Nscale to deliver 66k NVIDIA (NVDA) Rubin GPUs to Microsoft (MSFT) in Portugal. Commencing from late-2027.

Nscale's agreement to deliver 66k NVIDIA Rubin GPUs to Microsoft by late-2027 highlights a strategic partnership that could enhance Microsoft's AI and cloud capabilities. While this deal signals confidence in NVIDIA's products and offers potential revenue growth for both companies, it also suggests a long-term commitment to expanding their hardware resources in response to increasing demand. The deal may positively influence market sentiment towards both NVDA and MSFT, particularly in the semiconductor sector.