Firmus signs OpenAI for 900 MW

Firmus says OpenAI will contract dedicated capacity from two planned Malaysian AI factories, lifting Firmus’s total contracted portfolio above 900 MW, according to Firmus’s partnership announcement. The company lists seven factories across four countries, but OpenAI’s exact allocation, contract value, and delivery schedule remain undisclosed. Builders should file this as reserved capacity rather than live compute; AI data centers’ power constraint still decides whether headline capacity becomes usable supply.