OpenAI는 말레이시아 인프라 기업 Firmus와 다년간의 컴퓨팅 계약을 체결하여 동남아시아 AI 사업을 확대한다.

On Tuesday, OpenAI and Firmus announced a multi-year partnership that will grant OpenAI dedicated AI computing capacity from two Firmus data center sites in Malaysia, according to the Australian infrastructure firm. The agreement designates OpenAI as an anchor customer, pushing Firmus’ total contracted capacity across all clients above 900 megawatts. It also marks Firmus’ entry into the Malaysian market, expanding its Asia-Pacific presence beyond Australia, Singapore, and Indonesia.

At the Malaysian facilities, Firmus will deploy Nvidia’s Vera Rubin processors, leveraging Nvidia’s DSX AI Factory Platform integrated with Firmus’ proprietary HyperCube infrastructure system. The HyperCube consolidates liquid cooling, mechanical systems, and electrification into a single prefabricated unit manufactured in regional New South Wales.

“We’re excited to work with Firmus as we expand our global compute capacity. These new data centers in Malaysia will help us serve growing demand for OpenAI’s products across the region and around the world,” said Sachin Katti, vice president of compute strategy at OpenAI. Firmus declined to disclose the financial terms of the agreement, according to Reuters.

Firmus currently operates two AI data centers in Australia and Singapore and is actively developing five additional facilities across the Asia-Pacific region. The company stated its full portfolio will encompass seven AI factories across four countries, with the five sites under construction targeted for operational readiness within the next 24 months.

Nvidia is among Firmus’ financial backers, alongside investors including Jane Street, Blackstone funds, and Coatue Management, according to Reuters. The firm’s most recent funding round valued the company at more than $10.5 billion.

The arrangement aligns with a wider industry trend of artificial intelligence companies securing long-term computing infrastructure. OpenAI’s commitment follows a pattern of major AI labs locking in dedicated capacity from Nvidia-backed infrastructure providers. Anthropic, for example, has partnered with Nvidia-backed startup Volta Infra Holdings and pursued multiple large-scale computing agreements as demand for its models accelerates.

In addition to the OpenAI partnership, Firmus announced plans to launch an Australian AI Access Program. The initiative will provide computing resources to researchers and organizations developing applications in science, education, agriculture, energy efficiency, and climate resilience.