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

Announced Sep 29, 2026 · Undisclosed · $29.1M · Three-year agreement; a two-year extension option worth US$19.4 million is excluded from the stated value

QumulusAI reports a three-year agreement worth US$29.1 million with a returning generative-AI inference platform customer. It says the deal follows a separate two-year agreement worth more than US$32 million. Customer GPU quantity and MW are undisclosed; the September announcement gives more than 2,000 B300 GPUs combined across this and another new agreement. A two-year extension option worth US$19.4 million is excluded. December 2026 turnover is a target, not delivery evidence.

First-capacity target: Capacity turnover expected in December 2026; no dated delivery or energization evidence