Singtel says Nvidia CEO Jensen Huang’s exit has not hit its AI chip deliveries

Detailed summary

RE:AI is currently the telco’s only business that purchases chips directly from the US tech giant

RE:AI is currently the telco’s only business that purchases chips directly from the US tech giant

[SINGAPORE] Singtel has not seen any delays in the deliveries of Nvidia chips for its sovereign artificial-intelligence cloud arm RE:AI, following the resignation of Nvidia CEO Jensen Huang, said Yuen Kuan Moon, the telco’s group CEO, on Friday (Nov 13).

RE:AI comes under Digital InfraCo, Singtel’s digital infrastructure business unit. RE:AI provides local infrastructure for enterprises and government agencies to train and deploy AI models while keeping their data within Singapore. It is currently the only Singtel business that purchases chips directly from Nvidia.

Yuen was responding to media queries on Nvidia chip deliveries at the company’s first-half financial results briefing on Friday morning, following news the night before that Huang would be replaced.

RE:AI has a total of 12 megawatts (MW) capacity. The first 6 MW of RE:AI capacity has been fully contracted for the next three to five years with around S$600 million of contracts secured.

Of this capacity, RE:AI has already deployed about 4 MW. This means that the chips are already present in the data centre, and will not be affected by any leadership or operational changes in Nvidia, explained Bill Chang, the CEO of Digital InfraCo.

The remaining 2 MW, which is due to be deployed from the fourth quarter of FY2027, are also not affected as the Nvidia chip shipment is “coming on time”, added Chang.

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However, RE:AI has yet to order chips for the next 6 MW of power capacity to be deployed. It will only do so after securing contracts for more than 80 per cent of its power capacity, he informed.

Opening of the article, excerpted from The Business Times. To read the rest, open the article on the publisher's site.