Nscale, Microsoft, Nvidia, and Caterpillar will deliver 1.35 GW of Nvidia Vera Rubin NVL72 GPUs at a flagship AI Factory Campus in West Virginia.

Nscale, Microsoft, NVIDIA, and Caterpillar have announced a collaboration to deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at the Monarch Compute Campus in West Virginia. The deployment will be delivered across multiple tranches beginning in late 2027, creating one of the largest dedicated AI compute installations in the world. Under this collaboration, Nscale will construct and operate advanced AI data center infrastructure based on the latest generation NVIDIA Vera Rubin NVL72 GPUs and future technologies, operating under a long-term framework that includes an initial multi-year compute services term alongside a long-term data centre lease structure. The planned infrastructure is positioned to be a cornerstone facility for next-generation AI training and inference capacity in the United States.

The collaboration follows Nscale's acquisition of American Intelligence & Power Corporation ("AIPCorp"), sponsored by Fidelis New Energy and 8090 Industries, which includes the Monarch Compute Campus. The site spans up to 2,250 acres in Mason County, West Virginia, and features the United States' first state-certified AI microgrid with a power runway scalable to over eight gigawatts. The expansion capabilities of this site, which has the potential for a total power draw of 8GW, will allow Nscale to develop power capacity rapidly while supporting one of the largest announced AI compute deployments in the market today. The campus is also expected to provide high-speed fiber connectivity to some of the nation's largest AI hubs, with close proximity to major centers of AI and cloud infrastructure, including Ashburn and Chicago, offering customers low latency and minimal delays for AI workloads.

This acquisition and collaboration comes at a crucial moment for AI infrastructure development. McKinsey estimates AI-related data center capacity demand could reach 156 GW by 2030, while existing supply is constrained by the pace at which power and new capacity can be brought online. Nscale currently has capacity of over 1GW, and the Monarch Compute Campus expansion will address this significant gap in available infrastructure.

Josh Payne, CEO of Nscale, stated: "This collaboration with Microsoft marks a pivotal milestone both for Nscale and the development of the Monarch Campus. By integrating our specialized AI infrastructure with Microsoft's global platform, we are creating a foundation for innovation that can scale alongside the most ambitious AI models in the world." Jon Tinter, President, Business Development and Ventures at Microsoft, added: "Microsoft's datacenter approach is to build the best global infrastructure informed by near-term and long-term demand. Our investments blend owned datacenters, leased facilities, and strategic collaborations. This collaboration with Nscale and NVIDIA is an important step to deliver meaningful AI innovation to our customers." Nico Caprez, Vice President, Global AI Infrastructure Growth at NVIDIA, remarked: "AI is becoming essential infrastructure for every industry. With this large-scale NVIDIA DSX AI Factory Blueprint, Nscale is building the infrastructure required to produce intelligence at industrial scale and power the next wave of global innovation."

Through a strategic collaboration with Caterpillar, Nscale will deploy Caterpillar G3500 series natural gas generator sets at sufficient scale to achieve two gigawatts of power generation by the first half of 2028, powering the NVIDIA Vera Rubin DSX AI Factory reference design. Melissa Busen, senior vice president of Electric Power, Caterpillar, stated: "This collaboration reflects Caterpillar and our dealers' continued focus on supporting customers that require primary, continuous-duty power at scale through our broad energy solutions portfolio. Projects like Monarch demonstrate how Caterpillar's natural gas generation platforms are being deployed as core infrastructure for data centers and other power intensive applications where reliability, speed of deployment, and lifecycle performance are critical." The G3500 series units provide Nscale with a proven, rapid-deployment power solution that collapses traditional infrastructure timelines and accelerates the path from site to live compute.