Nvidia’s Rubin GPUs are tailored for agentic AI and will give AM Intelligence a first-mover advantage in India, Shah said.

By next year, enterprises will be focusing on “running low-latency production agents” and not just on the raw foundational model training, which is supported by Blackwell Ultra GPUs.

AM Intelligence is developing 5 GW of AI data centers and 1 GW of compute-as-a-service across India, the U.S. and Europe, a spokesperson for the company said in a note. Within two years, the company plans to set up 400 MW of compute capacity.