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Firmus Adds OpenAI. NVIDIA and Blackstone Face Different Sides of the AI Buildout

Firmus’ September 8 agreement with OpenAI connects fresh computing demand to two distinct public-market exposures: NVIDIA Corporation (NASDAQ:NVDA), whose platform will power expansion, and Blackstone Inc. (NYSE:BX), whose managed funds led a $10 billion debt financing facility for Firmus’ Australian infrastructure program. OpenAI agreed to contract dedicated computing capacity from two Malaysian sites under a […]

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Indices· September 13, 2026 at 10:51 AM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

Firmus’ September 8 agreement with OpenAI connects fresh computing demand to two distinct public-market exposures: NVIDIA Corporation (NASDAQ:NVDA), whose platform will power expansion, and Blackstone Inc. (NYSE:BX), whose managed funds led a $10 billion debt financing facility for Firmus’ Australian infrastructure program. OpenAI agreed to contract dedicated computing capacity from two Malaysian sites under a […]

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