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Armenia-US AI Megaproject: Scaling to 50,000 NVIDIA GPUs

On February 10, 2026, during an official visit to Yerevan, U.S. Vice President JD Vance and Armenian Prime Minister Nikol Pashinyan announced the launch of Phase Two of a massive artificial intelligence infrastructure project. Firebird Inc., a U.S.-based AI cloud provider, has received regulatory approval and export licensing for the delivery of 41,000 NVIDIA GB300 graphics processing units (GPUs). This expansion builds upon the $500 million Phase One investment, bringing the total cluster to 50,000 GPUs with an overall investment value of $4 billion.

The project, which is rooted in a memorandum on semiconductors and AI signed between the two nations in August 2025, represents the most significant technology-driven capital investment in Armenia's history. The AI "factory" is designed to scale to over 100 megawatts of capacity, providing a sustainable ecosystem for high-performance computing (HPC). For Armenia, this infrastructure facilitates a shift from being a supplier of engineering talent to becoming a creator of intellectual property and globally relevant AI platforms. The cluster will support research across life sciences, robotics, space, and next-generation generative AI applications.

This technological surge coincides with steady growth in Armenia's telecommunications sector. Revenues from telecom and broadcasting activities increased by 2.3% in 2025, reaching 155.8 billion drams. Local operators are also aggressively modernizing; Ucom’s 5G network now reaches over 91% of the population, while Team Telecom Armenia is finalizing the decommission of its legacy 2G network to free up spectrum for faster 4G and 5G services. The Firebird megaproject is expected to provide these operators and local enterprises with GPU-as-a-Service capabilities, enabling them to train sophisticated models like the recently launched HyGPT locally.

2026-02-11 15:08 Telecom News M&A and Infrastructure