Locator: 49435TEXAS.
Locator: 49435NSCALE.
First of all: what is Nscale?
- Nscale is a London-based company that provides a full-stack AI cloud platform and builds AI-focused data centers. The company is described as a "hyperscaler for AI," meaning it provides massive, scalable, and optimized computing infrastructure specifically for artificial intelligence workloads. Company origin Nscale was incorporated in the UK in 2024 and spun out of the Australian crypto-mining company Arkon Energy. Its origins are rooted in Arkon's expertise with renewable-powered data centers, which Nscale now applies to the power-intensive demands of AI.
- Nscale is not currently a public company; it is a private company that has announced plans for an initial public offering (IPO) in late 2026. It is backed by investors, including NVIDIA and Dell, and has a large partnership with Microsoft.
Beth. Link here. Scroll through the entire thread. Again, this is in Texas.
The Texas campus in question is leased from Ionic Digital and is located in Barstow, Texas.
Barstow, Texas, is a small town located in Ward County in West Texas, near the border of New Mexico and the Pecos River. It is situated in the Permian Basin region, an area known for its oil and gas production, which forms a large part of the local economy today.
T. Boone Pickens would have loved this.
All I can say is this: it's no longer "go west, young, man"; it's "young woman, head to the Permian."
Nscale.
Texas:
- 104K Nvidia GB300s in a 240MW Texas campus, 3Q26
- potential to scal to 1.2GW
- reminder: price of admission to join the big boys. ante is 1GW, quickly raises to 2GW
Nscale for Microsoft Azure.
- Portugal:
- 12.6K Nvidia GB300s in 1Q26 -- within the next six months;
- UK:
- 23K Nvidia GB300s in 3Q27
They keep calling the fourth industrial revolution a bubble.
