Nvidia has partnered with Australian cloud company Firmus Technologies to deploy 170,000 graphics processors for smaller AI developers between early 2027 and early 2028 in Indonesia. The deal allows Nvidia to reach a market segment traditionally dominated by large tech firms, while customer commitments could generate as much as $30 billion（約4.8兆円） in revenue over the first 6 years. Success depends on Firmus's ability to convert these hardware deployments into actual cloud service contracts.
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Nvidia has formed a strategic partnership with Australian cloud company Firmus Technologies, under which Firmus will purchase Nvidia hardware and offer Nvidia-powered cloud services to startups and smaller AI-focused companies. Firmus plans to deploy 170,000 GPUs between early 2027 and early 2028 at facilities in Batam, Indonesia. Nvidia will benefit from hardware sales as well as a share of cloud-service revenue from the partnership.
Why it matters
Currently, the market for AI computing power is dominated by large tech giants with deeper pockets and lower infrastructure costs, leaving smaller AI developers at a disadvantage. This deal aims to give smaller developers better access to computing power. For Nvidia, the partnership signals that its AI opportunity is expanding beyond the largest cloud providers (hyperscalers) to a broader set of customers.
What to watch
Firmus said existing customer commitments could generate as much as $30 billion（約4.8兆円） in revenue over the first 6 years. The key question going forward is whether Firmus can actually convert those GPU deployments into contracted cloud revenue.
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