Why it matters
The strategic read
Adds the South Caucasus to the sovereign AI factory map. Firebird is turning Armenia into a regional GPU-cloud hub with U.S.-approved NVIDIA hardware, Dell partnership, local syndicated financing, and a roadmap from an 18 MW / 6,000-plus-GPU first phase toward a 50,000-GPU cluster in 2026 and larger Blackwell / Vera Rubin expansion by 2027. The receipt is useful because it is not only a policy ambition: Firebird says Phase 1 is in final construction and equipment installation, while the Phase 2 announcement ties the expansion to export authorization and named public-sector support.
Source-supported terms
What was disclosed
- 01
Firebird announced Phase Two of its Armenia AI supercomputing megaproject on February 10, 2026.
- 02
The Phase Two announcement says Firebird secured U.S. export licensing and regulatory approvals for the sale and delivery of an additional 41,000 NVIDIA GB300 GPUs to Armenia.
- 03
Firebird said the expanded cluster positions Armenia as home to one of the world's top five largest AI GPU clusters.
- 04
The Firebird / PRNewswire announcement describes the project as a $4B USD technology-driven capital investment.
- 05
Firebird said the February announcement was made during a U.S. Vice President visit to Yerevan alongside Armenia Prime Minister Nikol Pashinyan, NVIDIA Omniverse and Simulation Technology vice president Rev Lebaredian, and Firebird co-founders Razmig Hovaghimian and Alexander Yesayan.
- 06
Firebird said the newly secured U.S. export license authorizes the sale and import of advanced NVIDIA hardware into Armenia.
- 07
The release says Phase Two builds on a previously announced $500M Phase One investment for Armenia's first high-performance AI computing cluster.
- 08
Firebird site materials describe Firebird 1 as hyperscaler-grade GPU infrastructure powered by about 50,000 NVIDIA GB300 GPUs.
- 09
Firebird says it partners with NVIDIA, Dell Technologies, Schneider Electric and Vertiv to deliver GPU infrastructure for advanced AI workloads.
- 10
Firebird says it holds U.S. government export authorization and has capacity to scale to 250 MW by 2027.
- 11
Evocabank said in March 2026 that six Armenian financial institutions signed a $300M syndicated loan agreement supporting Firebird AI, forming the main part of a $450M first-phase investment.
- 12
ARKA Telecom reported on June 19, 2026 that Firebird had announced final construction and equipment-installation work for Phase One on June 5, with commissioning scheduled for July 2026.
- 13
ARKA said the first phase covers more than 200,000 square meters, will use more than 6,000 NVIDIA Blackwell GPUs, and has total power capacity of 18 MW.
- 14
ARKA said Firebird's strategy calls for the infrastructure to exceed 100,000 NVIDIA Blackwell and Vera Rubin GPUs by the end of 2027.
Disclosure boundary
What is known—and what is not
Primary Firebird / PRNewswire announcement, Firebird site materials, Evocabank financing disclosure and ARKA near-primary government coverage. Public materials disclose U.S. export approval, Phase Two GPU quantity, $4B project framing, 50,000-GPU 2026 target, named NVIDIA/Dell/Schneider/Vertiv partner context, first-phase syndicated financing, Hrazdan-area construction status, first-phase GPU and power figures, and a 2027 expansion roadmap. Public materials do not disclose full GPU purchase orders, delivery schedule by rack or site, exact vendor obligations, final Phase Two financing documents, power-supply contracts, utility tariffs, cooling or electrical design packages, construction/EPC awards, customer/offtake contracts, cloud-service pricing, site permits, commissioning proof for Phase One, or binding commitments for the 100,000-plus-GPU 2027 target.