{ "name": "Every AI compute deal, in one sourced ledger", "url": "https://aicomputedeals.com/", "license": "CC BY 4.0", "cite": "AI Compute Deals, https://aicomputedeals.com/", "updated": "2026-11-09", "fields": [ { "key": "date", "label": "Announced", "type": "date", "description": "Date the deal was first announced or disclosed (YYYY-MM-DD). For SEC-disclosed deals, the filing or press-release date.", "filterable": true, "sortable": true }, { "key": "buyer", "label": "Buyer", "type": "string", "description": "Party paying for compute, chips, capacity or power, or receiving the investment in equity-for-compute deals.", "filterable": true, "sortable": true }, { "key": "seller", "label": "Seller / provider", "type": "string", "description": "Party supplying the cloud capacity, chips, data center, power or capital.", "filterable": true, "sortable": true }, { "key": "value_usd", "label": "Value", "type": "number", "unit": "USD", "description": "Headline dollar value exactly as stated in the cited source. null when undisclosed. Read value_note for whether it is a total, an annual figure, a ceiling or a press report.", "filterable": true, "sortable": true }, { "key": "value_note", "label": "Value note", "type": "string", "description": "What the value means (total, per year, 'up to', planned, reported), plus conflicting figures from other sources.", "filterable": false, "sortable": false }, { "key": "capacity_gw", "label": "Capacity", "type": "number", "unit": "GW", "description": "Data center or compute capacity in gigawatts as stated in the source (MW converted to GW). Power purchase agreements buy generation, not data center capacity, so they leave this empty and give the plant size in value_note. null when undisclosed.", "filterable": true, "sortable": true }, { "key": "gpus", "label": "Accelerators", "type": "number", "unit": "chips", "description": "Number of GPUs, TPUs or other accelerators named in the source. null when undisclosed.", "filterable": true, "sortable": true }, { "key": "chips", "label": "Chips", "type": "string", "description": "Accelerator family or generation named in the deal, e.g. NVIDIA GB300, AMD Instinct MI450, Google TPU, AWS Trainium.", "filterable": true, "sortable": false }, { "key": "term_years", "label": "Term", "type": "number", "unit": "years", "description": "Contract or investment term in years where stated. null when undisclosed.", "filterable": true, "sortable": true }, { "key": "status", "label": "Status", "type": "enum", "description": "announced = LOI, plan or press report; signed = binding agreement disclosed; expanded = a later deal added to this relationship; cancelled = terminated or rejected; completed = closed transaction (e.g. investment funded).", "filterable": true, "sortable": true, "enumValues": [ "announced", "signed", "expanded", "cancelled", "completed" ] }, { "key": "counterparties_extra", "label": "Other parties", "type": "string", "description": "Backstop providers, co-investors, equipment suppliers, site owners and other named parties.", "filterable": false, "sortable": false } ], "records": [ { "id": "anthropic-amazon-investment-2024-11", "name": "Amazon adds $4B to Anthropic; AWS becomes primary training partner", "url": "https://techcrunch.com/2024/11/22/anthropic-raises-an-additional-4b-from-amazon-makes-aws-is-primary-cloud-partner/", "summary": "Amazon invested a further $4 billion in Anthropic, bringing its total to $8 billion. Anthropic named AWS its primary training partner and committed to train future models on Trainium2.", "tags": [ "equity-for-compute", "chip-supply", "cloud-capacity" ], "fields": { "date": "2024-11-22", "buyer": "Anthropic", "seller": "Amazon (AWS)", "value_usd": 4000000000, "value_note": "Up to $4.0 billion of convertible notes in three tranches ($1.3B Nov 2024, $1.3B May 2025, $1.4B Nov 2025), bringing Amazon's total to $8 billion. All tranches issued per Anthropic's S-1/A.", "capacity_gw": null, "gpus": null, "chips": "AWS Trainium2", "term_years": null, "status": "completed", "counterparties_extra": "Annapurna Labs (AWS chip unit) on future Trainium generations" }, "sources": [ { "url": "https://techcrunch.com/2024/11/22/anthropic-raises-an-additional-4b-from-amazon-makes-aws-is-primary-cloud-partner/", "title": "Anthropic raises an additional $4B from Amazon (TechCrunch)", "accessed": "2026-11-09" }, { "url": "https://www.pymnts.com/?p=2297087", "title": "Amazon Doubles Total Investment in Anthropic to $8 Billion (PYMNTS)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-aws-expansion-amazon-50b-2026-02", "name": "Amazon invests $50B in OpenAI; AWS deal expanded by $100B", "url": "https://www.sec.gov/Archives/edgar/data/1018724/000110465926021050/tm267374d1_ex99-1.htm", "summary": "Amazon agreed to invest $50 billion in OpenAI ($15 billion first, $35 billion on conditions). OpenAI expanded its $38 billion AWS deal by $100 billion over eight years and will use about 2 GW of Trainium3 and Trainium4 capacity.", "tags": [ "cloud-capacity", "chip-supply", "equity-for-compute" ], "fields": { "date": "2026-02-27", "buyer": "OpenAI", "seller": "Amazon (AWS)", "value_usd": 100000000000, "value_note": "AWS agreement expanded by $100 billion over eight years (on top of $38B). Separate Amazon equity investment of $50 billion ($15B initial + $35B conditional).", "capacity_gw": 2, "gpus": null, "chips": "AWS Trainium3, Trainium4", "term_years": 8, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1018724/000110465926021050/tm267374d1_ex99-1.htm", "title": "OpenAI and Amazon Announce Strategic Partnership, Amazon 8-K Ex. 99.1 (SEC, 27 Feb 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-amazon-investment-2023-09", "name": "Amazon invests up to $4B in Anthropic; AWS becomes primary cloud", "url": "https://www.aboutamazon.com/news/company-news/amazon-aws-anthropic-ai", "summary": "Amazon agreed to invest up to $4 billion in Anthropic for a minority stake. Anthropic named AWS its primary cloud provider and agreed to use AWS Trainium and Inferentia chips for future models.", "tags": [ "equity-for-compute", "cloud-capacity", "chip-supply" ], "fields": { "date": "2023-09-25", "buyer": "Anthropic", "seller": "Amazon (AWS)", "value_usd": 4000000000, "value_note": "Up to $4 billion, structured as convertible promissory notes (Amazon 2023 note purchase agreement, 19 Sept 2023). Per Anthropic's S-1/A: first tranche $1.2 billion in September 2023; second tranche $3.4 billion principal in March 2024 for $2.8 billion of proceeds.", "capacity_gw": null, "gpus": null, "chips": "AWS Trainium, AWS Inferentia", "term_years": null, "status": "completed", "counterparties_extra": null }, "sources": [ { "url": "https://www.aboutamazon.com/news/company-news/amazon-aws-anthropic-ai", "title": "Amazon and Anthropic announce strategic collaboration (About Amazon)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "amazon-constellation-calvert-cliffs-2026-09", "name": "Amazon–Constellation 20-year, 690 MW Calvert Cliffs nuclear PPA", "url": "https://www.sec.gov/Archives/edgar/data/1868275/000186827526000116/ceg-20261109991.htm", "summary": "Amazon signed a 20-year, 690 MW PPA plus a retail supply agreement in PJM, supporting over $3 billion of investment at Calvert Cliffs in Maryland, including a 190 MW uprate due 2030–2032.", "tags": [ "power", "nuclear", "sec-filing" ], "fields": { "date": "2026-09-30", "buyer": "Amazon", "seller": "Constellation Energy", "value_usd": null, "value_note": "Contract value not disclosed; $3 billion+ is Constellation's investment. Plant: Calvert Cliffs (~1,790 MW); 690 MW contracted including the 190 MW uprate. Constellation dates it 'September 2026'; trade press reported it in early October.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 20, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1868275/000186827526000116/ceg-20261109991.htm", "title": "Constellation Q3 2026 earnings release, 8-K (SEC)", "accessed": "2026-11-09" }, { "url": "https://www.tradeandindustrydev.com/region/maryland/news/md-constellation-amazon-announce-20-year-power-36450.md", "title": "MD: Constellation, Amazon Announce 20-Year Power Agreement (Trade & Industry Development)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "amazon-talen-susquehanna-ppa-2025-06", "name": "Amazon–Talen 1,920 MW nuclear supply from Susquehanna", "url": "https://world-nuclear-news.org/articles/new-supply-agreement-expands-talen-amazon-partnership", "summary": "Talen agreed to supply 1,920 MW from its Susquehanna nuclear plant to AWS data centers in Pennsylvania through 2042. Talen expects about $18 billion in revenue over the contract at full volume.", "tags": [ "power", "nuclear" ], "fields": { "date": "2025-06-11", "buyer": "Amazon (AWS)", "seller": "Talen Energy", "value_usd": 18000000000, "value_note": "1.92 GW of nuclear supply from Talen's Susquehanna plant; generation, not data center capacity. About $18 billion of expected revenue to Talen over the contract life at full quantity (Talen investor presentation, per Utility Dive). Projection, not a fixed price.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "expanded", "counterparties_extra": "PPL Electric Utilities (transmission and delivery)" }, "sources": [ { "url": "https://world-nuclear-news.org/articles/new-supply-agreement-expands-talen-amazon-partnership", "title": "New supply agreement expands Talen-Amazon partnership (WNN)", "accessed": "2026-11-09" }, { "url": "https://www.utilitydive.com/news/talen-amazon-aws-susquehanna-nuclear-data-center-t/750440/", "title": "Talen, Amazon expand Susquehanna deal (Utility Dive)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "humain-amd-10b-2025-05", "name": "AMD–HUMAIN $10B collaboration (500 MW over five years)", "url": "https://ir.amd.com/news-events/press-releases/detail/1250/amd-and-humain-form-strategic-10b-collaboration-to-advance-global-ai", "summary": "AMD and HUMAIN plan to invest up to $10 billion to deploy up to 500 MW of AMD-based AI compute across Saudi Arabia and the US over five years.", "tags": [ "chip-supply", "datacenter-buildout" ], "fields": { "date": "2025-05-13", "buyer": "HUMAIN", "seller": "AMD", "value_usd": 10000000000, "value_note": "'Up to' $10 billion invested jointly by AMD and HUMAIN; not a purchase price.", "capacity_gw": 0.5, "gpus": null, "chips": "AMD Instinct GPUs, EPYC CPUs", "term_years": 5, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1250/amd-and-humain-form-strategic-10b-collaboration-to-advance-global-ai", "title": "AMD and HUMAIN Form Strategic, $10B Collaboration to Advance Global AI (AMD)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "humain-amd-cisco-jv-1gw-2025-11", "name": "AMD, Cisco and HUMAIN joint venture (up to 1 GW by 2030)", "url": "https://newsroom.amd.com/news/amd-cisco-and-humain-to-form-joint-venture/", "summary": "AMD, Cisco and HUMAIN plan a joint venture to deploy up to 1 GW of AI infrastructure by 2030, starting with a 100 MW phase in Saudi Arabia.", "tags": [ "joint-venture", "chip-supply", "datacenter-buildout" ], "fields": { "date": "2025-11-19", "buyer": "HUMAIN", "seller": "AMD", "value_usd": null, "value_note": "No value or equity split disclosed. Phase 1 is 100 MW. In Aug 2026 the JV said MI355X systems were live and planned a 250 MW MI400-series phase from 2027.", "capacity_gw": 1, "gpus": null, "chips": "AMD Instinct MI450", "term_years": null, "status": "expanded", "counterparties_extra": "Cisco (JV partner)" }, "sources": [ { "url": "https://newsroom.amd.com/news/amd-cisco-and-humain-to-form-joint-venture/", "title": "AMD, Cisco and HUMAIN to Form Joint Venture (AMD)", "accessed": "2026-11-09" }, { "url": "https://newsroom.amd.com/news/amd-cisco-humain-expand-saudi-arabia-ai-infrastructure/", "title": "AMD, Cisco, HUMAIN Expand Saudi Arabia's AI Infrastructure (AMD)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-fluidstack-50b-us-datacenters-2025-11", "name": "Anthropic $50B US data centers with Fluidstack", "url": "https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure", "summary": "Anthropic will invest $50 billion in US computing infrastructure, building data centers with Fluidstack in Texas and New York. First sites come online through 2026.", "tags": [ "datacenter-buildout" ], "fields": { "date": "2025-11-12", "buyer": "Anthropic", "seller": "Fluidstack", "value_usd": 50000000000, "value_note": "$50 billion planned investment; split between Fluidstack and other parties not disclosed. Anthropic's S-1/A confirms a colocation and services agreement with Fluidstack USA I Inc.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure", "title": "Anthropic invests $50 billion in American AI infrastructure (Anthropic)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-amazon-aws-110b-2026-04", "name": "Anthropic commits $110B+ to AWS; Amazon invests up to $25B more", "url": "https://finance.yahoo.com/sectors/technology/articles/amazon-investing-25-billion-more-113801183.html", "summary": "Anthropic committed to spend at least $110 billion on AWS between May 2026 and April 2036, for up to 5 GW of Trainium capacity. Amazon will invest $5 billion now and up to $20 billion more tied to milestones.", "tags": [ "equity-for-compute", "cloud-capacity", "sec-filing" ], "fields": { "date": "2026-04-20", "buyer": "Anthropic", "seller": "Amazon (AWS)", "value_usd": 110000000000, "value_note": "Minimum spend of $110.0 billion May 2026–April 2036 with a true-up if usage falls short (Anthropic S-1/A); announced as 'over $100 billion' over ten years. Separate Amazon investment: $5B immediately at a $380B valuation plus up to $20B on milestones.", "capacity_gw": 5, "gpus": null, "chips": "AWS Trainium2–Trainium4, Graviton", "term_years": 10, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://finance.yahoo.com/sectors/technology/articles/amazon-investing-25-billion-more-113801183.html", "title": "Amazon investing up to $25 billion more in Anthropic (Quartz via Yahoo Finance)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-spacex-colossus-2026-05", "name": "Anthropic rents SpaceX's Colossus compute (up to $120.5B through 2029)", "url": "https://www.anthropic.com/news/higher-limits-spacex", "summary": "Anthropic took all of the compute at SpaceX's Colossus 1 data center in Memphis, more than 300 MW and over 220,000 NVIDIA GPUs, and later added Colossus II capacity. Anthropic's S-1 puts the SpaceXAI agreements at up to $120.5 billion through 2029, about $3.1 billion a month once fully delivered in December 2026.", "tags": [ "cloud-capacity", "sec-filing" ], "fields": { "date": "2026-05-06", "buyer": "Anthropic", "seller": "SpaceX (SpaceXAI, formerly xAI)", "value_usd": 120500000000, "value_note": "Up to $120.5 billion across several agreements signed and amended May–Oct 2026, about $3.1 billion a month at full delivery (Anthropic S-1/A). SpaceX's June 2026 prospectus gave the May agreements as $1.25 billion a month through May 2029 for capacity across Colossus and Colossus II (~325,000 NVIDIA GPUs), about $45 billion in total per Bloomberg. Initial non-cancelable periods end Jan and Mar 2027, then 90 days' notice. Bloomberg reported Anthropic is SpaceX's 'Customer B' (34.5% of Q3 2026 revenue).", "capacity_gw": 0.3, "gpus": 325000, "chips": "NVIDIA (H100, GB200 and later)", "term_years": null, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.anthropic.com/news/higher-limits-spacex", "title": "Higher limits and new compute with SpaceX (Anthropic)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm", "title": "SpaceX final IPO prospectus, Form 424B4 (SEC, 12 Jun 2026)", "accessed": "2026-11-09" }, { "url": "https://news.bloomberglaw.com/ip-law/anthropic-to-pay-spacex-nearly-45-billion-for-computing-deal", "title": "Anthropic to Pay SpaceX Nearly $45 Billion for Computing Deal (Bloomberg Law)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" }, { "url": "https://www.investing.com/news/stock-market-news/anthropic-accounts-for-over-a-third-of-spacex-revenue-in-q3-bloomberg-reports-4985678", "title": "Anthropic accounts for over a third of SpaceX revenue in Q3, Bloomberg reports (Investing.com)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-amd-helios-2gw-2026-07", "name": "Anthropic–AMD: up to 2 GW of MI450 Helios racks; AMD invests up to $5B", "url": "https://siliconangle.com/?p=793662", "summary": "Anthropic agreed to deploy up to 2 GW of AMD Instinct MI450-series GPUs in AMD Helios racks, starting in the first half of 2027. AMD will invest up to $5 billion in Anthropic.", "tags": [ "chip-supply", "equity-for-compute", "sec-filing" ], "fields": { "date": "2026-07-22", "buyer": "Anthropic", "seller": "AMD", "value_usd": 20000000000, "value_note": "Anthropic expects to spend more than $20 billion on the initial committed tranche (S-1/A); the agreement allows a similar amount again. No fixed dollar commitment. AMD investment up to $5B.", "capacity_gw": 2, "gpus": null, "chips": "AMD Instinct MI450 (Helios)", "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://siliconangle.com/?p=793662", "title": "Anthropic to deploy up to 2GW of AMD GPUs (SiliconANGLE)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-coreweave-multiyear-2026-04", "name": "Anthropic–CoreWeave multi-year cloud agreement", "url": "https://coreweave.com/news/coreweave-announces-multi-year-agreement-with-anthropic", "summary": "CoreWeave signed a multi-year agreement to run production-scale Claude workloads for Anthropic on its cloud platform, with capacity coming online in phases from later in 2026.", "tags": [ "neocloud", "cloud-capacity", "inference" ], "fields": { "date": "2026-04-10", "buyer": "Anthropic", "seller": "CoreWeave", "value_usd": null, "value_note": "Value not disclosed by CoreWeave; Bloomberg also reported no financial details.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://coreweave.com/news/coreweave-announces-multi-year-agreement-with-anthropic", "title": "CoreWeave Announces Multi-Year Agreement With Anthropic (CoreWeave)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-google-tpu-1m-2025-10", "name": "Anthropic–Google Cloud up to 1 million TPUs", "url": "https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services", "summary": "Anthropic expanded its use of Google Cloud to up to one million TPUs, a deal worth tens of billions of dollars. It brings well over a gigawatt of capacity online in 2026.", "tags": [ "cloud-capacity", "chip-supply" ], "fields": { "date": "2025-10-23", "buyer": "Anthropic", "seller": "Google Cloud", "value_usd": null, "value_note": "\"Worth tens of billions of dollars\" per Anthropic; exact value not disclosed. Expanded in 2026: see the Google–Broadcom TPU deal and the Google Cloud hosting commitment disclosed in Anthropic's S-1.", "capacity_gw": 1, "gpus": 1000000, "chips": "Google TPU (Ironwood)", "term_years": null, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services", "title": "Expanding our use of Google Cloud TPUs and Services (Anthropic)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-google-broadcom-tpu-2026-04", "name": "Anthropic–Google–Broadcom multi-gigawatt TPU deal from 2027", "url": "https://www.anthropic.com/news/google-broadcom-partnership-compute", "summary": "Anthropic signed a deal with Google and Broadcom for multiple gigawatts of next-generation TPU capacity from 2027, mostly in the US. A Broadcom SEC filing put its part at about 3.5 GW, contingent on Anthropic's continued commercial success.", "tags": [ "chip-supply", "cloud-capacity", "custom-silicon" ], "fields": { "date": "2026-04-06", "buyer": "Anthropic", "seller": "Google; Broadcom", "value_usd": null, "value_note": "Not disclosed. Broadcom's 8-K (6 Apr 2026): about 3.5 GW from 2027, dependent on Anthropic's continued commercial success. Anthropic's S-1/A lists five-year Broadcom equipment leases for TPU capacity with rent of about $161.2 billion in total (all Broadcom leases, not only this deal).", "capacity_gw": 3.5, "gpus": null, "chips": "Google TPU (next generation)", "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.anthropic.com/news/google-broadcom-partnership-compute", "title": "Anthropic expands partnership with Google and Broadcom (Anthropic)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1730168/000119312526144028/d87999d8k.htm", "title": "Broadcom Form 8-K (SEC, 6 Apr 2026)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-lambda-41b-2026-08", "name": "Anthropic–Lambda compute agreements (~$41.3B)", "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "summary": "Anthropic signed agreements with Lambda in May, June and August 2026 for NVIDIA GPU compute worth about $41.3 billion over terms into 2034. The August agreement, about $34.9 billion, covers a Hut 8-built Texas campus leased by NVIDIA.", "tags": [ "neocloud", "cloud-capacity", "sec-filing" ], "fields": { "date": "2026-08-31", "buyer": "Anthropic", "seller": "Lambda", "value_usd": 41300000000, "value_note": "About $41.3 billion in aggregate per Anthropic's S-1/A; the August 2026 agreement is about $34.9 billion (reported at signing as $35 billion) and either party may exit if Lambda does not secure the facility lease in time.", "capacity_gw": null, "gpus": null, "chips": "NVIDIA", "term_years": null, "status": "signed", "counterparties_extra": "Hut 8 (data center developer); NVIDIA (facility lessee)" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" }, { "url": "https://www.winzheng.com/en/article/anthropic-lambda-35-billion-compute-deal-nvidia-hut8-texas", "title": "Anthropic and Lambda Sign $35 Billion Compute Agreement (Winzheng)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-microsoft-nvidia-azure-2025-11", "name": "Anthropic–Microsoft–NVIDIA: $30B Azure commitment, up to $15B investment", "url": "https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships", "summary": "Anthropic committed to buy $30 billion of Azure compute, initially up to 1 GW on NVIDIA Grace Blackwell and Vera Rubin systems. NVIDIA and Microsoft committed to invest up to $10 billion and $5 billion in Anthropic.", "tags": [ "cloud-capacity", "equity-for-compute" ], "fields": { "date": "2025-11-18", "buyer": "Anthropic", "seller": "Microsoft (Azure)", "value_usd": 30000000000, "value_note": "$30 billion Azure compute purchase commitment at announcement. Investments: NVIDIA up to $10B, Microsoft up to $5B. Amended between February and October 2026 to a minimum spend of at least $44.9 billion between November 2026 and June 2033, per Anthropic's S-1/A.", "capacity_gw": 1, "gpus": null, "chips": "NVIDIA Grace Blackwell, Vera Rubin", "term_years": null, "status": "expanded", "counterparties_extra": "NVIDIA (investor, up to $10B)" }, "sources": [ { "url": "https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships", "title": "Microsoft, NVIDIA and Anthropic announce strategic partnerships (Anthropic)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-nscale-44b-2026-08", "name": "Anthropic–Nscale GPU services agreements (up to ~$44.6B)", "url": "https://w.media/anthropic-strikes-us-45-billion-ai-compute-deal-with-nscale-reports/", "summary": "Anthropic signed GPU services agreements with Nscale worth up to about $44.6 billion over terms into 2033, reported as about 460 MW at an Nscale campus in West Virginia due online by end-2027.", "tags": [ "neocloud", "cloud-capacity", "sec-filing" ], "fields": { "date": "2026-08-26", "buyer": "Anthropic", "seller": "Nscale", "value_usd": 44600000000, "value_note": "Up to approximately $44.6 billion, fees accruing only as capacity is delivered (Anthropic S-1/A); first reported by Bloomberg and CNBC as about $45 billion. Nscale must secure financing within a set period. 460 MW is from CNBC's sources.", "capacity_gw": 0.46, "gpus": null, "chips": "NVIDIA", "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://w.media/anthropic-strikes-us-45-billion-ai-compute-deal-with-nscale-reports/", "title": "Anthropic strikes US$45 billion AI compute deal with Nscale: Reports (W.Media)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-onepwr-gas-generators-2026-09", "name": "Anthropic–OnePWR $3.4B gas generators (1.7 GW)", "url": "https://seekingalpha.com/news/4668761-anthropic-strikes-3_4b-generator-deal-to-secure-data-center-power-ft", "summary": "Anthropic agreed to spend about $3.4 billion on 1.7 GW of gas-fired generators from Texas supplier OnePWR Solutions, taking over orders OnePWR had placed with Caterpillar, according to the Financial Times. The deal includes engineering and construction to install the equipment.", "tags": [ "power" ], "fields": { "date": "2026-09-30", "buyer": "Anthropic", "seller": "OnePWR Solutions", "value_usd": 3400000000, "value_note": "Reported value (Financial Times). Generator capacity 1.7 GW; site undisclosed. Agreed in late September 2026 (exact day not reported).", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "signed", "counterparties_extra": "Caterpillar (generator manufacturer)" }, "sources": [ { "url": "https://seekingalpha.com/news/4668761-anthropic-strikes-3_4b-generator-deal-to-secure-data-center-power-ft", "title": "Anthropic strikes $3.4B generator deal to secure data center power: FT (Seeking Alpha)", "accessed": "2026-11-09" }, { "url": "https://dataconomy.com/2026/11/09/anthropic-buys-34bn-in-gas-generators-for-data-centres/", "title": "Anthropic Buys $3.4bn In Gas Generators For Data Centres (Dataconomy)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "anthropic-google-cloud-hosting-121b-2026-10", "name": "Anthropic's $121.3B minimum Google Cloud TPU hosting commitment", "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "summary": "Anthropic's IPO filing disclosed a March 2026 CSP hosting agreement with Google, amended through October, committing it to spend at least about $121.3 billion between April 2026 and July 2033. It also expects $125–150 billion more for TPU compute delivered 2028–2031.", "tags": [ "cloud-capacity", "sec-filing" ], "fields": { "date": "2026-10-26", "buyer": "Anthropic", "seller": "Google Cloud", "value_usd": 121300000000, "value_note": "Minimum spend of about $121.3 billion, April 2026–July 2033, with a true-up (S-1/A). Signed March 2026 and amended May–Oct 2026; first disclosed in the S-1 filed 26 Oct 2026. Excludes an estimated $125–150 billion for additional TPU compute in 2028–2031. Likely overlaps the April 2026 Google–Broadcom TPU announcement.", "capacity_gw": null, "gpus": null, "chips": "Google TPU", "term_years": 7, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "hyperscaler-applied-digital-delta-forge-2-2026-06", "name": "Applied Digital 210 MW, 15-year Delta Forge 2 lease with a hyperscaler", "url": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000057/apldq127earningsrelease.htm", "summary": "Applied Digital signed a 15-year, 210 MW lease at Delta Forge 2 with an unnamed investment-grade hyperscaler, worth about $5.2 billion over the base term.", "tags": [ "datacenter-lease", "sec-filing" ], "fields": { "date": "2026-06-08", "buyer": "Undisclosed hyperscaler", "seller": "Applied Digital", "value_usd": 5200000000, "value_note": "Approximate base-term contracted revenue.", "capacity_gw": 0.21, "gpus": null, "chips": null, "term_years": 15, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000057/apldq127earningsrelease.htm", "title": "Applied Digital fiscal Q1 2027 earnings release, 8-K (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "applied-digital-coreweave-polaris-forge-2025-06", "name": "Applied Digital–CoreWeave 15-year leases at Polaris Forge 1", "url": "https://www.theregister.com/2025/06/02/coreweave_applied_digital_nd/", "summary": "CoreWeave signed two roughly 15-year leases for 250 MW at Applied Digital's Ellendale, North Dakota campus, worth about $7 billion in contracted revenue. CoreWeave later took a further 150 MW, lifting the total to 400 MW and about $11 billion.", "tags": [ "datacenter-lease", "neocloud" ], "fields": { "date": "2025-06-02", "buyer": "CoreWeave", "seller": "Applied Digital", "value_usd": 7000000000, "value_note": "About $7 billion over ~15 years for the initial 250 MW. After the 150 MW option was exercised, total expected lease revenue is about $11 billion for 400 MW.", "capacity_gw": 0.25, "gpus": null, "chips": null, "term_years": 15, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.theregister.com/2025/06/02/coreweave_applied_digital_nd/", "title": "CoreWeave signs megalease at Applied Digital (The Register)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1144879/000114487925000019/apldq425earningsrelease.htm", "title": "Applied Digital fiscal Q4 2025 results, 8-K Ex. 99 (SEC, 30 Jul 2025)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "aws-cipher-mining-lease-2025-11", "name": "AWS–Cipher Mining $5.5B 15-year lease (300 MW)", "url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998925000110/nov3_earningspressreleasex.htm", "summary": "Cipher Mining signed a 15-year lease worth about $5.5 billion to provide AWS with 300 MW of turnkey space and power for AI workloads. Delivery runs in two phases from July 2026, with rent from August 2026.", "tags": [ "datacenter-lease" ], "fields": { "date": "2025-11-03", "buyer": "Amazon (AWS)", "seller": "Cipher Mining", "value_usd": 5500000000, "value_note": "About $5.5 billion over 15 years.", "capacity_gw": 0.3, "gpus": null, "chips": null, "term_years": 15, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998925000110/nov3_earningspressreleasex.htm", "title": "Cipher Mining Q3 2025 results, 8-K Ex. 99 (SEC, 3 Nov 2025)", "accessed": "2026-11-09" }, { "url": "https://www.tipranks.com/news/the-fly/cipher-mining-announces-5-5b-15-year-lease-agreement-with-aws-thefly", "title": "Cipher Mining announces $5.5B 15-year lease with AWS (TheFly)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "cipher-fluidstack-google-barber-lake-2025-09", "name": "Cipher Mining–Fluidstack 168 MW Barber Lake lease, Google backstop", "url": "https://www.sec.gov/Archives/edgar/data/1819989/000095010325012168/dp234624_ex9901.htm", "summary": "Cipher Mining signed a 10-year AI hosting deal with Fluidstack for 168 MW of critical IT load at Barber Lake, Texas, worth about $3 billion in contracted revenue. Google backstops $1.4 billion of Fluidstack's lease and took warrants for about 5.4% of Cipher.", "tags": [ "datacenter-lease", "backstop", "equity-for-compute" ], "fields": { "date": "2025-09-25", "buyer": "Fluidstack", "seller": "Cipher Mining", "value_usd": 3000000000, "value_note": "About $3 billion of contracted revenue over the initial 10-year term; two five-year extensions could add about $7 billion. 168 MW critical IT (244 MW gross). A Nov 2025 39 MW add-on brought about $830 million more, lifting the partnership to about $3.8 billion and Google's backstop to $1.73 billion.", "capacity_gw": 0.168, "gpus": null, "chips": null, "term_years": 10, "status": "expanded", "counterparties_extra": "Google (backstop; warrants for ~24 million Cipher shares, ~5.4%)" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1819989/000095010325012168/dp234624_ex9901.htm", "title": "Cipher Mining Signs 168 MW, 10-Year AI Hosting Agreement with Fluidstack, 8-K Ex. 99.1 (SEC)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1819989/000095010325015073/dp237633_ex9901.htm", "title": "Cipher Mining 39 MW Fluidstack add-on, 8-K Ex. 99.1 (SEC, 20 Nov 2025)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "coreweave-galaxy-helios-phase2-2025-05", "name": "CoreWeave exercises 260 MW Helios Phase II option", "url": "https://www.sec.gov/Archives/edgar/data/1859392/000185939225000007/glxy-20250331xpressrelease.htm", "summary": "CoreWeave exercised its option for about 260 MW more critical IT load at Galaxy's Helios campus on 15-year terms, with deliveries from 2027.", "tags": [ "datacenter-lease", "neocloud", "sec-filing" ], "fields": { "date": "2025-05-13", "buyer": "CoreWeave", "seller": "Galaxy Digital", "value_usd": 10400000000, "value_note": "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).", "capacity_gw": 0.26, "gpus": null, "chips": null, "term_years": 15, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1859392/000185939225000007/glxy-20250331xpressrelease.htm", "title": "Galaxy Q1 2025 results, 8-K (SEC)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1859392/000185939226000068/launch8-kexhibit99172226.htm", "title": "Galaxy Helios Data Centers II investor presentation, July 2026, 8-K (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "coreweave-galaxy-helios-full-2025-08", "name": "CoreWeave takes the rest of Helios (526 MW critical IT in total)", "url": "https://www.sec.gov/Archives/edgar/data/1859392/000185939225000032/glxy-20250630xpressrelease.htm", "summary": "CoreWeave exercised its final option for another 133 MW at Helios, committing to all 800 MW of approved gross power (526 MW critical IT) under 15-year leases.", "tags": [ "datacenter-lease", "neocloud", "sec-filing" ], "fields": { "date": "2025-08-05", "buyer": "CoreWeave", "seller": "Galaxy Digital", "value_usd": null, "value_note": "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.", "capacity_gw": 0.133, "gpus": null, "chips": null, "term_years": 15, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1859392/000185939225000032/glxy-20250630xpressrelease.htm", "title": "Galaxy Q2 2025 results, 8-K (SEC)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1859392/000185939226000108/exhibit992-glxyq32026ove.htm", "title": "Galaxy Q3 2026 overview, 8-K (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "coreweave-galaxy-helios-2025-03", "name": "CoreWeave–Galaxy Digital 15-year, 133 MW Helios lease", "url": "https://www.sec.gov/Archives/edgar/data/1859392/000185939225000007/glxy-20250331xpressrelease.htm", "summary": "CoreWeave signed a 15-year lease for 133 MW of critical IT load at Galaxy's Helios campus in Dickens County, Texas. Galaxy delivered the full 133 MW in Q2 2026.", "tags": [ "datacenter-lease", "neocloud", "sec-filing" ], "fields": { "date": "2025-03-28", "buyer": "CoreWeave", "seller": "Galaxy Digital", "value_usd": null, "value_note": "No total disclosed. Galaxy's Q3 2026 deck gives Phase I annual base revenue of $315 million. Two five-year extension options.", "capacity_gw": 0.133, "gpus": null, "chips": null, "term_years": 15, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1859392/000185939225000007/glxy-20250331xpressrelease.htm", "title": "Galaxy Q1 2025 results, 8-K (SEC)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1859392/000185939226000108/exhibit992-glxyq32026ove.htm", "title": "Galaxy Q3 2026 overview, 8-K (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "coreweave-core-scientific-acquisition-2025-07", "name": "CoreWeave's $9B all-stock bid for Core Scientific (rejected)", "url": "https://siliconangle.com/2025/10/30/core-scientific-shareholders-dismiss-9b-coreweave-deal-valuation-worries/", "summary": "CoreWeave agreed to buy data center operator Core Scientific in an all-stock deal valued at about $9 billion to own the power and sites behind its leases. Core Scientific shareholders voted it down on 30 October 2025 and the merger was terminated.", "tags": [ "datacenter-acquisition", "neocloud" ], "fields": { "date": "2025-07-07", "buyer": "CoreWeave", "seller": "Core Scientific", "value_usd": 9000000000, "value_note": "About $9 billion all-stock; 0.1235 CoreWeave shares per Core Scientific share, implying $20.40 per share at announcement.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "cancelled", "counterparties_extra": "Two Seas Capital (activist Core Scientific investor, opposed); ISS recommended against" }, "sources": [ { "url": "https://siliconangle.com/2025/10/30/core-scientific-shareholders-dismiss-9b-coreweave-deal-valuation-worries/", "title": "Core Scientific shareholders dismiss $9B CoreWeave deal (SiliconANGLE)", "accessed": "2026-11-09" }, { "url": "https://finance.yahoo.com/news/core-scientific-8217-merger-coreweave-144146009.html", "title": "CoreWeave's acquisition of Core Scientific fails (Yahoo Finance)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000095010325008492/dp231291_ex9901.htm", "title": "CoreWeave to acquire Core Scientific, 8-K Ex. 99.1 (SEC, 7 Jul 2025)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000095010325014006/dp236631_8k.htm", "title": "CoreWeave Form 8-K on merger termination (SEC, 30 Oct 2025)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "figure-nscale-3-5b-2026-09", "name": "Figure–Nscale $3.5B compute deal (up to 100,000 Vera Rubin GPUs)", "url": "https://www.nscale.com/press-releases/nscale-and-figure", "summary": "Figure signed a multi-year deal with Nscale: an initial $3.5 billion compute commitment, intended to scale past $6 billion, for up to 100,000 NVIDIA Vera Rubin GPUs in Barstow, Texas, from the second half of 2027. Nscale also invests in Figure and becomes its preferred compute provider.", "tags": [ "neocloud", "cloud-capacity", "equity-for-compute" ], "fields": { "date": "2026-09-03", "buyer": "Figure", "seller": "Nscale", "value_usd": 3500000000, "value_note": "Initial compute commitment; the companies intend to scale it to over $6 billion. Size of Nscale's equity investment in Figure not disclosed.", "capacity_gw": null, "gpus": 100000, "chips": "NVIDIA Vera Rubin", "term_years": null, "status": "signed", "counterparties_extra": "NVIDIA (platform)" }, "sources": [ { "url": "https://www.nscale.com/press-releases/nscale-and-figure", "title": "Nscale and Figure Sign Strategic Partnership to Power the Next Generation of Physical AI (Nscale)", "accessed": "2026-11-09" }, { "url": "https://www.telecomtv.com/content/digital-platforms-services/nscale-and-figure-sign-strategic-partnership-to-power-the-next-generation-of-physical-ai-56173/", "title": "Nscale and Figure sign strategic partnership (TelecomTV)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "google-spacex-cloud-2026-06", "name": "Google rents ~110,000 NVIDIA GPUs from SpaceX at $920M a month", "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026041150/spacexagreementfwp.htm", "summary": "SpaceX signed a cloud services agreement giving Google about 110,000 NVIDIA GPUs plus CPUs and memory. Google pays $920 million a month from October 2026 through June 2029, with a reduced fee while capacity ramps.", "tags": [ "cloud-capacity", "sec-filing" ], "fields": { "date": "2026-06-05", "buyer": "Google", "seller": "SpaceX (SpaceXAI, formerly xAI)", "value_usd": null, "value_note": "$920 million per month from Oct 2026 through June 2029 (roughly $30 billion if it runs the full term). Google may exit or take a pro-rata cut if SpaceX misses the 30 Sept 2026 delivery date; after 31 Dec 2026 either party may end it on 90 days' notice.", "capacity_gw": null, "gpus": 110000, "chips": "NVIDIA", "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026041150/spacexagreementfwp.htm", "title": "SpaceX free writing prospectus on the Google Cloud Service Agreement (SEC, 5 Jun 2026)", "accessed": "2026-11-09" }, { "url": "https://finance.yahoo.com/technology/ai/articles/spacex-says-mystery-ai-customer-104230984.html", "title": "SpaceX Says a Mystery AI Customer Adds $1.11 Billion a Month (Yahoo Finance)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "google-constellation-uprates-ppa-2026-10", "name": "Google–Constellation 20-year PPA backing 890 MW of nuclear uprates", "url": "https://www.ans.org/news/2026-10-06/article-8467/", "summary": "Google signed a 20-year PPA that lets Constellation invest over $4.3 billion to add about 890 MW across 11 nuclear units in Illinois, Pennsylvania and New Jersey, with the first uprate by 2028. Google also signed a 15-year, 2,700 MW load-following supply agreement in PJM.", "tags": [ "power", "nuclear", "sec-filing" ], "fields": { "date": "2026-10-06", "buyer": "Google", "seller": "Constellation Energy", "value_usd": null, "value_note": "Contract value not disclosed; $4.3 billion+ is Constellation's planned investment. Plant size: about 890 MW of new uprate capacity across 11 units, plus a separate 15-year 2,700 MW energy agreement.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 20, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.ans.org/news/2026-10-06/article-8467/", "title": "Google, Constellation reach 11-unit uprate plan (ANS Nuclear News)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1868275/000186827526000116/ceg-20261109991.htm", "title": "Constellation Q3 2026 earnings release, 8-K (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "google-kairos-smr-2024-10", "name": "Google–Kairos Power 500 MW small modular reactor fleet", "url": "https://world-nuclear-news.org/articles/google-and-kairos-power-team-up-for-smr-deployments-in-us-first", "summary": "Google signed a master plant development agreement to buy power from a fleet of Kairos Power advanced reactors. The first unit is targeted for 2030 and the fleet for 500 MW by 2035.", "tags": [ "power", "nuclear" ], "fields": { "date": "2024-10-14", "buyer": "Google", "seller": "Kairos Power", "value_usd": null, "value_note": "0.5 GW of planned small modular reactor output from seven reactors; generation bought by Google, not delivered data center capacity. Financial terms not disclosed. First project (Hermes 2, up to 50 MW, sold via TVA) announced Aug 2025.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://world-nuclear-news.org/articles/google-and-kairos-power-team-up-for-smr-deployments-in-us-first", "title": "Google and Kairos Power team up for SMR deployments (World Nuclear News)", "accessed": "2026-11-09" }, { "url": "https://www.nucnet.org/news/google-signs-world-first-deal-to-buy-power-from-small-modular-reactors-for-data-centres-10-2-2024", "title": "Google signs world-first deal to buy power from SMRs (NucNet)", "accessed": "2026-11-09" }, { "url": "https://world-nuclear-news.org/articles/google-kairos-power-tva-announce-collaboration", "title": "Google, Kairos Power, TVA announce collaboration (World Nuclear News)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "google-nextera-duane-arnold-2025-10", "name": "Google–NextEra 25-year PPA to restart Duane Arnold nuclear plant", "url": "https://www.powermag.com/google-has-deal-with-nextera-to-restart-duane-arnold-nuclear-plant/", "summary": "Google signed a 25-year power purchase agreement for the 615 MW Duane Arnold plant in Iowa, shut since 2020. NextEra targets a restart as soon as early 2029, subject to approvals.", "tags": [ "power", "nuclear" ], "fields": { "date": "2025-10-27", "buyer": "Google", "seller": "NextEra Energy", "value_usd": null, "value_note": "0.615 GW plant (Duane Arnold Energy Center restart); Google buys its output, not delivered data center capacity. Financial terms not disclosed.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 25, "status": "signed", "counterparties_extra": "CIPCO (buys remaining output; selling its stake to NextEra), Corn Belt Power Cooperative" }, "sources": [ { "url": "https://www.powermag.com/google-has-deal-with-nextera-to-restart-duane-arnold-nuclear-plant/", "title": "Google Has Deal with NextEra to Restart Duane Arnold (POWER)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "humain-nvidia-600k-gpus-2025-11", "name": "HUMAIN expands NVIDIA deal to up to 600,000 GPUs", "url": "https://www.prnewswire.com/news-releases/humain-expands-strategic-partnership-with-nvidia-advancing-global-ai-infrastructure-with-xai-global-ai-and-aws-at-the-us-saudi-investment-forum-302620854.html", "summary": "At the U.S.-Saudi Investment Forum, HUMAIN said it will deploy up to 600,000 NVIDIA GPUs, including GB300, across Saudi Arabia and the US over three years.", "tags": [ "chip-supply", "datacenter-buildout" ], "fields": { "date": "2025-11-19", "buyer": "HUMAIN", "seller": "NVIDIA", "value_usd": null, "value_note": "No dollar value disclosed. 'Up to' 600,000 GPUs; Saudi/US split not given.", "capacity_gw": null, "gpus": 600000, "chips": "NVIDIA GB300 and later platforms", "term_years": 3, "status": "expanded", "counterparties_extra": "AWS (up to 150,000 NVIDIA GPUs in a Riyadh AI Zone); Global AI (US data centers)" }, "sources": [ { "url": "https://www.prnewswire.com/news-releases/humain-expands-strategic-partnership-with-nvidia-advancing-global-ai-infrastructure-with-xai-global-ai-and-aws-at-the-us-saudi-investment-forum-302620854.html", "title": "HUMAIN Expands Strategic Partnership with NVIDIA (PR Newswire)", "accessed": "2026-11-09" }, { "url": "https://www.cnbc.com/2025/11/19/musks-xai-will-be-customer-for-nvidia-data-center-in-saudi-arabia.html", "title": "Elon Musk's xAI will be first customer for Nvidia-backed data center in Saudi Arabia (CNBC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "humain-nvidia-500mw-2025-05", "name": "HUMAIN–NVIDIA AI factories in Saudi Arabia (up to 500 MW)", "url": "https://nvidianews.nvidia.com/news/humain-and-nvidia-announce-strategic-partnership-to-build-ai-factories-of-the-future-in-saudi-arabia", "summary": "HUMAIN, owned by Saudi Arabia's PIF, will build AI factories of up to 500 MW with several hundred thousand NVIDIA GPUs over five years. The first phase is an 18,000-GPU GB300 supercomputer.", "tags": [ "chip-supply", "datacenter-buildout" ], "fields": { "date": "2025-05-13", "buyer": "HUMAIN", "seller": "NVIDIA", "value_usd": null, "value_note": "No dollar value disclosed. 18,000 GPUs is the first phase.", "capacity_gw": 0.5, "gpus": 18000, "chips": "NVIDIA GB300", "term_years": 5, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://nvidianews.nvidia.com/news/humain-and-nvidia-announce-strategic-partnership-to-build-ai-factories-of-the-future-in-saudi-arabia", "title": "HUMAIN and NVIDIA Announce Strategic Partnership (NVIDIA)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "ai-developers-iren-2-8b-2026-07", "name": "IREN signs $2.8B of new multi-year AI cloud contracts", "url": "https://www.sec.gov/Archives/edgar/data/1878848/000114036126028871/ef20078253_ex99-1.htm", "summary": "IREN signed new multi-year AI cloud contracts worth $2.8 billion with AI developers, including a new unnamed leading AI developer, and raised its year-end 2026 ARR target to over $4 billion.", "tags": [ "neocloud", "cloud-capacity", "sec-filing" ], "fields": { "date": "2026-07-20", "buyer": "Undisclosed AI developers", "seller": "IREN", "value_usd": 2800000000, "value_note": "Total contract value of the new contracts. Customer prepayments cover about 45% of the GPU capex.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1878848/000114036126028871/ef20078253_ex99-1.htm", "title": "IREN Signs $2.8bn in New Customer Contracts with Leading AI Developers, 8-K Ex. 99.1 (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "jane-street-coreweave-6b-2026-04", "name": "Jane Street–CoreWeave ~$6B AI cloud commitment", "url": "https://www.sec.gov/Archives/edgar/data/0001769628/000176962826000167/ex991.htm", "summary": "Trading firm Jane Street committed about $6 billion to CoreWeave's AI cloud, including NVIDIA Vera Rubin capacity across multiple sites. Jane Street also bought $1 billion of CoreWeave stock at $109 a share.", "tags": [ "cloud-capacity", "neocloud", "equity-for-compute" ], "fields": { "date": "2026-04-15", "buyer": "Jane Street", "seller": "CoreWeave", "value_usd": 6000000000, "value_note": "Approximately $6 billion cloud commitment; plus $1 billion equity purchase at $109.00 per share. Term not disclosed.", "capacity_gw": null, "gpus": null, "chips": "NVIDIA Vera Rubin", "term_years": null, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/0001769628/000176962826000167/ex991.htm", "title": "CoreWeave and Jane Street press release, 8-K Ex. 99.1 (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "meta-amd-6gw-2026-02", "name": "Meta–AMD 6 GW GPU deal with 160M-share warrant", "url": "https://builtin.com/articles/meta-amd-ai-infrastructure-deal-20260224", "summary": "Meta agreed to deploy up to 6 GW of AMD Instinct GPUs, starting with 1 GW of MI450 in the second half of 2026. AMD issued Meta a performance-based warrant for up to 160 million AMD shares, mirroring the OpenAI deal.", "tags": [ "chip-supply", "equity-for-compute" ], "fields": { "date": "2026-02-24", "buyer": "Meta", "seller": "AMD", "value_usd": null, "value_note": "Not disclosed. WSJ reported over $100 billion. AMD's 8-K binds only the initial 1 GW; 6 GW is what full warrant vesting requires. Warrant for 160 million shares expires Feb 2031; last tranche tied to a $600 AMD share price.", "capacity_gw": 6, "gpus": null, "chips": "AMD Instinct MI450", "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://builtin.com/articles/meta-amd-ai-infrastructure-deal-20260224", "title": "Meta and AMD Announce New AI Infrastructure Deal (Built In)", "accessed": "2026-11-09" }, { "url": "https://www.notebookcheck.net/Meta-signs-major-AI-infrastructure-deal-with-AMD.1234284.0.html", "title": "Meta signs major AI infrastructure deal with AMD (Notebookcheck)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000045/amd-20260223.htm", "title": "AMD Form 8-K (SEC, 24 Feb 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "meta-blue-owl-hyperion-2025-10", "name": "Meta–Blue Owl $27B Hyperion data center joint venture", "url": "https://about.fb.com/news/2025/10/meta-blue-owl-capital-develop-hyperion-data-center/", "summary": "Meta and Blue Owl-managed funds formed a joint venture to build and own the Hyperion AI campus in Richland Parish, Louisiana, about $27 billion of development. Blue Owl owns 80%, Meta 20%, and Meta leases the campus with a 16-year residual value guarantee.", "tags": [ "datacenter-lease", "datacenter-financing" ], "fields": { "date": "2025-10-21", "buyer": "Meta", "seller": "Blue Owl Capital (JV)", "value_usd": 27000000000, "value_note": "About $27 billion total development cost. Blue Owl funds contributed ~$7B cash; Meta received ~$3B one-time distribution. Reports differ on the debt/equity split (one cites $27B debt led by PIMCO).", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "signed", "counterparties_extra": "PIMCO (led $27B bond issue, reported)" }, "sources": [ { "url": "https://about.fb.com/news/2025/10/meta-blue-owl-capital-develop-hyperion-data-center/", "title": "Meta and Blue Owl Capital to develop Hyperion data center (Meta Newsroom)", "accessed": "2026-11-09" }, { "url": "https://www.bisnow.com/news/national/data-center-capital-markets/meta-pushes-its-largest-data-center-project-off-its-books-with-27b-joint-venture-131490", "title": "Meta Pushes Its Largest Data Center Project Off Its Books (Bisnow)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "meta-constellation-clinton-ppa-2025-06", "name": "Meta–Constellation 20-year PPA for Clinton nuclear plant", "url": "https://www.publicpower.org/node/27701", "summary": "Meta signed a 20-year power purchase agreement for the clean energy attributes of Constellation's Clinton Clean Energy Center in Illinois. The deal keeps the plant running after state subsidies end in 2027 and adds a 30 MW uprate.", "tags": [ "power", "nuclear" ], "fields": { "date": "2025-06-03", "buyer": "Meta", "seller": "Constellation Energy", "value_usd": null, "value_note": "1.121 GW plant (Clinton Clean Energy Center); clean-energy attributes, not delivered capacity. Financial terms not disclosed.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 20, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.publicpower.org/node/27701", "title": "Constellation, Meta sign 20-year Clinton deal (APPA)", "accessed": "2026-11-09" }, { "url": "https://neutronbytes.com/2025/06/06/meta-signs-20-year-power-deal-with-constellation/", "title": "Meta Signs 20 Year Power Deal with Constellation (Neutron Bytes)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "meta-coreweave-21b-2026-04", "name": "Meta–CoreWeave expanded deal (~$21B through 2032)", "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000154/ex991.htm", "summary": "CoreWeave signed an expanded agreement to provide Meta about $21 billion of dedicated AI cloud capacity through December 2032, including early NVIDIA Vera Rubin deployments. CoreWeave says the commitment was signed in March 2026.", "tags": [ "cloud-capacity", "neocloud", "sec-filing" ], "fields": { "date": "2026-04-09", "buyer": "Meta", "seller": "CoreWeave", "value_usd": 21000000000, "value_note": "Approximately $21 billion through 20 December 2032, including exercise of an existing option under the Sept 2025 order. Order form signed 31 March 2026; announced 9 April.", "capacity_gw": null, "gpus": null, "chips": "NVIDIA Vera Rubin", "term_years": null, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000154/ex991.htm", "title": "CoreWeave press release, 8-K Ex. 99.1 (SEC)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000220/coreweave1q26earningspress.htm", "title": "CoreWeave Q1 2026 results (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "meta-coreweave-14b-2025-09", "name": "Meta–CoreWeave order (up to $14.2B through 2031)", "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962825000050/crwv-20250925.htm", "summary": "Meta committed to pay CoreWeave up to about $14.2 billion for AI cloud capacity through 14 December 2031, with an option to expand. CoreWeave disclosed the order in a Form 8-K.", "tags": [ "cloud-capacity", "neocloud", "sec-filing" ], "fields": { "date": "2025-09-30", "buyer": "Meta", "seller": "CoreWeave", "value_usd": 14200000000, "value_note": "\"Up to approximately $14.2 billion through December 14, 2031\" per 8-K; order signed 25 Sept 2025 under a Dec 2023 master services agreement.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962825000050/crwv-20250925.htm", "title": "CoreWeave Form 8-K (SEC, Sept 2025)", "accessed": "2026-11-09" }, { "url": "https://www.tipranks.com/news/the-fly/coreweave-says-meta-initially-committed-to-pay-up-to-14-2b-in-new-order-form-thefly", "title": "CoreWeave says Meta committed up to $14.2B (TheFly)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000154/crwv-20260331.htm", "title": "CoreWeave Form 8-K on the March 2026 Meta order (SEC, 9 Apr 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "meta-google-cloud-2025-08", "name": "Meta–Google Cloud six-year deal (over $10B)", "url": "https://datacentrereview.com/2025/08/meta-signs-six-year-10-billion-cloud-deal-with-google/", "summary": "Meta agreed to rent compute, storage and networking from Google Cloud in a six-year deal worth more than $10 billion, first reported by The Information.", "tags": [ "cloud-capacity" ], "fields": { "date": "2025-08-21", "buyer": "Meta", "seller": "Google Cloud", "value_usd": 10000000000, "value_note": "\"More than $10 billion\" over six years, per The Information, confirmed to AFP by a source. Not disclosed by the companies.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 6, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://datacentrereview.com/2025/08/meta-signs-six-year-10-billion-cloud-deal-with-google/", "title": "Meta signs six-year, $10 billion cloud deal with Google (Data Centre Review)", "accessed": "2026-11-09" }, { "url": "https://www.freemalaysiatoday.com/category/business/2025/08/22/meta-makes-huge-cloud-computing-deal-with-google", "title": "Meta makes huge cloud computing deal with Google (AFP via FMT)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "meta-nebius-3b-2025-11", "name": "Meta–Nebius five-year GPU clusters (~$3B)", "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465925109803/tm2530882d2_6k.htm", "summary": "Nebius agreed to provide Meta two dedicated GPU clusters over five years, deployed in December 2025 and February 2026. The 6-K gives a total contract value of about $2.9 billion; Nebius's results release rounded it to $3 billion.", "tags": [ "cloud-capacity", "neocloud", "sec-filing" ], "fields": { "date": "2025-11-11", "buyer": "Meta", "seller": "Nebius", "value_usd": 2900000000, "value_note": "Approximately $2.9 billion per Nebius Form 6-K (agreement dated 1 Nov 2025). Press and Nebius results headline: $3 billion.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 5, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465925109803/tm2530882d2_6k.htm", "title": "Nebius Group Form 6-K (SEC)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926027886/tm268879d1_ex99-1.htm", "title": "Nebius signs new AI infrastructure agreement with Meta, 6-K Ex. 99.1 (SEC, 16 Mar 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "meta-nebius-27b-2026-03", "name": "Meta–Nebius five-year Vera Rubin deal (up to ~$27B)", "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926027886/tm268879d1_ex99-1.htm", "summary": "Nebius will give Meta $12 billion of dedicated NVIDIA Vera Rubin capacity over five years from early 2027, and Meta commits to buy up to $15 billion of unsold capacity on certain Nebius clusters.", "tags": [ "neocloud", "cloud-capacity", "backstop", "sec-filing" ], "fields": { "date": "2026-03-16", "buyer": "Meta", "seller": "Nebius", "value_usd": 27000000000, "value_note": "'Up to approximately $27 billion': $12 billion dedicated plus up to $15 billion as a backstop for unsold capacity. Agreement signed 13 March 2026.", "capacity_gw": null, "gpus": null, "chips": "NVIDIA Vera Rubin", "term_years": 5, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926027886/tm268879d1_ex99-1.htm", "title": "Nebius signs new AI infrastructure agreement with Meta, 6-K Ex. 99.1 (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "meta-nvidia-multiyear-2026-02", "name": "Meta–NVIDIA multiyear deal for Blackwell, Rubin GPUs and Grace CPUs", "url": "https://nvidianews.nvidia.com/news/meta-builds-ai-infrastructure-with-nvidia", "summary": "Meta signed a multiyear, multigenerational deal for millions of NVIDIA Blackwell and Rubin GPUs, Grace CPUs (the first large Grace-only rollout) and Spectrum-X networking. Vera CPUs could deploy at scale in 2027.", "tags": [ "chip-supply" ], "fields": { "date": "2026-02-17", "buyer": "Meta", "seller": "NVIDIA", "value_usd": null, "value_note": "Not disclosed. Analysts estimate tens of billions of dollars (Pure AI).", "capacity_gw": null, "gpus": null, "chips": "NVIDIA Blackwell (GB300), Rubin, Grace, Vera; Spectrum-X", "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://nvidianews.nvidia.com/news/meta-builds-ai-infrastructure-with-nvidia", "title": "Meta builds AI infrastructure with NVIDIA (NVIDIA Newsroom)", "accessed": "2026-11-09" }, { "url": "https://pureai.com/articles/2026/02/18/nvidia-expands-multiyear-ai-infrastructure-deal-with-meta.aspx", "title": "Nvidia Expands Multiyear AI Infrastructure Deal with Meta (Pure AI)", "accessed": "2026-11-09" }, { "url": "https://techinformed.com/meta-commits-to-millions-of-nvidia-blackwell-and-rubin-gpus-in-multiyear-deal/", "title": "Meta commits to millions of NVIDIA Blackwell and Rubin GPUs (TechInformed)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "meta-oracle-cloud-2025-12", "name": "Meta–Oracle cloud commitment (reported ~$20B)", "url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312525314207/orcl-ex99_1.htm", "summary": "Oracle's fiscal Q2 2026 results said remaining performance obligations rose $68 billion to $523 billion, highlighted by new commitments from Meta, NVIDIA and others. Reuters and Bloomberg had reported in September 2025 that Oracle and Meta were negotiating a cloud deal worth about $20 billion.", "tags": [ "cloud-capacity", "sec-filing" ], "fields": { "date": "2025-12-10", "buyer": "Meta", "seller": "Oracle", "value_usd": null, "value_note": "Meta's amount is not disclosed; it sits inside a $68 billion quarterly RPO increase. About $20 billion is the figure from September 2025 reports of talks (Reuters, Bloomberg).", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312525314207/orcl-ex99_1.htm", "title": "Oracle Announces Fiscal Year 2026 Second Quarter Financial Results, 8-K Ex. 99.1 (SEC)", "accessed": "2026-11-09" }, { "url": "https://kr.tradingview.com/news/reuters.com,2025:newsml_L3N3V6185:0-oracle-eyes-20-billion-ai-cloud-computing-deal-with-meta-source-says", "title": "Oracle eyes $20 billion AI cloud computing deal with Meta, source says (Reuters)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "microsoft-openai-investment-2023-01", "name": "Microsoft extends OpenAI partnership (third investment)", "url": "https://blogs.microsoft.com/blog/2023/01/23/microsoftandopenaiextendpartnership/", "summary": "Microsoft announced a multiyear, multibillion-dollar investment in OpenAI, its third after 2019 and 2021. Azure became OpenAI's exclusive cloud provider for research, products and API services.", "tags": [ "equity-for-compute", "cloud-capacity" ], "fields": { "date": "2023-01-23", "buyer": "OpenAI", "seller": "Microsoft", "value_usd": null, "value_note": "Microsoft described it only as a \"multiyear, multibillion dollar investment\". Amount not disclosed by the companies.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://blogs.microsoft.com/blog/2023/01/23/microsoftandopenaiextendpartnership/", "title": "Microsoft and OpenAI extend partnership (Microsoft blog)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "microsoft-g42-investment-2024-04", "name": "Microsoft invests $1.5B in G42", "url": "https://news.microsoft.com/source/2024/04/16/microsoft-invests-1-5-billion-in-abu-dhabis-g42-to-accelerate-ai-development-and-global-expansion/", "summary": "Microsoft made a $1.5 billion strategic investment in Abu Dhabi's G42, which runs its AI applications and services on Azure. Brad Smith joined G42's board.", "tags": [ "equity-for-compute", "cloud-capacity" ], "fields": { "date": "2024-04-16", "buyer": "G42", "seller": "Microsoft", "value_usd": 1500000000, "value_note": "Microsoft's equity investment in G42; no Azure spend amount disclosed. Microsoft later counted it in $15.2 billion of UAE investment for 2023–2029.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "completed", "counterparties_extra": null }, "sources": [ { "url": "https://news.microsoft.com/source/2024/04/16/microsoft-invests-1-5-billion-in-abu-dhabis-g42-to-accelerate-ai-development-and-global-expansion/", "title": "Microsoft invests $1.5 billion in Abu Dhabi's G42 (Microsoft)", "accessed": "2026-11-09" }, { "url": "https://blogs.microsoft.com/on-the-issues/2025/11/03/microsofts-15-2-billion-usd-investment-in-the-uae/", "title": "Microsoft's $15.2 billion USD investment in the UAE (Microsoft On the Issues)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "microsoft-oracle-bing-capacity-winddown-2026-11", "name": "Microsoft winds down its Oracle AI cloud capacity rental", "url": "https://tech-insider.org/microsoft-winds-down-2023-oracle-ai-cloud-deal-2026/", "summary": "Bloomberg reported that Microsoft did not renew its 2023 deal to rent AI capacity on Oracle Cloud Infrastructure for Bing and has been switching the capacity off, because the older NVIDIA GPUs no longer meet its specifications. Oracle said demand for its AI infrastructure remains strong.", "tags": [ "cloud-capacity" ], "fields": { "date": "2026-11-06", "buyer": "Microsoft", "seller": "Oracle", "value_usd": null, "value_note": "Value of the original 2023 deal (OCI capacity for Bing inference) was never disclosed. Date is the Bloomberg report; Microsoft declined to comment.", "capacity_gw": null, "gpus": null, "chips": "Older-generation NVIDIA GPUs", "term_years": null, "status": "cancelled", "counterparties_extra": null }, "sources": [ { "url": "https://tech-insider.org/microsoft-winds-down-2023-oracle-ai-cloud-deal-2026/", "title": "Microsoft winds down 2023 Oracle AI cloud deal (Tech Insider, citing Bloomberg)", "accessed": "2026-11-09" }, { "url": "https://www.bloomberg.com/news/articles/2026-11-06/microsoft-is-winding-down-oracle-deal-to-rent-ai-cloud-capacity", "title": "Microsoft Is Winding Down Oracle Deal to Rent AI Cloud Capacity (Bloomberg)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "microsoft-brookfield-renewables-2024-05", "name": "Microsoft–Brookfield 10.5 GW renewable energy framework", "url": "https://www.sec.gov/Archives/edgar/data/1533232/000117184324002391/exh_991.htm", "summary": "Brookfield and Microsoft signed a five-year framework for Brookfield to deliver over 10.5 GW of new renewable capacity in the US and Europe between 2026 and 2030.", "tags": [ "power", "sec-filing" ], "fields": { "date": "2024-05-01", "buyer": "Microsoft", "seller": "Brookfield Renewable", "value_usd": null, "value_note": "Framework for over 10.5 GW of new generation, which Brookfield calls nearly 8x the largest single corporate PPA. No value disclosed.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 5, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1533232/000117184324002391/exh_991.htm", "title": "Brookfield and Microsoft Collaborating to Deliver Over 10.5 GW of New Renewable Power Capacity, 6-K (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "microsoft-constellation-crane-ppa-2024-09", "name": "Microsoft–Constellation 20-year PPA to restart Three Mile Island Unit 1", "url": "https://www.constellationenergy.com/news/2024/Constellation-to-Launch-Crane-Clean-Energy-Center-Restoring-Jobs-and-Carbon-Free-Power-to-The-Grid.html", "summary": "Microsoft signed a 20-year power purchase agreement for the output of Three Mile Island Unit 1, renamed the Crane Clean Energy Center. The 835 MW unit is due to restart around 2028 to match Microsoft's data center load in PJM.", "tags": [ "power", "nuclear" ], "fields": { "date": "2024-09-20", "buyer": "Microsoft", "seller": "Constellation Energy", "value_usd": null, "value_note": "0.835 GW plant (Crane Clean Energy Center, formerly Three Mile Island Unit 1); a 20-year purchase of its output, not delivered data center capacity. Financial terms not disclosed.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 20, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.constellationenergy.com/news/2024/Constellation-to-Launch-Crane-Clean-Energy-Center-Restoring-Jobs-and-Carbon-Free-Power-to-The-Grid.html", "title": "Constellation to Launch Crane Clean Energy Center (Constellation)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "microsoft-iren-childress-2025-11", "name": "Microsoft–IREN $9.7B GB300 cloud contract", "url": "https://www.sec.gov/Archives/edgar/data/1878848/000114036125040072/ef20058139_ex99-1.htm", "summary": "IREN signed a five-year, $9.7 billion contract to give Microsoft NVIDIA GB300 capacity at its Childress, Texas campus, with a 20% prepayment. IREN is buying the GPUs and equipment from Dell for about $5.8 billion.", "tags": [ "cloud-capacity", "neocloud" ], "fields": { "date": "2025-11-03", "buyer": "Microsoft", "seller": "IREN", "value_usd": 9700000000, "value_note": "About $9.7 billion total contract value including a 20% prepayment. Separate ~$5.8 billion Dell equipment purchase by IREN.", "capacity_gw": 0.2, "gpus": null, "chips": "NVIDIA GB300", "term_years": 5, "status": "signed", "counterparties_extra": "Dell (equipment supplier, ~$5.8B)" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1878848/000114036125040072/ef20058139_ex99-1.htm", "title": "IREN Secures $9.7bn AI Cloud Contract with Microsoft, 8-K Ex. 99.1 (SEC)", "accessed": "2026-11-09" }, { "url": "https://techinformed.com/microsoft-signs-9-7-billion-iren-deal-for-nvidia-gb300-capacity/", "title": "Microsoft signs $9.7 billion IREN deal (TechInformed, citing 8-K)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1878848/000114036126032638/ef20080141_ex99-1.htm", "title": "IREN: Horizon 1 delivered to Microsoft, 8-K Ex. 99.1 (SEC, Aug 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "microsoft-lambda-gb300-2025-11", "name": "Microsoft–Lambda multibillion-dollar GPU deal", "url": "https://lambda.com/blog/lambda-announces-multibillion-dollar-agreement-with-microsoft-to-deploy-ai-infrastructure-powered-by-tens-of-thousands-of-nvidia-gpus", "summary": "Lambda agreed a multi-year, multibillion-dollar deal to deploy tens of thousands of NVIDIA GPUs, including GB300 NVL72 systems, for Microsoft. Value and GPU count were not disclosed.", "tags": [ "cloud-capacity", "neocloud" ], "fields": { "date": "2025-11-03", "buyer": "Microsoft", "seller": "Lambda", "value_usd": null, "value_note": "\"Multibillion-dollar\"; exact value not disclosed.", "capacity_gw": null, "gpus": null, "chips": "NVIDIA GB300 NVL72", "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://lambda.com/blog/lambda-announces-multibillion-dollar-agreement-with-microsoft-to-deploy-ai-infrastructure-powered-by-tens-of-thousands-of-nvidia-gpus", "title": "Lambda Announces Multibillion-Dollar Agreement with Microsoft (Lambda)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "microsoft-nebius-vineland-2025-09", "name": "Microsoft–Nebius GPU capacity from Vineland, NJ", "url": "https://nebius.com/newsroom/nebius-announces-multi-billion-dollar-agreement-with-microsoft-for-ai-infrastructure", "summary": "Nebius signed a five-year deal to supply Microsoft dedicated GPU capacity from its Vineland, New Jersey data center. Base value is $17.4 billion, rising to $19.4 billion with extra services.", "tags": [ "cloud-capacity", "neocloud" ], "fields": { "date": "2025-09-08", "buyer": "Microsoft", "seller": "Nebius", "value_usd": 17400000000, "value_note": "About $17.4 billion through 2031 per Nebius 6-K; up to $19.4 billion if Microsoft buys additional services or capacity. Nebius's obligations start once it confirms financing.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 5, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465925088312/tm2525580d1_6k.htm", "title": "Nebius Group Form 6-K (SEC, 8 Sep 2025)", "accessed": "2026-11-09" }, { "url": "https://nebius.com/newsroom/nebius-announces-multi-billion-dollar-agreement-with-microsoft-for-ai-infrastructure", "title": "Nebius announces multi-billion dollar agreement with Microsoft (Nebius)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "microsoft-nscale-gb300-2025-10", "name": "Microsoft–Nscale ~200,000 NVIDIA GB300 GPUs (US and Europe)", "url": "https://www.nscale.com/press-releases/nscale-microsoft-2025", "summary": "Nscale contracted to deliver about 200,000 NVIDIA GB300 GPUs to Microsoft across Texas, Portugal, the UK and Norway. The largest block is about 104,000 GPUs at a 240 MW Texas campus from Q3 2026.", "tags": [ "cloud-capacity", "neocloud" ], "fields": { "date": "2025-10-15", "buyer": "Microsoft", "seller": "Nscale", "value_usd": null, "value_note": "Not disclosed by Nscale. CNBC reported the contract is worth up to $24 billion.", "capacity_gw": null, "gpus": 200000, "chips": "NVIDIA GB300", "term_years": null, "status": "signed", "counterparties_extra": "Ionic Digital (Texas site lessor), Start Campus (Sines, ~12,600 GPUs), Aker-Nscale JV (Narvik, ~52,000 GPUs), Loughton UK (~23,000 GPUs)" }, "sources": [ { "url": "https://www.nscale.com/press-releases/nscale-microsoft-2025", "title": "Nscale contracts approximately 200,000 NVIDIA GB300 GPUs with Microsoft (Nscale)", "accessed": "2026-11-09" }, { "url": "https://siliconangle.com/?p=716330", "title": "Nscale inks 200,000-GPU data center contract with Microsoft (SiliconANGLE)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-sb-energy-nvidia-ports-2026-08", "name": "NVIDIA guarantees up to $105B of OpenAI leases at SB Energy's PORTS campus (4.25 GW)", "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000069/sbeoainvidia-portsrelease.htm", "summary": "NVIDIA agreed guarantees capped at $105 billion backing an OpenAI affiliate's 20-year leases for about 4.25 GW of IT load at SB Energy's PORTS campus in Pike County, Ohio. The site will host NVIDIA AI infrastructure exclusively.", "tags": [ "backstop", "datacenter-lease", "sec-filing" ], "fields": { "date": "2026-08-17", "buyer": "OpenAI", "seller": "SB Energy", "value_usd": 105000000000, "value_note": "Cap on NVIDIA's guarantee exposure (NVIDIA 10-Q), phased over nine construction phases; covers defined lease and power payments, not the full site cost, and ends if OpenAI reaches a set credit rating. NVIDIA also invests $1.5 billion in SB Energy. Capacity comes online in phases from 2028.", "capacity_gw": 4.25, "gpus": null, "chips": "NVIDIA", "term_years": 20, "status": "signed", "counterparties_extra": "NVIDIA (guarantor); SoftBank Group; AEP Ohio" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000069/sbeoainvidia-portsrelease.htm", "title": "NVIDIA Guarantees SB Energy's PORTS-Pike Technology Campus in Ohio, 8-K Ex. 99.1 (SEC)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm", "title": "NVIDIA Form 10-Q, quarter ended 26 Jul 2026 (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "nvidia-coreweave-2b-5gw-2026-01", "name": "NVIDIA invests $2B in CoreWeave; 5 GW AI factory framework", "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000044/crwv-20260123.htm", "summary": "NVIDIA bought $2 billion of CoreWeave Class A stock at $87.20 a share. The companies set a framework for CoreWeave to build more than 5 GW of AI factories on NVIDIA platforms by 2030.", "tags": [ "equity-for-compute", "neocloud", "sec-filing" ], "fields": { "date": "2026-01-26", "buyer": "NVIDIA", "seller": "CoreWeave", "value_usd": 2000000000, "value_note": "$2 billion for 22,935,780 shares at $87.20 (closed 23 Jan 2026). The 5 GW buildout depends on future agreements.", "capacity_gw": 5, "gpus": null, "chips": "NVIDIA", "term_years": null, "status": "completed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000044/crwv-20260123.htm", "title": "CoreWeave Form 8-K, Jan 2026 (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "nvidia-openai-30b-investment-2026-02", "name": "NVIDIA invests $30B in OpenAI's $110B round", "url": "https://builtin.com/articles/openai-raises-110b-730b-valuation-20260227", "summary": "NVIDIA committed $30 billion to OpenAI's funding round alongside SoftBank ($30 billion) and Amazon ($50 billion). The round, announced at $110 billion, later closed at $122 billion.", "tags": [ "equity-for-compute" ], "fields": { "date": "2026-02-27", "buyer": "OpenAI", "seller": "NVIDIA", "value_usd": 30000000000, "value_note": "$30 billion equity. The round was announced at $110 billion at a $730 billion valuation and later confirmed at about $122 billion. Built In ties the deal to 3 GW of inference and 2 GW of training capacity on NVIDIA Vera Rubin.", "capacity_gw": null, "gpus": null, "chips": "NVIDIA Vera Rubin", "term_years": null, "status": "signed", "counterparties_extra": "SoftBank ($30B), Amazon ($50B)" }, "sources": [ { "url": "https://builtin.com/articles/openai-raises-110b-730b-valuation-20260227", "title": "OpenAI Pulls in $110B From Nvidia, Amazon and SoftBank (Built In)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2052053/000121390026066274/ea0293124-01_ncsrs.htm", "title": "Powerlaw Corp semi-annual report, Form N-CSRS (SEC, 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "nvidia-coreweave-capacity-backstop-2025-09", "name": "NVIDIA–CoreWeave $6.3B unused-capacity order", "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962825000047/crwv-20250909.htm", "summary": "CoreWeave disclosed a $6.3 billion initial order from NVIDIA. NVIDIA must buy any of CoreWeave's capacity its own customers leave unused, through 13 April 2032.", "tags": [ "cloud-capacity", "backstop", "sec-filing" ], "fields": { "date": "2025-09-15", "buyer": "NVIDIA", "seller": "CoreWeave", "value_usd": 6300000000, "value_note": "Initial order value $6.3 billion (order dated 9 Sept 2025; 8-K report date 15 Sept 2025).", "capacity_gw": null, "gpus": null, "chips": "NVIDIA", "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962825000047/crwv-20250909.htm", "title": "CoreWeave Form 8-K (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-amd-6gw-2025-10", "name": "OpenAI–AMD 6 GW GPU deal with 160M-share warrant", "url": "https://www.tomshardware.com/tech-industry/openai-and-amd-announce-multibillion-dollar-partnership-amd-to-supply-6-gigawatts-in-chips-openai-could-get-up-to-10-percent-of-amd-shares-in-return", "summary": "OpenAI agreed to deploy 6 GW of AMD Instinct GPUs, starting with 1 GW of MI450 in the second half of 2026. AMD issued OpenAI a warrant for up to 160 million AMD shares at $0.01, vesting with deployment and share-price milestones.", "tags": [ "chip-supply", "equity-for-compute" ], "fields": { "date": "2025-10-06", "buyer": "OpenAI", "seller": "AMD", "value_usd": null, "value_note": "Not disclosed. AMD said it expects tens of billions of dollars in revenue. Warrant: up to 160 million AMD shares (~10% of AMD); last tranche tied to a $600 AMD share price.", "capacity_gw": 6, "gpus": null, "chips": "AMD Instinct MI450", "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.tomshardware.com/tech-industry/openai-and-amd-announce-multibillion-dollar-partnership-amd-to-supply-6-gigawatts-in-chips-openai-could-get-up-to-10-percent-of-amd-shares-in-return", "title": "OpenAI and AMD announce multibillion-dollar partnership (Tom's Hardware)", "accessed": "2026-11-09" }, { "url": "https://evertiq.com/design/2025-10-06-amd-and-openai-announce-multi-gigawatt-gpu-partnership", "title": "AMD and OpenAI announce multi-gigawatt GPU partnership (Evertiq)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-aws-38b-2025-11", "name": "OpenAI–AWS $38B seven-year compute deal", "url": "https://www.aboutamazon.com/news/aws/aws-open-ai-workloads-compute-infrastructure", "summary": "OpenAI signed a $38 billion, seven-year agreement to run workloads on AWS using NVIDIA GB200 and GB300 GPUs on EC2 UltraServers. All capacity is targeted for deployment before the end of 2026.", "tags": [ "cloud-capacity" ], "fields": { "date": "2025-11-03", "buyer": "OpenAI", "seller": "Amazon (AWS)", "value_usd": 38000000000, "value_note": "$38 billion over seven years. Expanded by $100 billion over eight years in February 2026 (see separate record).", "capacity_gw": null, "gpus": null, "chips": "NVIDIA GB200, GB300", "term_years": 7, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://www.aboutamazon.com/news/aws/aws-open-ai-workloads-compute-infrastructure", "title": "AWS and OpenAI announce multi-year strategic partnership (About Amazon)", "accessed": "2026-11-09" }, { "url": "https://sdtimes.com/ai/openai-and-aws-announce-38-billion-deal-for-compute-infrastructure/", "title": "OpenAI and AWS announce $38 billion deal (SD Times)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-broadcom-10gw-2025-10", "name": "OpenAI–Broadcom 10 GW custom accelerators", "url": "https://mfn.se/one/a/broadcom/openai-and-broadcom-announce-strategic-collaboration-to-deploy-10-gigawatts-of-openai-designed-ai-accelerators-7f50bad2", "summary": "OpenAI and Broadcom will deploy 10 GW of OpenAI-designed AI accelerators and Broadcom Ethernet networking. Racks start deploying in the second half of 2026, with all 10 GW by the end of 2029.", "tags": [ "chip-supply", "custom-silicon" ], "fields": { "date": "2025-10-13", "buyer": "OpenAI", "seller": "Broadcom", "value_usd": null, "value_note": "Financial terms not disclosed. The companies signed a term sheet, not a definitive agreement.", "capacity_gw": 10, "gpus": null, "chips": "OpenAI-designed accelerator (Broadcom)", "term_years": null, "status": "announced", "counterparties_extra": null }, "sources": [ { "url": "https://mfn.se/one/a/broadcom/openai-and-broadcom-announce-strategic-collaboration-to-deploy-10-gigawatts-of-openai-designed-ai-accelerators-7f50bad2", "title": "OpenAI and Broadcom announce strategic collaboration (Broadcom press release via MFN)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-cerebras-750mw-2026-01", "name": "OpenAI–Cerebras 750 MW inference compute (over $10B)", "url": "https://www.sec.gov/Archives/edgar/data/2021728/000162828026035214/cerebras-424b4.htm", "summary": "OpenAI agreed to buy up to 750 MW of Cerebras-powered compute for low-latency inference, delivered in tranches from 2026 to 2028. Cerebras's IPO prospectus values the deal at more than $20 billion.", "tags": [ "cloud-capacity", "chip-supply", "inference" ], "fields": { "date": "2026-01-14", "buyer": "OpenAI", "seller": "Cerebras", "value_usd": 20000000000, "value_note": "\"More than $20 billion\" per Cerebras's IPO prospectus (May 2026); first reports (Bloomberg, Reuters, Jan 2026) said more than $10 billion. Master agreement signed Dec 2025. Tranches run three or four years each, extendable to five. OpenAI holds an option on 1.25 GW more (2 GW total) by end-2030, a warrant for up to 33.4 million Cerebras shares, and lent Cerebras about $1.0 billion.", "capacity_gw": 0.75, "gpus": null, "chips": "Cerebras wafer-scale engine", "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2021728/000162828026035214/cerebras-424b4.htm", "title": "Cerebras Systems IPO prospectus, Form 424B4 (SEC, 14 May 2026)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2021728/000162828026044941/cbrsannouncesfinancialresu.htm", "title": "Cerebras Q1 2026 results, 8-K (SEC, 23 Jun 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-coreweave-expansion-2025-05", "name": "OpenAI–CoreWeave expansion (up to $4B)", "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/", "summary": "OpenAI expanded its CoreWeave contract by up to $4 billion. CoreWeave disclosed the add-on alongside its first quarterly results as a public company.", "tags": [ "cloud-capacity", "neocloud" ], "fields": { "date": "2025-05-14", "buyer": "OpenAI", "seller": "CoreWeave", "value_usd": 4000000000, "value_note": "Up to $4.0 billion through April 2029, per CoreWeave's Q1 2025 Form 10-Q (commitment as of 14 May 2025).", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 4, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/", "title": "CoreWeave Expands Agreement with OpenAI by up to $6.5B (CoreWeave IR)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962825000014/crwv-20250331.htm", "title": "CoreWeave Form 10-Q, Q1 2025 (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-coreweave-expansion-2025-09", "name": "OpenAI–CoreWeave expansion (up to $6.5B; $22.4B total)", "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/", "summary": "CoreWeave expanded its OpenAI contract by up to $6.5 billion to train OpenAI's next-generation models. Total contract value with OpenAI rose to about $22.4 billion.", "tags": [ "cloud-capacity", "neocloud" ], "fields": { "date": "2025-09-25", "buyer": "OpenAI", "seller": "CoreWeave", "value_usd": 6500000000, "value_note": "Up to $6.5 billion; cumulative OpenAI contract value approximately $22.4 billion ($11.9B + $4B + $6.5B).", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/", "title": "CoreWeave Expands Agreement with OpenAI by up to $6.5B (CoreWeave IR)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-coreweave-initial-2025-03", "name": "OpenAI–CoreWeave initial cloud contract (up to $11.9B)", "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/", "summary": "OpenAI signed its first compute contract with CoreWeave, worth up to $11.9 billion. OpenAI also received a $350 million equity stake in CoreWeave ahead of its IPO.", "tags": [ "cloud-capacity", "neocloud" ], "fields": { "date": "2025-03-10", "buyer": "OpenAI", "seller": "CoreWeave", "value_usd": 11900000000, "value_note": "Up to approximately $11.9 billion through October 2030, per CoreWeave's IPO prospectus. CoreWeave also issued OpenAI $350 million of stock (8.75 million shares at the IPO price).", "capacity_gw": null, "gpus": null, "chips": null, "term_years": 5, "status": "expanded", "counterparties_extra": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/", "title": "CoreWeave Expands Agreement with OpenAI by up to $6.5B (CoreWeave IR)", "accessed": "2026-11-09" }, { "url": "https://www.tradingview.com/news/reuters.com,2025:newsml_L6N3VC0OG:0-coreweave-expands-openai-pact-with-new-6-5-billion-contract", "title": "CoreWeave expands OpenAI pact with new $6.5 billion contract (Reuters)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000119312525067651/d899798d424b4.htm", "title": "CoreWeave IPO prospectus, Form 424B4 (SEC, 31 Mar 2025)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-microsoft-azure-250b-2025-10", "name": "OpenAI–Microsoft recapitalization: $250B incremental Azure commitment", "url": "https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/", "summary": "As part of OpenAI's recapitalization, OpenAI contracted to buy an incremental $250 billion of Azure services. Microsoft gave up its right of first refusal on OpenAI compute and holds about 27% of OpenAI Group PBC, valued at about $135 billion.", "tags": [ "cloud-capacity", "equity-for-compute" ], "fields": { "date": "2025-10-28", "buyer": "OpenAI", "seller": "Microsoft (Azure)", "value_usd": 250000000000, "value_note": "\"Incremental $250B of Azure services\" per Microsoft. Term not disclosed.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/", "title": "The next chapter of the Microsoft–OpenAI partnership (Microsoft)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-nvidia-10gw-loi-2025-09", "name": "OpenAI–NVIDIA 10 GW letter of intent (up to $100B investment)", "url": "https://investor.nvidia.com/news/press-release-details/2025/OpenAI-and-NVIDIA-Announce-Strategic-Partnership-to-Deploy-10-Gigawatts-of-NVIDIA-Systems/default.aspx", "summary": "OpenAI and NVIDIA signed a letter of intent for at least 10 GW of NVIDIA systems, with NVIDIA intending to invest up to $100 billion in OpenAI as each gigawatt is deployed. The first gigawatt was targeted for the second half of 2026 on Vera Rubin.", "tags": [ "chip-supply", "equity-for-compute" ], "fields": { "date": "2025-09-22", "buyer": "OpenAI", "seller": "NVIDIA", "value_usd": 100000000000, "value_note": "\"Invest up to $100 billion\" progressively per gigawatt deployed. Letter of intent, not a definitive agreement. In Feb 2026 NVIDIA instead committed $30 billion in OpenAI's funding round (see separate record).", "capacity_gw": 10, "gpus": null, "chips": "NVIDIA Vera Rubin", "term_years": null, "status": "announced", "counterparties_extra": null }, "sources": [ { "url": "https://investor.nvidia.com/news/press-release-details/2025/OpenAI-and-NVIDIA-Announce-Strategic-Partnership-to-Deploy-10-Gigawatts-of-NVIDIA-Systems/default.aspx", "title": "OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts (NVIDIA IR)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-oracle-stargate-2025-07", "name": "OpenAI–Oracle 4.5 GW Stargate capacity", "url": "https://builtin.com/articles/openai-oracle-stargate-data-center-partnership-20250722", "summary": "OpenAI and Oracle agreed to develop 4.5 GW of additional Stargate data center capacity in the US. The Wall Street Journal later reported the contract at $300 billion over about five years starting in 2027.", "tags": [ "cloud-capacity", "datacenter-buildout", "stargate" ], "fields": { "date": "2025-07-22", "buyer": "OpenAI", "seller": "Oracle", "value_usd": null, "value_note": "Not disclosed by the companies. WSJ (Sept 2025) reported $300 billion over about five years from 2027. Oracle's 30 June 2025 8-K described an unnamed contract worth more than $30 billion a year from FY28, which press reports tied to OpenAI.", "capacity_gw": 4.5, "gpus": null, "chips": "NVIDIA", "term_years": null, "status": "signed", "counterparties_extra": "SoftBank (Stargate partner)" }, "sources": [ { "url": "https://builtin.com/articles/openai-oracle-stargate-data-center-partnership-20250722", "title": "OpenAI, Oracle Add 4.5 GW to Stargate (Built In)", "accessed": "2026-11-09" }, { "url": "https://builtin.com/articles/openai-300b-cloud-deal-oracle-20250911", "title": "OpenAI Signs $300B Cloud Deal With Oracle (Built In, citing WSJ)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312525152035/d136779d8k.htm", "title": "Oracle Form 8-K (SEC, 30 Jun 2025)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "oracle-openai-30b-annual-contract-2025-06", "name": "Oracle discloses cloud contract worth over $30B a year from FY2028", "url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312525152035/d136779d8k.htm", "summary": "Oracle's Form 8-K said it signed multiple large cloud deals, including one expected to bring in more than $30 billion in annual revenue starting in fiscal 2028. The customer was not named in the filing; it was later tied to OpenAI's Stargate capacity.", "tags": [ "cloud-capacity", "sec-filing" ], "fields": { "date": "2025-06-30", "buyer": "Undisclosed (reported as OpenAI)", "seller": "Oracle", "value_usd": 30000000000, "value_note": "\"More than $30 billion in annual revenue starting in FY28\" per Oracle's 8-K. Annual figure, not total contract value. Oracle did not name the customer; press reports tied it to OpenAI.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312525152035/d136779d8k.htm", "title": "Oracle Form 8-K (SEC, 30 Jun 2025)", "accessed": "2026-11-09" }, { "url": "https://datacentrereview.com/?p=85687", "title": "Oracle signs mystery cloud contract worth $30 billion (Data Centre Review)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "oracle-amd-mi450-supercluster-2025-10", "name": "Oracle–AMD 50,000 MI450 GPU supercluster", "url": "https://www.oracle.com/news/announcement/ai-world-oracle-and-amd-expand-partnership-to-help-customers-achieve-next-generation-ai-scale-2025-10-14/", "summary": "Oracle will offer a public AI supercluster of 50,000 AMD Instinct MI450 GPUs on AMD Helios racks starting in calendar Q3 2026, with more planned for 2027 and beyond.", "tags": [ "chip-supply", "cloud-capacity" ], "fields": { "date": "2025-10-14", "buyer": "Oracle", "seller": "AMD", "value_usd": null, "value_note": "Financial terms not disclosed.", "capacity_gw": null, "gpus": 50000, "chips": "AMD Instinct MI450", "term_years": null, "status": "announced", "counterparties_extra": null }, "sources": [ { "url": "https://www.oracle.com/news/announcement/ai-world-oracle-and-amd-expand-partnership-to-help-customers-achieve-next-generation-ai-scale-2025-10-14/", "title": "Oracle and AMD Expand Partnership (Oracle)", "accessed": "2026-11-09" }, { "url": "https://newsroom.amd.com/news/oracle-and-amd-expand-partnership-to-help-customers-ach/", "title": "Oracle and AMD Expand Partnership (AMD)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "openai-samsung-skhynix-stargate-memory-2025-10", "name": "Samsung and SK hynix join Stargate (DRAM supply LOIs)", "url": "https://www.theregister.com/2025/10/02/openai_ropes_in_samsung_and/", "summary": "Samsung and SK hynix signed letters of intent with OpenAI to supply high-performance DRAM for Stargate, targeting up to 900,000 wafers a month. The companies also agreed to explore data centers in Korea.", "tags": [ "chip-supply", "memory", "stargate" ], "fields": { "date": "2025-10-01", "buyer": "OpenAI", "seller": "Samsung Electronics; SK hynix", "value_usd": null, "value_note": "Not disclosed. Letters of intent, not purchase orders. OpenAI's demand was put at up to 900,000 DRAM wafers per month.", "capacity_gw": null, "gpus": null, "chips": "HBM / DRAM", "term_years": null, "status": "announced", "counterparties_extra": null }, "sources": [ { "url": "https://www.theregister.com/2025/10/02/openai_ropes_in_samsung_and/", "title": "OpenAI ropes in Samsung and SK hynix (The Register)", "accessed": "2026-11-09" }, { "url": "https://www.datacenterknowledge.com/data-center-chips/samsung-sk-hynix-ink-deal-to-supply-gear-to-stargate", "title": "Samsung, SK Hynix Ink Deal to Supply Gear to OpenAI's Stargate (Bloomberg via Data Center Knowledge)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "spacex-apollo-gpu-finance-lease-2026-10", "name": "SpaceX (xAI) ~$40B GPU finance lease with Apollo-managed lessor", "url": "https://www.sec.gov/Archives/edgar/data/1181412/000110465926118614/tm2628247d1_8k.htm", "summary": "SpaceX signed a binding commitment for a master finance lease under which an Apollo-managed entity buys GPU pods and related equipment and leases them to SpaceX for its AI data centers.", "tags": [ "gpu-financing", "sec-filing" ], "fields": { "date": "2026-10-24", "buyer": "SpaceX (SpaceXAI, formerly xAI)", "seller": "Apollo Global Management (managed lessor entity)", "value_usd": 40000000000, "value_note": "Expected total principal across all lease schedules. Each tranche runs about 5 to 5.25 years with quarterly rent; closing expected before year-end 2026, schedules from 1H 2027 as GPUs arrive.", "capacity_gw": null, "gpus": null, "chips": "GPU pods (model not disclosed)", "term_years": 5, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000110465926118614/tm2628247d1_8k.htm", "title": "Space Exploration Technologies Corp. Form 8-K, Item 8.01 (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "spacex-undisclosed-compute-customer-2026-09", "name": "SpaceX hosting deal worth $1.11B a month (customer undisclosed)", "url": "https://finance.yahoo.com/technology/ai/articles/spacex-signs-1-1b-per-120459286.html", "summary": "SpaceX's CFO said the company closed a new AI hosting deal in early September worth about $1.11 billion a month, roughly $13 billion a year, with billing from 1 December 2026. SpaceX did not name the customer.", "tags": [ "cloud-capacity" ], "fields": { "date": "2026-09-10", "buyer": "Undisclosed", "seller": "SpaceX (xAI compute)", "value_usd": null, "value_note": "About $1.11 billion per month from 1 Dec 2026 (~$13.3 billion annualized), per CFO Bret Johnsen at Goldman Sachs' Communacopia + Technology conference on 10 Sept 2026. Total value and term not disclosed; SpaceX says its compute deals generally allow exit on about 90 days' notice. Customer not confirmed: Anthropic's S-1 says it signed and amended several SpaceXAI agreements between May and October 2026 reaching about $3.1 billion a month once fully delivered in December 2026, which matches the timing, and Bloomberg reported Anthropic is SpaceX's 'Customer B'. Neither company, nor any top-tier outlet we found, has said this specific deal is Anthropic's.", "capacity_gw": null, "gpus": null, "chips": null, "term_years": null, "status": "signed", "counterparties_extra": null }, "sources": [ { "url": "https://finance.yahoo.com/technology/ai/articles/spacex-signs-1-1b-per-120459286.html", "title": "SpaceX signs $1.1B-per-month AI computing deal (Quartz via Yahoo Finance)", "accessed": "2026-11-09" }, { "url": "https://finance.yahoo.com/technology/ai/articles/spacex-says-mystery-ai-customer-104230984.html", "title": "SpaceX Says a Mystery AI Customer Adds $1.11 Billion a Month (Yahoo Finance)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm", "title": "Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "stargate-five-new-sites-2025-09", "name": "Stargate adds five US sites (nearly 7 GW planned)", "url": "https://group.softbank/en/news/press/20250924", "summary": "OpenAI, Oracle and SoftBank named five new Stargate sites in Texas, New Mexico, Ohio and the Midwest. With Abilene and CoreWeave projects, planned capacity reached nearly 7 GW and over $400 billion of investment over three years.", "tags": [ "datacenter-buildout", "stargate" ], "fields": { "date": "2025-09-23", "buyer": "OpenAI", "seller": "Oracle; SoftBank (SB Energy)", "value_usd": 400000000000, "value_note": "\"Over $400 billion\" planned investment over the next three years across all Stargate sites; about $300 billion of that is the July 2025 Oracle agreement.", "capacity_gw": 7, "gpus": null, "chips": null, "term_years": 3, "status": "expanded", "counterparties_extra": "Sites: Shackelford County TX, Doña Ana County NM, Lordstown OH, Milam County TX, Midwest site TBA" }, "sources": [ { "url": "https://group.softbank/en/news/press/20250924", "title": "OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites (SoftBank)", "accessed": "2026-11-09" }, { "url": "https://www.datacenterknowledge.com/data-center-site-selection/openai-expands-stargate-with-five-new-data-center-sites-across-us", "title": "OpenAI Expands Stargate With Five New Data Center Sites (Data Center Knowledge)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "stargate-norway-nscale-aker-2025-07", "name": "Stargate Norway (Nscale, Aker, OpenAI) in Narvik", "url": "https://www.nscale.com/press-releases/stargate-norway-nscale-aker-openai", "summary": "Nscale, Aker and OpenAI announced Stargate Norway near Narvik: 230 MW of renewable-powered capacity, with up to 290 MW more, targeting 100,000 NVIDIA GPUs by end-2026. In 2026 Nscale took sole control of the site and added a Microsoft expansion there.", "tags": [ "stargate", "datacenter-buildout", "neocloud", "joint-venture" ], "fields": { "date": "2025-07-31", "buyer": "OpenAI", "seller": "Nscale", "value_usd": null, "value_note": "No value disclosed. Nscale later rolled up the Aker JV, announced a Microsoft expansion at Narvik (14 Apr 2026) and raised $790 million of financing for it (11 May 2026). Nscale's 2026 releases do not name OpenAI as the Narvik offtaker.", "capacity_gw": 0.23, "gpus": 100000, "chips": "NVIDIA", "term_years": null, "status": "announced", "counterparties_extra": "Aker ASA" }, "sources": [ { "url": "https://www.nscale.com/press-releases/stargate-norway-nscale-aker-openai", "title": "Nscale, Aker and OpenAI to establish Stargate Norway (Nscale)", "accessed": "2026-11-09" }, { "url": "https://www.nscale.com/press-releases/nscale-microsoft-norway", "title": "Nscale announces expanded deal with Microsoft in Norway (Nscale)", "accessed": "2026-11-09" }, { "url": "https://www.nscale.com/press-releases/nscale-secures-790-million-norway", "title": "Nscale Secures $790 Million in Financing for Norway (Nscale)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "stargate-project-launch-2025-01", "name": "Stargate Project launch (OpenAI, SoftBank, Oracle, MGX)", "url": "https://openai.com/index/announcing-the-stargate-project/", "summary": "OpenAI announced Stargate, a new company to invest $500 billion over four years in US AI infrastructure for OpenAI, with $100 billion deployed immediately. SoftBank, OpenAI, Oracle and MGX are the initial equity funders, and construction was already under way in Texas.", "tags": [ "datacenter-buildout", "joint-venture" ], "fields": { "date": "2025-01-21", "buyer": "OpenAI", "seller": "Stargate LLC (SoftBank, OpenAI, Oracle, MGX)", "value_usd": 500000000000, "value_note": "Planned investment of $500 billion over four years; $100 billion to be deployed immediately. A plan, not a contracted payment.", "capacity_gw": null, "gpus": null, "chips": "NVIDIA", "term_years": 4, "status": "announced", "counterparties_extra": "Technology partners: Arm, Microsoft, NVIDIA, Oracle, OpenAI" }, "sources": [ { "url": "https://openai.com/index/announcing-the-stargate-project/", "title": "Announcing The Stargate Project (OpenAI)", "accessed": "2026-11-09" }, { "url": "https://group.softbank/en/news/press/20250122", "title": "Announcement of The Stargate Project (SoftBank Group)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "stargate-uae-1gw-2025-05", "name": "Stargate UAE 1 GW cluster (G42, OpenAI, Oracle, NVIDIA, Cisco, SoftBank)", "url": "https://w.media/g42-openai-oracle-nvidia-softbank-group-and-cisco-come-together-to-launch-stargate-uae/", "summary": "G42 will build a 1 GW Stargate UAE compute cluster inside Abu Dhabi's 5 GW UAE–U.S. AI Campus, operated by OpenAI and Oracle on NVIDIA GB300 systems. The first 200 MW is due in 2026.", "tags": [ "stargate", "datacenter-buildout", "joint-venture" ], "fields": { "date": "2025-05-22", "buyer": "OpenAI", "seller": "G42", "value_usd": null, "value_note": "No value disclosed. 1 GW cluster within a planned 5 GW campus; G42 said in October 2025 that the first 200 MW was progressing for 2026.", "capacity_gw": 1, "gpus": null, "chips": "NVIDIA GB300", "term_years": null, "status": "announced", "counterparties_extra": "Oracle (operator), NVIDIA, Cisco, SoftBank Group; built by Khazna Data Centers" }, "sources": [ { "url": "https://w.media/g42-openai-oracle-nvidia-softbank-group-and-cisco-come-together-to-launch-stargate-uae/", "title": "G42, OpenAI, Oracle, NVIDIA, SoftBank Group and Cisco come together to launch Stargate UAE (W.Media)", "accessed": "2026-11-09" }, { "url": "https://gulfnews.com/business/markets/stargate-uae-first-phase-of-200mw-to-complete-by-2026-1.500310364", "title": "New update on Stargate UAE: First phase of 200MW to complete by 2026 (Gulf News)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "stargate-uk-nscale-openai-2025-09", "name": "Stargate UK (Nscale, OpenAI, NVIDIA)", "url": "https://www.nscale.com/press-releases/nscale-uk-ai-infrastructure-announcement", "summary": "Nscale, OpenAI and NVIDIA set up Stargate UK. OpenAI will explore offtake of up to 8,000 NVIDIA GPUs in Q1 2026, potentially scaling to 31,000, across UK sites including Cobalt Park in the North East AI Growth Zone.", "tags": [ "stargate", "neocloud", "cloud-capacity" ], "fields": { "date": "2025-09-16", "buyer": "OpenAI", "seller": "Nscale", "value_usd": null, "value_note": "No value disclosed. An offtake OpenAI 'will explore', not a firm commitment.", "capacity_gw": null, "gpus": 31000, "chips": "NVIDIA", "term_years": null, "status": "announced", "counterparties_extra": "NVIDIA" }, "sources": [ { "url": "https://www.nscale.com/press-releases/nscale-uk-ai-infrastructure-announcement", "title": "Nscale announces UK AI infrastructure commitment with Microsoft, NVIDIA and OpenAI (Nscale)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "terawulf-fluidstack-google-2025-08", "name": "TeraWulf–Fluidstack 200 MW hosting, Google backstop", "url": "https://www.sec.gov/Archives/edgar/data/1083301/000110465925078084/tm2523008d2_ex99-1.htm", "summary": "TeraWulf signed two 10-year colocation deals with Fluidstack for over 200 MW of IT load at Lake Mariner, New York, worth about $3.7 billion. Google backstops $1.8 billion of Fluidstack's lease obligations and got warrants for about 8% of TeraWulf.", "tags": [ "datacenter-lease", "backstop", "equity-for-compute" ], "fields": { "date": "2025-08-14", "buyer": "Fluidstack", "seller": "TeraWulf", "value_usd": 3700000000, "value_note": "About $3.7 billion contracted revenue over initial 10-year terms; about $8.7 billion with two five-year extensions. Google backstop $1.8 billion. Expanded 18 Aug 2025 with a 160 MW CB-5 lease: ~360 MW and $6.7 billion contracted in total, Google's backstop ~$3.2 billion and stake ~14%.", "capacity_gw": 0.2, "gpus": null, "chips": null, "term_years": 10, "status": "expanded", "counterparties_extra": "Google (backstop; warrants for ~41 million TeraWulf shares, ~8% pro forma)" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1083301/000110465925078084/tm2523008d2_ex99-1.htm", "title": "TeraWulf 8-K Exhibit 99.1 (SEC)", "accessed": "2026-11-09" }, { "url": "https://www.sec.gov/Archives/edgar/data/1083301/000110465925079463/tm2523651d3_ex99-1.htm", "title": "TeraWulf Announces Fluidstack Expansion with 160 MW CB-5 Lease, 8-K Ex. 99.1 (SEC)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "xai-colossus2-gpu-spv-2025-10", "name": "xAI $20B GPU financing via SPV for Colossus 2 (NVIDIA-backed)", "url": "https://finance.yahoo.com/news/elon-musk-xai-raise-20-124933356.html", "summary": "xAI arranged about $20 billion through a special-purpose vehicle that buys NVIDIA GPUs and leases them to xAI for five years for Colossus 2 in Memphis. Reports put it at about $7.5 billion equity, including up to $2 billion from NVIDIA, and up to $12.5 billion debt.", "tags": [ "gpu-financing", "equity-for-compute" ], "fields": { "date": "2025-10-08", "buyer": "xAI", "seller": "SPV (NVIDIA GPUs)", "value_usd": 20000000000, "value_note": "About $20 billion: ~$7.5B equity + up to $12.5B debt, per Bloomberg. Not officially confirmed by xAI. SpaceX's Q3 2026 10-Q carries $12.9 billion of debt from GPU leases with Valor-managed entities.", "capacity_gw": null, "gpus": null, "chips": "NVIDIA", "term_years": 5, "status": "announced", "counterparties_extra": "NVIDIA (up to $2B equity); Valor Capital, Apollo, Diameter Capital (investors, per Bloomberg)" }, "sources": [ { "url": "https://finance.yahoo.com/news/elon-musk-xai-raise-20-124933356.html", "title": "Elon Musk's xAI to raise $20 billion using special Nvidia-backed structure (Bloomberg via Yahoo)", "accessed": "2026-11-09" }, { "url": "https://techinformed.com/musks-xai-nears-20bn-raise-with-nvidia-to-fund-colossus-2-gpus/", "title": "Musk's xAI nears $20bn raise with Nvidia (TechInformed)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false }, { "id": "xai-humain-500mw-2025-11", "name": "xAI–HUMAIN 500 MW+ data center in Saudi Arabia", "url": "https://www.cnbc.com/2025/11/19/musks-xai-will-be-customer-for-nvidia-data-center-in-saudi-arabia.html", "summary": "HUMAIN and xAI will develop data centers in Saudi Arabia, anchored by a flagship facility of 500 MW or more with xAI as first customer. The first cluster is about 18,000 NVIDIA GB300 GPUs for training Grok.", "tags": [ "datacenter-buildout", "cloud-capacity" ], "fields": { "date": "2025-11-19", "buyer": "xAI", "seller": "HUMAIN", "value_usd": null, "value_note": "No dollar value disclosed. 500 MW+ is the flagship facility size.", "capacity_gw": 0.5, "gpus": 18000, "chips": "NVIDIA GB300", "term_years": null, "status": "announced", "counterparties_extra": "NVIDIA" }, "sources": [ { "url": "https://www.cnbc.com/2025/11/19/musks-xai-will-be-customer-for-nvidia-data-center-in-saudi-arabia.html", "title": "Elon Musk's xAI will be first customer for Nvidia-backed data center in Saudi Arabia (CNBC)", "accessed": "2026-11-09" }, { "url": "https://www.prnewswire.com/news-releases/humain-expands-strategic-partnership-with-nvidia-advancing-global-ai-infrastructure-with-xai-global-ai-and-aws-at-the-us-saudi-investment-forum-302620854.html", "title": "HUMAIN Expands Strategic Partnership with NVIDIA (PR Newswire)", "accessed": "2026-11-09" } ], "verifiedAt": "2026-11-09", "featured": false } ] }