ComputeLabs Research
Edition of · 20 stories
QumulusAI reported second-quarter 2026 revenue of $6.7 million, an increase of $3.6 million, or 118%, from $3.1 million in the corresponding 2025 quarter. Compute-power revenue reached $5.6 million, while AI compute represented 84% of total revenue, up from 61% in the first quarter of 2026 and 43% in the second quarter of 2025.
QumulusAI disclosed that cumulative signed customer contract value had reached $282.5 million. This figure represents signed contract value rather than recognized revenue, and the filing does not equate the full amount with revenue already earned or collected.
The U.S. National Science Foundation said eight Quantum Leap Challenge Institutes will collectively receive more than $290 million. The institutes are intended to address scientific hurdles associated with developing quantum-based technologies.
Spanish government sources said a draft decree would impose stricter water-use, energy and cybersecurity requirements on data centers. The draft was scheduled to open for public consultation during the week, meaning the requirements were proposed rules rather than final regulations.
The U.S. Department of the Treasury announced the Quantum-Readiness Task Force following Executive Order 14412. The executive order established guidelines for strengthening cryptographic protections around sensitive U.S. data, critical infrastructure and the digital economy.
OpenAI said it plans to begin deploying Jalapeño in its compute infrastructure by the end of 2026. The custom accelerator was developed with Broadcom and is intended to support OpenAI’s artificial-intelligence models.
Google presented its eighth-generation Tensor Processing Unit family at Hot Chips 2026. Tensor Processing Units are Google-designed accelerators for machine-learning workloads rather than general-purpose central processing units.
Microsoft provided new technical detail on Maia 200 at Hot Chips 2026. Maia 200 is the company’s second-generation server-class artificial-intelligence accelerator.
Intel disclosed additional details about its Crescent Island artificial-intelligence graphics processing unit at Hot Chips 2026. The accelerator supports configurations ranging from 160 gigabytes to 480 gigabytes of LPDDR5X memory.
NVIDIA announced Jetson Orin Nano 2 as an entry-level edge-AI and robotics computer. It is intended for local inference in robots, delivery and inspection drones, and visual-AI systems rather than data-center training clusters.
Digital Realty said it received a 50-megawatt data-center allocation for a proposed fourth facility in Singapore. The company plans to locate the project on Jurong Island.
New Jersey is seeking 150 megawatts of behind-the-meter energy storage to support a virtual power plant. Behind-the-meter systems are located on the customer side of the utility meter, while a virtual power plant coordinates distributed energy resources.
The government of Victoria opened a request for proposals for 2 gigawatts of offshore-wind projects. The process was described as Australia’s first offshore-wind auction.
QumulusAI entered the customer contract on May 11, 2026. The customer subscribed to 128 bare-metal clustered NVIDIA B300 GPU nodes for a three-year term, with aggregate contracted fees of approximately $99.6 million.
NVIDIA introduced Shadow Engine Recovery for NVIDIA Dynamo, its software framework for large-language-model inference serving. The feature is designed to restore serving capacity within seconds after an inference-engine process fails.
Google Cloud and Anyscale introduced an experimental Ray library that uses gVisor to provide isolated execution environments inside distributed Ray clusters. Ray is a distributed-computing runtime used to coordinate trainers, inference engines, rollout workers and other components in artificial-intelligence workflows.
An OpenAI spokesperson confirmed that Chris Malone was no longer with the company and said OpenAI had reorganized its infrastructure organization earlier in 2026. Malone reportedly left during the week before the disclosure.
Google Cloud introduced separate Gemini Enterprise offerings for legal work and for capital-markets and corporate-banking workflows. Both products combine reusable domain skills, governed agents, secure connections to enterprise systems and partner integrations.
Figure AI announced an index and a robot-training dataset. The supplied source does not provide the index methodology, dataset size, covered tasks, licensing terms or the number of robot-operation examples.
Waymo introduced a 5-nanometer application-specific integrated circuit designed for autonomous-driving computation. The chip processes sensor data in real time and is intended for Waymo’s fully autonomous ride-hailing platform.
