QumulusAI (Nasdaq: QMLS) completed the final NVIDIA B300 handoff under its three-year, $71.9 million Blackwell agreement, putting every GPU under that deal into production and billing 10 weeks after signing. Of its 11.75 MW of contracted capacity across six colocation sites, 7 MW is generating revenue today, another 1 MW is due for handoff at month-end, and 3.75 MW in Atlanta is targeted for activation in early 2027. Cumulative signed customer contract value reached $523.4 million, surpassing $500 million for the first time and up 85% from $282.5 million reported with Q2 2026 results. The company estimates these agreements represent about $209 million in annual recurring revenue on initial terms, excluding extension options.
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/14/2026 | 221.30 |
| Change that session | -3.16% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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