Firmus Orders 170,000 GPUs, OpenAI’s $115B Spend and Nokia’s $1B AI Deal Boost NVIDIA
NVDA•Firmus Technologies will buy 170,000 NVIDIA GPUs for Batam cloud services starting Q1 2027, generating up to $30 billion in GPU revenue over six years, while OpenAI plans $115 billion in GPU spending through 2029, reinforcing NVIDIA’s leadership. Nokia’s $1 billion AI partnership with NVIDIA lifted its network infrastructure sales guidance to 12–14%.
1. Firmus Technologies GPU Deal
Firmus Technologies will purchase 170,000 NVIDIA GPUs for deployment in its Batam, Indonesia cloud region between Q1 2027 and early 2028. The multi-year agreement includes both hardware sales and a share of cloud service revenue, with NVIDIA projecting up to $30 billion in proceeds over the first six years.
2. OpenAI’s $115 Billion GPU Commitment
OpenAI has committed $115 billion in GPU spending through 2029 to scale AI model training and inference. Given NVIDIA’s dominance in data center GPUs, most of this expenditure is expected to flow directly into NVIDIA’s AI semiconductor business, underpinning its growth trajectory.
3. Nokia’s $1 Billion AI Network Partnership
Nokia’s $1 billion collaboration with NVIDIA targets AI-enabled 6G network infrastructure, prompting Nokia to raise its infrastructure sales growth guidance to 12–14%. NVIDIA will supply custom GPUs and software for network acceleration, opening a telecommunications revenue stream beyond traditional data centers.
