Firmus turns Nvidia access into a $30 billion AI cloud bet
Tim Rosenfield is trying to make GPU economics work for AI companies that cannot finance infrastructure like hyperscalers.
By Ryan Merket · Published
Primary source: Reuters
Why it matters
Firmus is trying to turn Nvidia supply into a financed AI cloud platform for customers priced out of hyperscaler-grade GPU access.

Firmus Technologies co-CEO Tim Rosenfield has struck a strategic partnership with Nvidia that would put 170,000 Nvidia GPUs in Batam, Indonesia, and turn the Australian-founded AI infrastructure builder into a reseller of Nvidia-powered cloud capacity for AI companies trying to compete without hyperscaler balance sheets, Reuters reported.…