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Nscale set to lose Microsoft as anchor tenant over UK power delays, adding uncertainty to IPO
What happened
UK neocloud provider Nscale is set to lose Microsoft as the anchor tenant at its Loughton data center in Essex, after delays in power availability disrupted plans to support AI computing services. The UK's National Grid reportedly told Nscale that sufficient electricity for the site may not be available until after 2030. The event is a planned/expected change ('is set to lose'), and it adds uncertainty to Nscale's IPO.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Loughton data center (Essex)
NscaleMicrosoft
data centerpower availabilityanchor tenantNational GridAI computingUK
Source and time
Source: DigiTimes Asia · 10/19/2026 · View original source
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