Firmus links OpenAI deal to Malaysian data-centre expansion
The multiyear agreement adds to Firmus’ contracted capacity, but leaves the size of OpenAI’s commitment and any direct benefit to NVIDIA or Blackstone undisclosed.
Firmus said on 8 September that it had entered a multiyear partnership with OpenAI to provide dedicated computing capacity from two Malaysian sites, linking the data-centre operator’s expansion plans to growing demand for artificial intelligence infrastructure.
Firmus said contracted capacity across all customers now exceeds 900 megawatts. That figure covers the company’s customer base and does not represent OpenAI’s individual commitment, which was not disclosed.
The company has two operational sites and five more under development, with availability targeted over the next 24 months. Firmus also plans to deploy NVIDIA’s Vera Rubin systems across the Asia-Pacific region.
The announcement did not provide an order value for NVIDIA or a timetable for related revenue. Any benefit to NVIDIA will depend on the successful development and deployment of the planned infrastructure, including power, cooling and customer readiness.
Firmus’ financing links to Blackstone also remain indirect. In February, the company announced a US$10 billion debt facility for its Australian Project Southgate, led by funds managed by Blackstone affiliates and supported by Coatue. The available information does not establish that the facility finances the Malaysian sites or quantify any fees or performance-related economics for Blackstone.
