AI Compute Deal Ledger · Changelog · Updated 2026-10-12
Changelog
Every revision to a published row, dated and explained. If a figure changes, that change is itself part of the record, which is the difference between a ledger and a number on a page.
Methodology Changes
- 2026-09-25 The headline "binding contract value" now sums capacity leases, cloud services, chip purchases and build contracts only. Guarantee ceilings and compute-linked equity get their own totals. On the day of the change that moved the headline from $888.5B to $738.5B: the $105B Nvidia guarantee on the SB Energy Ohio campus is a ceiling paid only if the tenant defaults, and $45B across four equity investments buys stakes rather than compute. No row changed. Rows also now carry the date they were added to the ledger, which drives the "Updated" stamp; backfilled rows had left it showing the latest announcement date instead. Suggested by AI Infra Credit.
Revisions & Corrections
- 2026-08-21 nvidia-openai-backstop-talks-2026-07: status revised. Superseded by the signed nvidia-openai-sb-energy-ohio-2026-08 row (SEC 8-K, 2026-08-17): final terms are $105B/4.25GW+3.8GW-option vs. this row's reported up-to-$250B/10GW talks figure. Kept on record rather than deleted.
- 2026-08-08 hut8-beacon-point-phase2-2026-07: notes revised. Logged FT's single-sourced, company-unconfirmed report naming Nvidia as the Beacon Point tenant; did not re-link the party pending confirmation.
- 2026-08-08 hut8-beacon-point-phase1-2026-05: notes revised. Logged FT's single-sourced, company-unconfirmed report naming Nvidia as the Beacon Point tenant; did not re-link the party pending confirmation.
Rows on Record
- 2026-10-12qualcomm-amazon-custom-silicon-2026-09 · nscale-anthropic-monarch-lease-2026-08 · volta-anthropic-tydal-compute-2026-08 · amd-anthropic-equity-2026-07 · amd-anthropic-gpu-deployment-2026-07
- 2026-09-25atlas-energy-frontier-ai-lab-2026-09 · akamai-anthropic-cloud-2026-09
- 2026-09-18oracle-total-rpo-2026-09 · anthropic-lambda-cloud-2026-08 · hive-buzzhpc-bell-cohere-2026-06 · iren-nvidia-cloud-2026-05
- 2026-09-04sb-energy-contracted-backlog-2026-09
- 2026-08-28bitdeer-volta-tydal-lease-2026-08
- 2026-08-21hive-buzzhpc-gpu-cloud-2026-08 · duos-axe-compute-expansion-2026-08 · nvidia-openai-sb-energy-ohio-2026-08 · duos-axe-compute-columbus-2026-07
- 2026-08-14coreweave-backlog-2026-08 · ibm-together-ai-cloud-2026-08 · nvidia-compute-financing-platforms-2026-08 · riot-anthropic-rockdale-lease-2026-08 · digi-power-x-cerebras-colocation-2026-05 · jane-street-coreweave-cloud-2026-04 · jane-street-coreweave-equity-2026-04
- 2026-08-08sharonai-cloud-agreement-2026-08 · core-scientific-amd-2026-07 · terawulf-anthropic-lease-2026-07 · spacex-reflection-colossus2-2026-06 · spacex-google-colossus2-2026-06 · spacex-anthropic-colossus1-2026-05 · galaxy-coreweave-helios-2025-03
- 2026-08-03apld-contracted-backlog-fy2026 · apld-hyperscaler-leases-2026-07 · nvidia-openai-backstop-talks-2026-07 · smci-record-orders-fq4-2026 · hut8-beacon-point-phase2-2026-07 · iren-ai-cloud-contracts-2026-07 · hut8-beacon-point-phase1-2026-05 · amazon-anthropic-investment-2026-04 · anthropic-aws-commitment-2026-04 · meta-coreweave-expansion-2026-04 · anthropic-azure-commitment-2025-11 · msft-nvda-anthropic-investment-2025-11 · iren-dell-gpu-purchase-2025-11 · iren-microsoft-gb300-2025-11 · google-anthropic-tpu-2025-10 · meta-oracle-cloud-2025-10 · meta-coreweave-initial-2025-09 · coreweave-openai-expansion-2025-09 · nvidia-openai-loi-2025-09 · openai-oracle-stargate-2025-09 · nebius-microsoft-2025-09 · coreweave-openai-expansion-2025-05 · coreweave-openai-initial-2025-03 · stargate-framework-2025-01 · amazon-anthropic-investment-2024-11
Dates shown are the dates rows were added to the ledger. The full edit history of every row is public in the site's git repository, which is the ledger's audit trail.