Firmus compute deals

Firmus announced a 12-year wholesale supply agreement for 600 MW of firm electricity. Gunvor will support 1.2 GW of new renewable generation and 1.5 GWh of battery storage by 2032. The agreement supports two planned South Australian campuses; it does not establish campus capacity, IT load, or a first-power date.

Firmus announced a dedicated 360 MW campus with NVIDIA and DayOne. The source says the agreement covers up to 170,000 accelerators through 2027 and 2028 but gives no first-service date. Firmus expects US$25–30 billion in customer offtake receipts over the first six years; that is a company estimate across customer offtake, not a Firmus–NVIDIA purchase value or realized revenue.

Hardware: Up to 170,000 NVIDIA accelerators across Grace-Blackwell, Vera-Rubin, and Vera platforms through 2027 and 2028

Firmus describes 2.7 GW as the planned capacity of the first phase of two campuses. It does not state whether this is IT load or facility power, give a site-level split, or provide a first-capacity date. The announcement places the sites under Firmus's wider Southgate strategy. Their relationship to the earlier 1.6 GW CDC rollout is not clear, so this figure is kept out of capacity subtotals.

The October 2025 plan targeted up to 1.6 GW of AI factories through 2028 and cited A$4.5 billion for its initial stage and up to A$73.3 billion at program scale. Firmus later said it and CDC had mutually agreed not to proceed with the proposed development partnership. This ended partnership is not Firmus's current total capacity plan. The reported 42 MW deployment is not assigned to IT load or energized power, and its deployment date is undisclosed. Do not include the original program budget or capacity in current totals.