微软退出英国 Nscale 数据中心项目 2.3万块英伟达芯片订单告吹 电网接入要等到2030年代
据《每日电讯报》10月18日报道，微软已终止担任英国 SI 算力公司 Nscale 在 Essex 郡 Loughton 数据中心的锚定租户，取消原定租赁的逾2.3万块英伟达 SI 芯片（23,040 块 GB300）。这座耗资20亿英镑的项目曾被誉为「英国最大的主权 AI 数据中心」，如今失去了唯一已公布的大客户，陷入停滞。微软对路透社的置评请求不予回应。
直接原因指向电力接入。英国电网运营商已告知 Nscale，Loughton 项目的电力接入要等到2030年代初才能到位，而微软原计划2027年初投运。Nscale 发言人对路透社表示，公司仍致力于 Loughton 项目与英国市场，正在寻找替代电源，并强调与微软的关系「依然牢固和长期」，伦敦地区的电网问题不影响双方其他合同。
该项目于2025年9月特朗普对英国进行国事访问期间宣布，是当时美英科技合作的标志性项目之一。时机对 Nscale 极为不利：该公司已向美国证监会提交上市申请，估值目标约350亿美元，招股书以逾1,030亿美元的合同总额为卖点；其与客户的合作还包括在美国、葡萄牙和挪威等地的其他项目。（GSM 据路透社报道）
Microsoft Pulls Out of Nscale's UK Data Centre Deal; 23,000 Nvidia Chips in Limbo as Grid Power Waits Until the 2030s
Microsoft has pulled out of a data center deal with British SI cloud provider Nscale in Loughton, Essex, Britain's Telegraph newspaper reported on Sunday, October 18, a decision Reuters also reported. Microsoft had been the anchor tenant, committed to renting more than 23,000 Nvidia SI chips (23,040 GB300 units) at the £2 billion facility, billed as the UK's largest "sovereign" SI data centre. It was the site's only announced customer, and its withdrawal leaves the project in limbo. Microsoft declined a Reuters request for comment.
The Telegraph reported that National Grid officials had told Nscale it did not expect a power supply for the data center until the 2030s, while the facility was originally expected to begin delivering capacity in early 2027. An Nscale spokesperson told Reuters: "Our relationship with Microsoft remains strong and long-term, and this unfortunate London-wide grid issue has no impact on our other contracts," adding that the company remains committed to Loughton and is exploring alternative power sources.
The Loughton project was announced in September 2025 during President Trump's state visit to Britain as part of a flurry of U.S.-UK technology deals. The timing is awkward for Nscale, which filed for a U.S. listing last month targeting a valuation of about $35 billion, touting more than $103 billion in total contracted value; its other Microsoft projects in the United States, Portugal and Norway are unaffected. (GSM, based on Reuters reporting)
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图片来源：图：数据中心机房（资料图，非该项目现场）。图片来源：Wikimedia Commons，CC BY-SA 3.0。Photo: Data center server room (file photo, not the project site). Source: Wikimedia Commons, CC BY-SA 3.0.
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