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Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

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Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#4

Chat, why do we hear so little about banks no longer funding mega data centers? Noise or signal?

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

Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#10
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.

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