英伟达参投的数据中心公司Firmus推进上市 拟募资最高55亿美元
2026年10月5日，澳大利亚数据中心运营商Firmus的上市计划细节披露。据路透社援引两名知情人士的消息报道，Firmus拟将最高55亿美元首次公开募股（IPO）约一半的股份分配给现有战略与财务投资者，其股东包括英伟达、Coatue、Blackstone与Jane Street等机构。
报道称，该公司已将发行价定为每股11澳元，对应估值约306亿澳元；若发行完成，这将成为澳大利亚证券交易所历史上第二大IPO，仅次于1997年Telstra约100亿澳元的上市。Firmus今年8月刚完成一轮20亿美元战略融资，当时投后估值约105亿美元，最新估值较两个月前接近翻了三倍。
知情人士称，市场认购意向已超过可供股份，机构簿记建档原定周二启动，并可能提前至周四结束。公司计划于10月12日递交招股说明书，股票预计10月23日在澳大利亚证券交易所开始交易。本次发行由美国银行、摩根大通、摩根士丹利与Morgans共同主承销。
Firmus的上市被市场视为澳大利亚资本市场罕见的大型科技类发行。在人工智能算力需求快速增长的背景下，数据中心资产受到全球投资者追捧；该交易能否顺利定价发行，也被视为检验澳大利亚市场承接大型新股能力的重要案例。
Nvidia-Backed Firmus Advances Plans for IPO of Up to $5.5 Billion
Details of Australian data centre operator Firmus's listing plans emerged on 5 October 2026. Reuters, citing two people with knowledge of the matter, reported that Firmus planned to allocate about half of its up to $5.5 billion initial public offering, including the over-allotment option, to selected existing strategic and financial investors. Its backers include Nvidia, Coatue, Blackstone and Jane Street.
The share price had been fixed at A$11, giving the company a valuation of about A$30.6 billion. If completed, the sale would rank as the second-largest IPO in Australian Securities Exchange history, behind only Telstra's roughly $10 billion flotation in 1997. Firmus raised $2 billion in a strategic equity round in August that valued it at about $10.5 billion post-money, meaning its valuation had nearly tripled in two months.
Indications of interest had already exceeded the shares available, the sources said. Institutional bookbuilding was scheduled to begin on Tuesday and could close a day early, on Thursday. The company was due to lodge its prospectus on 12 October, with trading on the ASX expected to start on 23 October. Bank of America, JPMorgan, Morgan Stanley and Morgans are leading the offering.
The Firmus float is seen as a rare large technology listing for the Australian market. With global demand for artificial intelligence computing capacity surging, data centre assets have attracted intense investor interest, and the deal is being watched as a test of Australia's capacity to absorb very large new listings.
图片来源：数据中心服务器机房（资料图）。摄影：BalticServers.com，CC BY-SA 3.0，来源：Wikimedia Commons
