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The next big AI infrastructure IPO is being pitched to investors in New York. |
Nscale is a London-based data center operator — a "neocloud," in the same category as CoreWeave (NASDAQ: CRWV) and Nebius (NASDAQ: NBIS). It builds and runs GPU clusters for companies training and deploying large AI models. |
Nvidia (NASDAQ: NVDA) is both an investor and the supplier. It participated in three consecutive rounds: the $1.1 billion Series B, a $433 million SAFE, and the $2 billion Series C in March. |
The commercial anchor is Microsoft (NASDAQ: MSFT). Nscale is deploying roughly 200,000 Nvidia GB300 GPUs across sites in Europe and the U.S. under a deal reported at about $14 billion. |
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The company has been meeting prospective investors and has an investor day scheduled in New York next week, according to people familiar with the process. |
Nscale has not yet filed its prospectus with the Securities & Exchange Commission. |
It’s a young company that’s just two years old. Yet it’s already raised more than $6 billion in equity and debt from backers including Aker, 8090 Industries, Citadel, and Jane Street. The board now includes former Meta executives Sheryl Sandberg and Nick Clegg. |
In March, Nscale bought American Intelligence & Power — a West Virginia data center complex with permits and power agreements already in place. Management projects that deal triples revenue in 2027 to $30 billion. For context, that would make it bigger CoreWeave’s expected revenues next year. |
On Thursday, Nscale agreed to buy software startup Anyscale for a reported $1.65 billion. It's the same playbook CoreWeave ran with Weights & Biases just before its own IPO. |
Here's the problem with the timing. |
CoreWeave stock is down 25% over the past month. Australian neocloud Sharon AI is down 42% over the same stretch. The comparable stocks have been selling off right as Nscale explores a listing. |
Nscale’s last financing was at a $14.6 billion valuation. The company is floating the idea of an IPO at a $25 billion valuation. That’s a big jump in just four months. |
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Ian Wyatt
Editor, IPO Watch |
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