2026-09-25Binding
Atlas Energy Solutions → Undisclosed frontier AI lab (Atlas Energy Solutions) *
- Value
- n/a
- Capacity
- 283 MW
- Term
- n/a
- Rev. start
- n/a
Tools · Free Dataset · CC BY 4.0 · Updated 2026-09-25
The AI Compute Deal Ledger
Every announced AI compute deal in one sortable table: data center capacity leases, GPU cloud contracts, chip purchase commitments, backstops and compute-linked equity. Every row carries its primary source, its megawatts, its delivery date and an honest status grade. Non-binding announcements never touch the headline totals, and guarantee ceilings and equity stakes are totalled on their own rather than added to contract value. Free to use with attribution: methodology and citation.
Binding contract value
$750B
36 binding leases, cloud and chip contracts, base terms only
Binding IT capacity
13.68 GW
MW is the durable unit; dollars are snapshots
Guarantee ceilings
$105B
the most a guarantor pays if a tenant defaults, 1 deal; kept out of contract value
Compute-linked equity
$45B
stakes bought in AI labs and providers, 4 deals; kept out of contract value
Renewal-option upside
$53.3B
never counted in the headline number
Announced, not binding
$135B
2 LOI / framework / reported deals, $100B of it equity
Contract value by type: cloud services $641B (23), capacity leases $103B (11), chip purchases $5.8B (1). 2 deals with no disclosed value count toward megawatts only. These are amounts agreed over each contract's term, not cash already paid, and figures stated as "up to" or "at least" keep that qualifier in the table below.
When Does Contracted Capacity Actually Arrive?
Binding megawatts bucketed by first-delivery year. Most announcements do not disclose a delivery date, which is itself the finding: the headline is signed today, the revenue starts years from now or on a date nobody has published.
2026
1.89 GW
2027
5.62 GW
2028
4.6 GW
Undisclosed
1.57 GW
The Ledger
51 of 51 deals
| Provider | Buyer | Term | Rev. start | Status | Source | |||
|---|---|---|---|---|---|---|---|---|
| 2026-09-25 | Atlas Energy Solutions | Undisclosed frontier AI lab (Atlas Energy Solutions) * | 283 MW | · | · | Binding | · | source |
| 2026-09-24 | Akamai | Anthropic | · | 7y | 2027-07 | Binding | $11.6B$20.6B w/ options | source |
| 2026-09-10 | Oracle | Various AI developers * | · | · | · | Binding | $664Bsnapshot, not summed | source |
| 2026-09-02 | SB Energy | OpenAI, SoftBank | 8.8 GW | · | · | Binding↻ | $439Bsnapshot, not summed | source |
| 2026-08-31 | Lambda | Anthropic | 350 MW | · | 2027-01 | Reported↻ | $35B | source |
| 2026-08-19 | HIVE Digital Technologies | Undisclosed investment-grade enterprise customer (HIVE) * | · | 5y | · | Binding | $350M | source |
| 2026-08-17 | Duos Technologies | Axe Compute | 55 MW | 5y | · | Binding | ≥ $500M | source |
| 2026-08-17 | SB Energy | OpenAI | 4.25 GW | 20y | 2028 | Binding↻ | up to $105B | source |
| 2026-08-11 | CoreWeave | Various AI developers * | · | · | · | Binding | $104Bsnapshot, not summed | source |
| 2026-08-11 | IBM | Together AI | · | · | 2027-01 | Binding | $240M | source |
| 2026-08-10 | Nvidia, Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, KKR | · | · | · | Framework↻ | ≥ $500Bsnapshot, not summed | source | |
| 2026-08-10 | Riot Platforms | Anthropic | 191 MW | 20y | 2027-12 | Binding | ~$9.1B$16.1B w/ options | source · our take |
| 2026-08-04 | Bitdeer Technologies | Volta Infra | 121 MW | 16y | 2026-12 | Binding | ~$4.7B$8B w/ options | source |
| 2026-08-04 | Sharon AI | Undisclosed global AI platform (Sharon AI) * | · | 5y | 2027-01 | Binding | $373M | source |
| 2026-07-28 | Core Scientific | AMD | 530 MW | 15y | 2027 | Binding | ≥ $14B | source |
| 2026-07-27 | Applied Digital | Various AI developers * | 1.41 GW | · | · | Binding | $36Bsnapshot, not summed | source · our take |
| 2026-07-27 | Applied Digital | Undisclosed hyperscaler (Applied Digital) * | 810 MW | 15y | · | Binding | ~$20.2B | source · our take |
| 2026-07-27 | SB Energy | OpenAI | 10 GW | · | · | Superseded↻ | up to $250B | source · our take |
| 2026-07-22 | Super Micro Computer | Various AI developers * | · | · | · | Binding | ≥ $60Bsnapshot, not summed | source · our take |
| 2026-07-20 | Hut 8 | Undisclosed investment-grade tenant (Hut 8) * | 352 MW | 15y | 2028-04 | Binding | $9.8B$25.1B w/ options | source · our take |
| 2026-07-20 | IREN | Various AI developers * | · | · | · | Binding | $2.8B | source · our take |
| 2026-07-16 | Duos Technologies | Axe Compute | 10 MW | 5y | · | Binding | $111M | source |
| 2026-07-06 | TeraWulf | Anthropic | 401 MW | 20y | 2027-07 | Binding | ~$19B | source |
| 2026-06-22 | SpaceX | Reflection AI | · | 3.5y | 2026-07 | Binding↻ | up to $6.3B | source |
| 2026-06-18 | HIVE Digital Technologies | Cohere | · | 3y | · | Binding | $220M | source |
| 2026-06-05 | SpaceX | · | 3y | 2026-10 | Binding | ~$30B | source | |
| 2026-05-08 | Digi Power X | Cerebras | 40 MW | 10y | 2026-12 | Binding | ~$1.1B$2.5B w/ options | source |
| 2026-05-07 | IREN | Nvidia | 60 MW | 5y | · | Binding↻ | $3.4B | source |
| 2026-05-06 | Hut 8 | Undisclosed investment-grade tenant (Hut 8) * | 352 MW | 15y | · | Binding | $9.8B$25.1B w/ options | source · our take |
| 2026-05-06 | SpaceX | Anthropic | · | 3y | 2026-05 | Binding | ~$45B | source |
| 2026-04-20 | Amazon | Anthropic | · | · | · | Binding↻ | up to $25B | source |
| 2026-04-20 | Amazon | Anthropic | · | 10y | · | Binding↻ | ≥ $100B | source |
| 2026-04-15 | CoreWeave | Jane Street | · | · | · | Binding↻ | ~$6B | source |
| 2026-04-15 | Jane Street | CoreWeave | · | · | · | Binding↻ | $1B | source |
| 2026-04-09 | CoreWeave | Meta | · | · | · | Binding | ~$21B | source |
| 2025-11-18 | Microsoft | Anthropic | · | · | · | Binding↻ | ≥ $30B | source · our take |
| 2025-11-18 | Microsoft, Nvidia | Anthropic | · | · | · | Binding↻ | up to $15B | source · our take |
| 2025-11-03 | Dell | IREN | · | · | 2026-03 | Binding | $5.8B | source |
| 2025-11-03 | IREN | Microsoft | 200 MW | 5y | 2026 | Binding | ~$9.7B | source · our take |
| 2025-10-23 | Anthropic | 1 GW | · | 2026 | Binding | · | source | |
| 2025-10-16 | Oracle | Meta | · | · | · | Binding | ~$20B | source |
| 2025-09-30 | CoreWeave | Meta | · | 6y | · | Binding | up to $14.2B | source |
| 2025-09-25 | CoreWeave | OpenAI | · | · | · | Binding↻ | up to $6.5B | source |
| 2025-09-22 | Nvidia | OpenAI | 10 GW | · | 2026 | LOI / MOU↻ | up to $100B | source · our take |
| 2025-09-10 | Oracle | OpenAI | 4.5 GW | 5y | 2027 | Binding | $300B | source · our take |
| 2025-09-08 | Nebius | Microsoft | · | 5y | 2025 | Binding | ~$17.4B$19.4B w/ options | source |
| 2025-05-14 | CoreWeave | OpenAI | · | · | · | Binding↻ | up to $4B | source |
| 2025-03-28 | Galaxy Digital | CoreWeave | 526 MW | 15y | 2026-04 | Binding | ≥ $15B | source |
| 2025-03-10 | CoreWeave | OpenAI | · | 5y | · | Binding↻ | up to $11.9B | source |
| 2025-01-21 | Oracle | OpenAI | 10 GW | 4y | · | Framework↻ | up to $500Bsnapshot, not summed | source |
| 2024-11-22 | Amazon | Anthropic | · | · | · | Binding↻ | $4B | source |
2026-09-24Binding
Akamai → Anthropic
- Value
- $11.6B
- Capacity
- n/a
- Term
- 7 years
- Rev. start
- 2027-07
2026-09-10Binding
Oracle → Various AI developers *
- Value
- $664B (snapshot)
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2026-09-02Binding
SB Energy → OpenAI, SoftBank
- Value
- $439B (snapshot)
- Capacity
- 8.8 GW
- Term
- n/a
- Rev. start
- n/a
2026-08-31Reported
Lambda → Anthropic
- Value
- $35B
- Capacity
- 350 MW
- Term
- n/a
- Rev. start
- 2027-01
2026-08-19Binding
HIVE Digital Technologies → Undisclosed investment-grade enterprise customer (HIVE) *
- Value
- $350M
- Capacity
- n/a
- Term
- 5 years
- Rev. start
- n/a
2026-08-17Binding
Duos Technologies → Axe Compute
- Value
- ≥ $500M
- Capacity
- 55 MW
- Term
- 5 years
- Rev. start
- n/a
2026-08-17Binding
SB Energy → OpenAI
- Value
- up to $105B
- Capacity
- 4.25 GW
- Term
- 20 years
- Rev. start
- 2028
2026-08-11Binding
CoreWeave → Various AI developers *
- Value
- $104B (snapshot)
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2026-08-11Binding
IBM → Together AI
- Value
- $240M
- Capacity
- n/a
- Term
- n/a
- Rev. start
- 2027-01
2026-08-10Framework
Nvidia, Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, KKR →
- Value
- ≥ $500B (snapshot)
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2026-08-10Binding
Riot Platforms → Anthropic
- Value
- ~$9.1B
- Capacity
- 191 MW
- Term
- 20 years
- Rev. start
- 2027-12
2026-08-04Binding
Bitdeer Technologies → Volta Infra
- Value
- ~$4.7B
- Capacity
- 121 MW
- Term
- 16 years
- Rev. start
- 2026-12
2026-08-04Binding
Sharon AI → Undisclosed global AI platform (Sharon AI) *
- Value
- $373M
- Capacity
- n/a
- Term
- 5 years
- Rev. start
- 2027-01
2026-07-28Binding
Core Scientific → AMD
- Value
- ≥ $14B
- Capacity
- 530 MW
- Term
- 15 years
- Rev. start
- 2027
2026-07-27Binding
Applied Digital → Various AI developers *
- Value
- $36B (snapshot)
- Capacity
- 1.41 GW
- Term
- n/a
- Rev. start
- n/a
2026-07-27Binding
Applied Digital → Undisclosed hyperscaler (Applied Digital) *
- Value
- ~$20.2B
- Capacity
- 810 MW
- Term
- 15 years
- Rev. start
- n/a
2026-07-27Superseded
SB Energy → OpenAI
- Value
- up to $250B
- Capacity
- 10 GW
- Term
- n/a
- Rev. start
- n/a
2026-07-22Binding
Super Micro Computer → Various AI developers *
- Value
- ≥ $60B (snapshot)
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2026-07-20Binding
Hut 8 → Undisclosed investment-grade tenant (Hut 8) *
- Value
- $9.8B
- Capacity
- 352 MW
- Term
- 15 years
- Rev. start
- 2028-04
2026-07-20Binding
IREN → Various AI developers *
- Value
- $2.8B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2026-07-16Binding
Duos Technologies → Axe Compute
- Value
- $111M
- Capacity
- 10 MW
- Term
- 5 years
- Rev. start
- n/a
2026-07-06Binding
TeraWulf → Anthropic
- Value
- ~$19B
- Capacity
- 401 MW
- Term
- 20 years
- Rev. start
- 2027-07
2026-06-22Binding
SpaceX → Reflection AI
- Value
- up to $6.3B
- Capacity
- n/a
- Term
- 3.5 years
- Rev. start
- 2026-07
2026-06-18Binding
HIVE Digital Technologies → Cohere
- Value
- $220M
- Capacity
- n/a
- Term
- 3 years
- Rev. start
- n/a
2026-06-05Binding
SpaceX → Google
- Value
- ~$30B
- Capacity
- n/a
- Term
- 3 years
- Rev. start
- 2026-10
2026-05-08Binding
Digi Power X → Cerebras
- Value
- ~$1.1B
- Capacity
- 40 MW
- Term
- 10 years
- Rev. start
- 2026-12
2026-05-07Binding
IREN → Nvidia
- Value
- $3.4B
- Capacity
- 60 MW
- Term
- 5 years
- Rev. start
- n/a
2026-05-06Binding
Hut 8 → Undisclosed investment-grade tenant (Hut 8) *
- Value
- $9.8B
- Capacity
- 352 MW
- Term
- 15 years
- Rev. start
- n/a
2026-05-06Binding
SpaceX → Anthropic
- Value
- ~$45B
- Capacity
- n/a
- Term
- 3 years
- Rev. start
- 2026-05
2026-04-20Binding
Amazon → Anthropic
- Value
- up to $25B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2026-04-20Binding
Amazon → Anthropic
- Value
- ≥ $100B
- Capacity
- n/a
- Term
- 10 years
- Rev. start
- n/a
2026-04-15Binding
CoreWeave → Jane Street
- Value
- ~$6B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2026-04-15Binding
Jane Street → CoreWeave
- Value
- $1B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2026-04-09Binding
CoreWeave → Meta
- Value
- ~$21B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2025-11-18Binding
Microsoft → Anthropic
- Value
- ≥ $30B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2025-11-18Binding
Microsoft, Nvidia → Anthropic
- Value
- up to $15B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2025-11-03Binding
Dell → IREN
- Value
- $5.8B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- 2026-03
2025-11-03Binding
IREN → Microsoft
- Value
- ~$9.7B
- Capacity
- 200 MW
- Term
- 5 years
- Rev. start
- 2026
2025-10-23Binding
Google → Anthropic
- Value
- n/a
- Capacity
- 1 GW
- Term
- n/a
- Rev. start
- 2026
2025-10-16Binding
Oracle → Meta
- Value
- ~$20B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2025-09-30Binding
CoreWeave → Meta
- Value
- up to $14.2B
- Capacity
- n/a
- Term
- 6 years
- Rev. start
- n/a
2025-09-25Binding
CoreWeave → OpenAI
- Value
- up to $6.5B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2025-09-22LOI / MOU
Nvidia → OpenAI
- Value
- up to $100B
- Capacity
- 10 GW
- Term
- n/a
- Rev. start
- 2026
2025-09-10Binding
Oracle → OpenAI
- Value
- $300B
- Capacity
- 4.5 GW
- Term
- 5 years
- Rev. start
- 2027
2025-09-08Binding
Nebius → Microsoft
- Value
- ~$17.4B
- Capacity
- n/a
- Term
- 5 years
- Rev. start
- 2025
2025-05-14Binding
CoreWeave → OpenAI
- Value
- up to $4B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
2025-03-28Binding
Galaxy Digital → CoreWeave
- Value
- ≥ $15B
- Capacity
- 526 MW
- Term
- 15 years
- Rev. start
- 2026-04
2025-03-10Binding
CoreWeave → OpenAI
- Value
- up to $11.9B
- Capacity
- n/a
- Term
- 5 years
- Rev. start
- n/a
2025-01-21Framework
Oracle → OpenAI
- Value
- up to $500B (snapshot)
- Capacity
- 10 GW
- Term
- 4 years
- Rev. start
- n/a
2024-11-22Binding
Amazon → Anthropic
- Value
- $4B
- Capacity
- n/a
- Term
- n/a
- Rev. start
- n/a
* counterparty not publicly named · ↻ circular (financially entangled counterparties) · snapshot rows (backlog and order-intake restatements) are on the record but excluded from every summed total
By Company
LambdaBitdeer Technologies (BTDR)Volta InfraDuos Technologies (DUOT)Axe Compute (AGPU)HIVE Digital Technologies (HIVE)CohereHut 8 (HUT)IREN (IREN)Applied Digital (APLD)Super Micro Computer (SMCI)Nvidia (NVDA)Microsoft (MSFT)Oracle (ORCL)CoreWeave (CRWV)OpenAIAnthropicSB EnergyMeta (META)Google (GOOGL)Amazon (AMZN)Nebius (NBIS)Dell (DELL)SoftBankMGXTeraWulf (WULF)Galaxy Digital (GLXY)SpaceX (SPCX)Reflection AISharon AI (SHAZ)Core Scientific (CORZ)AMD (AMD)Riot Platforms (RIOT)Apollo Global Management (APO)BlackRock (BLK)Blackstone (BX)Brookfield Asset Management (BAM)Goldman Sachs (GS)KKR (KKR)IBM (IBM)Together AIDigi Power X (DGXX)CerebrasJane StreetAtlas Energy Solutions (AESI)Akamai (AKAM)
Use This Data
Licensed CC BY 4.0: copy it, chart it, build on it, including commercially. The only ask is attribution with a link. Suggested citation:
AI Compute Deal Ledger, Regards of Wallstreet, retrieved 2026-10-09, https://www.regardsofwallstreet.com/data/ai-deals
Spot an error or a missing deal? The methodology page explains what qualifies and how corrections are handled, and the contact form reaches us.
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