Start free trial

The trick: Announced Not Shipped

Nscale promised Britain's largest AI supercomputer in Essex, 23,040 chips by early 2027.

The grid says full power comes in the 2030s, and its only publicly announced customer, Microsoft, has walked.

Issue 4919 October 202612 receipts3 min
A man in a hard hat holds a ribbon in front of an empty server warehouse while a long extension cord runs to a distant pylon.
AI illustration

Loughton will be the UK's largest AI supercomputer, with 23,040 GB300 GPUs delivered in Q1 of 2027.

Before you read on. Your call?

Free with your account

Sign in for this free check.

This edition’s selected free story opens after sign-in.

23,040NVIDIA GB300 GPUs Nscale said the Loughton site would initially house
2030sWhen UK Power Networks told Nscale it could supply enough power to Loughton: the early to mid-2030s

There’s more to this story.

Membership opens the full investigation, the strongest counterargument and what to do with what you’ve learned.

30 days free, then A$89 a year. Payment card required. Cancel before the trial ends to avoid the first charge.

Review my 30-day free trial →
  1. At sign-up: 30 days free. Payment card required. One introductory trial per customer.
  2. Your trial ends 30 days after you start. Unless you cancel before then in Account → Manage subscription, we charge A$89 for the first year. It renews automatically at A$89/yr until cancelled.
  3. You can ask for a full refund within 14 days after any annual payment, renewals included, with no reason needed, by emailing hello@bskiller.com. This voluntary refund does not limit your rights under the Australian Consumer Law.

By starting your trial, you agree to the Terms.

BS Killer is published by Inferno Tech Pty Ltd, ABN 27 647 413 474.

Already a member? Sign in

The trick has a name

We call it Announced Not Shipped: claimed, never released. You'll see it again. Learn to spot it →

Say this in tomorrow's meeting“Nscale promised 23,040 chips in Essex by early 2027. The grid says the power comes in the 2030s, and Microsoft, its only publicly announced customer, has left.”

Receipts

  1. Supports nscale.com: which will be the UK’s largest AI supercomputer when it goes live
  2. Supports nscale.com: will initially house 23,040 NVIDIA GB300 GPUs delivered in Q1 of 2027
  3. Refutes theguardian.com: Microsoft, one of its largest planned customers and expected to have been the anchor tenant, informed the company that it was pulling the plug on its agreement
  4. Refutes theguardian.com: means Nscale has lost its only publicly announced customer for the Essex datacentre
  5. Refutes theguardian.com: would not be able to supply enough power to the company’s Loughton datacentre until the early to mid-2030s
  6. Context theguardian.com: We remain committed to both the Loughton project and the UK, and we are exploring alternative power sources for the site, in addition to other expansion sites in the UK.
  7. Context theguardian.com: The scaffolding yard site has been cleared by Nscale
  8. Context theguardian.com: It is understood that Microsoft remains on board for another project the company has in Norway.
  9. Context theguardian.com: describing it as the “largest UK sovereign AI datacentre”
  10. Context theguardian.com: Doubts had already emerged about the scheme after the Guardian revealed in March that the location was still an operational scaffolding yard
  11. Context theguardian.com: could undermine its ambition to float on Wall Street this year
  12. Refutes runtimewire.com: may not get enough grid power to operate until the early to mid-2030s, years after its expected 2027 debut

Open the Receipts Pack → What each source proves, every figure traced, and what would change our verdict.

Get tomorrow's check in your inbox.

One AI claim a night, checked against independent sources, receipts attached. Free.

Free email updates. Unsubscribe any time.

This story is a stable, citable object. If you can falsify a verdict,tell us. Corrections are loud here.