QumulusAI signs $240.9 million in new AI inference customer contracts

Two three-year take-or-pay contracts total $240.9 million, covering more than 2,000 NVIDIA Blackwell B300 GPUs. Largest deal is $211.9 million with turnover targeted for early 2027; second is $29.1 million with turnover expected by December 2026. Combined commitments now exceed $344 million, excluding extension options; options could lift total potential value to $401.6 million over five years.