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.
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Sign up free →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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