Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives

Firmus Technologies today announced a strategic compute partnership with NVIDIA running through 2034, anchored by a dedicated 360 MW NVIDIA DSX AI Factory campus in Batam, Indonesia.

The NVIDIA and Firmus partnership provides a new pathway that unlocks access for global AI-Native, enterprise, and ISV customers to the world's most advanced AI accelerated computing stack.

AI-Natives are amongst the fastest growing and most innovative companies in the world, building on a foundation of AI to deliver the products and services of tomorrow. As high-growth disruptors, AI-Natives require flexible and dependable access to AI cloud compute, often at a pace that outruns the capital market's ability to support their contracting of capital-intensive AI infrastructure at scale.

This new partnership enables Firmus to procure NVIDIA infrastructure for AI-Native, enterprise and ISV customers, through economic alignment with a revenue-sharing and credit-support model. Through the partnership, Firmus will sell NVIDIA-powered cloud services, with NVIDIA earning both standard product revenue and a share of the cloud revenue on the supported capacity. This structure accelerates adoption of NVIDIA platforms among the high-growth, high-conviction AI Native sector, and provides NVIDIA with a recurring, usage-linked earnings stream.

The agreement covers up to 170,000 NVIDIA AI accelerators across Grace-Blackwell, Vera-Rubin, and Vera platforms through 2027 and 2028, positioning the Batam campus among the largest AI infrastructure developments in Asia-Pacific. It marks substantial growth in Firmus' deployed AI Factory capacity in the region.

Based on customer commitments, Firmus expects to receive between US$25 and US$30 billion from committed offtake agreements during the first six years of the partnership.

"AI-Native companies need access to scalable, energy and cost-efficient compute infrastructure to compete globally. This partnership with NVIDIA provides AI-Natives with unprecedented access to the most advanced AI accelerators in the world, with the certainty, scale, and flexibility that best fits their high-growth trajectory" - TIM ROSENFIELD, Co-CEO, Firmus Technologies.

At the core of the partnership is the integration of NVIDIA DSX™ - NVIDIA's full-stack AI factory platform - with Firmus' proprietary HyperCube platform, a liquid-cooled AI Factory architecture developed in Australia and co-designed to NVIDIA DSX blueprints.

DSX gives Firmus the playbook to design, simulate, and operate the campus as a single AI factory, aligning HyperCube's efficient infrastructure through a common architecture. This brings capacity online faster, improves tokens per watt, and strengthens resiliency at scale, lowering cost per token for the AI-native, enterprise, and ISV customers served by the campus.

Firmus' Batam campus is being developed in partnership with DayOne, a Singapore-headquartered global digital infrastructure platform.