Nvidia is reportedly in talks to provide credit support for Nscale's new flagship data centre in West Virginia, which Anthropic plans to use, to backstop construction and electricity costs. The move, first reported by The Information, follows Microsoft's withdrawal from a similar agreement for a major data centre in Essex, a project now delayed and in limbo. That decision has cast doubt on Nscale's plan to list on the New York Stock Exchange in a flotation worth up to $35 billion, amid broader concerns about AI infrastructure returns. Neocloud peers CoreWeave and Nebius have seen their shares and bonds slump, while Nscale has been privately valued at $15 billion.
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/29/2026 | 213.72 |
| Change that session | -0.77% |
MSFT
▼ Likely negativeMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/29/2026 | 530.43 |
| Change that session | -0.11% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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