Firebird and US expand Armenia AI megaproject to $4b and 50,000 Nvidia GPUs

If the numbers hold, Firebird’s Armenia deployment will instantly become one of the densest AI compute clusters outside the US and China, and it is explicitly framed as a geopolitical project: US‑designed infrastructure, deployed in a trusted partner country, with export licenses as the gating factor. For the AGI race, this is a proof‑of‑concept for a new pattern—shipping frontier‑class GPU capacity into small states that are willing to align tightly with US export controls in exchange for becoming regional AI hubs.

Strategically, a 50,000‑GPU GB300 cluster gives Firebird the ability to train and host very large models or agentic workloads without relying entirely on the hyperscalers. It also diversifies where state‑of‑the‑art compute is physically located, which could matter for resilience, talent development, and regulatory experiments. But the bigger story is that the bottleneck has shifted: it’s no longer whether investors will fund more racks of GPUs, but whether governments will approve where they can go. As more mid‑sized countries court this kind of buildout, expect a wave of “sovereign AI” zoning battles over who gets to host the next Armenia‑scale cluster.