The Syndicate Room EP51 — Power Grids, Not Chips, Are the New AI Bottleneck
Microsoft terminated its anchor agreement for Nscale’s 50-to-90 MW Loughton, Essex AI data center after UK grid officials indicated sufficient power may not arrive until the 2030s. The same week, Bloomberg reported Nscale and Anthropic are in talks for a second ~$45B, 460 MW facility at Nscale’s Monarch campus in West Virginia. OCP’s 2026 Global Summit added a grid resilience specification, reinforcing the shift from chip scarcity to siting certainty. Position before you predict. AI-generated content. For informational purposes only.
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