AI Compute Deal Ledger · Free Dataset · CC BY 4.0

Cerebras: The AI Deal Record

Every Cerebras deal in the ledger, with the source on every row. Binding base-term value: $1.1B across 40 MW of contracted IT capacity. Snapshot disclosures (backlog restatements, order intake, program envelopes) are listed but never summed.

Binding value

$1.1B

1 binding deals, base terms

Binding capacity

40 MW

contracted IT load with disclosed MW

Not binding

·

0 LOI / framework / reported

Deal by Deal

2026-05-08Binding

Digi Power X (Provider) · Cerebras (Buyer)

Value
approximately $1.1B
$2.5B with all options
Capacity / term
40 MW · 10y
$2.75M per MW-year
First revenue
2026-12

Missing-deal gap surfaced this run via the EDGAR watchlist hit on Digi Power X's Q2 2026 earnings 8-K (filed 2026-08-14), which restated this deal without new terms; the underlying agreement itself was signed May 8, 2026 (SEC accession 0001213900-26-053566) and predates this run by three months, same pattern as the TeraWulf-Anthropic and Galaxy-CoreWeave gaps found in prior weeks.

Conditions: 10-year Data Center Colocation and Master Services Agreement for 40MW at Digi Power X's Columbiana, Alabama campus. Two-phase build: Phase 1 (15MW) targeted ready-for-service Dec 15, 2026, self-funded by Digi Power X; Phase 2 (25MW, completing the 40MW total) targeted end of Q1 2027, explicitly conditioned on Digi Power X securing adequate financing. $2.5B max_with_options_usd reflects a seven-year extension option beyond the 10-year initial term.

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Part of the free AI Compute Deal Ledger by Regards of Wallstreet, licensed CC BY 4.0. Cite it, chart it, link it.