Firmus Meta Southeast Asia Deal May Add $750 Million to Annual EBIT

Firmus and Meta signed agreements for GPU compute capacity at Firmus Southeast Asia AI factories, with contracted capacity and expansion options. The deal extends Meta's Melbourne deployment on Nvidia GB300 NVL72 systems and uses Nvidia's DSX platform with Firmus HyperCube infrastructure. Financial terms and capacity were not disclosed. Meta VP Gaya Nagarajan called Firmus a long-term strategic infrastructure partner for Asia-Pacific AI research and model development, the foundation of personal superintelligence. Firmus co-CEO Tim Rosenfield said the Asia-Pacific build-out has scale for Meta's most demanding AI workloads. Contested: Two people told Capital Brief the deal could add about $750 million to Firmus projected annual group EBIT, from $5 billion to about $5.75 billion; that figure was not company-disclosed. GuruFocus says September 28. Capital Brief says the deal covers one of three planned Batam factories and Firmus targets about $70 billion valuation for an ASX listing on 22 October 2026; Grafa reports a $7 billion ASX IPO. Sites, capacity volume, and final IPO size remain unresolved. Firmus earlier in September 2026 signed a multi-year OpenAI deal for two Malaysian factories, taking contracted capacity above 900MW across seven factories in Australia, Singapore, Indonesia and Malaysia.