QumulusAI (QMLS) Investor presentation summary

Fiscal 2026 financial outlook

• Projected annual recurring revenue (ARR) of $300 million for FY2026, representing 30x growth over FY2025.

• ARR projection includes executed contracts, expected renewals, deposit-backed reservations, and projected signings as of December 31, 2026.

• Data center capacity expected to reach 18 MW by end of 2026, with a line of sight to 2.5 GW in 2027.

Growth strategy and expansion

• National platform with active sites in Marietta, Kansas City, Denver, and Philadelphia, plus Oklahoma and additional colocation partners in development.

• Distributed AI-XP sites operational or deploying in 2026, with further expansion planned for 2027.

• Partnerships and new locations under evaluation to support continued growth.

Technology and service model

• Multi-vendor approach with latest NVIDIA GPUs (Blackwell, Hopper, RTX Pro 6000) and leading networking, storage, and server partners.

• Flexible infrastructure offering bare metal or virtualized environments, reserved or burst capacity, and modular deployments.

• Emphasis on speed, flexibility, cost efficiency, trust, and rapid provisioning to accelerate client innovation.