All compute deals

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

Announced Jul 28, 2026 · Undisclosed · $71.9M · Three-year agreement with renewal options

QumulusAI first expected capacity for customer use in Q3 2026. It later reported B200 handoff on September 8 and B300 handoff at its Kansas City site on October 1; on October 15 it said all GPUs under the agreement were in production and billing. The agreement reached service after its Q3 target. Customer MW and utility energization are undisclosed. QumulusAI's separate portfolio MW figures are not assigned to this customer.

First-capacity target: Q3 2026 target; B200 handoff September 8 and final B300 handoff October 1

Reported delivery: Final B300 handoff completed October 1; all GPUs under the agreement in production and billing. MW undisclosed. QumulusAI says B200 handoff occurred September 8 and final B300 handoff at its Kansas City site occurred October 1. It does not state agreement-specific MW. The release separately reports portfolio totals of 7 MW active, 1 MW energized but awaiting customer handoff, and 3.75 MW at Atlanta targeted for early 2027; these values are not allocated to this customer.

Assess the delivery assumptions

Check the site, power connection, permits, and delivery milestones behind this agreement with GreenCIO.