Investing.com——据《金融时报》周四报道，微软拒绝扩大与Nscale在得克萨斯州的数据中心租约，这对这家正准备进行约350亿美元IPO的英国AI基础设施公司来说是一次新的挫折。
Investing.com -- Microsoft has declined to expand its Texas data center lease with Nscale, the Financial Times reported on Thursday, a fresh setback for the British AI infrastructure firm as it prepares a roughly $35 billion IPO.
报道援引三位知情人士的话称，微软拒绝了一项选择权，该选择权本可使其在沃德县站点租用算力的现有合同规模扩大一倍以上，这笔潜在交易价值数百亿美元。
Microsoft rejected an option that would have more than doubled the size of its existing contract to rent computing power at the Ward County site, a potential deal worth tens of billions of dollars, the report said citing three people familiar with the matter.
Nscale现在必须为该站点寻找新客户，否则将损失数十亿美元的未来收入。
Nscale must now find new customers for the site or lose out on billions of dollars in future revenue.
新合同对AI算力租赁公司能否持续借贷以资助数据中心建设至关重要。
New contracts are key to the ability of AI computing-rental firms to keep borrowing to fund data center construction.
外界对债务沉重的AI基础设施建设日益警惕，尤其是对CoreWeave和Nebius等所谓的“新云”公司。
Wariness has grown over debt-heavy AI infrastructure building, particularly by so-called neoclouds such as CoreWeave and Nebius.
2026年上半年，Nscale营收为1.41亿美元，净亏损10亿美元。
Nscale made a net loss of $1 billion on revenue of $141 million in the first half of 2026.
今年早些时候，微软退出了在Nscale位于埃塞克斯的英国数据中心租用算力的一项30亿美元交易。
Earlier this year, Microsoft pulled out of a $3 billion deal to lease computing capacity at Nscale’s UK data center in Essex.
报道称，Nscale位于西弗吉尼亚州的旗舰站点——该站点是其与Anthropic价值450亿美元算力交易的核心——也面临建设延误和当地反对。
Nscale’s flagship West Virginia site, central to its $45 billion computing deal with Anthropic, has also faced construction delays and local opposition, the report said.
Nscale正与Anthropic谈判，拟扩大协议，在该地租用第二个460兆瓦的数据中心。
Nscale is in talks with Anthropic to expand its deal to lease a second 460-megawatt data center there.
2025年10月，Nscale宣布了一项协议，向微软出租约240兆瓦的算力，地点位于加密货币矿企Ionic Digital正在开发的相邻站点，并拥有第二阶段700兆瓦的选择权。
In October 2025, Nscale announced a deal to lease to Microsoft about 240 megawatts at an adjacent site being developed by crypto miner Ionic Digital, with an option on a second phase of 700 megawatts.
Nscale本周对《金融时报》表示，该选择权接近500兆瓦，涉及在其自有站点租用额外算力。
Nscale told the FT this week the option was closer to 500 megawatts and related to leasing extra capacity at its own site.
报道还称，根据Ionic向美国证券交易委员会提交的文件，Nscale尚未为Ionic站点的剩余容量获得电力，而微软在该站点仍拥有优先购买权。
Nscale has not yet secured power for the remaining capacity at the Ionic site, where Microsoft still has right of first refusal, according to Ionic’s filings with the U.S. Securities and Exchange Commission, the report added.
Nscale于9月与机器人公司Figure签署了一项协议，并在其沃德县站点与其他公司达成了未公开的协议。
Nscale signed a September deal with robotics company Figure and undisclosed deals with other companies at its Ward County site.
一位接近该公司的人士表示，该公司正就该站点与其他几家潜在客户进行洽谈。
It is in talks with several other potential customers for that site, a person close to the company said.
报道称，微软的决定不会影响Nscale总计1030亿美元的在手订单。
Microsoft’s decision will not affect Nscale’s total backlog of $103 billion, the report said.
即将上任的民主党州长（包括得克萨斯州的州长）呼吁立即暂停数据中心开发。
Incoming Democratic governors, including in Texas, have called for an immediate moratorium on data center development.