Nscale to deploy 1.35 GW AI compute with Microsoft

Key Takeaways

• Nscale to deploy 1.35 GW of AI compute capacity with Microsoft
• West Virginia Monarch AI campus to feature NVIDIA's next-generation Vera Rubin GPUs
• Acquisition of American Intelligence & Power Corporation includes 2,250-acre site and US' first state-certified AI microgrid
• Collaboration to address growing demand for AI data center capacity, expected to reach 156 GW by 2030
• Nscale to utilize Caterpillar G3500 series natural gas generator sets for power generation

Introduction to Nscale's AI Compute Deployment

Nscale has announced a significant collaboration with Microsoft to provide 1.35 gigawatts of AI compute capacity, leveraging NVIDIA's next-generation Vera Rubin GPUs. This deployment will be hosted at the West Virginia Monarch AI campus, a 2,250-acre site acquired through Nscale's purchase of American Intelligence & Power Corporation.

Details of the Deployment

The Monarch AI campus will feature NVIDIA's Vera Rubin NVL72 systems, engineered with the NVIDIA Vera Rubin DSX AI Factory reference design. The deployment will be delivered in multiple tranches starting in late 2027, creating one of the largest dedicated AI compute installations globally. The infrastructure will operate under a long-term framework, including a multi-year compute services term and a long-term data center lease structure.

Comparison of AI Compute Deployments

Addressing Growing Demand for AI Data Center Capacity

The demand for AI data center capacity is expected to reach 156 GW by 2030, according to McKinsey estimates. Nscale's expansion capabilities at the Monarch Compute Campus, with a potential total power draw of 8 GW, will enable the company to rapidly develop power capacity and support large-scale AI compute deployments.

Power Collaboration with Caterpillar

Nscale has also collaborated with Caterpillar to deploy G3500 series natural gas generator sets, aiming to achieve 2 GW of power generation. This partnership will provide a reliable and efficient power source for the Monarch AI campus.

Bottom Line

Nscale's collaboration with Microsoft and acquisition of American Intelligence & Power Corporation mark a significant milestone in the development of large-scale AI compute capacity. With the potential to reach 8 GW of power draw, the Monarch Compute Campus is poised to become a cornerstone facility for next-generation AI training and inference capacity in the United States, addressing the growing demand for AI data center capacity and supporting the development of innovative AI technologies.