For teams priced out of frontier compute, this is another neocloud betting that cheaper, dedicated GPU capacity is the wedge against the hyperscalers. Australian AI-infrastructure company Firmus Technologies signed a strategic partnership with Nvidia to give emerging AI firms more cost-effective access to GPUs, the companies told Reuters. Under the deal, Firmus buys Nvidia infrastructure and sells Nvidia-powered cloud services to AI Native customers, with Nvidia earning both product revenue and a share of cloud revenue, an arrangement that deepens Nvidia's existing position as a Firmus investor. The agreement covers 170,000 GPUs deployed from the first quarter of 2027 to the start of 2028, sited in Batam, Indonesia. Firmus said it expects up to $30 billion in revenue over the first six years based on customer commitments. Co-CEO Tim Rosenfield framed the deal as closing the compute gap between small firms and large incumbents.
Anthropic Says Its AI Model Cut AMD Chip Switch to Three Days. Why it Could be a Challenge to Nvidia