微软(MSFT.US)两月内第四度联手Nscale，将在德州合建240兆瓦AI数据中心

智通财经2025-10-15

智通财经APP获悉，专注于人工智能的数据中心开发商Nscale已同意在德克萨斯州为微软(MSFT.US)建设一个数据中心，这是两家公司在过去两个月内达成的第四笔类似协议。根据Nscale周三的声明，新站点将拥有高达240兆瓦的电力容量。这家英国初创公司表示，将于2026年第三季度投入运营的该设施将部署约10.4万块新型英伟达GB300芯片。声明中未透露其在德州的具体位置。Nscale成立于2024...

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永恒踏空者
2025-10-15
永恒踏空者
微软说投资多少钱，是真的能拿出这么多钱，open AI，恐怕要稀释股票才有钱。而且也拿不出钱来

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href=http://www.zhitongcaijing.com/content/detail/1355468.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，专注于人工智能的数据中心开发商Nscale已同意在德克萨斯州为微软(MSFT.US)建设一个数据中心，这是两家公司在过去两个月内达成的第四笔类似协议。根据Nscale周三的声明，新站点将拥有高达240兆瓦的电力容量。这家英国初创公司表示，将于2026年第三季度投入运营的该设施将部署约10.4万块新型英伟达GB300芯片。声明中未透露其在德州的具体位置。Nscale成立于2024...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1355468.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2271345857.HKD","symbol_name":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) 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240-megawatt AI data center in 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href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)建设一个数据中心，这是两家公司在过去两个月内达成的第四笔类似协议。</p><p>根据Nscale周三的声明，新站点将拥有高达240兆瓦的电力容量。这家英国初创公司表示，将于2026年第三季度投入运营的该设施将部署约10.4万块新型<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GB300芯片。声明中未透露其在德州的具体位置。</p><p>Nscale成立于2024年，是从一家加密货币矿企中剥离后成立的。它利用对计算资源需求的激增，已成为最活跃的新型AI芯片租赁公司之一。近几个月，作为全球支持AI模型和服务的大规模建设的一部分，这些公司已宣布了一系列新设施计划。</p><p>这一切是在AI行业尚未报告盈利、且许多此类基础设施开发商缺乏经验的背景下发生的。例如，Nscale尚未<a href=\"https://laohu8.com/S/01630\">建成</a>过一个数据中心。</p><p>尽管如此，微软仍愿意成为其合作伙伴。上月，这家软件巨头与Nscale达成一项为期五年、价值62亿美元的协议，在挪威建设一个数据中心。Nscale周三表示，计划在挪威部署的英伟达GB300芯片数量约为德州新站点的一半。</p><p>周二，微软和Nscale宣布了在葡萄牙建设新数据中心的计划，此前双方已就在英国建设未来站点达成了类似协议。</p><p>微软已与多家所谓的\"新云运营商\"达成了数项此类交易，以弥补其自有服务器计算能力的不足。</p><p>Nscale首席执行官乔希·佩恩表示，这家初创公司正寻求最早在明年上市。</p><p>与其他近期项目相比，计划的德州设施规模相对较小。</p><p>OpenAI计划为其\"星门\"AI基础设施建设项目投资约4000亿美元开发五个站点，总容量约为7吉瓦。微软目前正在威斯康星州建设一个容量至少为900兆瓦的数据中心。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软(MSFT.US)两月内第四度联手Nscale，将在德州合建240兆瓦AI数据中心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-15 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1355468.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，专注于人工智能的数据中心开发商Nscale已同意在德克萨斯州为微软(MSFT.US)建设一个数据中心，这是两家公司在过去两个月内达成的第四笔类似协议。根据Nscale周三的声明，新站点将拥有高达240兆瓦的电力容量。这家英国初创公司表示，将于2026年第三季度投入运营的该设施将部署约10.4万块新型英伟达GB300芯片。声明中未透露其在德州的具体位置。Nscale成立于2024...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1355468.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1355468.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2575785046","content_text":"智通财经APP获悉，专注于人工智能的数据中心开发商Nscale已同意在德克萨斯州为微软(MSFT.US)建设一个数据中心，这是两家公司在过去两个月内达成的第四笔类似协议。根据Nscale周三的声明，新站点将拥有高达240兆瓦的电力容量。这家英国初创公司表示，将于2026年第三季度投入运营的该设施将部署约10.4万块新型英伟达GB300芯片。声明中未透露其在德州的具体位置。Nscale成立于2024年，是从一家加密货币矿企中剥离后成立的。它利用对计算资源需求的激增，已成为最活跃的新型AI芯片租赁公司之一。近几个月，作为全球支持AI模型和服务的大规模建设的一部分，这些公司已宣布了一系列新设施计划。这一切是在AI行业尚未报告盈利、且许多此类基础设施开发商缺乏经验的背景下发生的。例如，Nscale尚未建成过一个数据中心。尽管如此，微软仍愿意成为其合作伙伴。上月，这家软件巨头与Nscale达成一项为期五年、价值62亿美元的协议，在挪威建设一个数据中心。Nscale周三表示，计划在挪威部署的英伟达GB300芯片数量约为德州新站点的一半。周二，微软和Nscale宣布了在葡萄牙建设新数据中心的计划，此前双方已就在英国建设未来站点达成了类似协议。微软已与多家所谓的\"新云运营商\"达成了数项此类交易，以弥补其自有服务器计算能力的不足。Nscale首席执行官乔希·佩恩表示，这家初创公司正寻求最早在明年上市。与其他近期项目相比，计划的德州设施规模相对较小。OpenAI计划为其\"星门\"AI基础设施建设项目投资约4000亿美元开发五个站点，总容量约为7吉瓦。微软目前正在威斯康星州建设一个容量至少为900兆瓦的数据中心。","news_type":1,"symbols_score_info":{"MSFT":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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