
Tech
Microsoft has declined to exercise an option to more than double its Texas data center contract with Nscale, according to the Financial Times. The move adds to AI infrastructure turbulence as Texas politics shift against data centers.
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Tech
Microsoft has declined to exercise an option to more than double its Texas data center contract with Nscale, according to the Financial Times. The move adds to AI infrastructure turbulence as Texas politics shift against data centers.

AI
Nvidia is discussing a multibillion-dollar guarantee for Nscale's West Virginia AI campus, the first time it would back construction costs rather than just leases and chips.

AI
OpenAI is seeking roughly $30B in new funding at a valuation above $1.4T, reportedly to move before Anthropic's expected IPO. Meanwhile, Nscale is said to be in talks for another $45B compute deal with Anthropic.

Tech
A 2026 review finds 47+ large US AI data center projects delayed, withdrawn or blocked. Microsoft also ended its Nscale deal in Essex, UK, as Bernstein pegs only 35% of the US pipeline as credible.