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Stockholm's first phase takes 45% of every RNGD chip FuriosaAI has received
Korea's NPU makers have moved from domestic pilots to paid orders abroad. The sizes show the stage they are at: 1,800 chips in Stockholm's first phase, and 77 DEEPX purchase orders averaging about $169,000 each.
The Investor · Invest desk
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What happened
- FuriosaAI joined I/ONX HPC and Velox on a 15-megawatt AI data center in Stockholm, where I/ONX plans 1,800 RNGD units in a first phase operating in early 2027 and more than 7,000 units in later phases.
- The company opened FuriosaAI Singapore to run business development, sales and technical support across Asia-Pacific, adding a fourth base alongside Seoul, Silicon Valley and Lisbon.
- RNGD went into mass production in January, with an initial 4,000 units received from TSMC and ASUS, and Samsung SDS launched an RNGD-based NPU-as-a-service offering in July.
- Rebellions plans to ship the first mass-production batch of its Rebel100 data center NPU to Saudi Aramco in the first half of 2027, a deal still ahead of delivery.
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Why it matters
- constraint Converting the Stockholm expansion phases means sourcing more than twice the silicon FuriosaAI has received to date, so foundry allocation gates the deal before any customer signature does.
- cost Four field bases and the demonstration servers installed at Equinix in Lisbon are selling costs carried through 2026 against deployments targeted for 2027.
- precedent A paid deployment abroad becomes the reference the next buyer asks for, so the existence of a first order counts for more than its invoice value.
- exposure With the Aramco batch undelivered and Stockholm's first phase not yet operating, Korea's overseas case rests on shipments that can still slip.
Stockholm's first phase, 1,800 RNGD units, is 45% of the 4,000 chips FuriosaAI has received from TSMC and ASUS since mass production began in January [7][4][1]. I/ONX HPC has sketched more than 7,000 further units in later phases, so a single 15-megawatt site in Sweden would eventually take more than twice that first batch [7][2].
DEEPX has put a number on what an overseas order is worth at this stage: 77 commercial purchase orders for its DX-M1, more than $13 million in total through the end of July, across more than 10 countries and eight industries including robotics, smart factories, health care and video surveillance [9]. That averages about $169,000 an order [4].
Fifteen megawatts across more than 8,800 accelerators at full build works out near 1.7 kilowatts per chip for the whole facility, cooling, networking and host servers included [7][3]; the value of the RNGD supply was not disclosed [15].
FuriosaAI said the Singapore unit was set up to convert customers in early evaluation stages into actual commercial deployments, and the office covers business development, sales and technical support across Asia-Pacific [6][2]. In July the company began installing RNGD servers at the Equinix LS2 data center in Lisbon so European companies can check performance and usability on site [8].
Mobilint has taken a different path into the same demand. Regulus is in mass production with deliveries going to the United States, Germany, Taiwan and Japan, and the company sells system-on-modules, single-board computers and USB accelerators as well as the standalone NPU [10].
The sales organisation has been reorganised. The 2026 revenue has not shown up. Rebellions' first mass-production batch of Rebel100 goes to Saudi Aramco in the first half of 2027 and has not shipped [11]. Stockholm's phase one targets early 2027 [7]. The counter-thesis is worth stating: a company adopting a new accelerator weighs stable operation in real services, software compatibility, supply capacity and technical support, so a paid deployment of any size changes the next evaluation [12]. Korean NPU companies said as much themselves, naming real-world references as the key task for going global at a National Assembly policy forum on the 10th [13]. Two developments would show the small tickets are a starting point: DEEPX's average order size climbing as its unit count grows, and I/ONX attaching dates to the 7,000-unit expansion.
What to watch
- Whether Rebellions' first Rebel100 batch reaches Saudi Aramco inside the first half of 2027 as planned.
- Whether Samsung SDS's RNGD-based NPU-as-a-service produces a named customer outside Korea.
- Whether the Singapore unit turns an Asia-Pacific government or cloud provider evaluation into a purchase order.