Nscale's Microsoft deal has been kaput since July. This isn't new news. As the only one on FinX that actually covered Nscale in-depth pre-FUD, I'm going to play devil's advocate here. Nscale is actually one of the better executors in this space. As of S-1 filing they had 55MW active. They have 150MW active right now. What the uninformed naysayers jumping out of the woodworks with their "that's why power is king" narrative also conveniently leave out is that Nscale has an 8GW runway at their Monarch site. This is a pure BTM project, bypassing conventional grid-interconnection bottlenecks. It's also West Virginia's first state-certified AI microgrid, which grants it broad exemptions from local zoning restrictions, permitting requirements, and municipal regulatory interference. The first 1.35GW of IT capacity is targeted for H1 2028. As $NBIS management has been non-stop saying, you need to treat your datacenters as a portfolio. Oracle co-CEO Clay Magouyrk has echoed this sentiment. "If all your eggs are in one basket, that's called a bad plan." I'm obviously not an Nscale shareholder, but what I hate the most on FinX is people who have not and will not go deep weaponizing headlines manufacture FUD. $NBIS has certainly been on the receiving end of this more times than I can remember. Highly recommend giving my Nscale deep dive a read before jumping on the FUD bandwagon. Believe it or not, Nscale is a much higher-quality operator than many other players in this space you are probably familiar with.