Nvidia will supply 170,000 GPUs to Firmus in Indonesia from early 2027 to 2028, supporting Firmus’s bid for up to $30 billion revenue over six years and earning Nvidia shared cloud fees. Analysts rank Nvidia ahead of Microsoft for OpenAI’s $115 billion GPU spending through 2029, highlighting Nvidia’s AI infrastructure dominance.
Under the new agreement, Nvidia will provision 170,000 GPUs to Firmus in Batam, Indonesia from Q1 2027 through Q1 2028. This will enable Firmus to offer Nvidia-powered cloud services to emerging AI firms and generate up to $30 billion in revenue for Firmus, with Nvidia capturing product sales and a share of cloud fees.
Nvidia’s direct hardware sales to Firmus and the revenue-sharing model for cloud services could boost Nvidia’s AI segment revenue beyond conventional chip sales. The deal diversifies Nvidia’s customer base in Asia and strengthens recurring income streams through service fees tied to GPU usage.
Analyst sentiment favors Nvidia as the primary GPU supplier for OpenAI’s planned $115 billion infrastructure investment through 2029. This endorsement underscores Nvidia’s leadership in AI semiconductors and positions it to benefit from accelerated data center expansion globally.
