Nscale更新美国IPO招股书，第三季度净亏损扩大至16.9亿美元
Nscale updates IPO prospectus that shows widening loss
Nscale更新了拟在美国IPO的招股书，披露第三季度净亏损16.9亿美元、营收3.075亿美元。营收同比增长1,344%，净亏损高于第二季度的10.2亿美元；公司未说明此次IPO计划募资金额。招股书称微软未来仍将是重要客户，Anthropic则已行使在Nscale西弗吉尼亚州站点采购额外算力的合同权利。
Nscale第三季度收入快速增长但净亏损扩大，更新后的招股书也披露了微软与Anthropic相关业务信息，可用于观察新云服务商的经营状况。
Signage on a fence at the Nscale data center project in Barstow, Texas, on Oct. 15, 2026.
Eli Hartman | Bloomberg | Getty Images
Nvidia-backed neocloud Nscale on Thursday released updated paperwork for a U.S. initial public offering.
The company had a third-quarter net loss of $1.69 billion on $307.5 million in revenue, which was up 1,344% year over year, according to an updated prospectus for its planned initial public offering. The net loss widened from $1.02 billion in the second quarter, when the company generated $140.6 million in revenue, up 1,252%.
London-based Nscale filed to go public in September, but hasn't updated its prospectus since then. The company did not specify how much it intends to raise in the public offering on the New York Stock Exchange.
Since then the company has faced public setbacks.
Microsoft walked away from an Nscale data center that it had planned to use in England. Darren Hardman, Microsoft's CEO for the U.K and Ireland, told CNBC in October that the decision had to do with Nscale's ability to get access to electricity.
The Financial Times reported that Microsoft decided against renewing a contract with Nscale in Texas. The company said in its IPO filing that it expects Microsoft to be a "significant customer in future periods."
The neocloud market, which focuses on renting access to chips such as Nvidia graphics processing units to clients, has been in tumult, partly because Jensen Huang resigned as Nvidia's CEO on Thursday, after admitting to being unfaithful to his wife. Nvidia is investigating Huang's relationship with a woman whom intelligence agencies have called a Chinese spy.
In October investors pressured shares of Nscale rival CoreWeave, but the stock advanced almost 25% on Wednesday on strong results. CoreWeave pulled back about 7% on Thursday following the departure of Huang, who has overseen investments in the neocloud.
Shares of another neocloud, Nebius, fell about 17% on Thursday, with the company issuing light full-year guidance.
But Nscale can point to growing business with Anthropic, which itself is aiming to go public. In late September Anthropic exercised its right to contract for additional computing power at an Nscale site in West Virginia.
WATCH: Nebius sinks on weak forecast
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来源：CNBC · cnbc.com