Nvidia Secures 170,000 GPUs Deal Worth $30B Revenue, Boosted by OpenAI Spend
NVDA•Nvidia will supply 170,000 GPUs to Firmus Technologies from early 2027 under a deal expected to deliver up to $30 billion in revenue over six years. OpenAI’s anticipated $115 billion infrastructure spend through 2029 and Nokia’s $1 billion AI partnership further underpin Nvidia’s GPU demand.
1. Firmus Technologies Partnership
Nvidia and Firmus Technologies signed a strategic agreement to deploy 170,000 GPUs between Q1 2027 and early 2028, aiming to generate up to $30 billion in product and cloud revenue over six years. The partnership is designed to lower infrastructure costs for emerging AI firms and expand Nvidia’s market reach.
2. OpenAI Infrastructure Spending
OpenAI plans to invest $115 billion in AI infrastructure through 2029, with Nvidia’s GPUs central to its scaling strategy. This commitment highlights Nvidia’s leadership in AI semiconductors and ensures robust demand for its data center offerings.
3. Nokia AI Collaboration
Nokia raised its fiscal guidance to 12–14% network infrastructure sales growth after announcing a $1 billion AI partnership with Nvidia to develop AI-enabled 6G networks. The deal underscores Nvidia’s expanding footprint in telecom and adds a new revenue stream from ecosystem alliances.
