power bottleneck
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Microsoft Turns Nscale’s Essex AI Campus Into a Grid-Delay Stress Test
Microsoft has pulled out of its planned role at Nscale’s Loughton, Essex AI data-center project, according to Reuters, the Guardian and BBC-backed reporting. The project had been announced in 2025 as a major UK AI supercomputer site for Azure services, with 50MW of initial AI capacity, scalability to 90MW and 23,040 Nvidia GB300 GPUs. Reports tie the reversal to power-supply delays that could push adequate grid connection into the 2030s, while Nscale says it remains committed to the site and that other Microsoft work is unaffected.
Published Oct 19, 2026
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Oracle Turns Project Jupiter Into an AI-Infrastructure Force-Majeure Test
Oracle issued a force-majeure notice tied to Project Jupiter, a New Mexico AI data-center campus being developed by Blue Owl-owned STACK Infrastructure to support OpenAI. Reuters reported the notice is reverberating through AI-infrastructure financing discussions, while other reports point to power delivery, gas-pipeline permitting, community opposition and energy-supply timing as the pressure points. The system read is that AI infrastructure risk is moving downstream from GPUs to enforceable megawatts, permits and project-finance documents.
Published Sep 25, 2026