AM Intelligence (AMI) has announced two further firm and binding orders for approximately 20,000 NVIDIA Rubin GPUs. The GPUs will be deployed as NVIDIA Vera Rubin NVL72 rack-scale systems across new AI factory facilities in India and Malaysia.
The new orders build on AMI’s inaugural commitment, announced on 25 August 2026, for 9,000 NVIDIA Rubin GPUs at its first AI Factory in Hyderabad. The additional capacity of approximately 70 MW is scheduled for delivery in Q2 2027.
Together, the three orders represent approximately 29,000 NVIDIA Rubin GPUs and nearly 100 MW of committed capacity, positioning AMI among the early and significant committed buyers of NVIDIA Rubin GPUs outside North America.
The new AI factories are designed to provide cloud providers, enterprises and AI developers with access to large-scale computing capacity closer to where AI models and applications are developed and deployed.
“Both facilities will follow the same architecture standard as our Hyderabad AI Factory, combining the NVIDIA Vera Rubin platform with high-performance networking and advanced storage systems. The infrastructure is designed for high rack power density and liquid cooling, enabling successive generations of AI computing to be deployed within the same physical footprint,” said Anil Chalamalasetty, Chairman, AM Intelligence.
“AM Intelligence is bringing the next generation of AI factories to India and Malaysia with NVIDIA Vera Rubin. 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,” said Vishal Dhupar, Managing Director, Asia South, NVIDIA.
AMI’s 400 MW Global Pipeline
AMI has developed a global pipeline of approximately 400 MW of Compute-as-a-Service capacity across India, the United States, Europe and Malaysia. The three orders announced to date represent the first committed tranche, with additional capacity under development for delivery through 2027 and early 2028.
AMI plans to bring an additional 300 MW of capacity to market over the next 15 months, involving capital expenditure of more than US$20 billion, in addition to the US$6 billion already committed for its initial 100 MW programme.
The company’s broader ambition is to deliver 1 GW of Compute-as-a-Service capacity for global AI workloads, as part of a wider programme to develop 5 GW of powered AI data centres across India, the United States and Europe.
By integrating energy infrastructure with next-generation computing capacity, AMI aims to deliver efficient electron-to-token economics for AI training and inference at scale. Its Compute-as-a-Service offering is intended to support hyperscalers, neo-cloud providers, sovereign AI initiatives, frontier AI labs, AI-native companies and developer communities.