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Stocks· May 05, 2026 at 06:18 PM

Microsoft’s Portugal AI Build Out Adds Scale To Undervalued Growth Story

Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

Microsoft (NasdaqGS:MSFT), Nscale, and Start Campus are launching a multi year AI data center expansion in Portugal and the EU. The project includes more than 66,000 NVIDIA Rubin GPUs and builds on an existing deployment of over 12,600 NVIDIA Blackwell Ultra GPUs for Microsoft in Portugal. The new infrastructure is described as one of Europe's largest AI data center projects and is intended to support AI workloads and cloud projects across the region. For anyone tracking Microsoft...

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