$2.690
-0.523 (-19.46%)終値時点
QMLS のニュース
QMLS のイベント
QumulusAI Signs 5-Year Data Center Agreement in South Carolina
QumulusAI announced a five-year colocation agreement for a contracted 0.5 MW of data center capacity in Columbia, South Carolina, SC, the company's first site in the state. QumulusAI expects service to begin Dec. 21, 2026. QumulusAI is funding the upfront costs of the colocation agreement from cash generated by capacity already in production. "Our model is to find pockets of power that already exist, take them in the sizes our customers need, and bring them online fast," said Michael Maniscalco, CEO of QumulusAI. "That is the part of this business we have gotten good at, and this is another proof point."
QumulusAI Expands Equipment Lease Financing to $123.6M
QumulusAI announced it has expanded its equipment lease financing with Tech Finance Co. to approximately $123.6M, up from the $26M announced May 7, 2026. The three-year leases fund NVIDIA Blackwell GPUs the company announced purchasing in May and July 2026. TFC financed 85% to 90% of equipment cost on each lease schedule, and customer deposits funded the balance. QumulusAI issued no new equity to acquire the equipment. The amortized lease payment schedules imply a high single-digit annualized interest rate. The leases include end-of-term options that let QumulusAI acquire the equipment or return it at the end of the three-year term with no continuing equipment obligation.
QumulusAI Completes NVIDIA B300 Handoff, Total Contract Value Reaches $523.4M
QumulusAI (QMLS) announced the completion of the final NVIDIA (NVDA) B300 handoff under its $71.9M, three-year Blackwell agreement, putting every GPU under that agreement into production and billing 10 weeks after signing. The company also provided activation timing for all 11.75 MW of its contracted capacity across six colocation sites. Of the 11.75 MW, 7 MW are active and generating revenue today. A further 1 MW, already energized, is scheduled for final handoff at the end of this month, bringing active, revenue-generating capacity to 8 MW. The remaining 3.75 MW at the metro Atlanta site, announced in August and sold last month under a $211.9M, three-year take-or-pay agreement, is targeted for activation in early 2027. A second agreement, announced last month and valued at $29.1M, will be deployed at an additional site. With the $240.9M in agreements announced last month, QumulusAI's cumulative signed customer contract value has reached $523.4M, surpassing $500M for the first time and up 85% from the $282.5M reported with the company's second-quarter 2026 results.
QumulusAI Signs $240.9 Million Agreements with Customers
QumulusAI announced two three-year take or pay agreements with AI inference customers. The agreements have combined contracted value of $240.9 million and cover more than 2,000 NVIDIA Blackwell B300 GPUs across two dedicated clusters. $211.9 million, three years: an AI inference platform that helps companies deploy large language models, vision models, speech models and other AI applications with low latency and high reliability. This is the customer's second agreement with QumulusAI. It follows the $71.9 million, three-year agreement announced July 28, 2026, and brings the customer's contracted commitments with the company to more than $283 million. Capacity is targeted for turnover to the customer in early 2027. $29.1 million, three years: a generative-AI inference platform serving developers and enterprises running image, video and other generative models. This is the customer's second agreement with QumulusAI. It follows the $32 million, two-year agreement announced July 23, 2026, and brings the customer's contracted commitments with the company to more than $61 million. Capacity is expected to be turned over to the customer in December 2026. Conditions and qualifications. The $240.9 million of contracted value covers the three-year initial terms only. The larger agreement carries two one-year extension options valued at $70.6 million each, which would bring its total potential value to $353.1 million over five years. The smaller agreement carries a two-year extension option valued at $19.4 million, which would bring its total potential value to $48.4 million. The options may or may not be exercised, and their value is excluded from the contracted commitments stated above.
QumulusAI Completes $71.9M Deployment with NVIDIA
QumulusAI completed deployment of NVIDIA B200 GPU capacity and handed off that capacity to the customer under the $71.9M, three-year agreement QumulusAI announced on July 28, with an AI inference platform provider. Full handoff of the B200 portion was reached Sept. 8. The previously announced NVIDIA B300 capacity is in its final stages of deployment.
関連記事
- How to Rebalance a Concentrated Stock Portfolio in 2026: Mag7 Drift, Tax-Aware Trims, and Practical Rebalance a concentrated stock portfolio in 2026: Mag7 drift risk, 5pp bands, tax-aware trims, RSP/IWM diversifiers, and single-name caps.
- Small Cap Stocks Investing Guide 2026: Russell 2000, Fed Hikes, and the Financing TradeSmall-cap stocks investing guide 2026: Russell 2000 vs S&P, IWM rate sensitivity, floating-rate debt, Fed hikes, valuation discounts, and a practical checklist.
- Santa Claus Rally and the Year-End Stock Market: Investor Guide for Late 2026Santa Claus rally explained: 7-day window stats since 1950, Nov–Dec seasonality, post-midterm 2026 setup, and a risk-managed year-end investing playbook.
本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。



