AM Intelligence, the AI data centre firm known as AMI and promoted by the founders of renewable energy company Greenko, has ordered 9,000 of Nvidia's Vera Rubin chips, according to a report in The Economic Times carried by Bing News.
The order is tied to AMI's plan to build a 5GW global data centre network. The company intends to deploy 200MW of that capacity over the next 18 months, the Economic Times report said.
ETtech's Morning Dispatch newsletter, distributed via MSN, described the purchase as making AMI "one of Asia's first such adopters" of the Vera Rubin chips.
A little context on the numbers helps. Data centre capacity is measured in gigawatts and megawatts because the binding constraint on AI computing is increasingly electricity, not silicon. A 5GW target is a very large ambition by any measure, and the 200MW near-term deployment represents a small first slice of it. That AMI's backers come from Greenko, a renewables developer, hints at why power and compute are being planned together.
The two available sources do not disclose the value of the chip order, delivery timelines, financing, or where the announced capacity will be located. Nvidia has not been quoted in either item.
Why it matters: securing an early allocation of Nvidia's newest chips is the scarcest resource in the AI build-out right now, and an Indian company placing one of Asia's first Vera Rubin orders signals that the race for AI infrastructure is no longer concentrated in a handful of American hyperscalers.