Microsoft has withdrawn as anchor tenant from Nscale's planned AI data center in Loughton, Essex, citing power supply delays. The article says the site is not expected to receive sufficient grid power until the 2030s, far beyond Microsoft's planning horizon, so the company judged the power-access risk too high for its Azure plans. Nscale must now search for new hyperscale tenants for the site. The article notes Microsoft is already committing around US$175b to US$190b to 2026 infrastructure and has locked in a 1,100 MW power agreement with NiSource.
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MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/20/2026 | 532.13 |
| Change that session | -0.26% |
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