QumulusAI Issues Fiscal Year 2026 Guidance: $300 Million in Forward ARR, Backed by 18 MW of Capacity
QumulusAI expects approximately 30x ARR growth in fiscal 2026 over fiscal 2025, with line of sight to 2.5 gigawatts in 2027
QumulusAI, a neocloud infrastructure provider purpose-built for the artificial intelligence (AI) computing era, today issued fiscal year 2026 guidance in an investor outlook update covering two operational metrics: forward annualized recurring revenue (ARR) and capacity. For fiscal year 2026, the company expects forward ARR of $300 million, approximately 30x growth in fiscal 2026 over fiscal 2025, backed by 18 megawatts (MW) of year-end fiscal 2026 data center capacity with a line of sight to 2.5 gigawatts (GW) by year-end fiscal 2027. A supplemental guidance presentation is available on the company’s newly launched investor relations website at investors.qumulusai.com.
The forward ARR guidance reflects breakout growth. Forward ARR of $300 million is expected as of December 31, 2026, and comprises executed contract revenue to date, expected renewals, deposit-backed compute capacity reservations and projected contract signings, in each case reflecting ARR expected upon activation of the associated compute capacity.
