Firmus Deal for 170,000 Nvidia GPUs Could Yield $30B Revenue
NVDA•Firmus will deploy 170,000 Nvidia GPUs in Batam from early 2027, potentially driving hardware revenue and recurring cloud income. The partnership could generate up to $30 billion in revenue over six years, enhancing Nvidia’s product sales and cloud‐service royalties.
1. Partnership Details
Nvidia will supply 170,000 GPUs to Firmus Technologies for deployment in Batam, Indonesia, between the first quarter of 2027 and early 2028. Firmus will integrate Nvidia-powered cloud services for emerging AI firms, earning Nvidia product revenue and a share of ongoing cloud income.
2. Revenue Projections
Firmus expects to generate up to $30 billion in revenue over the first six years of the agreement, based on customer commitments. This includes upfront hardware sales and recurring cloud-service fees, potentially creating a sizable new revenue stream for Nvidia.
3. Strategic Impact for Nvidia
The deal expands Nvidia’s reach into smaller and developing AI firms by lowering access barriers to high-performance computing. It also strengthens Nvidia’s recurring revenue profile and deepens its role in the AI infrastructure ecosystem.
