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Photon Capital
@PhotonCap
Seeing tech through a different wavelength. Photonics & semiconductor research
Joined April 2025
2.2K Following    64.9K Followers
- Firmus secures multi-year partnership with OpenAI as anchor customer for AI compute capacity. - OpenAI will contract capacity from two new Firmus AI factory sites in Malaysia. - Firmus total contracted capacity across all customers grows to over 900 megawatts; seven sites operational or under development across Asia-Pacific. > Firmus's partnership with OpenAI validates demand for regionally distributed AI compute capacity in Asia-Pacific and demonstrates the company's ability to secure major hyperscaler commitments. > The deal accelerates data center deployment timelines in Southeast Asia, potentially creating a significant new supply source for AI infrastructure outside traditional North American and European markets.
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