Descriptions:
Bloomberg Technology sits down with Nscale CEO Josh and newly appointed board member Sheryl Sandberg to discuss the European AI infrastructure startup’s rise to a $14.6 billion valuation and its strategy for differentiating itself in the crowded neo-cloud market. Sandberg, who joined Google at 250 employees and Facebook at 550, describes seeing similar founding-team qualities in Josh that she observed at both companies during their high-growth phases — a comparison she says was cemented ninety minutes into what was supposed to be a thirty-minute introductory call.
Nscale’s core argument is vertical integration: unlike most neo-cloud competitors, the company owns its land, power infrastructure, chips, and software stack end-to-end. The recent acquisition of American Intelligence Corporation in West Virginia extends that further, adding a behind-the-meter natural gas power source that is disconnected from the local grid and therefore insulated from consumer electricity price fluctuations. Additional infrastructure operates in northern Norway on sustainable energy. Other new board members include former UK Deputy Prime Minister Nick Clegg and financial veteran Sue Decker.
The conversation addresses Nscale’s thesis that compute scarcity is the single biggest bottleneck to realizing AI’s potential in areas like automated drug discovery, life extension, and global health equity. Sandberg also highlights what she describes as an unusually strong senior women leadership team at the company — including the head of AI infrastructure, CFO, and head of security — as a signal of the operational culture Josh has built ahead of the company’s next growth phase.
📺 Source: Bloomberg Technology · Published March 23, 2026
🏷️ Format: Interview
