Microsoft compute deals

NiSource announced a long-term electricity agreement for Microsoft's previously announced northwest Indiana campus. Microsoft is expected to begin taking service in 2028 under a 20-year term. NiSource says its GenCo-owned shared resource pool will add approximately 1,100 MW of generation resources, and Microsoft will fund the generation and transmission required for its load. The release does not state Microsoft's load in MW, identify the campus site, or report delivered power. The 1,100 MW describes generation resources in a shared pool, not data-center capacity; it is excluded from compute, IT-load, campus, and energized-power totals. NiSource separately disclosed a 600 MW battery contract for shared pool resources. The release does not establish whether that 600 MW is included in or additional to the approximately 1,100 MW portfolio increase, so the figures are not added together. The 2028 service target is not evidence that the campus or all generation assets will be energized by then.

ChronoScale announced plans for an approximately 50 MW Microsoft deployment on August 27. A ChronoScale filing says the parties entered a two-year strategic partnership on August 6, then extended the service term to three years on August 24. The filing targets projected completion in Q1 2027 and says delivery depends on financing and customary development, construction, and operational conditions. The North American site, contract value, and IT-load versus facility-power basis are not disclosed. This record tracks the planned customer deployment; it does not establish delivered or energized capacity.

Hardware: NVIDIA GB300 NVL72 systems with liquid cooling

Nscale announced an agreement with Microsoft and Start Campus for 66,000+ Rubin GPUs starting in late 2027. The 200 MW figure is for a second campus building; the full campus is permitted for 1.2 GW. Neither site figure is an allocation to this Microsoft deployment. Nscale separately reported more than 12,600 Blackwell Ultra GPUs at the first building; those GPUs are not added to this expansion.

Hardware: 66,000+ NVIDIA Rubin GPUs

Expanded Microsoft agreement adds more than 30,000 Rubin GPUs at Narvik in 2027. The 230 MW figure describes the campus, not the power allocated to this expansion.

Hardware: 30,000+ NVIDIA Rubin GPUs

New 900 MW campus serving Microsoft, next to the existing Abilene development. Includes two buildings and onsite generation. The combined 2.1 GW Abilene figure includes the existing campus.

Letter of intent for up to 1.35 GW at Monarch. The campus’s potential power expansion above 8 GW is not the Microsoft allocation. A letter of intent is not a completed supply contract.

Hardware: NVIDIA Vera Rubin NVL72

Approximately $9.7B over five years, with 20% prepayment. Horizon 1–4 support 200 MW of critical IT load within the 750 MW Childress campus; the full campus is not assigned to this contract.

Hardware: NVIDIA GB300

Multibillion-dollar agreement for tens of thousands of NVIDIA GPUs. No exact contract price or megawatt allocation is disclosed in the announcement.

Hardware: NVIDIA GPUs, including GB300 NVL72

This is the initial Microsoft deployment at the first SINES building. Nscale's September 18, 2026 Form S-1 says more than 12,600 Grace Blackwell Ultra GPUs were deployed there for Microsoft. The filing confirms deployment but does not date the start of customer service or disclose Microsoft MW allocation or utility energization. This is separate from the 66,000+ Rubin expansion announced in May 2026 for late 2027.

Hardware: Approximately 12,600 NVIDIA GB300 GPUs

This is a site-level deployment under Nscale's approximately 200,000-GPU Microsoft agreement across four countries. The GPUs are not added to a global GPU total. Nscale's October 1, 2026 update says Ward County was live and delivering thousands of GPUs, but it does not identify them as Microsoft capacity. No dated evidence that Microsoft compute service began was verified by October 26, 2026. Ionic Digital's separate 234 MW lease is facility power, not Microsoft's compute allocation.

Hardware: Approximately 104,000 NVIDIA GB300 GPUs

Nscale's January 2025 UK investment announcement said the Loughton site was scheduled to be live in Q4 2026. Its September 2025 Microsoft deployment announcement stated 50 MW of AI capacity, scalable to 90 MW, with 23,040 GB300 GPUs targeted from Q1 2027. These were separate site-readiness and customer-service targets. On October 19, 2026, Reuters reported Microsoft's spokesperson confirmed that its decision to terminate the Loughton agreement related to this single site. Nscale said it remains committed to the site and UK expansion, is exploring alternative power sources, and has a strong long-term relationship with Microsoft for other projects. The 50 MW is retained as the historical announced customer allocation, not a current Microsoft commitment. The Microsoft agreement ended before first compute; the 2027 customer target no longer applies. Nscale has not announced a replacement customer or revised site delivery date. Reported grid delays into the 2030s are not a confirmed energization date. The 90 MW figure remains a possible site power scale, not IT load or contracted Microsoft capacity. The separate UK-wide investment plan and Stargate UK framework are not added to this site record.

Hardware: 23,040 NVIDIA GB300 GPUs initially

Approximately $17.4B for dedicated GPU capacity, subject to deployment and availability. Additional services could increase the value to approximately $19.4B. Microsoft can terminate delayed tranches under the filing’s conditions.