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ComputeDeal

Vertical Data signs letter of intent to provide about 8,000 NVIDIA Blackwell-generation GPUs to an AI developer in Europe

The five-year take-or-pay agreement at a fixed rate would represent aggregate contract value of approximately US$1.4 billion if fully performed. It includes a refundable customer downpayment and is subject to the Company securing financing.

Size
8,000 GPUs
Place
Europe
Companies
NVIDIA, Vertical Data Inc.
Source
Vertical Data Inc. 8-K, filed Nov 2, 2026
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Compute Deal

Vertical Data completes acquisition of Cirenso Group AB, owner of a Swedish site with 4.7 MW of power capacity

$6.2 mn

The site in Hamre Industrial Park, Sollefteå Municipality has a pending application for a grid connection of up to 100 MW. The purchase price was SEK 60.0 million (approximately US$6.2 million), and the Company intends to develop the site as an AI data center.

Cirenso Group ABVertical Data Inc.Vertical Data Nordic AB Source: Vertical Data Inc. 8-K, filed Nov 2, 2026

Compute Deal

Vertical Data signs non-binding term sheet for GPU-as-a-Service on about 16,000 NVIDIA Blackwell-generation GPUs for a cloud provider

16,000 GPUs

The five-year take-or-pay term sheet would serve a sovereign government end customer, with aggregate contract value of approximately US$2.8 billion if fully performed. It is non-binding apart from exclusivity, dispute resolution and governing law, and is subject to definitive agreements, financing, letters of credit and export-control clearances.

NVIDIAVertical Data Inc. Source: Vertical Data Inc. 8-K, filed Nov 2, 2026