Nscale

3 stories · August 2026 to October 2026 · Big Tech, Startups

Website: nscale.com
Ticker: —
Our stories: 3
Covered since: August 26, 2026
Latest: October 6, 2026

October 2026 · 1

Oracle's $664 billion backlog will take years to become revenue, a timing test for AI cloud capacity buyers

Oracle and Nscale filings in September show enormous contracted demand and negative free cash flow, and Nscale relies on two customers for most of its backlog. Buyers should plan for delivery risk.

2 hrs ago

City skyline with modern buildings and construction cranes under a blue sky, illustrating Oracle's $664 billion backlog will take years to become revenue, a timing test for AI cloud

September 2026 · 1

StartupsNews

Nscale IPO: AI cloud provider files for NYSE listing as losses top $1 billion in six months

The London-based GPU cloud and data center company disclosed fast revenue growth, a $103 billion contracted backlog and a $1.02 billion first-half net loss.

18 days ago

A hyperscale AI data center in a Nordic landscape with cooling units, illustrating Nscale IPO

August 2026 · 1

Big TechDeal

Anthropic Nscale deal: $45 billion, six-year Nvidia Vera Rubin compute pact, reports say

Bloomberg reported that Anthropic will pay Nscale about $45 billion over six years for roughly 460 megawatts of Nvidia Vera Rubin capacity starting in late 2027.

41 days ago

A complex network of cables in a data center with a monitor in the foreground, illustrating Anthropic Nscale deal

Often covered with Nscale

Oracle

Anthropic

NVIDIA