A caveat on balance: Firmus’s position is that its contracted customer capacity is intact and its strategy unchanged, and with Nvidia, Blackstone and Coatue involved it has credible backing.
When Firmus announced Meta agreements for GPU capacity in Southeast Asia on 29 September, the same release confirmed that Meta is “an existing Firmus customer in Australia”, running NVIDIA GB300 NVL72 racks at the Melbourne AI factory.
