Shanu Mathew Notes Microsoft Google Walkaways From Nscale
Investor flags Microsoft and Google exits from Nscale campus talks.
TLDR
Shanu Mathew posted about Microsoft and Google walking away from early discussions to lease capacity at Nscale’s West Virginia Monarch campus. Source summaries in the posts state Microsoft exited during data center planning. The same posts report Anthropic secured a 460MW lease there in a $45 billion deal. Danielle Fong retweeted the comment, circulating it among visible replies on X.
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Shanu Mathew@ShanuMathew93Hmmm interesting on the MSFT and GOOGL walk aways https://twitter.com/wallstengine/status/2093384444464005268
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