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Duos, 데이터센터 용량 20MW를 클라우드 사업자 고객과 계약했으며, 계약 규모는 7억 달러이고 해당 용량은 내년에 가동될 예정이다.

A 20MW 규모의 클라우드 사업자 계약으로 7억 달러 규모의 대형 용량 임대를 중소 데이터센터 운영사도 확보할 수 있음이 입증됐으며, 내년 가동 개시가 실제 공급 역량을 시험하게 될 것이다.
업계 전문지Slicast · 2026년 10월 21일 13:16 UTC · 글로벌 · 출처: Data Center Dynamics
중요도 72

Edge data center firm Duos has secured a cloud provider as a customer.

Nasdaq-listed Duos Technologies Group this week announced the signing of a new ten-year colocation agreement for 20MW of facility load with an unnamed "mature publicly traded cloud services provider" in the US. The agreement represents more than $400 million in total contract value over the initial term and is expected to be deployed in Q2 2027 within Duos' "expanding portfolio of Edge AI campuses."

Duos also said it is in "active negotiations" on approximately 100MW of additional powered, data center-zoned land to expand its Duos Edge AI platform. The company said it is currently under contract, and in active negotiations, to secure approximately 100MW of additional powered and data center-zoned land across multiple sites in the United States. About 25MW of that is currently under contract across multiple US sites, and the company is in active negotiations on an additional 7MW. All site agreements could be finalized by year-end.

Duos CEO Doug Recker said the deal and expansion represented "another significant step in executing our long-term growth strategy."

"These developments reflect the increasing demand we are seeing from customers seeking scalable, power-dense infrastructure that can be deployed quickly and efficiently," he said. "Our modular architecture, contract-first approach, and ability to identify attractive expansion opportunities continue to differentiate Duos in the marketplace. As AI, cloud, content delivery, and enterprise computing requirements grow, we believe we are well positioned to quickly expand our customer base and increase contracted revenue."

Florida-based Duos, which previously developed rail-focused technology offerings, pivoted into data centers in 2024. The company has installed several Edge pods in rural locations across Texas, as well as sites in Illinois and Florida. Its pods total 15 racks and 300kW per container, and Duos Edge says they can be deployed in as little as 90 days. The firm is also targeting a higher-density container offering of 1-2.5MW.

The most recent company presentation said it aims to have about 65 pods and 20MW of capacity deployed by the end of 2026, and 250 pods totaling 60MW of capacity by 2028.

The firm has previously secured an unnamed "investment-grade hyperscaler" as a customer for 10MW of capacity, and neocloud NiStar for 2MW in Columbus, Georgia.

Axe Compute recently acquired an AI infrastructure cluster in Columbus from Duos, along with Duos' GPU-as-a-service entity, as part of Duos' pivot to focus purely on colocation. Duos is separately set to provide Axe with multi-location capacity across the US totaling 55MW.

As a result of the sale, Duos said it is now directing its capital exclusively toward developing and operating 10-30MW modular colocation sites across the US.

**Duos adds bricks and mortar to container offering**

The Columbus site is described as a "bricks and mortar" facility located at 8 Corporate Ridge Parkway and able to offer up to 20MW. It was previously operated by JMF Solutions as its DLI One facility, and before that by financial technology firm TSYS. Duos acquired the site in June.

Over the summer, Duos said it would host more than 2,300 Nvidia B300 GPUs operated by Hydra Host for a third-party client. It is unclear whether Hydra Host remains involved following the Axe Compute acquisition.

The TSYS data center was built in 1997. The company reportedly exited the site after it merged with Global Payments in 2019.

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Duos, 데이터센터 용량 20MW를 클라우드 사업자 고객과 계약했으며, 계약… · Slicast