Junior / specialist
Firmus
AI factory / neocloud. Liquid-cooled HyperCube. Builds and operates GPU campuses; also takes space on others (CDC).
Tasmania (Launceston, George Town / Long Reach, Wesley Vale proposed). Mainland via CDC (Sydney, Canberra, Melbourne, Perth stated). South Australia campuses announced (Tailem Bend, Stirling North).
HQ Australia / Singapore operating entities
- Built MW
- Not extracted
- Contracted
- 900
- Announced / pipeline
- 1600
Junior in operator class, not in ambition. Project Southgate 1.6 GW through 2028 is an initiative statement. Sep 2026: contracted capacity above 900 MW including Malaysian OpenAI capacity — not Australian energised MW. SA 2.7 GW and Tasmania 288/104/52 MW are announced/proposed. Built IT MW is not independently extracted.
Campuses
| Campus | Location | Announced MW | Built MW | Stage |
|---|---|---|---|---|
| Launceston / St Leonards | Tasmania | 104 | — | construction / announced 104 MW stated in Sep 2026 coverage. Southgate. |
| George Town / Long Reach | Bell Bay AMZ, Tasmania | 288 | — | approved / proposed Former Gunns pulp mill pad. 220 kV on site. Direct-to-chip stated. |
| Wesley Vale | Tasmania | 52 | — | planning lodged Old paper mill. 46 MW critical IT stated. Initial 26 MW on existing industrial supply claimed. |
| Southgate mainland + SA | Sydney, Canberra, Melbourne, Perth, Tailem Bend, Stirling North | — | — | announced 1.6 GW initiative and 2.7 GW SA statements. Not energised. |
Why watch
- The Australian AI-factory story: immersion/direct-to-chip, hydro-adjacent Tasmania, brownfield mill sites.
- George Town / Long Reach is a DataSentinel-class object: former pulp-mill industrial pad, 220 kV on site.
- Announced GW will fail or land. This product exists to keep those two states apart.
What is missing
- Energised Australian IT MW.
- TasNetworks connection offers.
- CDC Southgate: whose halls, whose power.
Related pads: NSW-LIDDELL-001QLD-TOWNSVILLE-LANSDOWN-001
Evidence
- Moderate confidenceProposed
In September 2026 Firmus stated contracted capacity above 900 MW after an OpenAI agreement for Malaysian sites. Contracted ≠ Australian energised MW.
Nikkei Asia · Firmus inks compute deal with OpenAI; contracted capacity above 900 MW · published 2026-09-08 · accessed 2026-09-18
- PreliminarySpeculative
Firmus and CDC described Project Southgate as an initiative that could extend capacity to 1.6 GW through 2028 across Tasmania and mainland metros. Initiative statement, not a connection offer.
Data Center Dynamics · AI cloud firm partners with CDC for Australian data center capacity · published 2025-10-16 · accessed 2026-09-18