Firmus to Deploy 170,000 Nvidia GPUs, Nokia and Micron AI Deals Boost Demand
NVDA•Firmus Technologies will deploy 170,000 Nvidia GPUs in Batam, Indonesia, from Q1 2027 to early 2028 under a deal projected to generate $30 billion over six years. Nokia’s $1 billion Nvidia AI partnership lifted its network infrastructure sales growth guidance to 12–14%, and Micron’s Q3 revenue rose to $41.45 billion.
1. Firmus Partnership Details
Firmus Technologies has signed a strategic agreement to purchase and deploy 170,000 Nvidia GPUs between Q1 2027 and early 2028 in Batam, Indonesia. Under the terms, Firmus will resell Nvidia-powered cloud services to AI-native customers, with the deal expected to generate up to $30 billion in product and cloud revenue over six years.
2. Nokia AI 6G Collaboration
Nokia announced a $1 billion AI infrastructure partnership with Nvidia to develop AI-enabled 6G cellular network equipment. This collaboration led Nokia to raise its fiscal-year network infrastructure sales growth guidance to 12–14%, reflecting strong expected contribution from data center revenue tied to the Nvidia deal.
3. Micron's Memory Demand Surge
Micron reported Q3 revenue of $41.45 billion, up fourfold year-over-year, driven by AI-driven memory shortages for DRAM and HBM chips. Wall Street is closely watching Micron as AI data center build-out fuels record demand, which could indirectly lift Nvidia's GPU sales as server makers expand capacity.
