QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced a signed three-year agreement, valued at more than $71 million, to supply NVIDIA Blackwell B300 and B200 capacity to an AI inference platform provider. The agreement includes renewal options and ranks among the company's largest customer commitments announced to date.

The customer's platform helps companies deploy large language models, vision models, speech models and other AI applications with low latency and high reliability and runs models for customers specializing in LLMs, image and video generation. The dedicated Blackwell capacity will give the platform high-performance compute to serve production inference workloads as demand from its customers scales.

Capacity under the agreement will be served from QumulusAI's U.S. data center footprint and is expected to be ready for customer use in the third quarter of 2026. The company's demand-led deployment model places capacity into available pockets of power across a distributed network of colocation and owned facilities, enabling it to bring GPU capacity online in months, not years. The agreement adds more than $71 million in contracted, multiyear commitments to QumulusAI's book of business.

“Inference is where AI meets the real world, and the platforms serving it can't afford to wait on capacity,” said Michael Maniscalco, CEO of QumulusAI. “Our customer runs production workloads for companies that need the right combination of flexibility, access, cost, trust and speed in their infrastructure. A three-year commitment of this size reflects what our model is built to do: procure and deploy Blackwell capacity where demand already exists, and do it fast.”

The agreement extends a series of recent demand announcements. On July 23, QumulusAI announced a $32 million, two-year NVIDIA Blackwell B300 agreement with an AI inference platform provider focused on generative AI applications. On July 22, the company announced a two-year, take-or-pay Blackwell B300 agreement valued at more than $18 million with a GPU cloud marketplace serving AI teams in more than 100 regions worldwide. On June 11, it announced $124.4 million in three-year inference agreements across two customers, and on May 28, it announced two NVIDIA H200 cluster deployments with marketplace partner Shadeform. Together with today's announcement, the company has announced more than $246 million in customer agreements since early June.