Stock Markets February 18, 2026

Yotta to Build $2 Billion AI Supercluster Using Nvidia Blackwell Ultra Processors

Indian data centre operator to deploy 20,736 liquid-cooled Blackwell Ultra chips; Nvidia to run a cloud cluster under a multi-year deal

By Sofia Navarro NVDA
Yotta to Build $2 Billion AI Supercluster Using Nvidia Blackwell Ultra Processors
NVDA

Yotta Data Services announced plans to invest over $2 billion to create an AI processing hub powered by 20,736 liquid-cooled NVIDIA Blackwell Ultra processors. The supercluster, to be hosted at Yotta's New Delhi campus with supplemental capacity in Mumbai, is expected to be operational by August and will include a cloud cluster run by Nvidia under a four-year agreement worth more than $1 billion.

Key Points

  • Yotta will invest over $2 billion to build an AI computing hub using NVIDIA Blackwell Ultra processors.
  • The supercluster will include 20,736 liquid-cooled Blackwell Ultra units and is expected to be operational by August, hosted at Yotta's New Delhi data centre campus with additional capacity in Mumbai.
  • Nvidia will run a cloud cluster within Yotta's infrastructure under a four-year deal worth over $1 billion, and Yotta will offer Nvidia's AI enterprise software through its Shakti Studio AI platform.

Indian artificial intelligence infrastructure firm Yotta Data Services said on Wednesday it will commit in excess of $2 billion to develop a dedicated AI computing hub built around Nvidia's latest Blackwell Ultra processors.

In a company statement, Yotta disclosed plans to install 20,736 liquid-cooled NVIDIA (NASDAQ:NVDA) Blackwell Ultra units in what it described as an AI "supercluster" - a concentrated assemblage of specialized processors intended to run advanced machine-learning models at scale.

Under the arrangement, Nvidia will also establish a cloud cluster within Yotta's infrastructure. That component of the collaboration is structured as a four-year arrangement valued at more than $1 billion, Yotta said. The company added that it will provide customers access to Nvidia's AI enterprise software suite via Yotta's Shakti Studio AI platform.

The supercluster is planned to go live by August and will be deployed at Yotta's data centre campus located near New Delhi. Yotta noted that its facility in Mumbai will contribute additional capacity to support the centre's operations.

Yotta was founded by the Hiranandani Group and currently operates two major data centre campuses in India. Earlier in the year, the company abandoned plans for a U.S. listing that would have occurred through a merger with a special purpose acquisition company. Yotta is now seen as pursuing a public offering in India by 2027.


Context and operational details

The investment centres on a sizeable concentrated deployment of Nvidia's newest processors, with all units specified as liquid-cooled Blackwell Ultra chips. Yotta's statement highlights both the hardware deployment and a commercial cloud arrangement with Nvidia, which will operate a cluster inside Yotta's facilities under the disclosed multi-year contract.

Yotta will integrate Nvidia's AI enterprise software into its Shakti Studio AI platform, enabling customers to access the software alongside the physical compute resources at the New Delhi supercluster and supplementary capacity in Mumbai.


Implications for markets and sectors

  • Data centre and cloud infrastructure: The project increases high-performance compute capacity in India and expands Yotta's data centre capabilities.
  • Semiconductors and AI hardware: Deployment of a large Blackwell Ultra cluster represents a significant commercial uptake of Nvidia's latest processors.
  • Capital markets and listings: Yotta's changed listing strategy - dropping a U.S. SPAC route in early-2026 and targeting an Indian IPO in 2027 - affects its near-term capital markets trajectory.

Risks

  • Timeline uncertainty - the supercluster is expected to go live by August, which leaves limited time for deployment and commissioning; this affects the data centre and cloud infrastructure sectors.
  • Commercial execution risk tied to the four-year Nvidia cloud cluster agreement worth over $1 billion - successful operation depends on the contractual rollout and integration, impacting cloud services and AI hardware adoption.
  • Capital markets uncertainty - Yotta scrapped an early-2026 U.S. listing via a SPAC merger and is seen pursuing an Indian IPO by 2027, leaving its near-term funding and listing plans subject to change and affecting investors and the broader capital markets sector.

More from Stock Markets

Market Turbulence Reinforces Case for Broader Diversification Feb 21, 2026 NYSE Holdings UK Ltd launches unified trading platform to streamline market access Feb 21, 2026 Earnings Drive Weekly Winners and Losers as Buyout Headlines Lift Masimo Feb 21, 2026 Barclays Sees 'Physical AI' Scaling to Hundreds of Billions by 2035 Feb 21, 2026 Germany's Wind Expansion Accelerates Amid Growing Questions Over Durability Feb 21, 2026