Discussion
Nvidia backs AI data center startup Nscale as it hits $14.6 billion valuation
structuredPizza: Chat, why do we hear so little about banks no longer funding mega data centers? Noise or signal?
maxdo: I think it’s lagging indicator. There were signs of saturation in the end of 2025. From 2025 to March 2026 average developer ai spent gone from $20/mo to at least $200. In my company it’s $1000-1500/mo to anthropic only.In many cases this 20x+ increase over 3 mo.This is going in other industries too. Claude cowork is just an example and beginning of the trend.Show me any product that / company that charge you 20x and customers are happy , well its anthropic
1tdimhcsb: Jensen Huang is a retard
rhoopr: You registered just to post this. Reconsider your choices.
zacklee-aud: How does Nvidia's backing of this startup shape competitive dynamics in the AI infrastructure space? If Nscale relies on Nvidia for both capital and GPU supply, does that create an uneven playing field for alternative GPU vendors looking to get their hardware into large multi-tenant AI data centers? Is this $14.6B valuation mostly predicated on continued preferential access to Nvidia's GPU supply, rather than any unique technical or operational advantage that Nscale itself owns?
terflumble: Unless nScale is going to help the Ellisons prop up their borrowing power to consolidate a media empire they're a little late to feeding frenzy.
energy123: I don't get the economics behind building AI DCs in the UK instead of a middle income country near the equator where there's plentiful solar or fossil fuels.Labor and land is expensive, energy is scarce and expensive, and colocation is not that valuable because latency is dominated by compute instead of transmission.But there must be a good reason I am missing.
pjmlp: Sovereignty, the days of peaceful geopoltics are behind us.
khy34: Country risk..
dgan: I dont know what world you/I are living in. I do ask claude to enumerate/explain concepts i am not familiar with. I never approached the free tier limit (is there one?). At work, we have a webpage which ia basically a chat to different models, sometimes i use itWould I be paying 20€ to ask those questions? I dunno, i dont feel any particular need. Would I be paying 200€?! Are you insane hell no
