AI Compute Deal Ledger · Changelog · Updated 2026-07-27
Changelog
Every revision to a published row, dated and explained. A ledger that silently rewrites itself is not a ledger; when a figure changes, the change is the record.
Revisions & Corrections
No revisions yet: no published row has needed a correction since launch. When one does, it will be listed here with what changed and why.
Rows on Record
- 2026-07-27apld-contracted-backlog-fy2026 · apld-hyperscaler-leases-2026-07 · nvidia-openai-backstop-talks-2026-07
- 2026-07-22smci-record-orders-fq4-2026
- 2026-07-20hut8-beacon-point-phase2-2026-07 · iren-ai-cloud-contracts-2026-07
- 2026-05-06hut8-beacon-point-phase1-2026-05
- 2026-04-20amazon-anthropic-investment-2026-04 · anthropic-aws-commitment-2026-04
- 2026-04-09meta-coreweave-expansion-2026-04
- 2025-11-18anthropic-azure-commitment-2025-11 · msft-nvda-anthropic-investment-2025-11
- 2025-11-03iren-dell-gpu-purchase-2025-11 · iren-microsoft-gb300-2025-11
- 2025-10-23google-anthropic-tpu-2025-10
- 2025-10-16meta-oracle-cloud-2025-10
- 2025-09-30meta-coreweave-initial-2025-09
- 2025-09-25coreweave-openai-expansion-2025-09
- 2025-09-22nvidia-openai-loi-2025-09
- 2025-09-10openai-oracle-stargate-2025-09
- 2025-09-08nebius-microsoft-2025-09
- 2025-05-14coreweave-openai-expansion-2025-05
- 2025-03-10coreweave-openai-initial-2025-03
- 2025-01-21stargate-framework-2025-01
- 2024-11-22amazon-anthropic-investment-2024-11
Dates shown are announcement dates. The full edit history of every row is public in the site's git repository, which is the ledger's audit trail.