At a glance
Certified Strategic has mapped 29 disclosed agreements and 17 named buyers of AI computing from Australian providers, and where each buyer's computing sits.
Four of the 17 take contracted capacity in Australia: Meta, NVIDIA, Canva and India's ESDS Software Solutions, with NVIDIA buying from both Firmus and Sharon AI.
The other 13 buy from Australian companies at sites overseas or at sites not disclosed, 11 of them as customers of IREN, whose operating capacity is in North America.
Six of the 17 sell cloud computing or AI model hosting on to their own customers, among them Together AI, Fluidstack and ESDS.
Meta was the latest buyer named, on 29 September 2026, when Firmus confirmed it as the customer behind its Melbourne AI factory.
Australian AI providers have raised billions of dollars to build computing capacity, and the customers who pay for it are named only when a provider or buyer chooses to disclose them. Certified Strategic has mapped every customer those providers have disclosed: who each buyer is, which provider it signed with and where its computing sits.
The map draws on releases and filings from three of the neocloud providers in Australia, companies that sell AI computing: Firmus, Sharon AI and IREN. It adds agreements disclosed by NEXTDC, ResetData and DUG Technology, 29 agreements in all.
Seventeen buyers are named, and four of them, Meta, NVIDIA, Canva and India's ESDS Software Solutions, take contracted capacity in Australia. The other 13 buy from Australian companies at sites overseas or at sites not disclosed. Meta was the latest to be named, on 29 September 2026, when Firmus confirmed it as the customer behind its Melbourne AI factory.
Seventeen companies are named buyers of Australian AI compute
A buyer is counted when an Australian provider, or the buyer, names it in a release or filing. Firmus names four: NVIDIA, Meta, Fireworks AI and OpenAI. Sharon AI names four: NVIDIA, ESDS, Canva and GMI Cloud. IREN, an Australian company listed on Nasdaq, names 12 in its July contract release and full-year results, among them Microsoft, Perplexity, Cohere and Figure AI. NVIDIA appears on the books of all three of those providers and Fireworks AI on two, which leaves 17 distinct names.
Seven agreements have buyers the providers describe without naming. They include a "global technology company with major Asia-pacific presence" paying Sharon AI about US$950 million over five years at NEXTDC sites in Australia, and a "global AI Lab" paying US$1.32 billion over five years for capacity in New Zealand. IREN counts "a leading frontier AI lab" among its customers without naming it.
The disclosed agreements carry about US$18.5 billion of stated contract value. Most contracts do not state a value at all, including Meta's Melbourne contract, which Firmus described in March only as "multi-billion dollar".
Meta, NVIDIA, Canva and ESDS hold contracted capacity in Australia
Buyer | Provider and site | Disclosed size |
|---|---|---|
NVIDIA | Firmus, Project Southgate, Melbourne | Anchor customer; size not disclosed |
Meta | Firmus, Project Southgate, Melbourne | About 18,400 NVIDIA GB300 chips |
NVIDIA | Sharon AI, 72MW of new capacity in Australia | Up to 40,000 GB300 chips, US$4.9bn over six years |
ESDS Software Solutions | Sharon AI, existing Australian data centre | About 8,000 B300 chips, US$1.25bn over five years |
Canva | Sharon AI, Australia | Not disclosed |
Source: CDC, Firmus and NVIDIA, 16 October 2025; Firmus, 2 March and 29 September 2026; Sharon AI, 1 April, 15 May, 12 June and 6 August 2026.
Firmus signed Meta in March as "a leading global technology company" for about 18,400 NVIDIA GB300 chips in Melbourne, and named it on 29 September 2026 when the two companies signed further agreements for Firmus sites in Southeast Asia. "As an existing Firmus customer in Australia, Meta is already using NVIDIA GB300 NVL72 systems at Firmus' Melbourne AI factory," the Firmus release said. NVIDIA signed as anchor customer of Project Southgate in October 2025.
Sharon AI discloses the value of four of its five Australian contracts. It values its six-year NVIDIA agreement for up to 40,000 GB300 chips at about US$4.9 billion, and the ESDS contract, signed in April, is worth US$1.25 billion. Unnamed buyers add two more Australian contracts at US$950 million and US$373 million, which takes Sharon AI's disclosed Australian book to about US$7.5 billion across four contracts. The company reported about US$8.8 billion of total contract value with its second-quarter results in August.
OpenAI's agreement with NEXTDC at Eastern Creek in Sydney remains a memorandum of understanding, signed in December 2025, and it is not counted here as contracted capacity. The lease Anthropic's Australian subsidiary signed at Western Downs in Queensland is for an AI data centre building rather than for computing capacity from a provider, so it sits outside this count.
Six of the 17 buyers sell computing on to their own customers
Type of buyer | Named buyers | Capacity in Australia |
|---|---|---|
Listed technology companies | NVIDIA, Meta, Microsoft | NVIDIA, Meta |
AI developers and applications | OpenAI, Cohere, Prometheus, Figure AI, Perplexity, Canva, Hume AI, Higgsfield AI | Canva |
Companies selling computing on | Together AI, Fal AI, Fireworks AI, Fluidstack, GMI Cloud, ESDS Software Solutions | ESDS Software Solutions |
Source: Firmus, Sharon AI and IREN releases and filings to 30 September 2026.
Three of the named buyers are listed technology companies, and two of them, Meta and NVIDIA, account for the two largest deployments in Australia by disclosed chip count. Eight build AI models or applications, from OpenAI and Cohere to Canva and Perplexity. Six sell cloud computing or AI model hosting to their own customers, so the capacity they buy from Australian providers is rented again to developers further down the chain.
Canva is the one Australian company among the named buyers, taking capacity from Sharon AI in Australia, which listed it as a key customer win in May. A US rating of private buyers of AI computing, published by Liquid Compute on 28 September 2026, scores Canva 78 out of 100, in the second of its five tiers. The same GPU Offtaker Credit Map scores nine of the 17 named buyers, and six of them sit in its top two tiers.
OpenAI's compute deals run to about US$68bn a year, Liquid Compute estimates
Liquid Compute's report also gives the scale of US demand behind these contracts. It puts OpenAI's announced compute deals with Oracle, AWS and CoreWeave at about US$68 billion a year, weighted by how firm each contract is, against about US$40 billion of annualised revenue. It counts about US$85 billion of announced deals for Anthropic with Microsoft, Nscale and Volta, or about US$15 billion a year. Anthropic's IPO prospectus shows US$518 billion of cloud, computing and infrastructure obligations, Reuters reported on 28 September 2026.
Buyer | Provider | Commitment |
|---|---|---|
OpenAI | Oracle, AWS, CoreWeave | About US$68bn a year, weighted by firmness |
Anthropic | Microsoft, Nscale, Volta | About US$85bn announced; US$518bn of obligations in its prospectus |
Jane Street | Crusoe | US$13bn over five years, reported |
Figure AI | Nscale | US$3.5bn initial commitment |
Microsoft | IREN, Texas | US$9.7bn over five years |
Source: Liquid Compute, 28 September 2026; Reuters, 28 September 2026; IREN, 3 November 2025.
Trading firms are signing too. Liquid Compute cites a reported US$13 billion, five-year contract Jane Street signed with Crusoe in September 2026 and a multi-year agreement Hudson River Trading signed with CoreWeave in August.
IREN's contract with Microsoft carries the largest disclosed value among these agreements, at US$9.7 billion over five years with a 20% prepayment, for NVIDIA GB300 chips at Childress, Texas. IREN said Microsoft accepted the first 50MW stage in August 2026.
What to watch
The Firmus prospectus. Firmus reports more than 900MW contracted across all customers and has named four of them, and has estimated its AI factories will earn US$5 billion a year once built. The prospectus, due on 8 October 2026 according to Bloomberg, will be the first full financial disclosure from Firmus.
The Sydney memorandum. OpenAI's NEXTDC agreement at Eastern Creek would become contracted Australian capacity if it converts to a lease, with NEXTDC targeting the first phase for the second half of 2027.
Sharon AI's unnamed buyers. Two of its Australian contracts, worth US$950 million and US$373 million, have buyers the company has not named.