Nvidia stock rises after Nscale contracts 200,000 GB300 GPUs with Microsoft

Investing.com -- Nvidia (NASDAQ: NVDA) stock rose 2.3% Wednesday morning after Nscale announced it has contracted approximately 200,000 NVIDIA GB300 GPUs for Microsoft (NASDAQ: MSFT) in one of the largest AI infrastructure deals ever signed.

The agreement will deploy Nvidia’s advanced AI infrastructure across Europe and the United States, with Nscale serving as the provider of GPU clusters and AI services. The deal represents a significant win for Nvidia as demand for its AI accelerators continues to surge globally.

According to the announcement, Nscale will deliver about 104,000 GB300 GPUs at a hyperscale AI campus in Texas starting in the third quarter of 2026. Additionally, approximately 12,600 GPUs will be deployed at the Start Campus data center in Portugal beginning in the first quarter of 2026.

The contract also builds on previously announced plans to deliver 23,000 GB300 GPUs at Nscale’s Loughton AI Campus in the UK and 52,000 GPUs through the Aker-Nscale Joint Venture in Narvik, Norway.

Nvidia shares also benefited from an upgrade at HSBC and participated in a broader recovery in technology stocks following recent weakness due to trade concerns.

The multi-year agreement strengthens Nvidia’s position in the AI infrastructure market as companies worldwide continue investing heavily in computational resources needed to develop and deploy AI applications.

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