Undisclosed buyer compute deals

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.

Hardware: NVIDIA Blackwell B300 GPUs; exact customer allocation undisclosed

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.

Hardware: NVIDIA Blackwell B300 GPUs; exact customer allocation undisclosed

MEEZA announced a long-term lease with an unnamed global hyperscaler for 8 MW of data centre services at an upcoming campus. MEEZA valued the agreement at more than QAR 1 billion. The customer, contract term, site name, delivery date, and IT-load versus facility-power basis are not disclosed. Keep its capacity and native-currency value out of aggregates. This is a separate announced contract, but the unnamed customer prevents overlap checks against the other MEEZA hyperscaler records.

An unnamed neocloud operator contracted 14 MW within the 37 MW LON-East campus. Company-reported facility delivery does not establish customer occupancy or a utility energization date. Price and term are undisclosed. The campus total is not the customer allocation.

Binding term sheet with an unnamed sovereign AI company based in India for Blackwell cloud GPUs and allied services. Customer identity is undisclosed; do not attribute the order to Sarvam. Site, MW, GPU count and first-service date are undisclosed. Original INR value is retained without currency conversion.

Hardware: NVIDIA Blackwell cloud GPUs; count undisclosed

RUM Group's August 24 SEC filing confirms a six-year GPU-services agreement with an unnamed US cloud customer at its Maysville site, then under development. The three initial tranches have an approximately US$13.7 billion total order value, spread evenly across the tranches. The customer must review and accept RUM's proposed delivery date for the third tranche before obligations for that tranche apply. The filing does not name the customer; The Information reports Anthropic, but that attribution is not confirmed by the filing or a company announcement. It states no MW, GPU count, first-delivery date, or utility energization date. RUM said it did not yet have financing for the required development and equipment when it filed; no financing condition applies to its agreement. Expansion agreements are possible but unpriced and are not included.

Hardware: GPU access and GPU services; model and quantity undisclosed

Sharon AI reports a five-year cloud service agreement with an unnamed global AI platform. The initial deployment is expected to use 2,048 NVIDIA B300 GPUs, with revenue expected from Q1 2027. Sharon AI's 132 MW AI Factory capacity and 120 MW contracted across end customers are not allocated to this agreement. Revenue timing does not establish a first-compute or energization date.

Hardware: Initial deployment of 2,048 NVIDIA Blackwell Ultra B300 GPUs

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.

Hardware: NVIDIA Blackwell B200 and B300 GPUs

Delta Forge 1: 15-year take-or-pay lease with an unnamed US hyperscaler. Date is the results disclosure, not the undisclosed signing date. Each campus is a separate lease; customer identity is not inferred. Hosting revenue is not included in compute purchase values.

Delta Forge 2: 15-year take-or-pay lease with an unnamed US hyperscaler. Date is the results disclosure, not the undisclosed signing date. Each campus is a separate lease; customer identity is not inferred. Hosting revenue is not included in compute purchase values.

Polaris Forge 3: 15-year take-or-pay lease with an unnamed US hyperscaler. Date is the results disclosure, not the undisclosed signing date. Each campus is a separate lease; customer identity is not inferred. Hosting revenue is not included in compute purchase values.

QumulusAI reports a two-year agreement worth more than US$32 million for dedicated Blackwell B300 clusters serving a generative-AI inference platform. The September 29 US$29.1 million agreement is a separate second commitment by the same customer. The original fall 2026 target remains unverified; the later agreement's December target does not prove delivery of this tranche.

Hardware: NVIDIA Blackwell B300 GPU clusters

QumulusAI reports a two-year take-or-pay agreement worth more than US$18 million with an unnamed GPU marketplace. Its September 10 release says the full Blackwell B300 deployment was handed to the customer on September 1 at the Philadelphia colocation site. GPU count and MW are not disclosed; operational handoff does not give a utility energization measurement.

Hardware: NVIDIA Blackwell B300 nodes

Sharon AI reports a five-year cloud computing agreement with an unnamed global AI lab. It plans deployments across data center infrastructure in New Zealand and expects revenue to begin in Q1–Q2 2027. That revenue window is not reported as a first compute or power date. Sharon AI's 132 MW AI Factory capacity and 116 MW contracted to customers are company-wide amounts, not this customer's allocation.

The June 24 MSA covers an initial 20 MW of critical AI compute capacity and gives the customer an option to expand to 52 MW. The September 17 update says operations are targeted to begin in November 2026 and that more than $70 million had been invested as of September 15; neither statement confirms delivery. The approximately 340 MW figure is total potential campus capacity, subject to power, infrastructure, financing, and regulatory approvals, and is not included here. Contract revenue is conditional on the maximum term and is not recorded as compute-purchase value or capital expenditure.

QumulusAI reports more than US$124 million in two three-year customer agreements, one with Hyperbolic and one unnamed AI inference platform. The source states that the agreements support 1,280 Blackwell GPUs and include nearly US$21.9 million in combined upfront commitments. It does not allocate contract value or GPUs by customer, so this combined announcement is one record. The figure is counted once; later customer-specific agreements are separate commitments.

Hardware: 1,280 NVIDIA Blackwell GPUs across both agreements

Sharon AI reports an approximately US$950 million five-year take-or-pay cloud infrastructure agreement with an unnamed global technology company. Its August 20 release confirms that the customer accepted an initial deployment, with more NVIDIA GPU clusters expected in the following months. Sharon AI's reported company-wide secured and contracted MW are not allocated to this customer. Customer MW, GPU count, exact site, and utility energization date are unknown.

Hardware: NVIDIA GPU clusters; model and quantity undisclosed

Executed agreement with an unnamed US AI service provider specialising in large-scale model training. Committed value covers GPU cloud computing and allied services for six months. Customer identity, site, GPU count, MW and service commencement are undisclosed.

MEEZA announced a lease with an unnamed global hyperscaler for 6 MW of data centre services as phase one, with capacity intended for cloud and AI workloads. The company stated a value above QAR 750 million. Customer, site, contract term, delivery date, and IT-load versus facility-power basis are not stated. Do not add this capacity or native-currency value to USD totals. The unnamed customer prevents overlap checks against MEEZA's other hyperscaler contracts.

MEEZA announced a long-term agreement with an unnamed global hyperscaler to use a 4 MW data centre expansion. MEEZA valued the contract at more than QAR 350 million over more than ten years. On July 1, 2026, MEEZA said the expansion was handed over on June 21 after signing a ready-for-service certificate. The source does not name the customer or define the MW basis; retain the native currency and exclude 4 MW from power aggregates until the basis is known.