Forum Edge AI LLC, a joint venture between Forum Markets and Edge Node Inc., has signed a 36-month agreement with AI inference provider Fireworks to reserve Nvidia B300 GPU capacity at an existing powered data center facility in Dallas, valued at $94.4 million. The GPUs are expected to be deployed at the Dallas facility in late December or early January, marking Forum Edge's first contracted customer commitment. Fireworks, which was most recently valued at approximately $17.5 billion with backers including Nvidia, Atreides Management, Index Ventures, and TCV, provides inference, training, and routing services for enterprise generative AI applications. Forum Edge's initial portfolio also includes a 9MW data center campus in High Point, North Carolina, and a mobile communications tower site.
The $94.4 million deal is Forum Edge AI's inaugural customer contract and represents a test of whether smaller, modular AI infrastructure ventures can attract commitments from high-value inference providers at scale. The deployment of Nvidia B300 GPUs, a recent generation, at a 2MW Dallas facility within months of the JV's formation shows how quickly new entrants are moving to monetize GPU capacity as demand from AI inference workloads grows.
A new colocation leasing deal in the Dallas market is a concrete market transaction worth tracking, with Dallas being one of the top US data center markets. The named tenant and specific US market make this a distinct, verifiable story.