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QumulusAI is a leveraged AI infrastructure play, rated a speculative Buy with a $9.50 12-month price target. QMLS is expanding HPC capacity from 8 MW to 18 MW by year-end, funding growth via customer deposits, GPU-backed debt, leases, and convertible notes (avoiding a primary equity raise). Revenue surged 118% YoY to $6.7M in Q2, with gross margin at 67%, but customer concentration and tight liquidity remain key risks.

ATLANTA--(BUSINESS WIRE)---- $QMLS #QumulusAI--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced that it has completed deployment of 616 NVIDIA RTX PRO 6000 Blackwell GPUs for Runpod under two reserved-capacity agreements combining one- and two-year terms. All 77 GPU nodes under the agreements are now active. Full deployment was reached in August 2026, ahead of the agreements' original Sept. 1, 2026 target. The GPUs are being served from QumulusAI's.

ATLANTA--(BUSINESS WIRE)---- $QMLS #NASDAQ--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced an amendment to the surface lease at its Oklahoma data center, extending the company's potential tenure at the site through January 31, 2044. The amendment replaces the single five-year renewal option in the original lease with three consecutive five-year renewal options, each exercisable at the company's election upon written notice 60 days' prior to th.

QumulusAI, Inc. (QMLS) Q2 2026 Earnings Call Transcript

ATLANTA--(BUSINESS WIRE)---- $QMLS #NASDAQ--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today reported financial results for the second quarter ended June 30, 2026. This is the company's first quarterly report since it began trading on the Nasdaq Global Market on July 16, 2026. "This was the quarter our model started proving itself," said Michael Maniscalco, CEO of QumulusAI. "AI Compute we had already sold came online and started generating revenue. We si.

ATLANTA--(BUSINESS WIRE)---- $QMLS #AI--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced a seven-year colocation agreement for up to 3.75 MW of data center capacity in metropolitan Atlanta, together with a right of first offer on as much as 7 MW of additional contiguous capacity at the same site. The contracted capacity is expected to support up to 2,048 NVIDIA Blackwell B300-class GPUs. Delivery is conditioned on the provider completing the.

ATLANTA--(BUSINESS WIRE)---- $QMLS #QumulusAI--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced that it will report financial results for the second quarter ended June 30, 2026 after market close on Tuesday, August 25, 2026, and will host a conference call and webcast at 5 p.m. EDT the same day to discuss the results. The call will be the company's first quarterly results call as a public company, following the start of trading on the Nasdaq Global.