ChartsInfrastructure
Who holds the paper on which data center
Frontier labs sit at both ends of the lease: they buy capacity from clouds and lessors who, in turn, buy chips that flow back into those same labs' clusters.
Last updated · Illustrative data
Lab → cloud/lessor → chip → cluster · illustrative $B flows. Click a node to isolate.
Sankey diagram of illustrative compute lease flows from labs through clouds and lessors to chips and back into lab clusters.
Sources: Company filings and press
Methodology & sources
Illustrative USD-billion flows. Nodes and magnitudes are schematic composites of public lease / offtake headlines, not a ledger.
Text summary: Sankey of lab → cloud/lessor → chip → lab compute lease flows in illustrative USD billions. Download CSV as a data fallback.
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Data API: /api/charts/compute-lease-map · /api/charts/compute-lease-map.json · /api/charts/compute-lease-map.csv