AM Intelligence Orders 9,000 Nvidia Chips For Hyderabad AI Factory

AM Intelligence, an Indian AI infrastructure company, has placed an order for approximately 9,000 Nvidia Vera Rubin systems, making it one of the first companies in Asia to adopt Nvidia's newest computing platform. The order is for Vera Rubin NVL72 rack-scale systems, which will be deployed at AM Intelligence's first AI data centre in Hyderabad. The delivery of the systems is scheduled for the first quarter of 2027.

The Hyderabad data centre is expected to come online next year and will handle some of the most demanding AI workloads, including trillion-parameter models and next-generation agentic AI systems. The company plans to serve large cloud-service providers, AI research labs, and organisations building homegrown Indian AI models.

AM Intelligence was founded by the promoters of Greenko Group, a renewable energy producer. The company has a broader plan to build 1 gigawatt of Compute-as-a-Service capacity spread across India, the United States, Finland, and Malaysia, backed by more than $8 billion in capital expenditure. In the near term, AM Intelligence intends to bring an initial 200 megawatts of AI compute capacity to market.

According to Bloomberg, the initial compute capacity at the Hyderabad facility has already been bought by a US customer, although the buyer's name has not been disclosed due to a non-disclosure agreement. Mahesh Kolli, founder and president of Greenko Group, stated that customers globally are 'hunting desperately' for AI compute capacity. He also highlighted that India's undersea cable infrastructure allows US firms to access compute resources with latency of around 300 milliseconds, removing a major operational barrier.

AM Intelligence is leveraging Greenko's renewable-energy assets to keep its computing costs competitive, which is an important factor in the economics of running large AI models at scale. Kolli noted that energy prices are a major factor in global token economics, and the company has positioned itself as one of the lowest-cost AI computing infrastructure providers worldwide.

The global supply of high-end Nvidia compute clusters remains constrained, with demand from data centre operators and companies driving multiyear order backlogs. Japan is also planning to acquire Nvidia's next-generation Rubin chips to build a domestic foundational AI model for robotics.

AM Intelligence's ambitions extend beyond the Hyderabad site, with plans to target 5 gigawatts of AI data-centre capacity. The company's move to set up an AI data centre in Hyderabad is expected to make it a significant player in the global AI computing infrastructure market.

The adoption of Nvidia's Vera Rubin systems by AM Intelligence is a significant development in the Indian AI infrastructure market. With the growing demand for AI compute capacity, AM Intelligence is well-positioned to serve the needs of global clients. The company's focus on renewable energy and competitive pricing is expected to be a major differentiator in the market.

In conclusion, AM Intelligence's order for 9,000 Nvidia Vera Rubin systems is a significant milestone in the company's plans to establish itself as a major player in the global AI computing infrastructure market. With its focus on renewable energy, competitive pricing, and cutting-edge technology, AM Intelligence is expected to make a significant impact in the Indian AI infrastructure market and beyond.