Firmus Partners With Nvidia to Deliver 170,000 AI GPUs in $30 Billion Cloud Infrastructure Deal

Australian AI infrastructure company Firmus Technologies has announced a strategic partnership with Nvidia that aims to expand affordable access to AI computing infrastructure for emerging artificial intelligence companies. The agreement positions Firmus as a major provider of Nvidia-powered cloud services while strengthening Nvidia’s presence in the rapidly growing AI infrastructure market.

Under the partnership, Firmus will purchase Nvidia AI infrastructure and offer cloud computing services powered by Nvidia GPUs to AI-native businesses and other enterprise customers. The arrangement is expected to generate revenue for Nvidia through hardware sales while also giving the U.S. chipmaker a share of cloud service revenue generated under the agreement.

A key component of the deal is the deployment of approximately 170,000 Graphics Processing Units (GPUs), which will be installed in Batam, Indonesia. Deliveries are scheduled to begin in the first quarter of 2027 and continue through early 2028, creating one of the region’s largest AI computing hubs.

Firmus expects the partnership to generate as much as $30 billion in revenue during the first six years, based on existing customer commitments. The company believes the project will help address one of the biggest challenges facing startups and mid-sized AI developers—access to affordable, high-performance computing power.

Firmus co-Chief Executive Tim Rosenfield said the company has focused on reducing the cost gap between major technology companies and emerging AI firms. According to Rosenfield, large corporations typically secure better pricing because of their stronger credit profiles, while smaller businesses often struggle with the high costs of AI infrastructure.

By introducing a more accessible cloud platform backed by Nvidia technology, Firmus aims to create a more competitive environment for the next generation of AI companies. Rosenfield said the initiative provides smaller developers with an opportunity to compete more effectively against established technology giants by lowering the financial barriers to advanced AI computing.

The partnership also builds on an existing relationship between the two companies. Nvidia previously participated in Firmus' capital-raising rounds, making the semiconductor leader an investor in the Australian-founded AI infrastructure company.

Earlier this year, Firmus revealed it had secured $1.35 billion in funding over the previous six months, resulting in a post-money valuation of $5.5 billion. The company has also appointed investment banks to assist with preparations for a potential initial public offering (IPO), according to people familiar with the matter.

While Rosenfield declined to comment on the company's IPO plans, the latest partnership with Nvidia highlights Firmus’ ambitions to become a significant player in the global AI cloud infrastructure sector. As demand for AI computing power continues to surge worldwide, the collaboration is expected to strengthen the availability of scalable, Nvidia-powered cloud services while supporting innovation among startups, enterprises, and AI-native businesses.