NVIDIA will win AI GPU orders for SoftBank’s Sarawak campus worth US$500 million.

On 9 November, SoftBank Group, Grab and PETROS signed a joint development agreement for the Sarawak venture, with US$1 billion in proposed funding tied to development and customer milestones. The money is paid out in stages as customers sign, so the partners need chips that tenants already trust. NVIDIA has an advantage to supply GPU compute because SoftBank has already deployed more than 4,000 Blackwell GPUs in Japan. SoftBank's Japanese telecom arm already runs more than 11,000 NVIDIA GPUs. It has bought a new batch every five to thirteen months since 2023. NVIDIA also says its next chip, Rubin, enters volume production in the second half of 2026 at TSMC. AMD and other rivals are likely to lose supply orders for the launch slot.