Vertical Data Secures $192 Million Contract to Supply Next-Generation Artificial Intelligence Infrastructure
New York, Tuesday, 15 September 2026.
Vertical Data signed a $192 million, five-year deal to supply a high-performance computer cluster for artificial intelligence development, guaranteeing long-term revenue starting in early 2027.
Infrastructure Deployment and Hardware Specifications
Vertical Data Inc. (OTCQB:VDTA) announced on 14 September 2026 that it has secured a signed Letter of Intent (LOI) for a dedicated AI infrastructure deployment in Western Europe [1]. The agreement outlines the installation of a 1,024-GPU NVIDIA B300 Blackwell Ultra cluster, comprising 128 NVIDIA HGX B300 servers designed for high-density compute workloads [1]. This hardware configuration is specifically engineered to support sovereign AI workloads while maintaining compliance with SOC 2 Type II, ISO 27001, and GDPR standards [1]. The deployment represents a significant scaling of computational capacity, targeting the increasing demand for purpose-built infrastructure among foundation model developers [1].
Financial Commitment and Contract Structure
The financial framework of the agreement establishes a $192.1 million commitment over an initial five-year term, structured on a binding take-or-pay basis [1]. Based on the total contract value and duration, the annualized revenue commitment amounts to 38.42 million per year [1]. The contract includes binding take-or-pay and deposit obligations covering the full contracted compute and storage capacity at a fixed rate [1]. While the LOI is signed, both parties are currently negotiating the definitive Master Services Agreement, which the company expects to finalize in the near term to establish remaining commercial and operational terms [1].
Strategic Timeline and Market Positioning
Service commencement for the cluster is targeted for the first quarter of 2027, aligning with the company’s strategy to deliver turnkey capacity on exact timelines [1]. Vertical Data Inc. operates three primary platforms, including VerticalData.io for enterprise GPU provisioning and GPUfinancing.com for structured financing, which support the execution of such large-scale commitments [1]. The company notes that forward-looking statements regarding this transaction are subject to risks including financing approval, supplier allocation, and export control compliance [1]. This agreement underscores the growing corporate demand for long-term computing power commitments anchored by binding structures [1].