商业据报道,AI 云服务商取消 IPO 后,英伟达有意追加数亿美元投资 FirmusJames Hunt2026年10月21日 UTC 13:45要点速览The Information称英伟达正谈判向Firmus投资数亿美元Firmus数周前取消了原计划募资50亿美元的IPOFirmus称市场波动和当前环境促使其撤回ASX上市申请Firmus董事会确认将转寻私募融资,放弃约300亿美元估值的上市计划据报道,英伟达正就向澳大利亚 AI 云计算公司 Firmus 投资数亿美元一事进行谈判。数周前,Firmus 取消了原计划通过首次公开募股筹集 50 亿美元的上市计划。这笔潜在交易表明,资本负债沉重的新型云服务行业仍在获得支持。The Information 报道称,该媒体援引了知悉相关讨论但未透露姓名的消息人士。彭博社也报道了这一消息。英伟达是全球市值最高的公司,市值超过 5.2 万亿美元,此前已投资 Firmus 及其他几家类似的 AI 云服务商。The Latent 已联系英伟达和 Firmus,寻求置评。NVIDIA Data Center RevenueNVIDIA Data Center RevenueAs of 2026-04-01, NVIDIA Data Center revenue was $89 in the latest reported quarter.$100B$75B$50B$25B$0Q4 FY23Q1 FY25Q1 FY26Q2 FY27{"f":[360,170,40,8],"s":[["NVIDIA","#16a34a"]],"p":[["2022-10-01T00:00:00.000Z","Q4 FY23",50.4,[[0,"$3.62B",145.58,null]],null],["2023-01-01T00:00:00.000Z","Q1 FY24",71.2,[[0,"$4.28B",145.13,null]],null],["2023-04-01T00:00:00.000Z","Q2 FY24",92,[[0,"$10.32B",141.08,null]],null],["2023-07-01T00:00:00.000Z","Q3 FY24",112.8,[[0,"$14.51B",138.28,null]],null],["2023-10-01T00:00:00.000Z","Q4 FY24",133.6,[[0,"$18.4B",135.67,null]],null],["2024-01-01T00:00:00.000Z","Q1 FY25",154.4,[[0,"$22.56B",132.88,null]],null],["2024-04-01T00:00:00.000Z","Q2 FY25",175.2,[[0,"$26.27B",130.4,null]],null],["2024-07-01T00:00:00.000Z","Q3 FY25",196,[[0,"$30.77B",127.38,null]],null],["2024-10-01T00:00:00.000Z","Q4 FY25",216.8,[[0,"$35.58B",124.16,null]],null],["2025-01-01T00:00:00.000Z","Q1 FY26",237.6,[[0,"$39.11B",121.79,null]],null],["2025-04-01T00:00:00.000Z","Q2 FY26",258.4,[[0,"$41.1B",120.47,null]],null],["2025-07-01T00:00:00.000Z","Q3 FY26",279.2,[[0,"$51.22B",113.69,null]],null],["2025-10-01T00:00:00.000Z","Q4 FY26",300,[[0,"$62.31B",106.25,null]],null],["2026-01-01T00:00:00.000Z","Q1 FY27",320.8,[[0,"$75.25B",97.59,null]],null],["2026-04-01T00:00:00.000Z","Q2 FY27",341.6,[[0,"$89.02B",88.35,null]],null]]}NVIDIA: $89B (Q2 FY27)SOURCE: The LatentRANGEALLYTD12M3M1M取消 IPO 计划本月早些时候,原定于 10 月 23 日挂牌上市的 Firmus 表示,近期市场波动和当前市场环境是其撤回上市申请、不再在 ASX 上市的原因。公司当时表示:“董事会认定,按照当时的条款推进发行,无法恰当地反映公司的业务实力和长期增长前景。因此,董事会得出结论,继续推进发行不符合公司及其股东的最佳利益。”Firmus 董事会确认,公司将转而寻求私募融资,放弃此前估值约 300 亿美元的上市计划。9 月,Firmus宣布已与 Meta 签署 AI 基础设施战略协议,为其在东南亚的站点提供算力容量。该公司还与 OpenAI 签署了一项多年期协议,为 OpenAI 提供其在马来西亚两个 Firmus 站点上的专用 AI 算力容量。报道中的实体NvidiaAI fundingAI IPOsData centers也提供其他语言版本相关新闻英伟达支持的 Firmus 因投资者担忧估值放弃 50 亿美元 IPONscale通过IPO前融资筹集33.6亿美元,获Nvidia 10亿美元承诺英伟达支持的 AI 云服务提供商 Lambda 正洽谈融资最多 30 亿美元,拟 IPO:彭博社关于我们The LatentThe Latent 是一家新闻媒体,致力于成为 AI 新闻、研究与数据领域的权威之声。订阅我们的简报商务合作关注 The Latent
NVIDIA Data Center RevenueNVIDIA Data Center RevenueAs of 2026-04-01, NVIDIA Data Center revenue was $89 in the latest reported quarter.$100B$75B$50B$25B$0Q4 FY23Q1 FY25Q1 FY26Q2 FY27{"f":[360,170,40,8],"s":[["NVIDIA","#16a34a"]],"p":[["2022-10-01T00:00:00.000Z","Q4 FY23",50.4,[[0,"$3.62B",145.58,null]],null],["2023-01-01T00:00:00.000Z","Q1 FY24",71.2,[[0,"$4.28B",145.13,null]],null],["2023-04-01T00:00:00.000Z","Q2 FY24",92,[[0,"$10.32B",141.08,null]],null],["2023-07-01T00:00:00.000Z","Q3 FY24",112.8,[[0,"$14.51B",138.28,null]],null],["2023-10-01T00:00:00.000Z","Q4 FY24",133.6,[[0,"$18.4B",135.67,null]],null],["2024-01-01T00:00:00.000Z","Q1 FY25",154.4,[[0,"$22.56B",132.88,null]],null],["2024-04-01T00:00:00.000Z","Q2 FY25",175.2,[[0,"$26.27B",130.4,null]],null],["2024-07-01T00:00:00.000Z","Q3 FY25",196,[[0,"$30.77B",127.38,null]],null],["2024-10-01T00:00:00.000Z","Q4 FY25",216.8,[[0,"$35.58B",124.16,null]],null],["2025-01-01T00:00:00.000Z","Q1 FY26",237.6,[[0,"$39.11B",121.79,null]],null],["2025-04-01T00:00:00.000Z","Q2 FY26",258.4,[[0,"$41.1B",120.47,null]],null],["2025-07-01T00:00:00.000Z","Q3 FY26",279.2,[[0,"$51.22B",113.69,null]],null],["2025-10-01T00:00:00.000Z","Q4 FY26",300,[[0,"$62.31B",106.25,null]],null],["2026-01-01T00:00:00.000Z","Q1 FY27",320.8,[[0,"$75.25B",97.59,null]],null],["2026-04-01T00:00:00.000Z","Q2 FY27",341.6,[[0,"$89.02B",88.35,null]],null]]}NVIDIA: $89B (Q2 FY27)SOURCE: The LatentRANGEALLYTD12M3M1M