# AM Intelligence Places Binding Orders for 20,000 Nvidia Rubin GPUs — ~70 MW in India and Malaysia

Times of AI Desk · 2026-10-05 · Infrastructure

[https://timesof.ai/2026/10/am-intelligence-20k-rubin-gpus-india-malaysia](https://timesof.ai/2026/10/am-intelligence-20k-rubin-gpus-india-malaysia)

> Greenko founders’ AM Intelligence announced two further firm, binding orders for 20,000 Nvidia Rubin GPUs as Vera Rubin NVL72 systems across about 70 MW in India and Malaysia, delivery Q2 2027. With its Aug. 25 Hyderabad order for 9,000 GPUs, committed capacity is about 29,000 Rubin GPUs and close to 100 MW. Mint, citing two people, puts the new orders at about $4 billion — a figure not in the company release. A further 300 MW / $20B+ plan is an intention, not financing in hand.

One of the larger disclosed **Rubin** commitments outside North America just landed in India and Malaysia — with the dollar figure coming from sources, not the release.

**AM Intelligence (AMI)**, the AI-infrastructure platform set up by **Greenko**’s promoters, said on **October 5, 2026** that it had placed two further **firm and binding** orders for **20,000 Nvidia Rubin** GPUs, to be deployed as **Vera Rubin NVL72** rack-scale systems across about **70 MW** in **Malaysia and India**, with delivery scheduled for **Q2 2027**. The orders sit on top of AMI’s **Aug. 25** commitment for **9,000** Rubin GPUs at its first Hyderabad AI factory. Taken together, AMI puts committed capacity at about **29,000** Rubin GPUs and **close to 100 MW**, and calls itself among the earliest and largest committed Rubin buyers outside North America.

**Mint**, citing two people, values the new orders at about **$4 billion**. That number is **not** in the Business Wire release. Mint also says about **$500 million** of a stated **$6 billion** already committed for the first ~100 MW has been deployed.

## Pipeline vs purchase orders

AMI says it plans another **300 MW** over the next **15 months**, involving more than **$20 billion** of capex **in addition to** the **$6 billion** already committed for the initial ~100 MW, inside a ~**400 MW** pipeline and a stated **1 GW** compute-as-a-service goal. Treat the 300 MW / $20B+ line as **intention**, not financing closed. Chairman **Anil Chalamalasetty** and Nvidia Asia South MD **Vishal Dhupar** are quoted in the release on liquid-cooled, RoCE-networked factories matching the Hyderabad architecture. Mint’s sources frame the commercial pitch as **“Indian electrons for Indian tokens”** — Greenko/AM Green renewable power sold as rented GPUs.

## Limits

- Order size, MW, delivery timing and cumulative ~29k GPU / ~100 MW figures are from the **AMI / Business Wire** release (via Ritzau).
- **~$4B** and **~$500M deployed** are **Mint** sourcing — attribute; not in the release.
- Release text contains a typographical “initial $100 MW”; read as **100 MW**.
- 300 MW / $20B+ and 1 GW goals are forward-looking intentions.

## Sources

- [Business Wire via Ritzau: AM Intelligence Expands NVIDIA Vera Rubin AI Factory Buildout in India and Malaysia (October 5, 2026)](https://via.ritzau.dk/pressemeddelelse/15208525/am-intelligence-expands-nvidia-vera-rubin-ai-factory-buildout-in-india-and-malaysia?lang=en&publisherId=90456)
- [Mint: Greenko founders-backed AM Intelligence orders 20,000 Nvidia GPUs in $4 billion deal (October 5, 2026)](https://www.livemint.com/companies/greenko-founders-backed-am-intelligence-orders-20-000-nvidia-gpus-in-4-billion-deal-11791119927528.html)