# Nscale

> Markdown twin of https://roboterminal.app/companies/nscale · https://roboterminal.app/companies/nscale.md

## Key numbers

- **Claimed valuation:** $35billion
  - _"Nscale is Nvidia backed and was heading toward a US IPO at a targeted $35 billion valuation, with Microsoft and Anthropic named in its prospectus as expected anchor customers."_
  - Source: @stretchcloud on X
- **Claimed valuation:** $3B
  - _"targeting $3B at ~$30B valuation"_
  - Source: @joinautopilot on X

## On shared sources

- [NVIDIA](https://roboterminal.app/companies/nvidia) (14)
- [Figure](https://roboterminal.app/companies/figure) (10)
- [Anthropic](https://roboterminal.app/companies/anthropic) (4)
- [Microsoft](https://roboterminal.app/companies/microsoft) (4)
- [Meta](https://roboterminal.app/companies/meta) (2)
- [Nebius](https://roboterminal.app/companies/nebius) (2)
- [a16z](https://roboterminal.app/companies/a16z) (1)
- [Alibaba](https://roboterminal.app/companies/alibaba) (1)
- [Amazon](https://roboterminal.app/companies/amazon) (1)
- [d-Matrix](https://roboterminal.app/companies/d-matrix) (1)
- [Eptolink](https://roboterminal.app/companies/eptolink) (1)
- [Generalist](https://roboterminal.app/companies/generalist) (1)
- [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1)
- [Innolight](https://roboterminal.app/companies/innolight) (1)
- [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (1)
- [LG Innotek](https://roboterminal.app/companies/lg-innotek) (1)
- [MRVL](https://roboterminal.app/companies/mrvl) (1)
- [OpenAI](https://roboterminal.app/companies/openai) (1)
- [Radical Ventures](https://roboterminal.app/companies/radical-ventures) (1)
- [Salesforce](https://roboterminal.app/companies/salesforce) (1)
- [Samsung Electro Mechanics](https://roboterminal.app/companies/samsung) (1)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [SpaceX](https://roboterminal.app/companies/spacex) (1)
- [YMTC](https://roboterminal.app/companies/ymtc) (1)

## Pulse

- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112209547565625582)
  Microsoft pulls out of UK Nscale data centre deal over power delay https://t.co/vsjoL6aVmR
- [@stretchcloud on X](https://x.com/stretchcloud/status/2112166122091147723)
  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 com…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111823872723214387)
  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, wh…
- [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2107878919995322571)
  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 d…
- [@HumanoidAn on X](https://x.com/HumanoidAn/status/2103345494206677295)
  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…
- [@joinautopilot on X](https://x.com/joinautopilot/status/2101324306290544659)
  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 • $…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2101047766101135660)
  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
- [@johnkoetsier on X](https://x.com/johnkoetsier/status/2096093185265086801)
  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…
- [@adcock_brett on X](https://x.com/adcock_brett/status/2095903849626337498)
  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/5QbnnPkqd…
- [@Biti8888 on X](https://x.com/Biti8888/status/2095813477386400150)
  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 1…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2095554390933549068)
  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'…
- [@VaderResearch on X](https://x.com/VaderResearch/status/2095535174180053165)
  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
- [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2095535083763453957)
  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 wit…
- [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2095499998796349509)
  Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb
- [@adcock_brett on X](https://x.com/adcock_brett/status/2095499534940185022)
  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 in…
- [@Figure_robot on X](https://x.com/Figure_robot/status/2095499507991744723)
  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 …
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
  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 $…

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Source: Roboterminal · https://roboterminal.app/companies/nscale.md