called the country's…

Nvidia has discussed investing another $1 billion in Figure, The Information reports. The talks come as Figure pursues its multibillion-dollar Nscale compute deal and Index training-data project. No deal is confirmed.

AI learned to talk from the internet. How does it learn to handle the real world? That’s the challenge for physical AI. In one test cited by Humanoid Analytics, training on more physical data raised a robot’s success rate in unfamiliar…

Breaking: Nscale just filed to IPO under $NSCL Backed by Nvidia, the AI data center company plans to list on the NYSE with Microsoft as a major customer • +1,252% revenue growth to $140.6M in 2026 • $56.4B contracted backlog • $45B…

Nscale's S-1 shows total contract value (active + contracted) of ~$103 billion, and ~78% of the GPUs are the Vera Rubin platform as of August 2026. $NVDA https://t.co/yBQOlsb5Gw

Brett Adcock put it perfectly. There are parts of the humanoid race that unlimited money can’t buy: deep hardware engineering and finding the right AI recipe. But once those foundations are in place, money can help scale intelligence. And…

Last Week in Robotics (09.01-09.07) 🤖 Traditional Robotics • @Figure_robot signed a compute deal with @nscale for up to 100K NVIDIA Vera Rubin GPUs, starting with a $3.5B commitment to scale Helix training • @xdofai entered late-stage…

Compute deals in the billions, a $1.6B perception raise, and new ways to collect robot data without even using the robot. 1️⃣ @Figure_robot partnered with Nscale to deploy up to 100,000 GPUs on NVIDIA Vera Rubin, with $3.5B committed…

Something I keep noticing this week: the real battleground has shifted off the model leaderboards entirely. Three signals from the same seven days: Anthropic committed to $35 billion in compute through Lambda, backed by Nvidia chips in a…

So that massive Figure $3.5 billion deal for AI compute with Nscale ... Figure has raised $1.9 billion. How can it spend $3.5B? And promise up to $6 billion? Here's my thinking from my latest story at Forbes, and it involves -- of course…

Yesterday, Figure announced it will be working with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform I’m excited to be working with Josh and the Nscale team https://t.co/5QbnnPkqdy

Figure is making a massive bet on compute. The company has committed $3.5B to a multi-year partnership with Nscale, with plans that could eventually scale beyond $6B and provide access to as many as 100,000 NVIDIA GPUs. This comes right…

"This will be a key inflection point to putting a robot in every home." @Figure_robot just committed $3.5 billion to deploy up to 100,000 GPUs with Nscale. Scaling to $6 billion. Brett Adcock says the constraint is compute and data.…

Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It's committing $3.5 billion initially,…

Robotic intelligence is following the LLM playbook. First came scaling laws. Then in-context learning. Now, massive compute. Figure just signed a $3.5B deal with Nscale. https://t.co/t3urkZULIi

Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting with a $3.5B compute commitment and plans…

Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb

Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount…

Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion Bringing a robot into every home demands compute at an…

Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $NVDA Groq 3 LPX inference rack which…