India has just made one of its largest single bets on artificial-intelligence hardware. AM Intelligence, part of the group behind renewable-energy producer Greenko, has placed a binding order for roughly 9,000 of Nvidia's next-generation Rubin GPUs, according to Business Standard. The chips will be installed as Vera Rubin NVL72 rack-scale systems at a new data centre in Hyderabad, with delivery expected in the first quarter of 2027.
The Hyderabad site is only the opening move. It is the first tranche of an $8 billion plan to stand up one gigawatt of compute-as-a-service capacity, spread across India, the United States, Finland and Malaysia. The initial phase in Hyderabad accounts for about 200 megawatts. AM Intelligence says the facility is meant to run trillion-parameter models and the kind of agentic AI workloads that chew through compute.
Green power, and a catch
The Greenko connection is the point, not a footnote. India's data-centre ambitions keep running into the same wall as everyone else's: power. By routing its compute build-out through a renewable-energy parent, AM Intelligence is trying to solve the electricity problem and the chip problem at once. Whether renewable supply can hold steady under the round-the-clock draw of a gigawatt of GPUs is the question every operator is now facing, in India and abroad.
There is also an export dimension. Advanced Nvidia systems sold into India sit inside a shifting web of US controls, and analysts have flagged the risk that terms could tighten before the 2027 delivery window closes. For now the order stands, and it lands at a pointed moment.
A vote of confidence before earnings
The timing is hard to miss. The order surfaced just days before Nvidia's closely watched quarterly results, which investors are treating as a referendum on whether AI spending can keep climbing. A fresh multibillion-dollar commitment from a new region is exactly the sort of demand signal Nvidia wants on the record.
For India, the deal fits a broader wave of countries building their own AI infrastructure rather than renting it from a handful of US clouds. Brazil has committed to a sovereign supercomputer, and others are following. AM Intelligence's wager is that the demand for domestic, well-powered compute in Asia is large enough to fill a gigawatt. The delivery trucks arrive in early 2027, and the market will find out.
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