GMI Cloud announced 2.4x growth in live revenue in the first half of 2026 and $500 million in contracted annual recurrin
GMI Cloud, an AI-native cloud provider delivering high-performance GPU infrastructure and inference services, today announced record growth in 2026. Live annual recurring revenue from GPU capacity running in production grew 2.4x in the first half of 2026 compared to year-end 2025. The company has also secured contracted annual recurring revenue from signed customer commitments, including multiple multi-year agreements with leading AI companies, totaling more than $500 million as of July 21, 2026. This represents more than 8x GMI Cloud's year-end 2025 annual recurring revenue and will progressively convert to live revenue as additional power capacity comes online this year.
The company has expanded its data center footprint from the United States into Taiwan and Thailand, with further expansion underway across the Asia-Pacific region, supported by partnerships with Macnica, Compal, and Taiwan Mobile. As part of its global strategy, GMI Cloud announced a sovereign AI infrastructure initiative in Japan, anchored by a 200 megawatt first-phase deployment in 2028. The expanding footprint already supports customers across frontier AI, sovereign AI, cinematic production, legal technology, cybersecurity, agentic AI, and generative AI, with customers and partners including Fireworks, Higgsfield, Trend Micro, Wistron, and Utopai Studios.
Beyond GPU infrastructure, GMI Cloud's inference business grew 34 times in four weeks and now processes approximately 2.5 trillion tokens each week. The company ranks as a top-three token provider on OpenRouter, serving AI customers seeking US and Asia-Pacific token endpoints. By combining NVIDIA GPU infrastructure with AI-optimized cloud and inference services, GMI Cloud enables customers to scale model training, post-training, fine-tuning, and high-volume agentic inference while supporting secure, regionally compliant sovereign AI deployments.