When will the Blackwell servers arrive and where will they be deployed?

The 16 NVIDIA Blackwell B300 servers are expected to be delivered in the third quarter of 2026 and will be deployed at a Malaysian data center under existing hosting agreements.

What revenue is expected from the server deployment?

The customer deployment arrangements are expected to generate about $360,000 in recurring monthly revenue before expenses.

What is the structure of the Blackwell server transaction?

The approximately $11 million（約18億円） transaction consists of $1 million（約1.6億円） in cash and $10 million（約16億円） in equity through pre-funded warrants.

AI Stocks & MarketsAI Business & IndustryYahoo Finance AIJul 2, 2026Jul 3, 2026, 06:00 JST1 min read

NVIDIA scores Blackwell server order, Palantir partnership

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Key takeaway

NVIDIA won a roughly $11 million（約18億円） infrastructure order for Blackwell AI servers (16 units) scheduled for delivery in Q3 2026 to a Malaysian data center, with expected recurring revenue of about $360,000 monthly.
In parallel, NVIDIA partnered with Palantir Technologies to develop an AI platform for U.S. government and critical infrastructure sectors, combining NVIDIA's AI technologies with Palantir's software to enable organizations to deploy and control advanced AI systems while protecting their data and intellectual property.

3 Key Points

What happened
Bit Origin announced a purchase of approximately $11 million（約18億円） worth of NVIDIA Blackwell B300 AI servers (16 units), with delivery expected in Q3 2026 and deployment planned for a Malaysian data center. Separately, Palantir Technologies announced a strategic collaboration with NVIDIA to build an AI platform for deploying NVIDIA's AI and Nemotron open models in secure sovereign environments, targeting U.S. government and critical infrastructure sectors.
Why it matters
The Blackwell server deal represents concrete near-term infrastructure demand for NVIDIA's latest AI hardware, with the customer expected to generate about $360,000 in recurring monthly revenue from the deployment. The Palantir partnership signals NVIDIA's expansion into government and defense AI systems, where data sovereignty and control are critical—a growing market segment for the chip maker.
What to watch
The Blackwell servers are expected to arrive in the third quarter of 2026. The transaction structure included $1 million（約1.6億円） in cash and $10 million（約16億円） in equity through pre-funded warrants.

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FAQ

When will the Blackwell servers arrive and where will they be deployed?: The 16 NVIDIA Blackwell B300 servers are expected to be delivered in the third quarter of 2026 and will be deployed at a Malaysian data center under existing hosting agreements.
What revenue is expected from the server deployment?: The customer deployment arrangements are expected to generate about $360,000 in recurring monthly revenue before expenses.
What is the structure of the Blackwell server transaction?: The approximately $11 million（約18億円） transaction consists of $1 million（約1.6億円） in cash and $10 million（約16億円） in equity through pre-funded warrants.

Yahoo Finance AIRead Original Article

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