🌎 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.

  • Firmus
  • OpenAI

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