Stephen Hunton

Believer, Husband, Dad, Storyteller | Chief Marketing Officer, Creative Strategist and Change Agent

[USD.AI @USDai_Official]

USDAI is a financing vehicle for the AI capex boom: a tradable, GPU-backed debt product onchain.

- USDai: the stablecoin, used for payments like loan settlement and interest payments
- sUSDai: the yield product, used to fund the AI buildout

@_ConorMoore on @CoinDesk Live

[QumulusAI @QumulusAI]

AI roadmaps don’t fail because of ambition. They fail because compute shows up late.

QumulusAI secured a $45M convertible note facility from ATW Partners, with $15M funded to date, to accelerate GPU procurement and infrastructure deployment.

For enterprise AI teams, speed to live cluster matters. That’s the story.

> Read more: https://t.co/RkNO1ZXyDK

[USD.AI @USDai_Official]

Origination alert: $16,395,614 loan executed with @QumulusAI.

600 H200 GPUs. 75 servers. 80% LTV, 12% APR.

Dec 2024 - $500M guidance facility announced.
Feb 2025 - $4.3M first draw
April 2026 - $16.4M follow-on draw.

More to come.

[Stephen Hunton @stephenhunton]

TFW Claude is down and you start to think about making that briefing document all by yourself again...

[Shay Boloor @StockSavvyShay]

China is no longer the thing you need for the $NVDA bull case.

The core story is that utilization is running at full capacity & management already has visibility into ~$500B of Blackwell & Rubin revenue through 2026 without any help from a China rebound.

[QumulusAI @QumulusAI]

QumulusAI has acquired 1,100+ GPUs to power our cloud — spanning B200, H200, H100, RTX Pro 6000, L4, and more. And B300s are less than a month away.

Deploy what you need now.
Reserve what you need next month.
Scale without waiting in line.

#NVIDIA #GPU #AI #Neocloud #Hyperspeed

[Ian Macomber @iandmacomber]

Government surveys say 9% of US businesses use AI: @tryramp data says it's closer to 44%. Based on millions of aggregated + anonymized card + AP transactions, invoices, receipts, POs, we're seeing real adoption, especially in construction firms, manufacturers, and health card providers. We see industries typically known for lagging in tech investment are now some of the fastest growing spenders on AI tools.

@arakharazian just shipped our Fall 2025 Business Spending Report. In addition to AI spend, we also looked at how businesses are navigating tariffs, hiring, and software investment.

Despite the fed cutting rates to their lowest level in three years, we are seeing business spend holding strong.

[Stephen Hunton @stephenhunton]

@danielnewmanUV Sheesh I should have come to your neighborhood

[QumulusAI @QumulusAI]

One cloud went dark today.
The sky didn’t.

#AIInfrastructure

[Stephen Hunton @stephenhunton]

@danielnewmanUV @BeuvingJordy needs a steady diet of BTM GPUaaS

[Daniel Newman @danielnewmanUV]

QumulusAI is another up and coming AI Utility. The demand for these companies to provide AI and HPC capacity is insatiable.

We are advising this one and excited to see it successfully raised $500 Million via Permian Labs using the USD dot AI protocol.

[QumulusAI @QumulusAI]

We’re excited to partner with @USDai_Official!

This milestone marks a new chapter in how AI infrastructure is financed -- bringing speed, flexibility, and non-dilutive growth to one of the fastest-expanding markets in tech.

Read the coverage on @CoinDesk - https://t.co/TvAnH6N7tj

[Stephen Hunton @stephenhunton]

Great overview from @StevenDickens3 on the announcement of former CTO of Applied Digital joining @QumulusAI to lead us into our next phase of growth.

[Steven Dickens @StevenDickens3]

A New CEO, Positions QumulusAI For Take Off

Mike Maniscalco joins @QumulusAI. He brings deep experience in HPC and AI infrastructure. What does it mean for the company?

Key Highlights:

* Mike Maniscalco is the new CEO of QumulusAI, a provider of high-performance computing and AI infrastructure.

* He previously served as CTO of Applied Digital, an AI-centric supercomputing company.

* Maniscalco has a background as a serial entrepreneur with multiple successful exits.

* His experience includes launching products in chronic disease management, IoT, and remote systems management.

* This appointment signals a new phase for QumulusAI as it aims to scale its operations.

Read my thoughts via the link in the comments 👇

Read my thoughts via the link in the comments 👇

[Steven Dickens @StevenDickens3]

A New CEO, Positions QumulusAI For Take Off

Mike Maniscalco joins @QumulusAI. He brings deep experience in HPC and AI infrastructure. What does it mean for the company?

Key Highlights:

* Mike Maniscalco is the new CEO of QumulusAI, a provider of high-performance computing and AI infrastructure.

* He previously served as CTO of Applied Digital, an AI-centric supercomputing company.

* Maniscalco has a background as a serial entrepreneur with multiple successful exits.

* His experience includes launching products in chronic disease management, IoT, and remote systems management.

* This appointment signals a new phase for QumulusAI as it aims to scale its operations.

Read my thoughts via the link in the comments 👇

Read my thoughts via the link in the comments 👇

[Stephen Hunton @stephenhunton]

@heyitsnoah I’m scared of what this would reveal about my family. 😆

[Stephen Hunton @stephenhunton]

@danielnewmanUV It’s interesting to watch companies put the cat back in the bag. In person does create more relational value and an ability to build a more authentic culture than over video.

I mean, I know we all miss the Covid Zoom Happy Hour meetings! 🫣

[Stephen Hunton @stephenhunton]

This week’s @theallinpod pod was great, but couldn’t help but miss @Jason’s hosting chops.

[Stephen Hunton @stephenhunton]

Feels like @Starbucks has lost the script. So many mobile orders out and dozens of in-store customers waiting for their orders. Very poor experience for the brand.

Too bad.

[PRISM MarketView @PrismMarketView]

Vincerx Pharma Announces Potential AI Pivot with QumulusAI Merger, Shares Surge 35%
@VincerxPharma, Inc (NASDAQ: $VINC) has entered into a non-binding letter of intent (LOI) to merge with @QumulusAI , a privately held high-performance computing (HPC) infrastructure provider for artificial intelligence. The announcement has sparked investor enthusiasm, propelling Vincerx shares up 35%.
Under the proposed agreement, QumulusAI would go public via a reverse triangular merger, with its equity holders gaining 95% ownership of the combined company, while existing Vincerx shareholders would retain 5%. The deal values QumulusAI at $285 M and Vincerx at $15 M, assuming zero cash (net of liabilities) at closing.
As part of the arrangement, QumulusAI or its designees may invest up to $1.5 M into Vincerx before the deal closes. Following completion, QumulusAI will control the board and senior management of the newly formed entity.
Originally a biopharmaceutical firm focused on oncology, Vincerx’s move into AI infrastructure marks a radical strategic shift. QumulusAI, which operates data centers in Oklahoma, Texas, and Georgia, specializes in energy-efficient, high-performance computing—a sector experiencing massive demand due to the rapid expansion of AI models and applications.
The company’s 108-megawatt (MW) power portfolio and 550+ deployed GPUs position it as a competitor in the AI compute race, where firms are racing to secure scalable, cost-efficient infrastructure. Its data centers use natural gas-powered energy solutions, aiming to reduce grid strain while supporting AI expansion.
The transaction remains subject to the negotiation of a definitive business combination agreement, regulatory approvals, and the green light from both companies’ boards and shareholders. The parties have committed to a 30-day exclusivity period to finalize the details. If successful, the combined company’s common stock will continue trading on Nasdaq.
Investment bank Chardan is serving as the exclusive financial advisor, while Fox Rothschild LLP is providing legal counsel to QumulusAI.
#highperformancecomputing #ArtificialInteligence #Ai
#StocksToWatch #StocksOnTheMove #StocksInNews #investors #daytrader #PRISMMediaWire #PRISMDigitalMedia
https://t.co/lKCTWMaGu8

[Apple TV @AppleTV]

Season 4.