Firmus to supply OpenAI compute capacity in Malaysia

Firmus has signed a deal to provide OpenAI with data center compute capacity in Malaysia. The agreement comes as OpenAI's separate Stargate compute buildout in South Korea has reportedly stalled.

Why it matters: OpenAI's pivot toward Malaysian capacity shows its Stargate-style compute expansion diversifying across Southeast Asia as individual country deals hit friction, apparently regulatory or logistical holdups in South Korea in this case. It's a reminder that securing enough compute for frontier AI increasingly depends on juggling multiple national partners rather than any single mega-deal.