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Corvex Secures Multi-Year Agreement to Deploy NVIDIA Blackwell GPUs for Enterprise AI Infrastructure
Aug 4, 2026 · ThinkSabio
Keywords
CorvexNVIDIANVDABlackwell GPUsAI InfrastructureGPU-as-a-ServiceCloud ComputingEnterprise AIHigh-Performance ComputingHPCAI Data CentersAccelerated ComputingAI CloudGenerative AIMachine LearningDigital Infrastructure
Corvex (NASDAQ: MOVE) announced a multi-year agreement to provide clusters of NVIDIA Blackwell GPUs connected with NVIDIA Quantum-2 InfiniBand networking to a leading AI company. The agreement expands an existing customer commitment and strengthens Corvex's position as a provider of GPU-accelerated AI infrastructure.
Key Highlights
Multi-Year AI Infrastructure Agreement: Corvex signed a multi-year contract to provide NVIDIA Blackwell GPU clusters with NVIDIA Quantum-2 InfiniBand networking to a leading AI customer, expanding a previously announced commitment.
Complete AI Compute Stack: In addition to Blackwell GPUs, the deployment includes dedicated high-speed storage and CPUs, providing a full-stack AI computing platform for large-scale AI workloads.
Rapid Deployment: Corvex installed and commissioned high-density, liquid-cooled NVIDIA HGX B200 systems inside an existing air-cooled data center in approximately two weeks, avoiding the need for a facility rebuild or relocation.
Capital-Efficient Expansion: The infrastructure expansion is being funded through debt financing, customer prepayments, and cash on hand, with no additional equity issuance, limiting shareholder dilution.
Revenue Visibility: Corvex expects revenue from the agreement to be recognized throughout 2026, with the deployment reaching its full revenue run rate during the current quarter.
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