QumulusAI and the shift from GPU scarcity to GPU efficiency

QumulusAI secured over $124 million in three-year customer subscriptions with Hyperbolic and another AI platform. The deals cover 1,280 Nvidia Blackwell GPUs across 160 servers, with nearly $21.9 million in upfront commitments. The neocloud provider uses an inference-first architecture to reduce costs by matching resources to actual workload needs.