Stock Markets February 8, 2026

Firmus Secures $10 Billion Debt Package to Expand AI Training and Data Centre Capacity in Australia

Blackstone and Coatue lead financing as Firmus advances Project Southgate with Nvidia and CDC Data Centres partnership

By Hana Yamamoto
Firmus Secures $10 Billion Debt Package to Expand AI Training and Data Centre Capacity in Australia

Australian AI infrastructure developer Firmus has finalised a $10 billion debt funding arrangement led by Blackstone and Coatue Management to finance the next phase of Project Southgate, its program to build AI training and inference infrastructure including data centres. The project, undertaken with CDC Data Centres and Nvidia, is targeted to reach up to 1.6 gigawatts of capacity over the next three years. Firmus previously raised A$830 million ($582.41 million) in equity placements last year backed by Nvidia and Ellerston Capital.

Key Points

  • Firmus secured a $10 billion debt package led by Blackstone and Coatue Management to fund the next phase of Project Southgate.
  • Project Southgate, in collaboration with CDC Data Centres and Nvidia, is planned to reach up to 1.6 gigawatts of capacity over the next three years, focused on AI training and inference infrastructure including data centres.
  • Firmus previously raised A$830 million ($582.41 million) in two equity placements last year that were backed by Nvidia and Ellerston Capital - indicating combined use of debt and equity to scale operations.

Australian artificial intelligence infrastructure developer Firmus said it has closed a $10 billion debt funding package led by private equity firm Blackstone and technology investor Coatue Management. The company said the capital will be directed to the next phase of Project Southgate - Firmus’ initiative to construct AI training and inference infrastructure across Australia, which includes the development and expansion of data centres.

Firmus described Project Southgate as a multi-year build aimed at supporting large-scale AI workloads. The company said the initiative, being advanced in collaboration with CDC Data Centres and U.S. chip maker Nvidia, is expected to reach a capacity of up to 1.6 gigawatts over the next three years.

John Watson, a senior managing director in Blackstone’s Tactical Opportunities Group, said the firm views the hardware and infrastructure that support AI compute as a high-conviction investment theme and that Blackstone is pleased to finance Firmus’ continued growth. Watson added that AI is driving one of the most significant infrastructure build-outs in decades and expressed the view that Australia can play a central role in that transformation.

Firmus also noted its equity moves from the previous year. The company raised A$830 million in two separate equity placements last year, a figure equivalent to $582.41 million using the exchange rate of $1 = 1.4251 Australian dollars. Those placements were backed by Nvidia and Australian investor Ellerston Capital.

The funding announcement positions Firmus to accelerate its Project Southgate timetable and scale infrastructure to support AI training and inference workloads. The financing structure centers on a large-scale debt package led by global investors, paired with the equity capital raised in the prior year that involved strategic technology and Australian investment partners.

Details released by the company highlight the partnership approach to capacity build-out, with CDC Data Centres contributing to the data centre element and Nvidia involved as a strategic technology partner. Firmus has set an explicit capacity target for the next three years, tying the financing directly to physical infrastructure expansion.

As Firmus moves into the implementation phase supported by the new debt facility, the company will pursue the planned growth in data centre and AI compute capacity while working with its announced partners to realise Project Southgate’s objectives.

Risks

  • Execution and timeline risk - the project targets up to 1.6 gigawatts of capacity over the next three years, creating execution and construction timeline exposure for the data centre and infrastructure sectors.
  • Partner reliance - Project Southgate is being advanced in collaboration with CDC Data Centres and Nvidia, introducing dependence on third-party partners for delivery of critical components of the build.
  • Leverage and financing risk - the sizeable $10 billion debt package changes Firmus’ capital structure and presents financial risk tied to servicing and managing large-scale debt alongside recently raised equity.

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