What changed

IBM and Together AI signed a multi-year, $240 million agreement for a dedicated inference cluster on IBM Cloud using NVIDIA HGX B300 systems and Spectrum-X networking. The companies expect the first United States cluster in the first quarter of 2027; Reuters reports it will contain roughly 2,000 Blackwell 300 chips.

Why it matters

The agreement converts demand for open-model inference into a large dedicated deployment and gives IBM Cloud a new anchor tenant for NVIDIA's latest systems.

What to do

Treat the cluster as future capacity when planning 2027 inference procurement, and compare contractual availability, model coverage, throughput, and exit terms with existing providers.

Caveat

The cluster is not live. Capacity timing, utilization forecasts, output comparisons, and Together AI's token-volume figures are company projections or vendor claims.