Nvidia Lands $1B Nokia AI Deal and $30B Firmus GPU Contract
NVDA•Nvidia secured a $1 billion AI partnership with Nokia to integrate its GPUs into next-gen 6G networks, underpinning Nokia’s raised network infrastructure sales growth guidance of 12–14%. The company also inked a contract to supply 170,000 GPUs to Firmus Technologies from early 2027 through 2028, targeting up to $30 billion in revenue and capitalizing on OpenAI’s projected $115 billion GPU spend through 2029.
1. Nokia Partnership Details
Nvidia and Nokia announced a $1 billion strategic AI partnership to develop AI-enabled 6G cellular network infrastructure. Under the agreement, Nokia will deploy Nvidia GPUs across its network hardware and software, contributing to Nokia’s fiscal year network infrastructure sales growth guidance of 12–14%.
2. Firmus Technologies GPU Deal
Australian AI infrastructure provider Firmus Technologies agreed to purchase 170,000 Nvidia GPUs between Q1 2027 and early 2028 in a multi-year arrangement expected to generate up to $30 billion in product revenue and cloud services share over the first six years. These GPUs will be hosted in Batam, Indonesia to supply “AI Native” customers with cost-effective compute power.
3. OpenAI’s GPU Spending Impact
OpenAI plans to spend approximately $115 billion on AI infrastructure through 2029, with Nvidia GPU chips at the core of its server build-out. Nvidia’s leading position in AI semiconductors positions it to capture a substantial portion of this expenditure, reinforcing long-term demand for its high-performance accelerators.
4. Data Center Build-Out and Beyond Chips
The accelerating AI data center expansion is driving demand not only for Nvidia GPUs but also for complementary networking, cloud services and power management solutions. Nvidia’s ecosystem partnerships across hardware and service layers solidify its role as a foundational AI compute provider in the evolving data center landscape.
