Vertical Data signs $192.1M GPU LOI

Vertical Data announced a $192.1 million, five-year Letter of Intent for a dedicated 1,024-GPU NVIDIA B300 cluster in Western Europe, with service targeted for Q1 2027. The company’s announcement says take-or-pay and deposit terms are binding, but most commercial, operational, and delivery terms remain subject to a definitive agreement. For infrastructure buyers, headline capacity is not delivered capacity: Oracle’s customer-advance warning for AI infrastructure is the better risk lens.