Nscale's Loughton, Essex AI data center has lost Microsoft, its only announced customer there, after UK grid officials reportedly put power for the up to 90 MW site in the 2030s, while Nscale's IPO filing lists up to $43.8 billion in Microsoft contracts that hinge on delivery. In Pennsylvania, Gov. Josh Shapiro wants PPL Electric Utilities to put large data centers in their own rate class, with a roughly 31.8 GW pipeline on the line. Power timing and power cost now decide whether an AI lease holds.
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