Firmus Deal Secures 170,000 Nvidia GPUs and $30bn Revenue Split through 2028
NVDA•NVDA•NVDA•NVDA•Australian AI firm Firmus Technologies will deploy 170,000 Nvidia GPUs in Batam from Q1 2027 through early 2028 under a deal projecting up to $30bn revenue for Firmus and shared Nvidia product revenue. OpenAI’s planned $115bn infrastructure spend through 2029 cements Nvidia as the primary GPU supplier for AI workloads.
Firmus Technologies has agreed to purchase and provision 170,000 Nvidia GPUs in Batam between Q1 2027 and early 2028, with revenue shared between Firmus and Nvidia. The arrangement is expected to generate up to $30 billion in revenue for Firmus over the first six years, while delivering product sales and cloud service fees to Nvidia.
OpenAI’s commitment to invest $115 billion in AI infrastructure through 2029 underscores surging GPU demand, firmly positioning Nvidia as the leading supplier. This macro spending trend, combined with targeted partnerships like Firmus, supports Nvidia’s growth in both on-premises and cloud-based AI compute markets.
