QumulusAI (QMLS) Signs $240.9M Take—or—Pay AI Inference Contracts
QumulusAI announced two 3—year take—or—pay agreements totaling $240.9M for 2,000+ NVIDIA Blackwell B300 GPUs across two clusters, with capacity turnover expected December 2026 and early 2027. Each customer previously contracted with QumulusAI.Material DetailsContext by AI AnalystThis extends a tren…