Nvidia to Deploy 170,000 GPUs with Firmus in $30 Billion AI Cloud Deal
NVDA•From Q1 2027 through early 2028, Nvidia will deliver 170,000 GPUs to Firmus in Batam, underpinning an estimated $30 billion in six-year revenue for Firmus while Nvidia gains hardware and cloud-service fees. The deal empowers Firmus to sell Nvidia-powered cloud services to AI Native customers, expanding GPU access for smaller developers.
1. Strategic Partnership Details
Nvidia and Firmus have entered a strategic alliance under which Firmus will purchase Nvidia infrastructure and offer Nvidia-powered cloud services to AI Native customers. Nvidia will earn both product revenue and a share of cloud-service fees as part of the agreement.
2. GPU Deployment Schedule and Location
The deal calls for the delivery of 170,000 Nvidia GPUs from the first quarter of 2027 through early 2028, with all units to be hosted at Firmus’ data center in Batam, Indonesia. This large-scale deployment is designed to meet growing demand from emerging AI developers.
3. Financial Implications for Nvidia
Based on customer commitments, Firmus expects up to $30 billion in revenue over the first six years of the partnership. Nvidia’s revenue will include upfront hardware sales plus ongoing cloud-service fees tied to GPU usage.
4. Impact on AI Cloud Market
By providing cost-effective access to high-performance GPUs, the partnership lowers barriers for smaller and developing AI firms that lack large credit ratings. This arrangement could intensify competition in AI infrastructure services and broaden Nvidia’s addressable market.
