据报道，印度的一家人工智能基础设施企业正寻求通过债务融资，为购买英伟达的Rubin图形处理器提供资金。
An artificial intelligence infrastructure firm in India is reportedly seeking to raise debt to fund the purchase of Nvidia's Rubin graphics processing units.
彭博社于周五报道称，总部位于海得拉巴的AM Intelligence公司计划通过发行债券和银行贷款筹集高达30亿美元资金，以购买美国英伟达公司的下一代芯片。
AM Intelligence, a Hyderabad-based company, is planning to raise up to $3 billion through bond issues and bank loans to purchase Nvidia Corp's next-generation chips, Bloomberg reported on Friday.
报道称，债券和贷款的具体比例尚未最终确定，但该公司预计将从潜在的承购商处获得3亿美元的预付款。
The split between bonds and loans is yet to be finalized, but the firm expects to get $300 million in advance payment from potential offtakers, the report said.
AM Intelligence自称是北美以外Rubin图形处理器的“最大承诺买家”之一，但该公司未回应CNBC的置评请求。
AM Intelligence, which claims to be among the "largest committed buyers" of Rubin GPUs outside of North America, did not respond to CNBC's request for comment.
AM Intelligence在10月5日发布的一份通报中表示，该公司由印度领先的可再生能源企业Greenko的创始人们拥有，计划投资60亿美元建立100兆瓦的算力，这些算力将分配在马来西亚和印度的中心。
The company, which is owned by the founders of leading Indian renewable energy firm Greenko, plans to invest $6 billion to set up computing power of 100 MW that will be split across centers in Malaysia and India, AM Intelligence said in a release on Oct. 5.
该公司表示，将为这100兆瓦的产能购买总计2.9万枚英伟达Rubin芯片，并补充称计划在未来15个月内投资超过200亿美元，新增300兆瓦的市场产能。
It will buy a total of 29,000 Nvidia's Rubin chips for the 100MW capacity, the company said, adding that it plans to add 300 MW of capacity to market in the next 15 months with an investment of more than $20 billion.
AM Intelligence是印度越来越多的提供即服务计算的人工智能基础设施公司之一。今年早些时候，总部位于孟买的Yotta Data Services表示，计划投资20亿美元利用英伟达的Blackwell Ultra图形处理器建立一个人工智能枢纽。
AM Intelligence is part of a growing number of AI infrastructure companies in India that are offering computing-as-a-service. Earlier this year, Mumbai-based Yotta Data Services said it plans to invest $2 billion to set up an artificial intelligence hub using Nvidia's Blackwell Ultra GPUs.
市场情报公司Counterpoint Research的副总裁尼尔·沙阿表示，印度许多能源公司正通过建立数据中心、提供可租给超大规模企业的算力来转型为新云公司，他指出阿达尼集团、信实工业和塔塔电力公司是其中的几个关键例子。
Many energy companies in India are becoming neocloud companies by setting up data centers with computing power that can be leased to hyperscalers, said Neil Shah, vice president at market intelligence firm Counterpoint Research, pointing to Adani Group, Reliance and Tata Power as some of the key examples.
沙阿称，英伟达的Rubin图形处理器专为智能体人工智能量身定制，将为AM Intelligence在印度提供先发优势。
Nvidia's Rubin GPUs are tailored for agentic AI and will give AM Intelligence a first-mover advantage in India, Shah said.
到明年，企业将把重点放在“运行低延迟的生产智能体”上，而不仅仅是依赖Blackwell Ultra图形处理器支持的原始基础模型训练。
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.
该公司的一位发言人在一份便条中表示，AM Intelligence正在印度、美国和欧洲开发5吉瓦的人工智能数据中心和1吉瓦的即服务计算。该公司计划在两年内建立400兆瓦的算力。
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.