Latest News In Cloud AI - Nscale Joins Microsoft For Massive AI Infrastructure Expansion

Nscale has announced an extensive partnership with Microsoft to deploy approximately 200,000 NVIDIA GB300 GPUs across Europe and the U.S., marking one of the largest AI infrastructure agreements to date. This collaboration, involving Dell Technologies, will enhance the deployment of NVIDIA's AI capabilities through large-scale infrastructure development. Nscale will supply the GPUs across multiple sites, including a significant presence in Texas and Portugal, starting from 2026. The multi-year agreement extends existing plans for substantial AI infrastructure, solidifying the UK-US Tech Partnership, and includes a notable project for the UK’s largest AI supercomputer. This development signifies a broader trend of rapidly growing AI infrastructure, with sustainability and scalability as core elements.

• Microsoft (NasdaqGS:MSFT) last closed at $511.61 down 0.4%.

In other market news, GitLab (NasdaqGS:GTLB) was trading firmly up 10.6% and closing at $48.27. Datadog is reportedly working with Morgan Stanley to explore a potential takeover bid for GitLab, with discussions occurring just 1 day ago. At the same time, Multipolar Technology (IDX:MLPT) lagged, down 15% to end the day at IDR124,950.00.

Microsoft's strategic focus on AI and cloud integration is fostering sustainable growth and increased earnings predictability amidst rising enterprise demand. Click here to explore an in-depth narrative on Microsoft's investment potential.

For an insightful backdrop, revisit our Market Insights piece on Cloud AI, showcasing how AI investments are crucial yet risky—seize the knowledge now!

Best Cloud AI Stocks

• Alphabet (NasdaqGS:GOOGL) closed at $251.46 up 0.2%, hovering around its 52-week high. On Thursday, Salesforce and Google expanded their partnership to introduce AI innovations using Gemini models to enhance enterprise productivity and CRM capabilities.
• Adobe (NasdaqGS:ADBE) settled at $329.23 down 0.4%, not far from its 52-week low.
• Apple (NasdaqGS:AAPL) settled at $247.45 down 0.8%, hovering around its 52-week high. Apple introduced the M5 chip this week, significantly enhancing AI performance in new devices like the iPad Pro and MacBook Pro, while also announcing plans to expand manufacturing operations in Vietnam.

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Sources:

• Simply Wall St
• "Nscale Contracts Approximately 200,000 NVIDIA GB300 GPUs with Microsoft to Deliver NVIDIA AI Infrastructure Across Europe and the U.S." from NSCALE on GlobeNewswire (published 15 October 2025)

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