en.Wedoany.com Reported - Argentum AI, an AI infrastructure startup backed by Supermicro, has signed an agreement involving approximately $7.8 billion in investment to deploy around 47,000 Nvidia GB300 graphics processing units in a 300-megawatt artificial intelligence data center. The news was first reported by Barron's, following which Supermicro's stock rose, making this deal a new case in the race for large-scale AI infrastructure financing and deployment.

Multiple industry sources familiar with AI infrastructure financing revealed that Argentum's contracted business may far exceed the disclosed figures. Some sources indicated that the total contract value of signed agreements could exceed $10 billion, with the potential project pipeline being even larger. The company has not publicly confirmed the specific scope of its total backlog.

Market attention is not limited to GPU count or data center scale. Sources described a model where Argentum functions more like a project financing platform: securing long-term customer commitments before financing and deploying the necessary infrastructure. This contrasts with the industry mainstream model, which typically involves acquiring GPUs first and then seeking customers. The company's CEO, Andrew Sobko, led this business development.

In the AI infrastructure sector, industry focus is shifting from chips to capital efficiency. Investors compare Argentum's model to power plant financing, arguing that once long-term offtake agreements exist, a plant becomes financeable. If AI computing demand can be contracted in advance and financed based on predictable cash flows, the field will resemble infrastructure investment more than venture capital.

On Wall Street, some of the largest infrastructure investors and banking institutions are evaluating this opportunity. Winners may depend not only on chip count but also on the ability to build an efficient bridge between capital markets and computing demand. Andrew Sobko previously introduced the company in an interview with theCUBE, and the company has grown rapidly since then. It will disclose further information at the upcoming Rise Summit in Paris.

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