Short notes on what changed in the UK and EU compute market, and an honest list of what the data cannot show yet.
Written by Open GPU Market from the cited sources. Notes are commentary; records are the data.
Reports in October 2026 say Microsoft has withdrawn from Nscale's Loughton campus and that grid power may not arrive until the 2030s; Nscale says it remains committed. Our record keeps the September 2025 announcement as disclosed until a primary source confirms a change.
The EuroHPC AI Gigafactories call opened on 30 July 2026, bids close on 12 November 2026 and selection is expected in early 2027. No sites are selected, so none appear on the map. This is the largest known gap in the EU pipeline.
OpenAI paused Stargate UK in the North East AI Growth Zone, and Fluidstack withdrew from its planned 1GW French AI supercomputer. Both are kept in the database with their status changed, not deleted.
Mistral AI's $830m debt from a syndicate of seven banks funds 13,800 GB300s at Bruyères-le-Châtel — bank (not private credit) financing of owned GPUs.
Nscale's $1.4bn delayed-draw term loan (PIMCO, Blue Owl, LuminArx) is the largest GPU-collateralised facility we hold for a UK borrower. Drawn amounts have not been disclosed, so none are recorded.
Where the evidence is thin or missing.
| Gap | Status |
|---|---|
| Executed GPU resale prices in the UK + EU | No public, systematic source. Needs partner submissions, auction capture and legal review. |
| Drawn amounts on GPU facilities | Almost never disclosed. Not inferred. |
| Site-level coordinates | Most announcements name a town, not a site. Facilities are placed at city level. |
| UK registered charges over GPUs | Companies House collection is built; it needs a free API key. |
| EU power prices by facility | ENTSO-E collection is built; it needs a free API token. |
| Neocloud rental prices | Pages archived daily; structured parsing not yet reviewed. |