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.
CT Bureau
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