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UK’s Nscale to supply Microsoft with 200,000 Nvidia AI chips in major data center deal

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Nscale, a British artificial intelligence infrastructure company backed by Nvidia, announced on Wednesday that it will supply around 200,000 Nvidia AI chips to Microsoft under an expanded partnership aimed at scaling data center capacity across Europe and the United States.

While the financial details were not disclosed, the Financial Times reported that the deal could be worth up to $14 billion, based on similar contracts. The agreement will be executed in collaboration with Dell Technologies, which will help deploy the AI hardware across Microsoft’s hyperscale facilities.

The rollout will begin next year, with Nscale supplying Nvidia GPUs from its data centers in Texas and Portugal, the company said. The project also includes a joint venture with Norway’s Aker, which will provide 52,000 additional GPUs from Nscale’s hyperscale AI campus in Narvik, Norway.

The partnership reflects the surging demand for AI computing power, as tech giants including Microsoft, Meta, and Alphabet race to build infrastructure capable of training and deploying massive AI models. According to Citigroup, global AI-related infrastructure spending is expected to surpass $2.8 trillion by 2029.

Nscale, which raised $1.1 billion in September from investors including Aker and Finland’s Nokia, said the funds will accelerate its data center expansion and position the company as a key player in the global AI supply chain.

Google announces $15 billion AI data centre in India, its biggest investment yet

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Google will invest $15 billion over the next five years to build a major artificial intelligence (AI) data centre in the southern Indian state of Andhra Pradesh, marking the company’s largest-ever investment in India. The data centre, to be located in Visakhapatnam, will have an initial capacity of 1 gigawatt, serving as Google’s largest AI hub outside the United States.

The announcement came during an event in New Delhi attended by India’s finance and technology ministers. Google Cloud CEO Thomas Kurian said the project aims to support India’s growing AI ambitions: “This long-term vision we have is to accelerate India’s own AI mission.”

The investment underscores Google’s commitment to expanding its global data infrastructure, with the company planning to spend around $85 billion this year worldwide to boost cloud and AI capabilities.

However, the timing of the announcement coincides with rising diplomatic tension between Washington and New Delhi, following U.S. tariffs on Indian goods and calls within India to boycott foreign products. Despite this, Google said the initiative “creates substantial economic and societal opportunities for both India and the United States.”

Google will partner with Adani Group and Airtel to build the new facility and its accompanying international subsea gateway, which is expected to generate over 188,000 jobs, according to earlier state estimates.

The project places Google alongside Microsoft and Amazon, who have also invested heavily in India’s rapidly expanding data centre market — home to nearly a billion internet users and a booming digital economy.

Oracle Seeks to Raise $18 Billion in Debt to Fund AI Cloud Push

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Oracle is planning to raise $18 billion in debt, according to a regulatory filing on Wednesday, as it accelerates investment in cloud infrastructure to meet soaring demand from artificial intelligence clients.

The enterprise software and cloud services giant has been expanding its capital spending to deliver on major contracts, including agreements with OpenAI, which are expected to drive significant growth in its cloud business.

According to a pricing term sheet filed with the U.S. Securities and Exchange Commission, Oracle will sell the debt in six tranches.

In a separate filing, the company said proceeds could be used for general corporate purposes, including stock buybacks, debt repayment, or acquisitions, in addition to infrastructure investment.

The debt sale highlights how rising AI adoption is reshaping the priorities of major tech firms, with Oracle joining a growing list of companies tapping capital markets to finance the costly buildout of hyperscale data centers.