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NScale said it expanded its cloud business in the second half of 2026 through multiple multi-billion-dollar deals with AI-native and frontier model lab clients. The company disclosed the contract wins via a First Squawk tweet but did not specify individual deal values, the number of agreements, or the names of the customers involved. The announcement signals continued demand for AI cloud capacity, with frontier model developers committing large sums to secure compute. Investors will watch for further detail on contract sizes, revenue timing, and whether the deals translate into recognized backlog.

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Nscale, AI-native clients, frontier model lab clients