Serenity said Microsoft’s exit from its partnership with Nscale may benefit Nebius, IREN and other cloud providers with powered data center capacity and the ability to deliver computing resources. According to Odaily, Serenity wrote on X that Microsoft’s decision may reflect Nscale’s inability to deliver on schedule, rather than a reduced need for AI computing capacity, and could lead Microsoft to seek other suppliers.

Microsoft has withdrawn from a data center project with U.K. cloud provider Nscale in Loughton, Essex. Microsoft has not given a specific reason for ending the partnership, while the project has faced delays. Local authorities told Nscale that power for the facility is not expected to be available until the 2030s.