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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
The agreements cover more than 2,000 NVIDIA Blackwell B300 GPUs across two three-year take-or-pay deals. Extension options would bring the total potential value to $401.6 million over five years.
QumulusAI (NASDAQ:QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced two three-year take or pay agreements with AI inference customers. The agreements have combined contracted value of $240.9 million and cover more than 2,000 NVIDIA Blackwell B300 GPUs…