AM Intelligence orders 20,000 more NVIDIA Rubin GPUs for India and Malaysia, taking committed AI-factory capacity near 100MW

What changed

AM Intelligence announced two additional firm orders totaling roughly 20,000 NVIDIA Rubin GPUs to be deployed as Vera Rubin NVL72 rack-scale systems in India and Malaysia. Combined with its earlier 9,000-GPU commitment, AMI's committed Rubin footprint rises to about 29,000 GPUs and nearly 100MW. The roughly 70MW added in this expansion is scheduled for delivery in Q2 2027, while the company says its broader development pipeline is around 400MW and it plans to bring roughly 300MW more capacity to market over the next 15 months.