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.

Newsquawk StaffPublished 5 May 2026, 08:21 UTCOn the live feed at 08:01 UTC — 2 more headlines followed before this page went public

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

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Context

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.

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