{
 "generated": "2026-11-01",
 "node": {
  "id": "org:nscale",
  "type": "Organization",
  "name": "Nscale",
  "org_type": "Developer",
  "kind": "company",
  "homepage": "https://www.nscale.com/",
  "entry": "reviewed",
  "by": "landscape-cards",
  "at": "2026-10-29T04:41:11Z",
  "landscape": [
   {
    "map": "compute-industry",
    "map_title": "AI 算力产业链",
    "card": "player-nscale",
    "title": "Nscale（英国）",
    "layer": "数据中心 建造与运营",
    "layer_id": "layer:compute-industry--5",
    "role": "primary"
   }
  ],
  "landscape_maps": [
   "compute-industry"
  ],
  "landscape_n": 1,
  "degree": 0.0034,
  "n_apps": 0,
  "n_models": 0
 },
 "page": "https://xiaopingfeng.com/graph/e/org/nscale/",
 "out": [
  {
   "type": "supplies_compute_to",
   "sentence": "Nscale向Anthropic供应算力",
   "direction": "out",
   "id": "org:anthropic",
   "name": "Anthropic",
   "since": "2026-08-25",
   "note": "四份 GPU 服务协议合计最多约 446 亿美元（2026-08-25 签署，Nscale 的 S-1 与 Anthropic 的 S-1 同口径），分四期；某期逾期未交付时 Anthropic 可无责任终止，容量交付后才计费；第二笔约 450 亿美元的西弗吉尼亚园区协议仍在谈判，未计入",
   "status": "agent",
   "evidence": [
    {
     "kind": "filing",
     "label": "监管 / 法律文件",
     "text": "Nscale 的 S-1：2026-08-25 与 Anthropic 签四份 GPU 服务协议，合计最多约 446 亿美元",
     "url": "https://www.sec.gov/Archives/edgar/data/2110365/000119312526395475/ck0002110365-20260918.htm"
    },
    {
     "kind": "filing",
     "label": "监管 / 法律文件",
     "text": "Anthropic 公开 S-1：与 Nscale 的算力承诺最多约 446 亿美元",
     "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "Nscale向Microsoft供应算力",
   "direction": "out",
   "id": "org:microsoft",
   "name": "Microsoft",
   "note": "Nscale 公开 S-1：与微软的合同到 2033 年最高约 438 亿美元；合同总额 1034 亿美元里约 85% 来自微软与 Anthropic 两单；签约日期页面未给",
   "status": "agent",
   "evidence": [
    {
     "kind": "filing",
     "label": "监管 / 法律文件",
     "text": "Nscale 公开 S-1（2026-09-18）：合同总额 1034 亿美元，微软合同到 2033 年最高约 438 亿美元。",
     "url": "https://www.sec.gov/Archives/edgar/data/0002110365/000119312526395475/ck0002110365-20260918.htm"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 AI Buzzwords EP.104 收录：Nscale S-1",
     "url": "https://xiaopingfeng.com/buzzwords/104/"
    }
   ]
  },
  {
   "type": "placed_in",
   "sentence": "Nscale出现在 Landscape 的「数据中心建造与运营」",
   "direction": "out",
   "id": "layer:compute-industry--5",
   "name": "数据中心建造与运营",
   "reported": false,
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 05 层「数据中心建造与运营」：卡片「Nscale（英国）」",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-nscale"
    }
   ]
  }
 ],
 "in": [
  {
   "type": "invested_in",
   "sentence": "NVIDIA投资Nscale",
   "direction": "in",
   "id": "org:nvidia",
   "name": "NVIDIA",
   "since": "2026-09-25",
   "note": "Nscale 09-25 宣布 33.6 亿美元可转债，其中 10 亿美元来自老股东英伟达",
   "status": "agent",
   "evidence": [
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "TechCrunch 报道英国 neocloud Nscale 获 33.6 亿美元可转债融资，其中 10 亿美元来自现有股东英伟达。",
     "url": "https://techcrunch.com/2026/09/25/ahead-of-u-s-ipo-british-ai-neocloud-nscale-secures-3-36b-in-convertible-finacing"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 AI Buzzwords EP.105 收录此事（故事线 C（边上的几件小事））",
     "url": "https://xiaopingfeng.com/buzzwords/105/"
    }
   ]
  }
 ]
}