Form 8-K

8-K — QumulusAI, Inc.

Accession: 0001437749-26-023568

Filed: 2026-07-14

Period: 2026-07-14

CIK: 0002084026

SIC: 7374 (SERVICES-COMPUTER PROCESSING & DATA PREPARATION)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — quma20260714_8k.htm (Primary)

EX-99.1 — EXHIBIT 99.1 (ex_988109.htm)

EX-99.2 — EXHIBIT 99.2 (ex_988110_source.htm)

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0002084026

2026-07-14

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 14, 2026

QUMULUSAI, INC.

(Exact name of registrant as specified in its charter)

Georgia

001-43398

92-2681813

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(IRS Employer

Identification No.)

817 W Peachtree Street NW, Suite 935

Atlanta, Georgia

30308

(Address of principal executive offices)

(Zip Code)

(877) 420-9242

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common stock, no par value per share

QMLS

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On July 14, 2026, QumulusAI, Inc. (the “Company”) issued a press release providing an overview of the Company’s business outlook. A copy of the press release is attached hereto as Exhibit 99.1, and a copy of a related investor presentation is attached hereto as Exhibit 99.2.

The information in this Item 7.01 and Exhibits 99.1 and 99.2 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.

Description

99.1

Press Release, dated July 14, 2026 (filed herewith).

99.2

Investor Presentation, dated July 14, 2026 (filed herewith).

104

Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

QUMULUSAI, INC.

By:

/s/ Scott Krosnowski

Scott Krosnowski

Chief Financial Officer

Date: July 14, 2026

EX-99.1 — EXHIBIT 99.1

EX-99.1

Filename: ex_988109.htm · Sequence: 2

ex_988109.htm

Exhibit 99.1

FOR IMMEDIATE RELEASE

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

ATLANTA, July 14, 2026 — 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.

That revenue is backed by continued delivery of compute capacity fueled by customer demand. QumulusAI expects 18 MW of data center capacity as of December 31, 2026, comprising 8 MW of active high-performance computing (HPC) power and 10 MW of HPC power in development, under executed lease or colocation agreements that are operational or undergoing build-out, power activation, or customer deployment. Growth beyond 2026 is supported by line of sight to 2.5 GW of capacity by the end of fiscal year 2027. QumulusAI’s national footprint currently includes active sites in Marietta, Georgia; Kansas City, Missouri; Denver, Colorado; and two sites in Philadelphia, with an Oklahoma site and additional colocation partners in development. Through the QAI Moon joint venture and its agreement with Connected Nation Internet Exchange Points, the company sees a path to 125 network-edge sites across its distributed AI-XP footprint.

“AI’s biggest barrier isn’t intelligence; it’s the infrastructure to power it. We don’t build the models — we build the infrastructure that powers them,” said Michael Maniscalco, CEO of QumulusAI. “Our focus in 2026 is straightforward: bring GPU capacity online in months, not years, and convert it into durable recurring revenue.”

QumulusAI houses the latest NVIDIA GPUs, including Blackwell (B300/B200), Hopper (H100/H200) and RTX PRO 6000, in colocation facilities and data centers of less than 50 MW capacity, on a quarterly deployment cadence designed to accelerate time to value for customers.

“We designed this guidance framework to be simple to track,” said Scott Krosnowski, CFO of QumulusAI. “Forward ARR and capacity capture both sides of our model: the demand we activate and the infrastructure we deliver it on. We are issuing this as annual guidance, and we expect to update our outlook for 2027 at the end of the year.”

Fiscal Year 2026 Guidance

For fiscal year 2026, QumulusAI is providing the following guidance:

Metric

FY2026 Guidance

Forward Annualized Recurring Revenue (ARR)¹

$300M (~30x growth in fiscal 2026 over fiscal 2025)

Capacity²

18 MW (line of sight to 2.5 GW by year-end fiscal 2027)

¹ Forward ARR expected as of December 31, 2026, comprising 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. ² Data center capacity under executed lease or colocation agreements, operational or undergoing build-out, power activation, or customer deployment, in each case available for, or expected to become available for, compute deployments as of December 31, 2026.

New Investor Relations Website

QumulusAI has launched its investor relations website at investors.qumulusai.com. The site hosts the supplemental guidance presentation along with a more comprehensive investor presentation outlining the company’s business model, as well as press releases, SEC filings, events and corporate governance information.

About QumulusAI

QumulusAI is a distributed AI cloud platform that delivers accelerated access to high-performance GPU compute. Through an inference-first, demand-led deployment model across a network of data center sites, QumulusAI brings compute closer to customer demand, helping AI teams and enterprises scale production AI workloads with speed, flexibility and control. By combining rapid deployment with flexible private cloud infrastructure, QumulusAI gives customers a faster, more adaptable path beyond the capacity constraints of traditional centralized and hyperscale cloud models. Learn more at QumulusAI.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding the company’s fiscal year 2026 guidance, expected forward ARR, expected capacity, the timing, scale and pace of GPU deployments and related capacity expansion, data center development plans, and future performance. Words such as “anticipate,” “believe,” “estimate,” “expect,” “guidance,” “intend,” “may,” “on track,” “plan,” “project,” “target,” “will” and similar expressions are intended to identify forward-looking statements. These statements are based on management’s current expectations and assumptions as of the date of this release and are subject to risks and uncertainties that could cause actual results to differ materially, including, among others, the company’s dependence on a limited number of large customers; the availability and cost of power, network connectivity and specialized hardware such as GPUs; the company’s substantial capital requirements and access to financing; competition and rapid technological change in the HPC and AI markets; the company’s limited operating history and history of net losses; and those described in the “Risk Factors” section of the company’s registration statement on Form S-1, as amended (File No. 333-292514), filed with the U.S. Securities and Exchange Commission (SEC), as such factors may be updated in the company’s subsequent filings with the SEC. QumulusAI undertakes no obligation to update or revise any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by applicable law.

Key Operating Metrics

This press release includes certain operating metrics, including forward ARR and capacity, that are presented as supplemental measures of the company’s performance. Forward ARR and capacity are measures that management uses to evaluate the company’s growth and expansion, and believes they are useful to investors in assessing future operations. ARR is not necessarily indicative of future revenue under U.S. Generally Accepted Accounting Principles (GAAP), and investors should not consider ARR as a substitute for revenue recognized under GAAP or other related measures. These measures may not be comparable to similarly titled measures used by other companies.

Investor Contact

investors@qumulusai.com

Media Contact

media@qumulusai.com

EX-99.2 — EXHIBIT 99.2

EX-99.2

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Exhibit 99.2

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