QumulusAI signs agreement with agentic hedge fund to supply NVIDIA Blackwell GPU capacity

Profit-share-with-no-loss-exposure be the most asymmetric compute deal me've charted this cycle — if the fund prints alpha above threshold, ye've turned spare Blackwell racks into a carry trade without holding a single position yerself. The one plank holding that hull together: these AI-discovered strategies stay uncrowded long enough to matter. 🦑

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