Lambda

Recent news

• Aug 27, 2026

  QumulusAI Scales GPUs, but Powered Capacity Sets the Pace

  QumulusAI reported its second-quarter results and said it signed $169.7 million in new customer agreements while more than tripling its deployed GPU fleet.

  • Deployed GPUs rose to 3,088 at the end of June from 952 three months earlier; the company signed 21 new direct AI compute contracts and brought cumulative signed customer contract value to $282.5 million across 40 multiyear agreements.
  • QumulusAI ended the quarter with 8 MW of HPC capacity under executed lease and colocation agreements, all committed to customers, and has contracted for up to 3.75 MW in metropolitan Atlanta for expected service in the fourth quarter; it also purchased 1,632 Nvidia Blackwell B300 GPUs during the quarter.
• Aug 7, 2026

  DCF Trends Summit 2026: Execution Took the Stage in Reston

  Data Center Frontier has published a recap of the 2026 Data Center Frontier Trends Summit, highlighting the industry’s shift from projection to execution.

  • The article says the summit in Reston focused on converting announced megawatts into energized capacity, with sessions on power, land, transmission, permitting, cooling, density, and social license.
  • It also notes that the summit will move west to Glendale, Arizona, in May 2027, alongside the Microgrid Knowledge Conference. The piece is a conference recap and commentary, not a new corporate deal announcement.
• Jul 13, 2026

  ECL, PowerCell partner to deploy hydrogen fuel cell power systems across US data centers

  ECL has announced a partnership with PowerCell Group to support hydrogen-powered data centers across the US.

  • The deal includes a firm purchase order for PowerCell PS190 fuel cell systems and a non-binding MoU for about 300MW of additional hydrogen fuel cell capacity across ECL’s data center portfolio.
  • First deployments will begin at ECL’s 35MW CSC-1 campus in Santa Clara, California, using PowerCell’s containerized systems within ECL’s FlexGrid microgrid architecture with grid power, natural gas, and battery storage; the partners have also already deployed fuel cells at ECL’s MV-1 facility in Mountain View, California.
• Jul 9, 2026

  Data Center Frontier Trends Summit 2026 Preview

  Data Center Frontier has announced a preview of the Data Center Frontier Trends Summit 2026, a conference focused on AI infrastructure execution, taking place August 4–6 in Reston, Virginia.

  • The episode features Matt Vincent speaking with Bill Kleyman of Apolo to preview the summit and its themes, including power-first site selection, liquid cooling, behind-the-meter generation, supply chain execution, and community acceptance.
  • The article says the industry has shifted from projection to execution and that announced megawatts are not the same as energized megawatts; it also highlights summit sessions and keynotes involving Rich Miller, Lee Kestler, NVIDIA, Meta, and the Open Compute Project.
  • The content is a podcast/article preview and commentary, not a new project announcement; it references the summit agenda and speakers, with the conference set for August 4–6, 2026 in Reston, Virginia.