微软已告知英国数据中心运营商Nscale，将退出其在Essex Loughton地区的大型AI数据中心项目1。该项目原定于2026年投入运营1，曾被英国政府在2025年AI战略中誉为"最大英国主权AI数据中心"1。微软此举系因项目面临电力供应问题，可能导致上线时间长期延迟1。
微软的退出对Nscale构成重大打击。作为该项目最大的计划客户和锚租户1，微软的撤出意味着Nscale失去了其唯一公开宣布的客户，这可能影响该公司今年以35亿美元估值在华尔街上市的计划1。不过，Nscale表示正探索替代电力方案并继续承诺推进项目1，同时强调与微软在挪威另一项目上的合作关系保持强劲1。
Microsoft has terminated its involvement as the primary customer and anchor tenant in Nscale's planned artificial intelligence datacentre in Loughton, Essex, citing power supply constraints 1. The withdrawal represents a significant setback for the UK-based developer, which had publicly identified Microsoft as its only major committed client for the facility, originally scheduled to open in 2026 1.
The British government had designated the Essex project as the country's "largest sovereign AI datacentre" within its 2025 AI strategy 1. Power infrastructure challenges had already emerged one month prior, threatening to delay the facility's operational launch substantially 1. Nscale indicated it is now exploring alternative power solutions while reaffirming its commitment to the project 1. The company maintains that its partnership with Microsoft remains strong on a separate initiative in Norway 1.
The setback carries implications for Nscale's planned flotation on Wall Street, where the company had targeted a valuation of $35 billion for this year 1.
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