QumulusAI Signs $240.9 Million in New AI Inference Customer Contracts for NVIDIA Blackwell B300 Capacity
Business Wire•29/09/2026•09:08 ET
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Key Highlights
- ➤QumulusAI (QMLS) signs $240.9 million in new three-year AI inference contracts
- ➤Agreements cover more than 2,000 NVIDIA Blackwell B300 GPUs
- ➤Larger customer commitment exceeds $283 million, including prior agreement
- ➤Smaller customer commitment exceeds $61 million, including prior agreement
- ➤Extension options could lift combined potential value to $401.6 million over five years
Expert Statements
Michael Maniscalco, CEO of QumulusAI
“We're excited to keep growing alongside AI builders that are changing what this industry can do, and it says a lot that both of these customers came back to commit to three more years with us”
Michael Maniscalco, CEO of QumulusAI
“Inference platforms are planning capacity years out now, and they are backing those plans with cash. That lets us place GPUs against signed contracts rather than against forecasts.”
QumulusAI Signs $240.9 Million in New AI Inference Customer Contracts for NVIDIA Blackwell B300 Capacity
The agreements cover more than 2,000 B300 GPUs and expand relationships first announced on July 28 and July 23, 2026, taking the two customers' combined contracted commitments with QumulusAI past $344 million. Extension options would bring the new agreements' total potential value to $401.6 million over five years
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