Updated
Updated · BeInCrypto · Aug 7
Firmus Raises $2 Billion at $10.5 Billion Valuation as Nvidia AI Spending Stays Hot
Updated
Updated · BeInCrypto · Aug 7

Firmus Raises $2 Billion at $10.5 Billion Valuation as Nvidia AI Spending Stays Hot

3 articles · Updated · BeInCrypto · Aug 7

Summary

  • $2 billion in fresh equity lifted Nvidia-backed Firmus above a $10.5 billion valuation in a fully subscribed round, extending a run of multibillion-dollar bets tied to Nvidia's AI ecosystem.
  • Nvidia and Coatue reinvested, while Blackstone-managed funds and Jane Street joined, backing Firmus' plan to speed Project Southgate and expand AI training and inference sites across Australia and into Asia-Pacific.
  • Firmus has now raised more than $3 billion in equity over the past year, nearly doubling its April valuation of $5.5 billion after pivoting from Bitcoin-mining cooling systems to Nvidia-based data centers.
  • Nvidia shares rose 2.14% to $223.67, about $13 below their record high, as investors read the deal as another sign AI infrastructure demand remains strong ahead of the chipmaker's August 26 earnings report.
  • Skeptics including Michael Burry still question whether Nvidia is helping finance end demand, but the latest round adds to evidence that large private-capital checks for Nvidia-linked projects are still flowing.

Insights

Is Firmus’s $2 billion raise proof AI demand is real, or a warning that Nvidia’s ecosystem is financing its own boom?
Can a 170,000-GPU plan across Australia and Indonesia turn Firmus into Asia-Pacific’s AI factory leader—or expose a power-hungry bubble?