[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciocb76a0ac":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciocb76a0ac","微软(MSFT)放弃Nscale数百亿美元潜在扩容订单，AI数据中心建设与算力需求面临重新定价","\u002Fdoc\u002Fdciocb76a0ac","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，据一位知情人士透露，微软(MSFT)将不会行使选择权，将其与人工智能(AI)云服务提供商Nscale现有协议中在得克萨斯州一座数据中心租用更多算力的规模扩大一倍以上。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据报道称，这笔潜在扩容交易若落地，将给Nscale带来数百亿美元收入。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该知情人士因事项保密而要求匿名，其表示微软不扩大合同的决定是在数月前做出的，早于Nscale于9月提交IPO申请，并补充称微软与Nscale现有的得克萨斯合同未受影响。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据了解，两家公司去年达成协议，根据与微软扩展后的协议，Nscale将在微软位于欧洲和美国的数据中心部署约20万枚英伟达(NVDA)AI芯片。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此消息传出数周前，微软退出了锚定Nscale位于埃塞克斯郡劳顿的旗舰数据中心项目的交易，原因是电力接入延迟将其预计供电日期推至2030年代。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Nscale曾在IPO文件中表示，2025年9月至2026年4月期间，其与微软签署了截至2033年12月价值最高约438亿美元的工作说明书，不包括可选扩容条款。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该消息人士称，微软不行使选择权的决定对Nscale在IPO文件中披露的约1030亿美元合同总值没有影响。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该人士表示，Nscale已在就得克萨斯数据中心剩余算力产能与多家主要客户进行洽谈。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软和Nscale在非工作时间未回应置评请求。上月曾有报道称，Nscale正洽谈在一项价值可能约为450亿美元的新交易中向Claude开发商Anthropic出售AI算力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]