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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.

Dell boosts growth targets as AI server demand soars

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Dell Technologies has nearly doubled its profit growth forecast for the next four years, confident that booming demand for artificial intelligence servers will sustain its momentum. The company now expects adjusted earnings per share to grow at least 15% annually, compared to its earlier projection of about 8%, according to a statement on Tuesday.

The tech giant, which counts Elon Musk’s xAI and cloud computing firm CoreWeave among its major clients, also raised its revenue growth expectations to between 7% and 9% per year, up from a prior range of 3% to 4%.

The surging need for high-performance servers powering AI platforms like ChatGPT has transformed Dell into one of the leading beneficiaries of the generative AI revolution. Analysts say Dell’s large-scale operations, global supply chain, and deep ties with major buyers give it a cost and volume edge over competitors such as Super Micro.

CEO Michael Dell emphasized that customers are “hungry for AI” and the computing infrastructure needed to deploy it at scale. He added that the company is still in the early stages of AI adoption despite two years of strong growth.

Dell reiterated its fiscal targets for the year and maintained its projection for AI server shipments to reach $20 billion in fiscal 2026. The company now forecasts 11% to 14% long-term annual revenue growth for its Infrastructure Solutions Group — which includes storage, software, and servers — up from 6% to 8% previously. Meanwhile, the client solutions segment, including personal computers, is expected to grow at a modest 2% to 3%.

Super Micro’s Quarterly Results Disappoint, Shares Drop Nearly 15.5%

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Super Micro (SMCI.O) missed Wall Street estimates for its fourth-quarter revenue and profit, as the company faces stiff competition from larger server manufacturers in the AI-driven high-performance computing market. Shares plunged about 15.5% in extended trading following the earnings release and multiple downward revisions to its full-year guidance.

The company now forecasts at least $33 billion in revenue for fiscal year 2026, falling short of its earlier target of around $40 billion set in February. Analyst expectations averaged $29.94 billion, according to LSEG data.

Despite gains in the competitive server market, Super Micro is losing ground to industry giants such as Dell Technologies (DELL.N) and HP Enterprise (HPE.N), which benefit from larger customer bases. Analyst Gil Luria of D.A. Davidson suggested customers prefer servers from these bigger players amid strong market demand.

Dell raised its annual profit forecast, and HP Enterprise beat second-quarter revenue and profit estimates, underscoring Super Micro’s challenges. CEO Charles Liang noted improved chip availability expected in the fiscal year ahead, following previous delays in Nvidia (NVDA.O) processor supplies that hurt recent quarters.

Super Micro’s shares have surged about 90% this year amid excitement over AI server demand and innovative cooling technologies. However, as Kim Forrest of Bokeh Capital Partners explained, investor enthusiasm for AI-related firms means any softness can trigger sharp sell-offs.

For the quarter ended June 30, Super Micro posted revenue of $5.76 billion, below the $5.89 billion consensus, and adjusted earnings per share of 41 cents, missing estimates of 44 cents due in part to tariff impacts.