Nvidia Secures 170,000 GPU Deal with Firmus, Poised for $30B Revenue
NVDA•Nvidia secured a strategic partnership with Firmus Technologies to supply 170,000 GPUs from Q1 2027 through early 2028, underpinning potential $30 billion in revenue over six years. OpenAI’s planned $115 billion infrastructure spending through 2029 positions Nvidia’s AI semiconductor dominance for outsized growth.
1. Firmus Partnership Details
Nvidia has entered a strategic agreement with Firmus Technologies to provide AI infrastructure and share in cloud service revenues generated by Nvidia-powered offerings. The deal encompasses both product sales of GPUs and a share of the recurring cloud revenue from Firmus’s AI Native customers.
2. GPU Delivery Timeline
Under the partnership, Nvidia will deliver 170,000 GPUs between the first quarter of 2027 and the start of 2028, to be installed at Firmus’s Batam, Indonesia data centers. This phased delivery schedule aligns with Firmus’s planned expansion of cost-effective cloud services for emerging AI firms.
3. Revenue Projections
The agreement is projected to drive up to $30 billion in Nvidia product and cloud revenue contributions over the first six years, bolstering Nvidia’s growing service and infrastructure income streams. This new revenue source supplements Nvidia’s traditional chip sales and enhances its long-term cash flow visibility.
4. OpenAI Infrastructure Spending
OpenAI’s commitment to invest $115 billion in AI infrastructure through 2029 is expected to sustain robust demand for Nvidia’s GPUs. This massive capex plan reinforces Nvidia’s leadership in AI semiconductors and underpins its dominance in the high-performance computing market.
