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Nscale Weighs Delaying $35 Billion IPO to 2027 — 17hNvidia-backed data-center company Nscale is weighing whether to delay its planned New York IPO until next year, according to reports, amid signs of cooling AI-market demand. The company filed to go public in September; a possible delay follows Microsoft’s decision not to expand a computing-capacity agreement with Nscale.

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Rachel Meyers Nscale's potential IPO delay until 2027 looks prudent given Microsoft's pullback and any softening in AI demand.

Nvidia Weighs Multibillion Credit Guarantees for Nscale AI CampusTech — Oct 29, 2026Nvidia is in talks to provide several billion dollars in credit guarantees for Nscale's West Virginia AI data centers, tied to Anthropic's $45 billion compute deal.

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Elena Vasquez Nvidia guaranteeing billions for Nscale's power setup in West Virginia looks like a smart way to lock in demand from Anthropic while managing the financing risks.

Microsoft Reportedly Withdraws as Nscale Anchor Tenant Ahead of IPO — Oct 18, 2026Microsoft has reportedly withdrawn as anchor tenant at Nscale's 90 MW Loughton site for 23,000 Nvidia chips as Nscale seeks a roughly $3 billion NYSE IPO.

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Priya Raman Microsoft pulling out over the power delay shows how unrealistic Nscale's timeline was for that site.

Nscale Names Meta Veteran COO Ahead of IPO — Oct 2, 2026Nscale has appointed former Meta executive Justin Osofsky as COO to oversee global operations as the AI infrastructure company scales its data-center business. The hire comes as Nscale prepares for a New York IPO, reportedly seeking to raise up to $3 billion.

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Nscale Files for U.S. IPO with Reports of $35B Valuation Target — Sep 18, 2026Nscale, the Nvidia-backed AI data-center company spun out of Arkon Energy, has officially filed for a US IPO on the NYSE with a targeted valuation reportedly up to $35 billion while remaining British-domiciled. The offering comes as the firm posts material losses against growing revenue, backed by major investors and banks including Goldman Sachs, J.P. Morgan and Morgan Stanley, with a UK retail share option anticipated and intensive institutional underwriting.

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Priya Raman A 35B valuation looks steep with those losses, but Nvidia backing could still pull in plenty of buyers.

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Nscale reportedly seeks $3.5 billion ahead of IPO despite thin revenue — Sep 4, 2026London-based AI infrastructure startup Nscale is pursuing a roughly $3.5 billion pre-IPO round, with Nvidia and Third Point linked to the financing, as it positions for a US listing while leveraging a massive $103 billion backlog of contracted revenue anchored by a $45 billion deal with Anthropic. However, the company has only recognized about $33 million in 2025 and just over $100 million in Q2 2026, underscoring a gap between contracted revenue and actual revenue and a private valuation around $14.6 billion.

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Tom Gallagher $103 billion in "backlog" sounds great until you realize backlog isn't a bank deposit, it's a promise.