--- title: "NVIDIA will win AI GPU orders for SoftBank’s Sarawak campus worth US$500 million." description: "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 mone" url: "https://bilby.ai/predictions/p/212/nvidia-will-win-ai-gpu-orders-for-softbank-s-sarawak-campus-worth-us-500-million" markdown: "https://bilby.ai/predictions/p/212/nvidia-will-win-ai-gpu-orders-for-softbank-s-sarawak-campus-worth-us-500-million.md" index: "https://bilby.ai/llms.txt" --- > For agents: Bilby answers questions about what governments do, from documents collected at source and checked by research analysts. To ask Bilby yourself, connect to its MCP server at https://pulse.bilby.ai/mcp (setup: https://docs.bilby.ai/developers/mcp-server). Every page on this site is also markdown: add .md to its address, or send Accept: text/markdown. https://bilby.ai/llms.txt lists them all. # NVIDIA will win AI GPU orders for SoftBank’s Sarawak campus worth US$500 million. - **Made:** 10 Nov 2026 - **By:** Owen Bae - **Market:** Malaysia, Japan - **First reported by:** SoftBank Group - **Outcome:** Unresolved 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. First reported by [SoftBank Group](https://group.softbank/en/news/press/20261109) ![Actors and decision makers in SoftBank’s Sarawak AI campus, showing customer milestones, the three sponsors, NVIDIA’s GPU supply and competing chipmakers.](https://mcusercontent.com/17c1f0f9aca4b5deabc4ddcb1/images/4d86b623-16fd-ebad-ba69-027eb3b38a6b.png?prefix=cms-media&prefix=cms-media) [Ask Bilby about this prediction](https://pulse.bilby.ai/?prompt=NVIDIA%20will%20win%20AI%20GPU%20orders%20for%20SoftBank%E2%80%99s%20Sarawak%20campus%20worth%20US%24500%20million.) ## Ask Bilby about it Carry the prediction into a question: what has changed since, who decides, and who is exposed. - [What has changed since it was made?](https://pulse.bilby.ai/?prompt=What%20has%20changed%20since%20Bilby%20predicted%20this%3F%20NVIDIA%20will%20win%20AI%20GPU%20orders%20for%20SoftBank%E2%80%99s%20Sarawak%20campus%20worth%20US%24500%20million.) - [Who decides whether it happens?](https://pulse.bilby.ai/?prompt=Who%20decides%20whether%20this%20happens%3F%20NVIDIA%20will%20win%20AI%20GPU%20orders%20for%20SoftBank%E2%80%99s%20Sarawak%20campus%20worth%20US%24500%20million.) - [Who gains and who loses if it does?](https://pulse.bilby.ai/?prompt=Who%20gains%20and%20who%20loses%20if%20this%20happens%3F%20NVIDIA%20will%20win%20AI%20GPU%20orders%20for%20SoftBank%E2%80%99s%20Sarawak%20campus%20worth%20US%24500%20million.) ## More from Malaysia 4 predictions on Malaysia so far, newest first. - 28 Oct 2026 · [Malaysia’s AI investment boom will tilt towards Sarawak as Johor struggles to secure power.](https://bilby.ai/predictions/p/193/malaysia-s-ai-investment-boom-will-tilt-towards-sarawak-as-johor-struggles-to-se) · Unresolved - 28 Oct 2026 · [Malaysia’s decision to ease rare-earth export restrictions will give US-backed companies greater access, challenging Australian producer Lynas.](https://bilby.ai/predictions/p/192/malaysia-s-decision-to-ease-rare-earth-export-restrictions-will-give-us-backed-c) · Unresolved - 11 Sep 2026 · [Malaysia's approved Indian-linked manufacturing portfolio will cross US$3.5 billion by mid-2027, but the additional growth will come disproportionately from transport and metals projects rather than pharmaceuticals or renewables.](https://bilby.ai/predictions/p/98/malaysia-s-approved-indian-linked-manufacturing-portfolio-will-cross-us-3-5-bill) · Unresolved [All 4 from Malaysia](https://bilby.ai/predictions/log?tag=malaysia) · Marked true or false when each resolves ## See what we’re seeing next. New predictions in the Asia Daily Take, free every weekday, and in Bilby whenever you have a question. [Get the Asia Daily Take](https://bilby.ai/asia#asia-daily-take) · [Try Bilby](https://pulse.bilby.ai/sign-up)