AI数据中心公司Firmus Technologies计划在澳洲证券交易所上市，但其估值在上市前数周内出现剧烈波动。该公司估值在过去一年内从18.5亿美元飙升至150亿美元，随后被大幅下调至约44亿美元1。这一变化反映出投资者对该公司前景的信心发生了显著转变。
根据计划，Firmus拟以每股11澳元的价格上市，有望成为1997年Telstra以来澳洲最大的首次公开募股1。然而，公司面临的运营挑战可能加剧了市场疑虑。Firmus目前仅拥有两个小型运营基地，其约97%的合约收入来自尚未建设的场址1。公司的主要投资者包括Nvidia、Blackstone、Jane Street和Coatue1。
Firmus Technologies, an artificial intelligence datacentre operator, is experiencing a dramatic collapse in its valuation weeks ahead of its anticipated debut on the Australian Securities Exchange.1 The company's valuation has plummeted to approximately USD 4.4 billion, down from USD 15 billion just eight weeks earlier, as investor confidence has eroded.1
The downturn represents a stark reversal for a company whose valuation had surged from USD 1.85 billion one year ago to USD 4.4 billion in recent weeks.1 Originally planned for an IPO at AUD 11 per share, which would have made it Australia's largest listing since Telstra in 1997, the company is now under pressure to significantly reprice its offering or shelve the listing entirely.1
The company's financial fundamentals present a significant challenge to investor confidence. Firmus operates only two small operational facilities, with approximately 97 percent of its contracted revenue derived from sites that have not yet been constructed.1 Major investors backing the company include Nvidia, Blackstone, Jane Street, and Coatue.1 In a sign of mounting pressure, Firmus unexpectedly withdrew from a parliamentary artificial intelligence hearing on Thursday.1
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