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ScruticaOpen data and analysis for AI compute governance

Microsoft Corporation

Entity record, United States

Microsoft Fairwater Atlanta — OperationalMicrosoft Fairwater Wisconsin — OperationalMicrosoft Goodyear — OperationalMicrosoft Project Osmium — OperationalMicrosoft SAT40 — OperationalMicrosoft SAT14 — OperationalMicrosoft GPT-4 cluster — OperationalMicrosoft Azure Eagle — OperationalAzure OpenAI GPT-3 Cluster — OperationalMicrosoft Azure ND H100 v5 VM — OperationalMicrosoft Azure Meta AI Rental — OperationalMicrosoft Ares/Maia — OperationalMicrosoft Explorer-WUS3 — OperationalMicrosoft Azure Voyager-EUS2 — OperationalND A100 v4 — OperationalMicrosoft Azure Pioneer-EUS — OperationalMicrosoft Azure Pioneer-SCUS — OperationalMicrosoft Azure Pioneer-WEU — OperationalMicrosoft Azure Pioneer-WUS2 — OperationalMicrosoft Azure Immunity Bio — OperationalMicrosoft Azure ND v2 Largest Stated — OperationalMicrosoft Research Hypercluster — OperationalAzure Australia Central — OperationalAzure Australia Central 2 — OperationalAzure Australia East — OperationalAzure Australia Southeast — OperationalAzure Austria East — OperationalAzure Belgium Central — OperationalAzure Brazil South — OperationalAzure Brazil Southeast — OperationalAzure Canada Central — OperationalAzure Canada East — OperationalAzure Central India — OperationalAzure Central US — OperationalAzure Chile Central — OperationalAzure Denmark East — OperationalAzure East Asia — OperationalAzure East US — OperationalAzure East US 2 — OperationalAzure France Central — OperationalAzure France South — OperationalAzure Germany North — OperationalAzure Germany West Central — OperationalAzure Indonesia Central — OperationalAzure Israel Central — OperationalAzure Italy North — OperationalAzure Japan East — OperationalAzure Japan West — OperationalAzure Korea Central — OperationalAzure Korea South — OperationalAzure Malaysia West — OperationalAzure Mexico Central — OperationalAzure New Zealand North — OperationalAzure North Central US — OperationalAzure North Europe — OperationalAzure Norway East — OperationalAzure Norway West — OperationalAzure Poland Central — OperationalAzure Qatar Central — OperationalAzure South Africa North — OperationalAzure South Africa West — OperationalAzure South Central US — OperationalAzure Southeast Asia — OperationalAzure South India — OperationalAzure Spain Central — OperationalAzure Sweden Central — OperationalAzure Switzerland North — OperationalAzure Switzerland West — OperationalAzure UAE Central — OperationalAzure UAE North — OperationalAzure UK South — OperationalAzure UK West — OperationalAzure West Central US — OperationalAzure West Europe — OperationalAzure West India — OperationalAzure West US — OperationalAzure West US 2 — OperationalAzure West US 3 — OperationalMicrosoft Air Gapped Supercomputer — OperationalCYS41 Datacenter — OperationalCYS42 Datacenter — OperationalMicrosoft - Azure Datacenter — OperationalMicrosoft Data Center 1 — OperationalMicrosoft EAT02 — OperationalMicrosoft IAD11 — OperationalMicrosoft — OperationalMicrosoft San Antonio — OperationalMicrosoft TRP2 — OperationalMicrosoft Columbia Data Center — OperationalAMS05 — OperationalMicrosoft DUB03 / DUB04 — OperationalMicrosoft DSF — OperationalMicrosoft Ireland — OperationalMicrosoft Data Center — OperationalMicrosoft Data Centre — OperationalMicrosoft MAD01 — OperationalMicrosoft Newport data centre — OperationalCPH01 — OperationalMicrosoft MAD02 — OperationalMicrosoft MEL11 — OperationalCOLO 2 — OperationalMicrosoft SYD05 Data Centre — OperationalMicrosoft MEL04 — OperationalMicrosoft MEL07 — OperationalMicrosoft Chile — OperationalAMS06 — OperationalAMS07 — OperationalMicrosoft Boydton Data Center — OperationalAMS08 — OperationalAMS09 — OperationalMicrosoft Datacenter West Europe — OperationalMicrosoft Datacenter — OperationalAMS11 — OperationalAMS12 — OperationalStart Campus Sines Data Campus — OperationalCrusoe Abilene Expansion — Under constructionMicrosoft Sweden Gävle — AnnouncedMicrosoft Sweden Sandviken — AnnouncedMicrosoft Sweden Staffanstorp — Announced
Above, counterparties named in the control disclosures. Below, 119 facilities linked to Microsoft Corporation or its group, including sites reached through control disclosures, by status.

Control

Control claims document ownership, operation or contractual capacity.

Microsoft Corporation runs its own sites and contracts capacity from at least 7 companies, per its own and their disclosures.

Control disclosures, 13
Control relations on record, 1118 Sep 2026

Title0Owns the facility, or holds its ground lease.No site-specific title on record. Ownership requires a disclosure naming the facility; a company-wide statement that it owns data centres leaves individual sites unresolved.

Operation2Runs the facility day to day.
Operatesheld in own namecapacity not stated in this disclosure
Press release by the subject, about Microsoft Fairwater Wisconsin. Published 23 Jun 2026.
Receipt
“The facility is now fully operational, marking a major milestone in the company's ongoing investment in Southeast Wisconsin.”

Recorded as press_release, disclosed by the subject, authority tier 2. Claim id ctrl-microsoft-self-microsoft-fairwater-wisconsin-operates-2026-55e3d3.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-self-microsoft-fairwater-wisconsin-operates-2026-55e3d3,
  title = {[Press release concerning Microsoft Corporation’s facility operation at Microsoft Fairwater Wisconsin]},
  year = {2026},
  howpublished = {\url{https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin/}},
  note = {Scrutica claim ctrl-microsoft-self-microsoft-fairwater-wisconsin-operates-2026-55e3d3. Published 23 Jun 2026.}
}
[Press release concerning Microsoft Corporation’s facility operation at Microsoft Fairwater Wisconsin] (2026). Published 23 Jun 2026. Scrutica claim ctrl-microsoft-self-microsoft-fairwater-wisconsin-operates-2026-55e3d3. https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin/
Operatesheld in own namecapacity not stated in this disclosure
Press release by the subject, about Microsoft Fairwater Atlanta. Published 12 Nov 2025.
Receipt
“The new AI datacenter in Atlanta, which began operation in October, is the second in Microsoft's Fairwater family.”

Recorded as press_release, disclosed by the subject, authority tier 2. Claim id ctrl-microsoft-self-microsoft-fairwater-atlanta-operates-2025-8e798d.

Microsoft connects Fairwater Atlanta to its Wisconsin data center through a dedicated wide-area network for AI workloads. This operating disclosure does not establish title to the Atlanta property.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-self-microsoft-fairwater-atlanta-operates-2025-8e798d,
  title = {[Press release concerning Microsoft Corporation’s facility operation at Microsoft Fairwater Atlanta]},
  year = {2025},
  howpublished = {\url{https://news.microsoft.com/source/features/ai/from-wisconsin-to-atlanta-microsoft-connects-datacenters-to-build-its-first-ai-superfactory/}},
  note = {Scrutica claim ctrl-microsoft-self-microsoft-fairwater-atlanta-operates-2025-8e798d. Published 12 Nov 2025.}
}
[Press release concerning Microsoft Corporation’s facility operation at Microsoft Fairwater Atlanta] (2025). Published 12 Nov 2025. Scrutica claim ctrl-microsoft-self-microsoft-fairwater-atlanta-operates-2025-8e798d. https://news.microsoft.com/source/features/ai/from-wisconsin-to-atlanta-microsoft-connects-datacenters-to-build-its-first-ai-superfactory/
Contract9Holds capacity by lease, offtake, colocation, or reservation.
Capacity reservationAMDcapacity not stated in this disclosure
Press release by the counterparty. Published 20 Jul 2026.
Receipt
“At the center of this expansion, Microsoft will deploy the AMD Helios Rackscale Solution, to power frontier model AI inference for Microsoft, its AI customers and support Azure AI services.”

Recorded as press_release, disclosed by the counterparty, authority tier 2. Claim id ctrl-microsoft-amd-org-level-capacity_reservation-2026-f28116.

AMD’s announcement: Microsoft will deploy AMD Helios rack-scale systems on Azure for frontier-model inference.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-amd-org-level-capacityreservation-2026-f28116,
  title = {[Press release concerning Microsoft Corporation’s capacity reservation with AMD]},
  year = {2026},
  howpublished = {\url{https://ir.amd.com/news-events/press-releases/detail/1291}},
  note = {Scrutica claim ctrl-microsoft-amd-org-level-capacity_reservation-2026-f28116. Published 20 Jul 2026.}
}
[Press release concerning Microsoft Corporation’s capacity reservation with AMD] (2026). Published 20 Jul 2026. Scrutica claim ctrl-microsoft-amd-org-level-capacity_reservation-2026-f28116. https://ir.amd.com/news-events/press-releases/detail/1291
Capacity reservationCoreWeavecapacity not stated in this disclosurein use through 2025, when Microsoft was 67% of CoreWeave’s revenue
SEC Form 10-K by the counterparty. Filed 2 Mar 2026.
Receipt
“We recognized an aggregate of approximately 67% of our revenue from our top customer, Microsoft, for the year ended December 31, 2025. We recognized an aggregate of approximately 77% of our revenue from our top two customers for the year ended December 31, 2024. We recognized an aggregate of approximately 73% of our revenue for the year ended December 31, 2023, from our top three customers. None of our other customers represented 10% or more of our revenue for the year ended December 31, 2025.”

Recorded as sec_10k, disclosed by the counterparty, authority tier 1. Claim id ctrl-microsoft-coreweave-org-level-capacity_reservation-2026-e840cb.

Microsoft accounted for 67% of CoreWeave’s 2025 revenue. The filing identifies Microsoft as a customer but gives no facility or power allocation. Its 77% figure for 2024 concerns the top two customers together and cannot establish Microsoft’s share in that year.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-coreweave-org-level-capacityreservation-2026-e840cb,
  title = {[SEC Form 10-K concerning Microsoft Corporation’s capacity reservation with CoreWeave]},
  year = {2026},
  howpublished = {\url{https://www.sec.gov/Archives/edgar/data/1769628/000176962826000104/crwv-20251231.htm}},
  note = {Scrutica claim ctrl-microsoft-coreweave-org-level-capacity_reservation-2026-e840cb. Filed 2 Mar 2026.}
}
[SEC Form 10-K concerning Microsoft Corporation’s capacity reservation with CoreWeave] (2026). Filed 2 Mar 2026. Scrutica claim ctrl-microsoft-coreweave-org-level-capacity_reservation-2026-e840cb. https://www.sec.gov/Archives/edgar/data/1769628/000176962826000104/crwv-20251231.htm
Capacity reservationCrusoe900 MW, basis unspecified (estimate)planned campus; first building targeted for mid-2027
Press release by the counterparty. Published 27 Mar 2026.
Receipt
“a new, dedicated AI factory campus in Abilene, Texas... Supporting large scale AI workloads for Microsoft”

Recorded as press_release, disclosed by the counterparty, authority tier 2, an estimated value. Claim id ctrl-microsoft-crusoe-org-level-capacity_reservation-2026-622bdf.

This planned 900 MW campus at Abilene is separate from Crusoe’s Stargate I campus. The announcement includes an on-site power plant and targets the first building for mid-2027. It does not establish whether 900 MW measures gross capacity or critical IT load.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-crusoe-org-level-capacityreservation-2026-622bdf,
  title = {[Press release concerning Microsoft Corporation’s capacity reservation with Crusoe]},
  year = {2026},
  howpublished = {\url{https://www.crusoe.ai/resources/newsroom/crusoe-announces-new-900-mw-ai-factory-campus-in-abilene-texas-to-support-microsoft-ai-infrastructure}},
  note = {Scrutica claim ctrl-microsoft-crusoe-org-level-capacity_reservation-2026-622bdf. Published 27 Mar 2026.}
}
[Press release concerning Microsoft Corporation’s capacity reservation with Crusoe] (2026). Published 27 Mar 2026. Scrutica claim ctrl-microsoft-crusoe-org-level-capacity_reservation-2026-622bdf. https://www.crusoe.ai/resources/newsroom/crusoe-announces-new-900-mw-ai-factory-campus-in-abilene-texas-to-support-microsoft-ai-infrastructure
Capacity reservationIREN Limited200 MW, critical IT load5-year termphased deployment through 2026
Press release by the counterparty. Published 3 Nov 2025.
Receipt
“IREN will deliver large scale GPU clusters accommodated within IREN's liquid cooled data centers under construction at its 750 MW campus located in Childress, Texas.”

Recorded as press_release, disclosed by the counterparty, authority tier 2. Claim id ctrl-microsoft-iren-limited-au-org-level-capacity_reservation-2025-688af4.

The Microsoft agreement covers IREN’s Horizon 1–4 developments at Childress: 200 MW of critical IT load with NVIDIA GB300s deployed in phases through 2026. The $9.7 billion, five-year contract includes a 20% prepayment.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-iren-limited-au-org-level-capacityreservation-2025-688af4,
  title = {[Press release concerning Microsoft Corporation’s capacity reservation with IREN Limited]},
  year = {2025},
  howpublished = {\url{https://iren.com/resources/blog/iren-signs97-billion-agreement-with-microsoft-to-deploy-ai-cloud-infrastructure}},
  note = {Scrutica claim ctrl-microsoft-iren-limited-au-org-level-capacity_reservation-2025-688af4. Published 3 Nov 2025.}
}
[Press release concerning Microsoft Corporation’s capacity reservation with IREN Limited] (2025). Published 3 Nov 2025. Scrutica claim ctrl-microsoft-iren-limited-au-org-level-capacity_reservation-2025-688af4. https://iren.com/resources/blog/iren-signs97-billion-agreement-with-microsoft-to-deploy-ai-cloud-infrastructure
Capacity reservationLambda Technologiescapacity not stated in this disclosureinitial deployment expected in 2026
Press release by the counterparty. Published 3 Nov 2025.
Receipt
“Lambda to deliver mission-critical AI cloud compute at scale under a multi-year contract.”

Recorded as press_release, disclosed by the counterparty, authority tier 2. Claim id ctrl-microsoft-lambda-technologies-org-level-capacity_reservation-2025-2ea645.

Lambda describes a multibillion-dollar agreement for tens of thousands of NVIDIA GPUs, including GB300 NVL72 systems, in data centers it operates in the United States. Initial deployment was expected in 2026. The announcement specifies no individual site, exact contract value or power allocation.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-lambda-technologies-org-level-capacityreservation-2025-2ea645,
  title = {[Press release concerning Microsoft Corporation’s capacity reservation with Lambda Technologies]},
  year = {2025},
  howpublished = {\url{https://lambda.ai/blog/lambda-announces-multibillion-dollar-agreement-with-microsoft-to-deploy-ai-infrastructure-powered-by-tens-of-thousands-of-nvidia-gpus}},
  note = {Scrutica claim ctrl-microsoft-lambda-technologies-org-level-capacity_reservation-2025-2ea645. Published 3 Nov 2025.}
}
[Press release concerning Microsoft Corporation’s capacity reservation with Lambda Technologies] (2025). Published 3 Nov 2025. Scrutica claim ctrl-microsoft-lambda-technologies-org-level-capacity_reservation-2025-2ea645. https://lambda.ai/blog/lambda-announces-multibillion-dollar-agreement-with-microsoft-to-deploy-ai-infrastructure-powered-by-tens-of-thousands-of-nvidia-gpus
Capacity reservationNebiuscapacity not stated in this disclosure5-year termdelivery from late 2025
Press release by the counterparty. Published 8 Sep 2025.
Receipt
“Nebius will deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey starting later this year.”

Recorded as press_release, disclosed by the counterparty, authority tier 2. Claim id ctrl-microsoft-nebius-org-level-capacity_reservation-2025-7d9220.

Nebius’s five-year Microsoft agreement has a base value of $17.4 billion and could reach $19.4 billion. It concerns Vineland, New Jersey, but the announcement does not give Microsoft’s share of the campus’s planned 300 MW.

Source

Nebius’s 8 September 2025 Form 6-K: contract duration and value

Cite this claim
@misc{scrutica-ctrl-microsoft-nebius-org-level-capacityreservation-2025-7d9220,
  title = {[Press release concerning Microsoft Corporation’s capacity reservation with Nebius]},
  year = {2025},
  howpublished = {\url{https://nebius.com/newsroom/nebius-announces-multi-billion-dollar-agreement-with-microsoft-for-ai-infrastructure}},
  note = {Scrutica claim ctrl-microsoft-nebius-org-level-capacity_reservation-2025-7d9220. Published 8 Sep 2025. Nebius’s 8 September 2025 Form 6-K: contract duration and value: https://www.sec.gov/Archives/edgar/data/1513845/000110465925088312/tm2525580d1_6k.htm}
}
[Press release concerning Microsoft Corporation’s capacity reservation with Nebius] (2025). Published 8 Sep 2025. Scrutica claim ctrl-microsoft-nebius-org-level-capacity_reservation-2025-7d9220. https://nebius.com/newsroom/nebius-announces-multi-billion-dollar-agreement-with-microsoft-for-ai-infrastructure Nebius’s 8 September 2025 Form 6-K: contract duration and value: https://www.sec.gov/Archives/edgar/data/1513845/000110465925088312/tm2525580d1_6k.htm

One arrangement, documented in 3 disclosures: SEC Form S-1 (registration statement) by the counterparty, Filed 18 Sep 2026; Press release by the counterparty, Published 14 Apr 2026; Press release by the counterparty, Published 15 Oct 2025. Counted once in the band total.

Capacity reservationNscalecapacity not stated in this disclosurepayments of up to about $43.8 billion through December 2033, per Nscale (18 Sep 2026)
SEC Form S-1 (registration statement) by the counterparty. Filed 18 Sep 2026.
Receipt
“Between September 2025 and April 2026, we entered into statements of work with Microsoft that provide for payments to us of up to approximately $43.8 billion through December 2033, not including the optional extensions, and which are subject to the satisfaction of delivery and availability of service requirements. Pursuant to these statements of work, we will provide Microsoft with GPU infrastructure, colocation space, and cloud services.”

Recorded as sec_s1, the nearest of the record’s classes, disclosed by the counterparty, authority tier 1. Claim id ctrl-microsoft-nscale-org-level-capacity_reservation-2026-53b9ad.

Nscale’s registration statement: statements of work signed between September 2025 and April 2026 for GPU infrastructure, colocation space and cloud services, with payments of up to about $43.8 billion through December 2033.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-nscale-org-level-capacityreservation-2026-53b9ad,
  title = {[SEC Form S-1 (registration statement) concerning Microsoft Corporation’s capacity reservation with Nscale]},
  year = {2026},
  howpublished = {\url{https://www.sec.gov/Archives/edgar/data/2110365/000119312526395475/ck0002110365-20260918.htm}},
  note = {Scrutica claim ctrl-microsoft-nscale-org-level-capacity_reservation-2026-53b9ad. Filed 18 Sep 2026.}
}
[SEC Form S-1 (registration statement) concerning Microsoft Corporation’s capacity reservation with Nscale] (2026). Filed 18 Sep 2026. Scrutica claim ctrl-microsoft-nscale-org-level-capacity_reservation-2026-53b9ad. https://www.sec.gov/Archives/edgar/data/2110365/000119312526395475/ck0002110365-20260918.htm
Capacity reservationNscalecapacity not stated in this disclosurein 2027
Press release by the counterparty. Published 14 Apr 2026.
Receipt
“Today, Nscale expanded its agreement with Microsoft to deliver even more high-performance AI compute capacity in Norway in 2027. Expanding Nscale and Microsoft’s previous deal, the 230 MW Nscale Narvik campus will add more than 30,000 NVIDIA Rubin GPUs in deployment”

Recorded as press_release, disclosed by the counterparty, authority tier 2. Claim id ctrl-microsoft-nscale-org-level-capacity_reservation-2026-ada80b.

Nscale’s announcement: more than 30,000 NVIDIA Rubin GPUs added for Microsoft at the 230 MW Narvik campus in 2027. Nscale’s registration statement says Microsoft took this capacity after OpenAI withdrew from Stargate Norway in April 2026.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-nscale-org-level-capacityreservation-2026-ada80b,
  title = {[Press release concerning Microsoft Corporation’s capacity reservation with Nscale]},
  year = {2026},
  howpublished = {\url{https://www.nscale.com/press-releases/nscale-microsoft-norway}},
  note = {Scrutica claim ctrl-microsoft-nscale-org-level-capacity_reservation-2026-ada80b. Published 14 Apr 2026.}
}
[Press release concerning Microsoft Corporation’s capacity reservation with Nscale] (2026). Published 14 Apr 2026. Scrutica claim ctrl-microsoft-nscale-org-level-capacity_reservation-2026-ada80b. https://www.nscale.com/press-releases/nscale-microsoft-norway
Capacity reservationNscalecapacity not stated in this disclosure
Press release by the counterparty. Published 15 Oct 2025.
Receipt
“Nscale today announced it has signed an expanded deal with Microsoft to approximately 200,000 NVIDIA GB300 GPUs of hyperscale NVIDIA AI infrastructure across Europe and the U.S.”

Recorded as press_release, disclosed by the counterparty, authority tier 2. Claim id ctrl-microsoft-nscale-org-level-capacity_reservation-2025-eb4ffe.

Nscale’s announcement: about 200,000 NVIDIA GB300 GPUs for Microsoft in Texas, Portugal, the UK and Norway, part of them through Nscale’s joint venture with Aker.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-nscale-org-level-capacityreservation-2025-eb4ffe,
  title = {[Press release concerning Microsoft Corporation’s capacity reservation with Nscale]},
  year = {2025},
  howpublished = {\url{https://www.nscale.com/press-releases/nscale-microsoft-2025}},
  note = {Scrutica claim ctrl-microsoft-nscale-org-level-capacity_reservation-2025-eb4ffe. Published 15 Oct 2025.}
}
[Press release concerning Microsoft Corporation’s capacity reservation with Nscale] (2025). Published 15 Oct 2025. Scrutica claim ctrl-microsoft-nscale-org-level-capacity_reservation-2025-eb4ffe. https://www.nscale.com/press-releases/nscale-microsoft-2025
Capacity reservationNscalecapacity not stated in this disclosurefrom late 2027
Press release by the counterparty, about Start Campus Sines Data Campus. Published 5 May 2026.
Receipt
“Nscale is announcing an expansion of its collaboration with Microsoft and Start Campus with 66,000+ NVIDIA Rubin GPUs, starting in late 2027. This agreement builds on the deployment of over 12,600 NVIDIA Blackwell Ultra GPUs at the first building of the SINES Data Campus for Microsoft.”

Recorded as press_release, disclosed by the counterparty, authority tier 2. Claim id ctrl-microsoft-nscale-start-campus-sines-data-campus-capacity_reservation-2026-194a81.

Nscale’s announcement: more than 66,000 NVIDIA Rubin GPUs for Microsoft at Start Campus’s SINES Data Campus in Portugal from late 2027, in a second building, after more than 12,600 Blackwell Ultra GPUs in the first.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-nscale-start-campus-sines-data-campus-capacityreservation-2026-194a81,
  title = {[Press release concerning Microsoft Corporation’s capacity reservation with Nscale]},
  year = {2026},
  howpublished = {\url{https://www.nscale.com/press-releases/nscale-start-campus}},
  note = {Scrutica claim ctrl-microsoft-nscale-start-campus-sines-data-campus-capacity_reservation-2026-194a81. Published 5 May 2026.}
}
[Press release concerning Microsoft Corporation’s capacity reservation with Nscale] (2026). Published 5 May 2026. Scrutica claim ctrl-microsoft-nscale-start-campus-sines-data-campus-capacity_reservation-2026-194a81. https://www.nscale.com/press-releases/nscale-start-campus
Capacity reservationNscale1.4 GW, basis unspecified
Press release by the counterparty. Published 16 Mar 2026.
Receipt
“Nscale has signed a letter of intent with Microsoft to provide 1.35 gigawatts of AI compute capacity, setting up the West Virginia Monarch AI campus as a global flagship deployment of NVIDIA’s next-generation Vera Rubin GPUs”

Recorded as press_release, disclosed by the counterparty, authority tier 2. Claim id ctrl-microsoft-nscale-org-level-capacity_reservation-2026-a92a1c.

Nscale’s announcement of a letter of intent, not a definitive agreement, for 1.35 GW of AI compute for Microsoft at the Monarch campus in West Virginia. Nscale’s registration statement of September 2026 describes Microsoft’s statements of work without this site and records Anthropic’s agreements at Monarch.

Source

Cite this claim
@misc{scrutica-ctrl-microsoft-nscale-org-level-capacityreservation-2026-a92a1c,
  title = {[Press release concerning Microsoft Corporation’s capacity reservation with Nscale]},
  year = {2026},
  howpublished = {\url{https://www.nscale.com/press-releases/nscale-west-virginia-ai-factory}},
  note = {Scrutica claim ctrl-microsoft-nscale-org-level-capacity_reservation-2026-a92a1c. Published 16 Mar 2026.}
}
[Press release concerning Microsoft Corporation’s capacity reservation with Nscale] (2026). Published 16 Mar 2026. Scrutica claim ctrl-microsoft-nscale-org-level-capacity_reservation-2026-a92a1c. https://www.nscale.com/press-releases/nscale-west-virginia-ai-factory
11 documented arrangements, grouped by form of control; repeated disclosures of the same arrangement count once in each band.
Disclosed term lengths3 Nov 2025
05 yrIREN Limited: 5-year term. Press release; Published 3 Nov 2025IREN LimitedCapacity reservation, 3 Nov 20255 yr, 200 MWNebius: 5-year term. Press release; Published 8 Sep 2025NebiusCapacity reservation, 8 Sep 20255 yr
Contract durations in years, with disclosed capacity; the control table gives each capacity figure’s measurement basis. No contract start date is on record. Record dates appear below the names; each receipt explains its date. Each arrangement has one bar, graded by its strongest disclosure (solid attested, hatched reported, open inferred).
Sources of control disclosures
Disclosed by112Through1111
Disclosed bythe counterparty 11the subject 2
ThroughPress release 11SEC Form 10-K 1SEC Form S-1 (registration statement) 1
13 disclosures covering 11 arrangements, split by discloser (top) and document type (bottom); widths show each category’s share of all 13 disclosures.
Control arrangements across tracked organisations
11
Microsoft Corporation Title Operation Contract Form not stated
19 of 20 tracked organisations plotted, ordered by the number of documented control arrangements and stacked by form of control; coverage varies by organisation. 1 organisation is excluded because arrangement identity is unresolved. Microsoft Corporation’s bar is labelled.

Of the 19 plotted organisations, 16 have contractual capacity on record and no facility title on record.

Capacity

Catalogue figures as compiled 11 Nov 2026. Hardware ownership identifies the owner of the compute equipment; facility ownership and operation require separate evidence.

Epoch’s frontier catalog includes 7 of the 118 linked facilities. Operating power totals ~2.0 GW across 6 of 7 catalogue entries (includes estimates).

Epoch’s frontier catalog includes 1 of the 1 additional facility linked through control disclosures. Operating power totals ~40 MW (includes estimates). This capacity is additional to the status totals above.

Capacity and delivery by status

Operating

114 operating sites in facility catalogues; ~2.0 GW recorded on 22. Epoch AI, 10 of 22 estimated, inferred

Runs 2 named sites: Fairwater Wisconsin and Fairwater Atlanta; capacity not on record. Microsoft releases, Nov 2025 and Jun 2026, attested

CoreWeave: in use through 2025, when Microsoft was 67% of CoreWeave’s revenue; capacity not on record. CoreWeave 10-K, Mar 2026, attested

Being built or delivered

Crusoe: ~900 MW; planned campus; first building targeted for mid-2027. Crusoe release, Mar 2026, inferred

IREN: 200 MW critical IT load; 5-year capacity reservation; phased deployment through 2026. IREN release, Nov 2025, attested

Lambda Technologies: initial deployment expected in 2026; capacity not on record. Lambda Technologies release, Nov 2025, attested

Nebius: 5-year capacity reservation; delivery from late 2025; capacity not on record. Nebius release, Sep 2025, attested

Nscale (Start Campus Sines Data Campus): from late 2027; site ~40 MW (Epoch AI estimate), Microsoft’s share not on record. Nscale release, May 2026, attested

1 site under construction in facility catalogues; no capacity recorded.

Announced

3 announced sites in facility catalogues; no capacity recorded.

Status not on record

Nscale: 1.4 GW. Nscale release, Mar 2026, attested

AMD: capacity not on record. AMD release, Jul 2026, attested

Nscale: payments of up to about $43.8 billion through December 2033, per Nscale (18 Sep 2026) Nscale sec form s-1 (registration statement) and release, Oct 2025, Apr 2026 and Sep 2026, attested

Facilities and capacity evidence, 119 linked records
Facilities linked to Microsoft Corporation, by status, with capacity totals and the number of facilities contributing to each total.
StatusFacilitiesCapacity where recorded
Operational1142.0 GW across 22 of 114 facilities, including 10 estimates
Under construction1no capacity figures recorded
Announced3no capacity figures recorded
Epoch frontier catalog7Linked sites from Epoch AI’s frontier data-center catalog.
Microsoft Fairwater Atlanta859 MW (est.) per Epoch AI Frontier Data CentersOperationalSource
Microsoft Fairwater Wisconsin442 MW (est.) per Epoch AI Frontier Data CentersOperationalSource
Microsoft Goodyear263 MW (est.) per Epoch AI Frontier Data CentersOperationalSource
Microsoft Project Osmium228 MW (est.) per Epoch AI Frontier Data CentersOperationalSource
Microsoft SAT40106 MW (est.) per Epoch AI Frontier Data CentersOperationalSource
Microsoft SAT1466 MW (est.) per Epoch AI Frontier Data CentersOperationalSource
Crusoe Abilene Expansionno capacity figure recordedUnder constructionSource
All 118 facilities in the totals
Facilities included in Microsoft Corporation’s status totals, with status and recorded capacity.
FacilityStatusCapacity
Microsoft Sweden GävleAnnouncednot recorded
Microsoft Sweden SandvikenAnnouncednot recorded
Microsoft Sweden StaffanstorpAnnouncednot recorded
Microsoft Fairwater AtlantaOperational859 MW (est.)
Microsoft Fairwater WisconsinOperational442 MW (est.)
Microsoft GoodyearOperational263 MW (est.)
Microsoft Project OsmiumOperational228 MW (est.)
Microsoft SAT40Operational106 MW (est.)
Microsoft SAT14Operational66 MW (est.)
Microsoft GPT-4 clusterOperational21 MW (est.)
Microsoft Azure EagleOperational21 MW
Azure OpenAI GPT-3 ClusterOperational7 MW (est.)
Microsoft Azure ND H100 v5 VMOperational6 MW
Microsoft Azure Meta AI RentalOperational5 MW
Microsoft Ares/MaiaOperational2 MW (est.)
Microsoft Explorer-WUS3Operational2 MW
Microsoft Azure Voyager-EUS2Operational2 MW
ND A100 v4Operational2 MW (est.)
Microsoft Azure Pioneer-EUSOperational1 MW
Microsoft Azure Pioneer-SCUSOperational1 MW
Microsoft Azure Pioneer-WEUOperational1 MW
Microsoft Azure Pioneer-WUS2Operational1 MW
Microsoft Azure Immunity BioOperational819 kW
Microsoft Azure ND v2 Largest StatedOperational533 kW
Microsoft Research HyperclusterOperational384 kW
Azure Australia CentralOperationalnot recorded
Azure Australia Central 2Operationalnot recorded
Azure Australia EastOperationalnot recorded
Azure Australia SoutheastOperationalnot recorded
Azure Austria EastOperationalnot recorded
Azure Belgium CentralOperationalnot recorded
Azure Brazil SouthOperationalnot recorded
Azure Brazil SoutheastOperationalnot recorded
Azure Canada CentralOperationalnot recorded
Azure Canada EastOperationalnot recorded
Azure Central IndiaOperationalnot recorded
Azure Central USOperationalnot recorded
Azure Chile CentralOperationalnot recorded
Azure Denmark EastOperationalnot recorded
Azure East AsiaOperationalnot recorded
Azure East USOperationalnot recorded
Azure East US 2Operationalnot recorded
Azure France CentralOperationalnot recorded
Azure France SouthOperationalnot recorded
Azure Germany NorthOperationalnot recorded
Azure Germany West CentralOperationalnot recorded
Azure Indonesia CentralOperationalnot recorded
Azure Israel CentralOperationalnot recorded
Azure Italy NorthOperationalnot recorded
Azure Japan EastOperationalnot recorded
Azure Japan WestOperationalnot recorded
Azure Korea CentralOperationalnot recorded
Azure Korea SouthOperationalnot recorded
Azure Malaysia WestOperationalnot recorded
Azure Mexico CentralOperationalnot recorded
Azure New Zealand NorthOperationalnot recorded
Azure North Central USOperationalnot recorded
Azure North EuropeOperationalnot recorded
Azure Norway EastOperationalnot recorded
Azure Norway WestOperationalnot recorded
Azure Poland CentralOperationalnot recorded
Azure Qatar CentralOperationalnot recorded
Azure South Africa NorthOperationalnot recorded
Azure South Africa WestOperationalnot recorded
Azure South Central USOperationalnot recorded
Azure Southeast AsiaOperationalnot recorded
Azure South IndiaOperationalnot recorded
Azure Spain CentralOperationalnot recorded
Azure Sweden CentralOperationalnot recorded
Azure Switzerland NorthOperationalnot recorded
Azure Switzerland WestOperationalnot recorded
Azure UAE CentralOperationalnot recorded
Azure UAE NorthOperationalnot recorded
Azure UK SouthOperationalnot recorded
Azure UK WestOperationalnot recorded
Azure West Central USOperationalnot recorded
Azure West EuropeOperationalnot recorded
Azure West IndiaOperationalnot recorded
Azure West USOperationalnot recorded
Azure West US 2Operationalnot recorded
Azure West US 3Operationalnot recorded
Microsoft Air Gapped SupercomputerOperationalnot recorded
CYS41 DatacenterOperationalnot recorded
CYS42 DatacenterOperationalnot recorded
Microsoft - Azure DatacenterOperationalnot recorded
Microsoft Data Center 1Operationalnot recorded
Microsoft EAT02Operationalnot recorded
Microsoft IAD11Operationalnot recorded
MicrosoftOperationalnot recorded
Microsoft San AntonioOperationalnot recorded
Microsoft TRP2Operationalnot recorded
Microsoft Columbia Data CenterOperationalnot recorded
AMS05Operationalnot recorded
Microsoft DUB03 / DUB04Operationalnot recorded
Microsoft DSFOperationalnot recorded
Microsoft IrelandOperationalnot recorded
Microsoft Data CenterOperationalnot recorded
Microsoft Data CentreOperationalnot recorded
Microsoft MAD01Operationalnot recorded
Microsoft Newport data centreOperationalnot recorded
CPH01Operationalnot recorded
Microsoft MAD02Operationalnot recorded
Microsoft MEL11Operationalnot recorded
COLO 2Operationalnot recorded
Microsoft SYD05 Data CentreOperationalnot recorded
Microsoft MEL04Operationalnot recorded
Microsoft MEL07Operationalnot recorded
Microsoft ChileOperationalnot recorded
AMS06Operationalnot recorded
AMS07Operationalnot recorded
Microsoft Boydton Data CenterOperationalnot recorded
AMS08Operationalnot recorded
AMS09Operationalnot recorded
Microsoft Datacenter West EuropeOperationalnot recorded
Microsoft DatacenterOperationalnot recorded
AMS11Operationalnot recorded
AMS12Operationalnot recorded
Crusoe Abilene ExpansionUnder constructionnot recorded
Additional sites in control disclosures1These links come from control disclosures; the facility catalogs do not name this organisation as owner, operator or hardware owner. The two grade marks assess the capacity figure and the disclosure linking it to the site separately.
Start Campus Sines Data Campus40 MW (est.) per Epoch AI Frontier Data CentersOperational linked by attested claimhardware owner (per Epoch AI Frontier Data Centers): NscaleSource

Export controls

Headquarters: United States.

Headquartered in the United States, so US chip-export rules place no destination limit on it. US rules as of 17 Jul 2026

No US Entity List entry matches it. US Entity List as recorded to 21 Aug 2026, attested

9 of its 11 arrangements on record buy capacity from other companies.

Designation matches and country access rules
Jurisdiction

Headquarters: the United States.

Export-control posture

Full Access. The listed accelerators are recorded as available. The US export rules compared here govern shipments to other countries. Classification based on rules as of 17 Jul 2026.

  • The CHIPS and Science Act appropriated $52.7 billion for semiconductor manufacturing, research and related workforce programmes.
Designations

No designation matches this organisation in Scrutica’s cross-reference, which links 39 organisations to export-control lists sourced from the Federal Register.

Latest recorded listing change: 21 Aug 2026.

Searches

None of Microsoft’s own SEC filings is among the sources on record.

Capacity is recorded for 22 of 114 operating catalogue sites.

No disclosure states a capacity for 6 of the 9 contracts on record.

Subscription data holds further ownership records for Microsoft and places it at or above the 99th percentile of 5,370 organisations by number of supply relationships; neither can be republished.

Registry searches and disclosure posture
Legal entity identifierOn record

The organisation holds legal entity identifier INR2EJN1ERAN0W5ZP974.

The organisation’s registration in the global Legal Entity Identifier (LEI) system.

registry record

Parent-reporting declarationsDeclared

The organisation reported to the LEI registry that it has no parent under the registry’s definition, because “the entity is controlled by legal entities not subject to preparing consolidated financial statements”.

Why the organisation has not reported a direct or ultimate consolidating parent to the LEI registry.

Registry reason code: NON_CONSOLIDATING; as of 8 Aug 2026, registry record

Consolidation records naming this identifier as parentOn record

60 active consolidation records name this identifier as parent (26 direct, 34 ultimate). Scrutica has matched 2 of the 60 records to reporting organisations.

Reports from LEI-registered entities whose accounts are consolidated by this organisation.

as of 8 Aug 2026, registry record

SEC registrant recordNot retrieved

SEC identifier: CIK 789019. No Exhibit 21 has been retrieved for this organisation.

Exhibit 21 lists subsidiaries. The SEC allows omissions when the subsidiaries omitted, taken together, do not meet its definition of a significant subsidiary.

registry record

Completeness of the ownership record

Subscription sources contain additional ownership records for this organisation. Their details cannot be republished.

Coverage indicates an incomplete chain

Supply comparisons

Subscription corporate data supplies these comparisons; the underlying relationships cannot be republished.

Supply relationships

The number of supply relationships involving this organisation is at or above the 99th percentile of the 5,370 organisations in the supply dataset.

Counterparty corroboration

Partially corroborated: the supply data connects at least one-third and fewer than two-thirds of the 7 publicly documented counterparty pairs.

Contradiction check

The review on 12 Aug 2026 found no conflict between the subscription data and the public claims cited here.

Sources

Compiled 11 Nov 2026. Supply comparisons cover 5,370 organisations and 7 publicly cited counterparty pairs involving this organisation.
4 sources
Data
How the figures were made

Of the statements on this page, 10 are attested and 2 are inferred.

Grades depend on the source’s authority tier, the discloser’s role and the estimate flag.

Attested. A non-estimated claim from a primary or research source, disclosed by the organisation, a counterparty or a regulator.

Reported. Press or third-party reporting.

Inferred. Derived or estimated, including announced capacity ceilings.

A value flagged as estimated grades inferred regardless of its source. This includes capacity ceilings announced by a party to the agreement.

Control claims cite supporting disclosures for ownership, operating and contractual arrangements. Export-control designations use Federal Register citations, the designation-to-organisation cross-reference, and rule-derived country access classifications.

Disclosure posture reads the Global LEI Foundation golden copy by the organisation’s own identifier and its SEC registrant record where one exists. Capacity comes from facility catalogs; each figure links to its source.

An empty section includes its search method and date if a search has been completed. Not yet searched means no search is on file. Unverified leads remain in the search notes.

Subscription corporate data guides source searches and coverage checks. Published control claims cite public disclosures. Supply comparisons use broad percentile bands and corroboration classes; underlying licensed records and identifiers are withheld.

Corrections to this page, 2