According to a recent LinkedIn post from Nscale, the company is expanding its collaboration with Microsoft and Start Campus in Portugal through a large-scale deployment of more than 66,000 NVIDIA Rubin GPUs. The post indicates that Nscale is committing €230 million to shared infrastructure and €465 million to a second 200MW building at the SINES Data Campus.
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The LinkedIn post highlights this build-out as positioning Portugal as a strategic hub for Europe’s AI economy, with CEO Josh Payne describing it as one of the most advanced environments in Europe for high-density AI infrastructure. For investors, this suggests an aggressive capital expenditure strategy aimed at scaling AI data center capacity, which could enhance Nscale’s competitive position in European AI infrastructure while increasing exposure to execution, demand, and funding risks associated with such sizable investments.