The commitments behind the build.
Who agreed to what. Terms and delivery remain separate facts.
41 deals shown of 41
| Announced | Agreement / Participants | Type / Status | Stated terms | Related projects |
|---|---|---|---|---|
| GlobalFoundries × TSMC · US interposer supply GlobalFoundrieschip supplier TSMCpartner | chip supplySigned | $2Bcontract value usdcommitted · GlobalFoundriesStated Value of the initial five-year interposer manufacturing agreement, not announced plant capex.Source ↗ | None recorded | |
| Google × Constellation · PJM nuclear uprates Alphabettenant Constellation Energypower supplier | power supplySigned | 890 MWgeneration mwplanned · ConstellationStated Incremental capacity planned at eleven existing nuclear units; excludes the separately contracted 2,700 MW of existing generation.Source ↗ | None recorded | |
| Cipher Digital × Fluidstack · Barber Lake Cipher Digitallandlord Fluidstacktenant | colocation leaseAmended | 20 yearsterm yearscommitted · Cipher DigitalStated Combined duration of the original Fluidstack lease and a separate unnamed AI-lab follow-on lease; not a twenty-year Fluidstack lease.Source ↗ | None recorded | |
| AMD × Cisco × HUMAIN · AI infrastructure venture | joint ventureAmended | 1 GWit capacity mwplanned · AMDStated Joint-venture AI infrastructure roadmap; includes future phases and is not installed capacity.Source ↗ | None recorded | |
| CoreWeave × Solidigm · SSD allocation | equipment supplySigned | No figure recorded | None recorded | |
| Vistra × Meta · nuclear power and uprates | power supplySigned | 20 yearsterm yearscommitted · VistraStated Contract term; planned uprates are not operating capacity.Source ↗ | None recorded | |
| Core Scientific × CoreWeave · five-site leases Core Scientificlandlord CoreWeavetenant | colocation leaseAmended | 590 MWit capacity mwcommitted · Core ScientificStated Company-described leased customer power across Denton, Dalton, Muskogee, Marble and Austin; not gross campus power.Source ↗ | None recorded | |
| Anthropic × Amazon · Trainium compute expansion | cloud capacityAmended | $100Bcontract value usdcommitted · AnthropicStated Lower-bound commitment to AWS technologies; not equity financing.Source ↗ | None recorded | |
| CoreWeave × Jane Street · AI cloud CoreWeaveoperator Jane Streettenant | cloud capacityAmended | $6Bcontract value usdcommitted · CoreWeaveStated Compute-services commitment only; excludes the separately announced equity investment.Source ↗ | None recorded | |
| Nscale × Microsoft · Norway | cloud capacityAmended | 30,000 GPUsgpu countcommitted · NscaleStated Additional deployment under the expanded agreement; lower bound.Source ↗ | Nscale Narvik | |
| CoreWeave × Anthropic · Claude compute | cloud capacitySigned | No figure recorded | None recorded | |
| CoreWeave × Meta · expanded AI cloud capacity | cloud capacityAmended | $21Bcontract value usdcommitted · CoreWeaveStated Value of the April 2026 expanded agreement; no cumulative relationship total.Source ↗ | None recorded | |
| Anthropic × Google × Broadcom · next-generation TPUs | cloud capacityAmended | No figure recorded | None recorded | |
| Nebius × Meta · AI infrastructure capacity | cloud capacitySigned | $27Bcontract value usdcommitted · NebiusStated Combined contractual ceiling, including conditional available-capacity purchases.Source ↗ | None recorded | |
| NVIDIA × OpenAI · Vera Rubin compute | chip supplyAmended | 3 GWit capacity mwcommitted · OpenAIStated Source-described dedicated Vera Rubin inference scope only; the separately mentioned 2 GW of training is not summed here.Source ↗ | None recorded | |
| Oklo × Meta · Ohio development and power prepayment | power supplySigned | 1.2 GWgeneration mwplanned · OkloStated Planned campus scale supported by the agreement, not an operating or fully contracted output figure.Source ↗ | None recorded | |
| TerraPower × Meta · Natrium development TerraPowerdeveloper Metafinancier | power supplySigned | 2.8 GWgeneration mwplanned · TerraPowerStated Maximum eight-unit scope including six optional units; storage-enhanced output excluded.Source ↗ | None recorded | |
| Anthropic × Microsoft · Azure capacity | cloud capacitySigned | $30Bcontract value usdcommitted · MicrosoftStated Compute purchase commitment; excludes associated equity investments.Source ↗ | None recorded | |
| US Department of Energy × Constellation · Crane loan US Department of Energyfinancier Constellation Energydeveloper | financing debtClosed | $1Bcontract value usdcommitted · US Department of EnergyStated Closed federal loan facility for the Crane restart; not an assertion that proceeds were fully disbursed.Source ↗ | None recorded | |
| Applied Digital × Macquarie · preferred equity Applied Digitaldeveloper Macquarie Asset Managementfinancier | financing equitySigned | $5Bcontract value usdcommitted · Applied DigitalStated Maximum preferred-equity facility capacity; staged and conditional, not fully drawn.Source ↗ | None recorded | |
| IREN × Dell · Horizon GPU equipment Dell Technologiesequipment supplier IRENoperator | equipment supplySigned | $5.8Bcontract value usdcommitted · IRENStated Includes GPUs, servers, networking, deployment services, software and licensing.Source ↗ | None recorded | |
| IREN × Microsoft · Horizon GPU cloud | cloud capacitySigned | $9.7Bcontract value usdcommitted · IRENStated Five-year cloud service contract including a 20% prepayment.Source ↗ | None recorded | |
| Lambda × Microsoft · GPU cloud deployment | cloud capacitySigned | No figure recorded | None recorded | |
| NextEra × Google · Duane Arnold power NextEra Energypower supplier Alphabetpartner | power supplySigned | 25 yearsterm yearscommitted · NextEra EnergyStated Term of Google’s PPA; no allocation of the plant’s full capacity to Google.Source ↗ | None recorded | |
| Broadcom × OpenAI · custom accelerators | chip supplyAnnounced | 10 GWit capacity mwplanned · OpenAIStated Aggregate accelerator deployment target, not delivered power or a single campus.Source ↗ | None recorded | |
| AMD × OpenAI | chip supplySigned | No figure recorded | None recorded | |
| CoreWeave × OpenAI | cloud capacityAmended | $6.5Bcontract value usdcommitted · CoreWeaveStated September 2025 expansion only; upper bound, not cumulative contracts.Source ↗ | None recorded | |
| CoreWeave × NVIDIA · capacity backstop | cloud capacitySigned | $6.3Bcontract value usdcommitted · CoreWeave SEC filingStated Initial value of the backstop order form; no inference of full cash receipt or use.Source ↗ | None recorded | |
| Nebius × Microsoft · Vineland GPU capacity | cloud capacitySigned | $17.4Bcontract value usdcommitted · NebiusStated Base contract through 2031; optional additional purchases are excluded.Source ↗ | None recorded | |
| Applied Digital × CoreWeave · Polaris Forge 1 Applied Digitallandlord CoreWeavetenant | colocation leaseAmended | 400 MWit capacity mwcommitted · Applied DigitalStated Critical IT capacity across three leases; includes the two earlier leases and the additional 150 MW.Source ↗ | None recorded | |
| Kairos × TVA · Google | power supplySigned | 50 MWgeneration mwcommitted · Kairos PowerStated Planned Hermes 2 plant output under the PPA; not delivered power.Source ↗ | None recorded | |
| TeraWulf × Fluidstack · Lake Mariner leases | colocation leaseAmended | 360 MWit capacity mwcommitted · TeraWulfStated Total contracted critical IT capacity after option exercise; includes the earlier leased capacity.Source ↗ | None recorded | |
| Oracle × OpenAI · additional Stargate capacity | cloud capacitySigned | 4.5 GWfacility capacity mwplanned · OpenAIStated Agreement scope excluding the separately discussed Abilene site.Source ↗ | None recorded | |
| Brookfield × Google · hydro framework | power supplySigned | 670 MWgeneration mwcommitted · BrookfieldStated Combined scope of the first two contracts inside a larger procurement framework.Source ↗ | None recorded | |
| Talen × Amazon · Susquehanna power expansion | power supplyAmended | 1,920 MWgeneration mwcommitted · Talen EnergyStated Full ramped PPA quantity; not current delivered power.Source ↗ | None recorded | |
| Meta × Constellation Constellation Energypower supplier Metapartner | power supplySigned | None recorded | ||
| Crusoe × Blue Owl × Primary Digital · Abilene JV | joint ventureAmended | $15Bcontract value usdcommitted · CrusoeStated Announced second-phase development joint venture scope, including the broader program; not cash already spent.Source ↗ | None recorded | |
| Amazon Web Services × HUMAIN · Saudi AI Zone | cloud capacityAnnounced | $5Bcapex usdplanned · AmazonStated Lower bound for the joint AI Zone investment plan, including infrastructure, services and programs; not pure construction capex.Source ↗ | None recorded | |
| NVIDIA × HUMAIN · Saudi AI factories | chip supplyAnnounced | 18,000 GPUsgpu countplanned · NVIDIAStated GB300 GPUs in the announced first phase only; not the larger five-year roadmap.Source ↗ | None recorded | |
| Vantage × DigitalBridge × Silver Lake · equity | financing equityClosed | $9.2Bcontract value usddelivered · Silver LakeStated Completed equity financing announced by the investors; includes the previously announced transaction.Source ↗ | None recorded | |
| Brookfield × Microsoft · renewable energy framework | power supplySigned | 10.5 GWgeneration mwplanned · BrookfieldStated Framework target for 2026–2030; excludes prior contracts outside the agreement.Source ↗ | None recorded |