StockWatch
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Services-Computer Processing & Data Preparation
Business UpdateJul 14, 2026, 05:31 PM

QumulusAI Guides FY26 ARR to $300M, Capacity to 18 MW

AI Summary

QumulusAI, Inc. has issued its fiscal year 2026 guidance, projecting $300 million in forward Annualized Recurring Revenue (ARR), which signifies an approximate 30x growth over fiscal year 2025. This revenue is expected to be backed by 18 megawatts (MW) of data center capacity by the end of fiscal 2026, with a long-term vision for 2.5 gigawatts (GW) by year-end fiscal 2027. The company also announced the launch of its new investor relations website.

Key Highlights

  • QumulusAI expects $300 million in forward Annualized Recurring Revenue (ARR) for fiscal year 2026.
  • This represents approximately 30x ARR growth in fiscal 2026 over fiscal 2025.
  • The company projects 18 MW of data center capacity by year-end fiscal 2026.
  • QumulusAI has a line of sight to 2.5 gigawatts (GW) of capacity by year-end fiscal 2027.
  • The company's national footprint includes active sites in Marietta, Kansas City, Denver, and Philadelphia.
  • QumulusAI houses NVIDIA GPUs (Blackwell, Hopper, RTX PRO 6000) in its facilities.
  • A new investor relations website has been launched at investors.qumulusai.com.