AI Compute Deals

Galaxy Digital AI compute deals

Galaxy Digital is party to 3 deals in the ledger, the seller or provider in all 3. The 1 with a stated price add up to $10.4B in headline value. Stated capacity: 0.53 GW. Counterparties: CoreWeave.

Verified 9 Nov 2026. Sums count each row’s headline figure as stated, cancelled deals excluded. Open in the full ledger

  1. CoreWeave takes the rest of Helios (526 MW critical IT in total)

    Sells to CoreWeave

    Capacity shown is this final 133 MW option; the campus total is 526 MW critical IT. Galaxy expects over $1 billion average annual revenue across the three phases and puts total potential value above $30 billion with extensions. Phase III rent starts in 2028.

    n/d 0.133 GW signed

  2. CoreWeave exercises 260 MW Helios Phase II option

    Sells to CoreWeave

    Minimum contracted lease payments for Phase II per Galaxy's July 2026 note-offering deck ($675 million annual base revenue). Galaxy funded construction with $3.507 billion of 9.875% notes due 2031 (July 2026).

    $10.4B1 0.26 GW expanded

  3. CoreWeave–Galaxy Digital 15-year, 133 MW Helios lease

    Sells to CoreWeave

    No total disclosed. Galaxy's Q3 2026 deck gives Phase I annual base revenue of $315 million. Two five-year extension options.

    n/d 0.133 GW expanded