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Barchart
Barchart
Anushka Dutta

How to Play QumulusAI Stock After a Data Center Win

Neocloud infrastructure provider QumulusAI (QMLS) has recently announced a seven-year colocation agreement for up to 3.75 MW of data center capacity in metropolitan Atlanta. The company reserves the right to first offer up to 7 MW of additional contiguous capacity at the same site. The contracted capacity is projected to support up to 2,048 Nvidia Corporation (NVDA) Blackwell B300-class GPUs.

Michael Maniscalco, CEO of QumulusAI, believes that this Atlanta-based multi-year capacity gives the company room to land deployments it has signed. The company announced customer agreements worth more than $246 million in total since early June. Capacity is expected to be ready for service in Q4 2026. However, delivery is conditioned on the provider completing the transition of the premises with the existing occupant

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