AI Compute Deal Ledger · HUT · Free Dataset · CC BY 4.0
Every Hut 8 deal in the ledger, with the source on every row. Binding base-term value: $19.6B across 704 MW of contracted IT capacity. Snapshot disclosures (backlog restatements, order intake, program envelopes) are listed but never summed.
Binding value
$19.6B
2 binding deals, base terms
Binding capacity
704 MW
contracted IT load with disclosed MW
Not binding
·
0 LOI / framework / reported
Second 352 MW lease at Beacon Point with the same investment-grade tenant as Phase 1, fully commercializing the 1 GW campus: $19.6B campus base-term value, up to $50.2B with all renewals. 3.0% annual escalator, triple net, built to Nvidia's DSX reference architecture. First Phase 2 data hall delivery expected Q2 2028.
First phase of the 1 GW Beacon Point campus in Nueces County, Texas. 15-year triple-net IT lease with a high-investment-grade tenant; up to $25.1B if all three five-year renewal options are exercised. Tenant undisclosed.
Part of the free AI Compute Deal Ledger by Regards of Wallstreet, licensed CC BY 4.0. Cite it, chart it, link it.