Undisclosed buyer / Undisclosed AI inference platform compute deal, September 2026

Announced Sep 29, 2026 · Undisclosed · $211.9M · Three-year take-or-pay agreement; two one-year extensions are optional and excluded from the stated value

QumulusAI reports a three-year take-or-pay agreement worth US$211.9 million with a returning AI inference platform customer. It says the deal follows that customer's separate US$71.9 million agreement and targets capacity turnover in early 2027. The source combines GPU counts across this and another contract and does not disclose this customer's count. Two optional one-year extensions worth US$70.6 million each are excluded. The associated Atlanta site's up-to 3.75 MW is data-center capacity, not a disclosed customer IT allocation, and its MW basis is unknown.

First-capacity target: Capacity turnover targeted for early 2027; no dated delivery or energization evidence