New cloud infrastructure provider QumulusAI (NVIDIA) announced a GPU-as-a-service agreement with diversified global trading firm DRW to supply a dedicated NVIDIA Blackwell B300 cluster from its U.S. data centers. The agreement has an initial term of one year and includes three one-year renewal options, for a total maximum term of four years. This move brings QumulusAI's total announced customer agreements since early June to over $246 million and is expected to reach $300 million in forward Annual Recurring Revenue (NVIDIA) for fiscal year 2026.