QumulusAI signs $246M in AI deals

QumulusAI, a neocloud infrastructure provider, announced a series of multi-year agreements to supply Nvidia Blackwell GPU capacity to AI inference platforms and a GPU cloud marketplace. The deals include a three-year, $71.9 million agreement with an AI inference platform provider, a two-year, $32 million agreement with a generative AI inference platform, and a two-year, $18 million take-or-pay agreement with a GPU cloud marketplace. Combined with earlier announcements, QumulusAI has secured over $246 million in customer agreements since early June 2026. The capacity will be served from QumulusAI's U.S. data centers, with deployments expected in the third quarter and fall of 2026.