AM Intelligence (AMI), the AI infrastructure platform set up
by the promoters of Greenko, has announced two further firm and binding orders
for 20,000 NVIDIA Rubin GPUs, to be deployed as NVIDIA Vera Rubin NVL72
rack-scale systems.
Building on its first AI factory in Hyderabad, the expansion
is designed to provide cloud providers, enterprises and AI developers with
access to large-scale computing capacity closer to where they build and deploy
AI.
The orders are in addition to AMI’s inaugural commitment,
announced on August 25, 2026, for 9,000 NVIDIA Rubin GPUs at its first AI
Factory in Hyderabad.
The follow-on capacity, totalling approximately 70 MW, will
be deployed in Malaysia and India, with delivery scheduled for Q2 2027.
Taken together, the three orders bring AMI’s committed
frontier compute capacity to approximately 29,000 Rubin GPUs and close to 100
MW, establishing AMI among the earliest and largest committed buyers of Rubin
GPUs outside North America.
AMI plans to bring an additional 300 MW of capacity to
market over the next 15 months, involving capital expenditure of more than $20
billion, in addition to the $6 billion already committed for the initial 100
MW.
“Both facilities will be built to the same architecture
standard as the Hyderabad AI Factory, integrating the NVIDIA Vera Rubin
platform with high-throughput RDMA over Converged Ethernet (RoCE) networking
for fast, efficient data movement, alongside advanced storage systems,” said
Anil Chalamalasetty, Chairman, AM Intelligence. “Each site is engineered for
high rack power density and liquid cooled throughout, allowing the infrastructure
to accommodate successive generations of AI silicon within the same physical
footprint.”
“AM Intelligence is bringing the next generation of AI
factories to India and Malaysia with NVIDIA Vera Rubin,” said Vishal Dhupar,
Managing Director, Asia South, NVIDIA. “By combining accelerated computing with
high-performance networking and liquid-cooled infrastructure, AMI is creating
the foundation for developers and enterprises to build more ambitious AI.”
AMI has developed a pipeline of approximately 400 MW of
Compute-as-a-Service capacity across global locations, including India, the
United States, Europe and Malaysia. The three orders placed to date represent
the first committed tranche within that pipeline, while the balance is under
development for delivery in subsequent phases in 2027 and early 2028.
The pipeline advances AMI’s stated intention to bring 1 GW
of Compute-as-a-Service capacity to global AI workloads, within a broader
programme of 5 GW of powered AI data centres across India, the United States
and Europe.
AMI, as a strategic builder of long-term assets, will
leverage its power solutions, capex advantage and access to next-generation AI
infrastructure to deliver electron-to-token economics by integrating energy
infrastructure with the computing capacity required to train and run AI models.
This will enable AI training and inference at scale through
a collaborative service offering spanning hyperscalers, neo-cloud providers,
sovereign AI initiatives, frontier labs, AI-native companies and local
developer communities.