🌎 Macro, Policy & Capital
AI-infrastructure developer Firmus signed a multiyear OpenAI partnership for Malaysian compute; its total contracted capacity now exceeds 900 megawatts.
· ComputeLabs Research · from the September 7, 2026 edition
Firmus announced a multiyear strategic partnership under which OpenAI will purchase dedicated AI compute from two Malaysian AI-factory campuses and become an anchor customer. The supplied announcement report is dated September 8, although it is included here to preserve the September 7 digest’s coverage.
The reported more than 900 megawatts represents Firmus’s total contracted capacity following the partnership, not capacity attributed exclusively to OpenAI or Malaysia. It is a power-denominated infrastructure figure, rather than a count of graphics processing units (GPUs) or a measure of computational throughput.
Firmus said its portfolio comprises seven AI factories across Australia, Singapore, Indonesia, and Malaysia: two operating and five under construction. The company plans to bring the five construction-stage facilities into service over the following 24 months; this is a deployment plan, not an operating-capacity result.
The sources describe a concluded partnership but do not provide its contract value, exact duration, financing arrangements, or OpenAI’s share of contracted capacity. They also do not disclose a financing round or valuation associated with the announcement.
Additional reporting
- Firmus
- OpenAI

