Deals

Announced · 20-year energy agreement to serve Microsoft's northwest Indiana data center campus

About 1,100 MW of new generation resources added to the GenCo pool portfolio; 20-year term with service beginning in 2028; Microsoft fully funds all generation and transmission required to serve its load; GenCo contracted 600 MW of battery storage alongside under a long-term tolling agreement (AGP Group affiliate to develop)

Counterparty

NiSource (NYSE: NI) via NiSource Generation Company (GenCo) and NIPSCO

Where

Northwest Indiana, US

Amount

—

MW

1100

GPUs

—

NiSource release Oct 16, 2026. Campus previously announced. NiSource says total expected NIPSCO customer savings rise to about $1.75 billion. Contract value undisclosed; further details due on NiSource's Q3 earnings call. Subject to regulatory approvals.

Source

Announced · Lease of phase one of a new AI data center for a term of at least 20 years

420 MW total: 95 MW phase one online by end of 2027, 325 MW phase two in 2028; EverWind raising $8 billion in private capital for the data center plus $2 billion for four onshore wind farms

Counterparty

EverWind Fuels

Where

Point Tupper, near Port Hawkesbury, Cape Breton, Nova Scotia, Canada

Amount

—

MW

420

GPUs

—

CBC News Oct 16, 2026. Tenant not named. Site in pre-construction (land clearing underway). Provincial grid is the initial primary supply; EverWind wind farms to support later. Membertou-led Mi'kmaw consortium negotiating a 9% equity stake. amountUsd left null: CBC reports the $8 billion raise without specifying USD vs CAD.

Source

Announced · Hyperscale campus plan

Up to ~1 GW IT across three single-story buildings, ~3M sq ft on 476 acres; full build-out targeted by 2033

Counterparty

City of Kokomo, Indiana (site host; no tenant named)

Where

Industrial Park North, Kokomo, Howard County, Indiana, US

Amount

—

MW

—

GPUs

—

Proposed development, not a signed lease; capacity is the 'could total around 1GW' figure reported by DCD. No tenant, investment amount, or tax abatement. Digital Realty's first Indiana campus.

Source

Announced · 15-year data center capacity contract

71 MW contracted for 15 years (includes reallocation of 20 MW of existing contracted capacity); SYD1 now 100% contracted across 88 MW total once upgrades and expansion complete; first 10 MW of SYD1 Expansion expected energized late Q4 FY27, balance over FY28

Counterparty

DigiCo Infrastructure REIT (ASX: DGT; HMC Capital-managed)

Where

SYD1, Ultimo, Sydney, NSW, Australia

Amount

—

MW

71

GPUs

—

DigiCo ASX release Oct 15, 2026 (DCD same day). Customer not named; contract value not disclosed. Subject to customary conditions and approvals, with renewal options. Separate site from GreenSquare's SYD1 (Norwest) already on tracker.

Source

Announced · Power and grid equipment frame agreements for behind-the-meter power islands (pathway to data center compute capacity)

Up to 16 new 720 MW power island units plus transformer equipment; over 10 GW of new Island-Mode power capacity; pathway to up to 10 GW of new compute capacity over time (by 2034); builds on 4.5 GW of existing Island-Mode generation; first power island purchase order expected by end of 2026

Counterparty

GE Vernova; Baker Hughes Energy Services

Where

Sites owned or controlled by Venture Global, US

Amount

—

MW

—

GPUs

—

Venture Global release Oct 15, 2026. Frame agreements reserve manufacturing capacity; definitive reservation agreements and purchase orders still to come. No data center tenant or offtaker named; compute capacity is contingent on customer commitments. gw is the stated up-to-10 GW compute pathway, not contracted load. Value undisclosed.

Source

Under construction · Data center lease (fully pre-let)

64 MW Mumbai 3 AI-ready facility, fully pre-let; campus to 86 MW operational, up to 148 MW at full build

Counterparty

Colt DCS and RMZ (joint venture)

Where

Navi Mumbai Campus, Mumbai, India

Amount

—

MW

64

GPUs

—

Construction began after the first hyperscale customer signed; tenant, lease terms, building cost, and completion date not disclosed. Part of the JV's $1.7B India plan (250 MW across Mumbai and Chennai), which is not this deal's value. Also reported by DCD Oct 15.

Source

Announced · 20-year power purchase agreement (on-site fuel cell generation)

702 MW Bloom fuel-cell generation project; ~$4B AEP investment; construction to start 2026, fully operational by end of 2028

Counterparty

American Electric Power (Cheyenne Fuel Cell LLC, ~92% AEP / ~8% Basalt Infrastructure Partners funds); Bloom Energy fuel cells

Where

Near Cheyenne, Wyoming, US

Amount

$4B

MW

702

GPUs

—

AEP release Oct 14, 2026 (WSJ, Power Technology). amountUsd is AEP's planned project investment, not Google's PPA payments (pricing undisclosed). Supports the same Cheyenne Google campus as the Black Hills agreement already on tracker; not double-counted. Plans include carbon capture integration.

Source

Announced · Binding four-year GPU compute contract for the ALPHA-03 NVIDIA B300 cluster

592 liquid-cooled NVIDIA B300 GPUs (576 contracted + 16 hot spares) on 1.3 MW of liquid-cooled data-center capacity; $81.7M total contract value over 48 months

Counterparty

Alpha Compute (Nasdaq: ALP)

Where

Missouri, US

Amount

$81.7M

MW

1.3

GPUs

592

GlobeNewswire via Nasdaq, Oct 14, 2026. Contract signed Oct 9; take-or-pay ~$20.2M/yr; 25% prepaid; delivery targeted early Q1 2027. Customer not named. Follows ALPHA-02 (Sweden). Featured in Oct 14 Closing Time sourcing.

Source

Announced · AI data center campus (community benefits agreement approved; developer publicly named)

~3,000-acre campus; $10B initial investment with potential to grow in later phases; power capacity has been said to possibly reach up to 2.2 GW; May rezoning documents for a 2,080-acre parcel suggested six 718,740 sq ft buildings and three substations; Meta to contribute $115M to roads, water and pipeline infrastructure

Counterparty

Mason County Fiscal Court (community benefits agreement; 40-year local property-tax break via Industrial Revenue Bonds)

Where

Mason County (near Maysville), Kentucky, US

Amount

$10B

MW

—

GPUs

—

DCD Oct 15, 2026 citing the Ledger Independent: Meta was identified at the Oct 13 Mason County Fiscal Court meeting where the community benefits agreement passed (also WVXU Oct 15). 2.2 GW is a reported possible ceiling, not a contracted load. Acres is 'almost 3,000' per DCD. Per-building sq ft from rezoning documents, not confirmed final design, so sqFt left null. Local petition against the project had 1,429 signatures. Featured in Oct 15 Closing Time.

Source

Announced · Letter of Intent to build a hyperscale AI data center (AI factory)

150 MW hyperscale AI factory; ₹10,000 crore planned investment

Counterparty

Government of Bihar

Where

Bodh Gaya, Bihar, India

Amount

—

MW

150

GPUs

—

ETTelecom, Oct 14, 2026 (announced Tuesday Oct 13). Non-binding LoI; no tenant disclosed; amountUsd left null because the source gives rupees only. CtrlS also inaugurated a ₹400 crore, 12 MW IT-load data center in Patna the same day.

Source

Announced · Dedicated data center build (reported final talks)

Up to 500 MW total power intake; construction cost up to ¥1 trillion (~$6.3B); partial operation as early as 2028; agreement targeted by end of Japan fiscal 2026 (March 2027)

Counterparty

NTT Data (would build and operate)

Where

Osaka prefecture (coastal southern Osaka), Japan

Amount

—

MW

500

GPUs

—

Nikkei Asia, citing unnamed sources, reports the parties are in final talks; not yet signed. Would be Anthropic's first dedicated Japan site. On-site generation and fuel cells under study because grid hookup for 500 MW would take time. amountUsd left null because the ~$6.3B figure is an estimated construction cost, not a deal value; GPU servers would add more.

Source

Announced · Data center / power lease credit support plus expansion framework

Phase one lease of 222 MW gross power capacity for tens of thousands of AMD Instinct GPUs; AMD-Fermi framework for expansion up to 650 MW gross; lease expected to generate ~$6.5B contracted revenue over a 15-year initial term; phased delivery from 2H 2027

Counterparty

Fermi America (Project Matador); AMD

Where

Carson County, Texas (Panhandle), US

Amount

$6.5B

MW

222

GPUs

—

Fermi press release Oct 13, 2026: AMD credit support backs the TensorWave TEX1 lease first announced Aug 10, 2026. $6.5B contracted revenue figure is from Fermi's August lease disclosure (per Blockspace). Lease closing (deadline Oct 31) and project financing not yet confirmed. The 650 MW expansion is a framework, not leased capacity.

Source

Announced · Letter of intent / first offtaker capacity purchase at planned AI data center campus

First offtaker at Volt's planned 600 MW campus (six buildings); first phase two ~100 MW data centers with ~€7B total investment (~€2.5B construction, ~€4.5B compute hardware); Dutch press (De Telegraaf via Techzine) reports Nebius may take up to ~200 MW and ~100,000 advanced AI chips; precise equipment terms TBD; first capacity targeted late 2029 / early 2030; energy partner Eneco (offshore wind)

Counterparty

Volt (Rotterdam AI Gigafactory)

Where

Port of Rotterdam (Maasvlakte), Netherlands

Amount

—

MW

—

GPUs

—

Companies announced LOI Oct 12, 2026 (DCD). Campus previously cited at up to 800 MW, now 600 MW. Nebius MW/GPU figures are from Dutch press citing De Telegraaf, not the LOI text; amountUsd left null (investment stated in euros).

Source

Announced · Multiyear cloud-services / compute agreement (reported)

Multiyear cloud deal; capacity, dollar value, term length, and site not disclosed in reporting

Counterparty

IREN (Australia-listed; former bitcoin miner pivoted to AI cloud / data centers)

Where

Not disclosed

Amount

—

MW

—

GPUs

—

The Information reported Oct 11, 2026 (people familiar); neither Anthropic nor IREN publicly confirmed. May overlap with IREN's Aug 27, 2026 disclosure of a multiyear contract with an unnamed leading frontier AI lab — unclear if same deal or additional. Do not treat analyst 245 MW site math in secondary coverage as IREN capacity.

Source

Announced · Power purchase and hosting agreement (leased facility space, power, interconnect)

10 MW initial contracted capacity, expandable up to 50 MW; 60-month initial term; ~$90M capacity reservation charges on initial 10 MW (~$450M if expanded to 50 MW)

Counterparty

AZIO AI Holdings (Nasdaq: AZIO)

Where

Atlas One campus, South Texas, US

Amount

$90M

MW

10

GPUs

—

AZIO release via GlobeNewswire/Dow Jones Oct 9, 2026. First hosting agreement at Atlas One. Only the initial 10 MW is committed; the 50 MW max and ~$450M are contingent on expansion rights, infrastructure and export approvals. No capacity energized yet; separate lease, build-out scope and deposits still to be agreed; 180-day diligence termination right. amountUsd = ~$90M reservation charges for initial 10 MW, before electricity sales. acres refers to the whole Atlas One campus (548+ acres, planned up to 500 MW behind-the-meter).

Source

Announced · New AI data center campus (plan announced) on former UPM Kaipola paper mill site

200 MW first phase (works planned to start in 2026), rising to 600 MW in phase two; >€10B (~$11.2B) planned investment; long-term aim of 1 GW+ AI capacity in Finland; closed-loop liquid cooling

Counterparty

City of Jämsä (host); Kaipola Green Port (site owner, negotiations underway); Elenia (high-voltage grid); anchor customer not named

Where

Kaipola, Jämsä, central Finland

Amount

$11.2B

MW

600

GPUs

—

Sesterce statement Oct 8, 2026 (via DCD and Reuters). Company figure is 'over €10 billion'; amountUsd uses Reuters' conversion ($11.21B at $1 = €0.8925) — DCD headline rounds to $10bn. mw is the stated phase-two total; only 200 MW is in phase one. Sesterce says it has an anchor customer (not named). Pledges 1 MW of new Finnish renewable capacity per MW consumed within 10 years of operation and a €10M community fund. Mayor called it an opportunity 'provided it progresses from plans to implementation'.

Source

Announced · Investment MOU to fund construction of an AI data center

360 MW AI data center; 7 trillion won (~$4.9B) combined investment through 2029

Counterparty

Sejong City government

Where

Sejong, South Korea (site not disclosed)

Amount

$4.9B

MW

360

GPUs

—

Seoul Economic Daily, Oct 8, 2026: MOU signed at Sejong City Hall on the 8th. Non-binding MOU; city to support permits and help secure land, electricity and water. amountUsd is the outlet's ~$4.9B conversion of 7T won. Tenant/operator not disclosed.

Source

Announced · 10-year data center services agreement (AI Cloud facility lease)

67 MW A901 IT load; delivery to begin Q1 2027, full 67 MW targeted Q2 2027; built for liquid-cooled NVIDIA GB300 NVL72; Bitdeer AI secured AI Cloud capacity now ~273.5 MW (~78% of up-to-350 MW target)

Counterparty

Unnamed data-center services provider

Where

Malaysia (new third hub alongside Cyberjaya and Johor; exact location not disclosed)

Amount

—

MW

67

GPUs

—

Bitdeer AI PR via GlobeNewswire Oct 8, 2026 (6:27 PM ET). Replaces an earlier same-day release ('60MW A103' at Cyberjaya, ~95% of target) that Bitdeer told readers to disregard at 5:38 PM ET — do not use the A103 figures. Facility-level DC lease only; release says no offtake commitments yet for A901. amountUsd null (>$10B figure is company-wide pipeline, not this lease).

Source

Announced · Data center capacity / sole-tenant lease

240 MW across three 80 MW buildings (option to expand by up to 240 MW more); Nvidia Vera Rubin; first phase mid-2028

Counterparty

AdaniConneX (Adani Group / EdgeConneX JV)

Where

Taloja campus, Navi Mumbai, India

Amount

—

MW

240

GPUs

—

CoreWeave's first India data centers (Business Wire release). CoreWeave is sole tenant; Bloomberg says investment totals multiple billions over the project life, no exact figure disclosed.

Source

Announced · Campus investment / AI liquid-cooling upgrade

300+ MW hyperscale campus; additional $1B for liquid cooling to enable AI workloads

Counterparty

SMBC, MUFG Bank, UOB and other lenders (green loan)

Where

Inzai (TOK1), Chiba, Japan

Amount

$1B

MW

—

GPUs

—

Reuters report. Funded by a $1B green loan; tenant not named. Campus capacity stated as 300-plus MW, so mw left null.

Source

Announced · 20-year nuclear PPA funding uprates at 11 existing reactors, plus 15-year energy supply agreement

890 MW of new nuclear capacity via uprates (first uprate expected by 2028) plus 2,700 MW 15-year supply agreement; 3,590 MW total; more than $4.3B of new Constellation investment

Counterparty

Constellation Energy (Nasdaq: CEG)

Where

Illinois, Pennsylvania and New Jersey (PJM grid), US

Amount

$4.3B

MW

3590

GPUs

—

Constellation/Google release Oct 6, 2026; also reported by CNBC/Reuters. $4.3B is Constellation's investment, not Google's contract value. Companies framed it as a response to PJM's 'bring your own power' proposal; includes a five-year Google Cloud/Gemini Enterprise tech alliance.

Source

Announced · Agreement for access to power capacity for planned AI Factory campus (first non-US site)

Up to 1 GW of potential power capacity; initial power availability anticipated beginning 2028

Counterparty

Not disclosed

Where

Finland

Amount

—

MW

1000

GPUs

—

Applied Digital release Oct 6, 2026. Power counterparty, exact site and terms not disclosed; no tenant yet (marketing to hyperscalers).

Source

Announced · Five-year dedicated GPU cloud services agreement (NVIDIA GB300 NVL72)

~$525.6M total contract value over ~5 years per rack; initial infrastructure acceptance expected Q2 2027

Counterparty

Boost Run (Nasdaq: BRUN)

Where

Not disclosed

Amount

$525.6M

MW

—

GPUs

—

Signed Sept 30, 2026; announced Oct 6. Press release named only 'a leading sovereign AI company'; Boost Run's 8-K identifies Cohere. Cohere may terminate with prepaid refund if a minimum amount of infrastructure isn't accepted by July 15, 2027. GPU count and MW not disclosed.

Source

Announced · Binding compute offtake / master services agreement for ALPHA-02 NVIDIA B300 cluster

$71.9M total contract value; ~$24M expected annual contracted revenue

Counterparty

Alpha Compute (Nasdaq: ALP)

Where

Sweden (100% hydropowered data center)

Amount

$71.9M

MW

—

GPUs

—

Signed Sept 30, 2026; announced via Form 6-K Oct 6. Customer, GPU count and MW not disclosed.

Source

Announced · Power supply agreements (Large Power Contract Service + Generation Facilities Agreement)

Up to 590 MW grid-connected service (incl. 564 MW new gas generation); ~2.1 GW third-party resources via private microgrid; ~2.7 GW total resource mix incl. reserves

Counterparty

Black Hills Corp.

Where

Cheyenne, Wyoming, US

Amount

—

MW

590

GPUs

—

Agreements effective Sept. 30, 2026, terms through 2048. Service starts late 2027, ramps to peak load in 2030. Black Hills plans ~$1.8B of its own investment in 2027-2029; Google's contract value not disclosed.

Source

Announced · Amended and restated electric service agreement doubling contracted power at Muskie AI/HPC data campus

Contracted power raised from 500 MW to 1 GW; second 500 MW phase pulled forward from 2030 to 2029 (subject to Kentucky PSC approval); first 500 MW phase targeted to begin ramping in 2028; Kentucky Power building 765-kV/345-kV substation

Counterparty

Kentucky Power (AEP)

Where

Muskie Data Campus, eastern Kentucky, US

Amount

—

MW

1000

GPUs

—

TeraWulf press release Oct 5, 2026. Tenant not disclosed.

Source

Announced · Long-term supply agreement for chillers and cooling solutions for AI data centers

Cooling for AI data centers totaling 5 GW combined capacity, delivered sequentially; LG's first-half AI data center cooling orders topped 600B won (~$441M)

Counterparty

AIR Control Concept

Where

North America (sites not disclosed)

Amount

—

MW

—

GPUs

—

Announced Monday Oct 5, 2026 per The Herald Business. Contract value not disclosed.

Source

Announced · Two binding orders for Nvidia Rubin GPUs deployed as Vera Rubin NVL72 rack-scale systems (GPU-as-a-service AI factories)

20,000 Nvidia Rubin GPUs; ~70 MW follow-on compute capacity; ~$4B (per people familiar, Mint); delivery scheduled Q2 2027; adds to Aug 25 commitment of 9,000 Rubin GPUs in Hyderabad

Counterparty

Nvidia

Where

India and Malaysia (two sites; not further specified)

Amount

$4B

MW

70

GPUs

20,000

Company statement Monday Oct 5, 2026 confirmed two orders for 20,000 Rubin GPUs and 70 MW; the ~$4B figure is from two people cited by Mint, not the company statement.

Source

Announced · Onsite power plant supply order for a US data center project (15 Wärtsilä 50SG gas engines)

282 MW onsite power; equipment delivery 2028, fully operational 2029; order booked Q3 2026; Wärtsilä's 7th US data center order (>3 GW total sold for US data centers)

Counterparty

Unnamed major US independent power producer (data center developer)

Where

United States (site not disclosed)

Amount

—

MW

282

GPUs

—

Wärtsilä press release Oct 5, 2026. Customer and order value not disclosed.

Source

Announced · New high-density data center campus FIN05 (plan announced)

75 MW first phase (power secured), path to up to 230 MW; ~€2B atNorth investment (excludes customer servers, which could add up to ~€10B)

Counterparty

City of Salo / Regant Oy (site); Fingrid (substation connection)

Where

Salo, Finland (28.6-hectare site)

Amount

—

MW

75

GPUs

—

atNorth PR Oct 5, 2026. Investment stated in euros (~€2B); amountUsd left null to avoid FX conversion. 28.6 ha ≈ 70.7 acres.

Source

Announced · Hyperscale campus proposal / prospective anchor lease

~540 MW proposed; A$4B+ investment

Counterparty

Anthropic (prospective anchor tenant)

Where

Former Kurri Kurri aluminium smelter site, Loxford, NSW, Australia

Amount

—

MW

540

GPUs

—

Still in NSW planning approval; Anthropic talks reported (AFR, Sep 22) but no lease signed. Investment figure is AUD, so amountUsd left null. Possible operations around 2028.

Source

Announced · GPU colocation / managed hosting

Not disclosed (MEEZA operates 18 MW across five data centers)

Counterparty

MEEZA

Where

Qatar (MEEZA Tier III data center)

Amount

—

MW

—

GPUs

—

Financial terms and GPU counts not disclosed; data stays in Qatar.

Source

Announced · Conditional loan commitment for nuclear uprates and modernization

Up to $4.2B financing; adds 433 MW of new nuclear capacity and preserves nearly 4 GW of baseload; option to finance future Comanche Peak (Texas) uprates

Counterparty

U.S. Department of Energy (Office of Energy Dominance Financing)

Where

Beaver Valley (Pennsylvania), Davis-Besse and Perry (Ohio), US (PJM grid)

Amount

$4.2B

MW

433

GPUs

—

Conditional commitment; Vistra must meet technical, legal, environmental and financial conditions before definitive financing. Grid power, not tied to a named AI offtaker; featured in Closing Time Deals Desk Oct 6.

Source

Announced · Nuclear power offtake / subscription

125–250 MW (10–20% of ~1,200 MW Point Beach output) for Project Lighthouse AI campus

Counterparty

We Energies (WEC Energy Group); Point Beach owned by NextEra Energy

Where

Point Beach Nuclear Plant (Two Rivers, WI) for Project Lighthouse campus, Port Washington, Wisconsin, US

Amount

—

MW

250

GPUs

—

Oracle says the subscription absorbs ~$300M in fuel costs for We Energies customers (not a deal value). Subject to Wisconsin PSC approval. Project Lighthouse is co-developed with OpenAI and Vantage. mw shows the upper bound of the 125–250 MW range.

Source

Announced · Multi-year AI chip / GPU cloud lease (reported)

~100,000 advanced AI chips/GPUs over a five-year lease; estimated ~$7B with ~30% upfront (per FT sources); chips unavailable for direct sale into China under US export controls

Counterparty

Oracle (Oracle Cloud / Southeast Asia data centers)

Where

Multiple Oracle data centers in Southeast Asia (sites not enumerated)

Amount

$7B

MW

—

GPUs

100,000

Financial Times Sep 30 / Reuters Oct 1, 2026 citing people familiar — neither Tencent nor Oracle confirmed publicly; Reuters said it could not immediately verify. Treat figures (~100k chips, ~$7B, five-year, ~30% upfront, SEA Oracle DCs) as reported, not company-confirmed. MW not disclosed. Labeled as a reported compute lease, not a site power deal.

Source

Announced · 20-year utility power contracts (PSA + CCAA) for ~1 GW data center campus (Project Cannoli)

1,000 MW max contracted load (1 GW campus); service start targeted Dec 2027 with max load by Dec 2028; 20-year PSA with 80% minimum billing demand and early-termination payment covering ≥15 years of minimum charges; CCAA requires Google to fund DTE development of up to 1,600 MW renewables and 480 MW battery storage; ~282 acres / ~1.5M sq ft cited in local coverage

Counterparty

DTE Electric (primary supply agreement + clean capacity accelerator); Panattoni Development (developer cited in local coverage)

Where

Van Buren Township, Wayne County, Michigan, US (near I-94 / Haggerty Road)

Amount

—

MW

1000

GPUs

—

MPSC Case U-22058 order Oct 1, 2026 conditionally approving DTE–Google special contracts (ratepayer-protection terms). Campus itself (Project Cannoli) was publicly identified as Google in March 2026; this row captures the power offtake / utility-contract approval milestone. amountUsd null (contract $ not disclosed as a single lease NPV; local coverage cites up to ~$2.5B early-termination exposure and >$125M tax abatement — not used as deal value). sqFt/acres from MLive/Planet Detroit local reporting of township filings. Final site-plan vote still pending locally (Oct 14 planning commission cited).

Source

Announced · AI data center campus (behind-the-meter) + MoU for national-scale AI infra model

Up to 400 MW power capacity (behind-the-meter from JERA generation); ops targeted ~2028; total capital deployment expected to exceed $15B across land, power infra, construction, and AI compute; first phase of JERA–Dell–RHAELM MoU; parties also aim to explore multi-GW scale across other JERA sites in the 2030s

Counterparty

JERA (power / site at Chiba Thermal Power Station); Apollo Global Management (intended strategic investment and financing partner for RHAELM)

Where

JERA Chiba Thermal Power Station, Chiba Prefecture (near Tokyo), Japan

Amount

$15B

MW

400

GPUs

—

JERA company PR Oct 1, 2026 (also Jiji/Nippon.com Oct 2; Bloomberg/Japan Times Oct 2 on Apollo financing). MoU among JERA, Dell, and RHAELM; Chiba Project jointly developed by RHAELM and JERA. amountUsd is expected >$15B total capital deployment across phases (land/power/construction/compute), not a signed tenant lease NPV. Critical IT load not separately disclosed — mw set to stated up-to-400 MW power capacity. Behind-the-meter co-location cited to shorten energization vs grid-connected builds. Named end-customer offtake not disclosed.

Source

Announced · Hyperscale AI/data center campus proposal (planning / scoping)

Up to ~1.4 GW campus across four buildings (~189,325 m² floor space cited in planning materials); staged delivery; up to ~A$15B investment figure in local/ABC coverage; early NSW SSD scoping — not yet approved

Counterparty

NSW planning process (State Significant Development); landowner / local approvals pending

Where

216 Ashfords Road, Gregadoo (near Wagga Wagga), NSW, Australia

Amount

—

MW

—

GPUs

—

ABC News Sep 30, 2026 (+ DCD / Daily Advertiser). Campus proposal / planning announcement — no named hyperscaler offtake. Do not convert A$15B to amountUsd. gw set to stated up-to-1.4 GW campus scale; critical IT vs utility load not separated in coverage. Re-added Oct 2 after workspace file had reverted past the Sep 30 tracker append.

Source

Announced · Long-term AI data center capacity lease (critical IT)

50 MW critical IT; binding agreement with initial 12-year term (optional renewals noted); supported by AIB’s previously announced 15-year Electric Service Agreement for 65 MW utility load at the site; AIB expects to deliver capacity in two data halls; customer prepayments + project debt/preferred equity expected to fund a substantial portion of initial development

Counterparty

AIB Data Centers

Where

Southeastern United States (AIB facility; site city not named in company PR)

Amount

—

MW

50

GPUs

—

AIB Data Centers GlobeNewswire Sep 30, 2026. Binding agreement for 50 MW critical IT in the southeastern US. Dollar contracted revenue not disclosed — amountUsd null. Exact city/campus name not in the PR (secondary coverage has used CLT-01 / South Carolina framing — left as southeastern US per primary). Re-added Oct 2 after workspace compute-deals.json had reverted to the Sep 28 snapshot.

Source

Announced · 20-year nuclear power purchase agreement (+ related PJM retail supply)

690 MW of power including ~190 MW plant uprate (new generating capacity targeted 2030–2032); supports >$3B Maryland infrastructure investment at the ~1,790 MW plant; electricity continues to flow to PJM (not a co-located data-center offtake)

Counterparty

Constellation Energy (Calvert Cliffs Clean Energy Center)

Where

Calvert Cliffs, Lusby, Calvert County, Maryland, US (power to PJM grid for Amazon regional ops)

Amount

—

MW

690

GPUs

—

Constellation PR Sep 30, 2026 (+ Bloomberg/DCD/ANS Oct 1). Power offtake for Amazon facilities in the 13-state PJM market via related retail supply agreement — Constellation clarified generation still goes to the grid (not a co-located campus PPA). Amazon previously dropped a planned adjacent ~500 MW campus. amountUsd null (pricing undisclosed); >$3B is plant/infrastructure investment enabled by the PPA, not Amazon payment NPV. mw set to the stated 690 MW agreement total (includes 190 MW uprate).

Source

Announced · 20-year space-based solar PPA

100 MW 24/7 orbital solar (876,000 MWh/yr), option to expand to 250 MW

Counterparty

Virtus Solis Technologies

Where

Terrestrial receiving station in Illinois, US; power for Brae subsea GPU data centers

Amount

—

MW

100

GPUs

—

Billed as the first space-solar PPA; technology is pre-commercial. Contract value described only as multi-billion lifetime; no figure disclosed.

Source

Announced · AI inference capacity deployment / systems supply partnership

100 MW of Cerebras-powered inference capacity planned; wafer-scale compute paired with GPUs for disaggregated inference; first Cerebras-powered Gimlet Cloud DC targeted later in 2026

Counterparty

Cerebras

Where

Gimlet Cloud data centers (first Cerebras-powered site targeted later 2026; CS-4 systems for customers in 2027; specific geography not named in announcement)

Amount

—

MW

100

GPUs

—

Gimlet/Cerebras GlobeNewswire Sep 28, 2026 (+ Gimlet blog). Capacity partnership / systems deployment plan — not a bilateral site lease with a named landlord. amountUsd null. Missed by Sep 29 job and lost again when workspace file reverted; re-added Oct 2.

Source

Announced · AI data center campus phase 1 (DBO + construction award); planned cluster expansion

Phase 1: 60 MW modular AI data center; campus planned to expand in stages to 300 MW; groundbreaking targeted late 2026 / next month; operations targeted Q1 2028; designed for Nvidia Vera Rubin with full-floor liquid cooling; Hyundai Engineering EPC ~₩870B (~$625M) first-phase project value; Hyundai cites priority negotiating rights for planned 240 MW follow-on

Counterparty

SGC Energy / SGC AI Infra (developer/owner); Hyundai Engineering (EPC / joint contractor)

Where

Bieungdo-dong / Gunsan, Jeonbuk (North Jeolla), South Korea (~115,702 m² site)

Amount

$625M

MW

60

GPUs

—

Sep 28, 2026 dual Korea coverage: (1) KT Cloud DBO for SGC Energy Gunsan AIDC — design/build/operate, liquid cooling all floors, phase-1 60 MW → 300 MW campus, ops Q1 2028; (2) Hyundai Engineering wins ~₩870B construction for same phase-1 60 MW site (Asiae / Seoul Economic Daily). amountUsd is the reported ~$625M EPC/project cost for phase 1, not a signed end-customer lease NPV. Aug 26 Herald Business interview said SGC was in talks with KT for 100% pre-lease under a long-term master lease — treat Sep 28 as DBO/construction confirmation, not a newly disclosed hyperscaler offtake. Site size given as 115,702 m² only — sqFt/acres left null. Named end-customer offtake beyond KT Cloud DBO not disclosed.

Source

Announced · AI data center campus (self-build / site selection announcement)

IT-load MW not disclosed; closed-loop cooling; Lambda pays 100% of energy costs under Oklahoma ratepayer-protection rules and funds upfront power infrastructure so costs are not passed to other GRDA customers; estimated $500M in taxes over 10 years at current rates (tax estimate, not deal value); up to 1,000 construction jobs and up to 100 permanent roles; construction start / opening dates not announced

Counterparty

MidAmerica Industrial Park; Grand River Dam Authority (power); Cloverleaf Infrastructure (site prep)

Where

MidAmerica Industrial Park (south section), Mayes County / Chouteau, Oklahoma, US

Amount

—

MW

—

GPUs

—

Lambda company blog Sep 27, 2026 (+ MidAmerica Q&A same day; Oklahoma Business Voice Sep 28 local coverage). Campus capacity announcement — no critical IT MW, GPU count, CapEx, or lease offtake disclosed. Do not use the $500M tax figure as amountUsd. GRDA said a load study found it can serve the project; project-specific power details to be shared later. Distinct from Meta Tulsa Oklahoma campus already on tracker.

Source

Under construction · Data center lease amendment + binding post-term AI-lab lease (term to 20 years)

Lease term extended from 10 to 20 years; total contracted revenue at facility from $3.8B to over $9B (~$5.2B incremental from AI-lab second term); phased data-hall delivery Q4 2026–Q1 2027; Barber Lake site previously disclosed by Cipher as 300 MW

Counterparty

Cipher Digital (Barber Lake)

Where

Colorado City, Texas, US (Barber Lake)

Amount

$5.2B

MW

300

GPUs

—

Cipher GlobeNewswire / 8-K: Sep 24–25, 2026 amendment to existing Fluidstack Barber Lake Lease plus binding commitment with an unnamed leading AI lab for a separate 10-year lease after Fluidstack’s term (economic terms substantially consistent). Incremental ~$5.2B contracted revenue; facility total contracted revenue rises from $3.8B to over $9B. Cost-overrun framework: Cipher bears first $359.3M above initial budget; tenant reimburses 50% of amounts above that over the aggregate 20-year term. First rent commencement expected Q4 2026. AI lab not named. MW: 300 is Cipher’s disclosed Barber Lake site capacity (acquisition PR); today’s release did not restate critical IT-load MW.

Source

Announced · Long-term AI factory / data center lease (campus site confirmed)

210 MW critical IT load; 15-year take-or-pay (~$5.2B base-term contracted revenue; ~$12.7B if all renewals to 30 years); ~1.26M sq ft on ~160 acres; >$3.2B campus investment; initial ops targeted Q1 2028

Counterparty

Applied Digital (Delta Forge 2)

Where

Brookwood, Tuscaloosa County, Alabama, US

Amount

$5.2B

MW

210

GPUs

—

Lease originally announced June 8, 2026 (Applied Digital IR / GlobeNewswire) for Delta Forge 2 in a then-unnamed southern state with a U.S. investment-grade hyperscaler — 210 MW critical IT, 15-year take-or-pay, ~$5.2B base-term / ~$12.7B with renewals; third lease with the same hyperscaler. Sep 24–25, 2026 local/company confirmation named Brookwood, AL: ~1.26M sq ft across ~160 acres of a ~1,300-acre site; >$3.2B investment from company and tenant; construction employment peak >1,000; >100 full-time onsite when live; pays Alabama Power full energy cost; closed-loop / waterless cooling cited. Tenant still unnamed. amountUsd is base-term lease contracted revenue, not the $3.2B campus CapEx figure.

Source

Announced · Multi-year cloud services / CPU compute commitment

$11.6B contractual commitment over seven years for CPU workloads; option to expand by up to an additional $9B (~$20B potential total)

Counterparty

Akamai Technologies (Akamai Cloud)

Where

Akamai Cloud distributed infrastructure (sites not enumerated in announcement)

Amount

$11.6B

MW

—

GPUs

—

CPU (not GPU) workloads; seven-year term. Firm $11.6B commitment; optional expansion up to +$9B (~$20B potential total). Akamai issued Anthropic a warrant for up to ~5% of common stock outstanding (~2% expected to vest with the initial $11.6B; remainder tied to expansion). Akamai CapEx estimate ~$5.5B related to the commitment is company CapEx, not deal value. Secondary coverage (Bloomberg) noted an earlier ~$1.8B relationship expanded by this deal. Parties: Akamai primary announcement (GlobeNewswire 2026-09-24); Reuters/SEC coverage.

Source

Announced · 20-year power purchase agreement (Phase 1)

Minimum 200 MW up to 207 MW for Phase 1; power from Vistra's adjacent 1,180 MW Odessa gas plant; expected available Q3 2027; campus planned to scale toward 1.4 GW over time (493-acre site)

Counterparty

Luminant ET Services (Vistra affiliate)

Where

Texas Critical Data Center, Odessa / Permian Basin, Texas, US

Amount

—

MW

207

GPUs

—

Company PR + MarketWatch/RTT Sep 21, 2026. mw set to the contracted maximum (207); minimum is 200. Vistra also gets a 5% non-voting interest in the powered project portion plus ROFR/ROFO on future development. amountUsd null (not disclosed). Full-campus 1.4 GW is planned scale, not contracted Phase 1.

Source

Announced · Long-term AI data center customer / capacity agreement (SYD1 Stage 1)

~8,200 NVIDIA Blackwell Ultra GPUs (HGX B300) expected; initial operations targeted Q4 2026; SYD1 planned as 100 MW+ campus; Stage 1 reuses existing DC building

Counterparty

GreenSquare

Where

SYD1 campus, Norwest Business Park, Western Sydney, NSW, Australia

Amount

—

MW

—

GPUs

8,200

GreenSquare/techpartner/w.media Sep 21, 2026. Financial terms and contracted MW not disclosed — mw/amountUsd left null. Campus pipeline cited as 100 MW+ at SYD1 and >1 GW broader GreenSquare portfolio; those are campus/pipeline figures, not Sharon's contracted allotment.

Source

Announced · Six-year behind-the-meter baseload power supply (incl. balance of plant)

76 MW behind-the-meter; ~40 reciprocating natural-gas generation units; deploy Q4 2026 scaling into Q1 2027; revenue expected from Q1 2027

Counterparty

Kodiak Gas Services

Where

West Texas, US

Amount

—

MW

76

GPUs

—

Kodiak IR PR Sep 21, 2026. Operator, hyperscaler, and GPU-designer guarantor not named. amountUsd null. Kodiak's second long-term primary-power contract to a data center.

Source

Announced · Nuclear uprate subscription (NU-1 tariff / ZECs)

~96 MW new nuclear capacity via EPUs on Georgia Power’s owned share of Vogtle and Hatch; ~$900M projected customer benefits over unit life (not Google payment)

Counterparty

Georgia Power

Where

Plants Vogtle and Hatch, Georgia, US

Amount

—

MW

96

GPUs

—

Georgia Power press release Sep 21, 2026 (PSC filings Docket 44280, 56002). Subject to Georgia PSC approval. Google subscribes to new NU-1 tariff and receives Zero-Emission Credits for the uprate output; structure protects non-participating customers from incremental uprate cost. Hatch 1&2 EPU still needs PSC approval; Vogtle 1&2 EPU was approved in 2025 IRP. NRC license amendments still required. $900M figure is projected customer benefits, not disclosed Google spend — amountUsd left null.

Source

Announced · Data center lease + renewable PPAs (binding MoU)

300 MW first phase (four 75 MW units); explore up to 1 GW; 15-year lease once built; PPC ~€1.2B first-phase build

Counterparty

PPC (Public Power Corporation of Greece / ΔΕΗ)

Where

Agios Dimitrios (Kozani / Western Macedonia), Greece

Amount

—

MW

300

GPUs

—

Binding MoU (regulated Athens Exchange disclosure also filed). AWS leases and runs IT; PPC owns buildings/land/energy infra and supplies renewable PPAs (>10 years). Expansion to 1 GW optional, needs further definitive agreements. First 300 MW targeted operational by end-2028; construction could begin end-2026. €1.2B is PPC first-phase capex, not lease contract value — amountUsd left null.

Source

Announced · Virtual power purchase agreement (VPPA)

433 MW from existing Panther Creek I–III wind farms; part of Oracle’s broader >1.7 GW Texas carbon-free portfolio

Counterparty

RWE Americas (Panther Creek I, II, III wind)

Where

West Texas (Sterling, Howard, Glasscock counties), US — ERCOT; supports Oracle data centers

Amount

—

MW

433

GPUs

—

RWE press release Sep 17, 2026. VPPA supplies Texas grid in support of Oracle data-center operations; Panther Creek farms previously repowered. Oracle cites goal to match 100% of AI data-center electricity with carbon-free power by 2035. amountUsd not disclosed.

Source

Announced · Renewable energy supply agreements (wind / ERCOT)

Up to 568 MW renewable electricity from ENGIE wind resources serving ERCOT; part of Oracle’s broader >1.7 GW Texas carbon-free portfolio

Counterparty

ENGIE North America

Where

Texas, US (ERCOT); supports Oracle Texas / AI data-center operations

Amount

—

MW

568

GPUs

—

ENGIE North America PR via PR Newswire Sep 17, 2026. Portfolio of wind resources; more than 500 MW / up to 568 MW. Dollar value and contract term not disclosed. Clearway also named in secondary coverage of the >1.7 GW Oracle Texas portfolio but no Clearway-primary MW disclosure found for a separate row.

Source

Announced · Data center lease (first Australia site; inference capacity)

Planned 2.16 GW campus; ~A$32 billion development; online from 2027 (subject to FIRB)

Counterparty

Zerra DC (Singapore-based developer)

Where

Western Downs Digital Park near Dalby, Queensland, Australia (~250 km from Brisbane)

Amount

—

MW

—

GPUs

—

First Anthropic Australia data-centre lease per Reuters (sources). Campus planned by Zerra DC; Anthropic/Zerra declined comment. Subject to Foreign Investment Review Board approval. ABC/Brisbane Times cite ~A$32B campus cost; Reuters cites 2.16 GW total planned capacity. Inference use, not training. Do not treat A$ as USD.

Source

Announced · Multi-year AI cloud compute offtake (training + managed inference)

Dedicated NVIDIA GB300 NVL72 clusters for training; production via Crusoe Managed Inference; MW, GPU count, and dollar value not disclosed

Counterparty

Crusoe

Where

Crusoe Cloud (sites undisclosed in reporting)

Amount

—

MW

—

GPUs

—

Bloomberg Sep 15, 2026 + Crusoe GlobeNewswire same day. Multi-year partnership for full model lifecycle on Crusoe Cloud; Crusoe also adopts Perplexity Enterprise for ~1,800 employees (software side, not capacity). Separate from Jane Street × Crusoe offtake already on tracker.

Source

Announced · 10-year data center services agreement (AI Cloud facility lease)

65.1 MW A202 IT load; energization targeted Q3 2027; with 21.7 MW A201 campus totals 86.8 MW

Counterparty

Unnamed data-center services landlord (same Johor Bahru campus as A201)

Where

Johor Bahru, Malaysia (existing Bitdeer AI campus with A201)

Amount

—

MW

65.1

GPUs

—

Bitdeer AI company PR via GlobeNewswire Sep 14, 2026 (republished on FinancialContent). Largest single SEA capacity add; liquid-cooled rack-scale NVIDIA GB300 NVL72 / Vera Rubin capable. Facility-level DC lease only — no named end-customer offtake for A202 disclosed at announcement. amountUsd left null (pipeline figure is company-wide, not this lease).

Source

Announced · AI data center campus expansion (non-binding MOU)

Pathway to 1.2 GW hub: existing ~300 MW under construction on provincial grid + up to 900 MW additional under Bring Your Own Power (partner gas generation); >$50B / ~$52.5B total capital figure cited including tenant compute and power gen

Counterparty

Government of Saskatchewan

Where

Near Regina (R.M. of Sherwood), Saskatchewan, Canada

Amount

$52.5B

MW

—

GPUs

—

Saskatchewan government news release Sep 14, 2026 (also Bell / CNW coverage Sep 15). Non-binding MOU — expansion subject to customer commitments, commercial agreements, permits, and environmental approvals. amountUsd is the reported ~$52.5B / >$50B prospective total capital (campus + tenant compute + power), not a signed lease NPV. 300 MW phase already under construction; this row captures the expansion-to-1.2 GW announcement.

Source

Under construction · GPU services / compute lease (six-year, three tranches)

Up to $13.7B over six years; site planned ~120 MW expandable to ~180 MW; ops targeted early 2027 / Q1 2027

Counterparty

RUM Group (ex-Rumble; Northern Data / Quake AI)

Where

Maysville, Georgia, US (Banks/Jackson counties)

Amount

$13.7B

MW

120

GPUs

—

The Information (Sep 13, 2026) identified Anthropic as the previously unnamed customer in RUM Group's Aug 24, 2026 8-K; neither Anthropic nor RUM had publicly confirmed at TECHi's publish time. Commercial agreement signed Aug 23 for GPU access/services at Maysville in three ~equal tranches (~$13.7B total); third tranche contingent on customer approval of delivery date. Customer also gets warrant for up to ~50.8M RUM Class A shares at $0.01. RUM disclosed it does not yet have financing to build the facility/buy GPUs. MW/acres from Northern Data's Dec 2024 Maysville campus plan (120 MW near-term, expand to 180 MW, 63 acres) as cited by DCD; do not invent GPU count.

Source

Under construction · AI data center campus redesign (5 GW plan redistributed)

5 GW overall plan under redesign; first phase Stargate UAE cited as $30B / 1 GW cluster with first 200 MW due in 2026

Counterparty

OpenAI; Oracle; Nvidia; SoftBank; Cisco (U.S. partners cited)

Where

United Arab Emirates (originally single ~10 sq mi Abu Dhabi campus near Al Dhafra; now likely multi-site network)

Amount

$30B

MW

200

GPUs

—

Reuters exclusive Sep 11, 2026: after Iranian attacks, UAE revising 5 GW AI campus from one Abu Dhabi mega-campus toward a distributed network with hardening (air defenses, possible underground). G42 says work progressing as planned and specifics under continuous review. amountUsd/mw fields reflect the cited first-phase Stargate UAE cluster ($30B / 1 GW / first 200 MW this year), not a newly signed lease. Not a new offtake; redesign of an existing buildout.

Source

Announced · AI factory / data center capacity partnerships (DSX platform)

Up to 2 GW of AI-related capacity by 2027 (partners' sites; Australia's current computing capacity cited at 1.6 GW)

Counterparty

Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC, AirTrunk

Where

Australia

Amount

—

MW

—

GPUs

—

Reuters Sep 10, 2026: Nvidia working with eight Australian cloud/data-centre firms targeting up to 2 GW AI capacity by 2027 using Nvidia DSX. Partner list also reported by The Next Web. No capital commitment, per-site timetable, named end-customer offtake, or generation source disclosed. Not a single lease; ecosystem buildout target.

Source

Under construction · AI data center campus (phase-one site work / worksite permit)

$4B phase one on >1,100 acres; critical IT load and anchor tenant not disclosed; phase-one completion targeted mid-2028

Counterparty

Cameron County (worksite permit); AEP Texas (transmission); East Rio Hondo Water Supply Corporation (water); anchor tenant not disclosed

Where

Unincorporated Cameron County, Texas, US (near Rio Hondo / Valley International Airport)

Amount

$4B

MW

—

GPUs

—

Cameron County worksite permit issued Sep 10, 2026 (clearing/grading/utilities only; building permits still required). Fluidstack and local coverage describe a $4B first phase on more than 1,100 acres with mid-2028 phase-one target and closed-loop cooling. Do not invent MW: Fluidstack has not published critical IT load. No lease, Google backstop, or named offtaker disclosed for this campus.

Source

Announced · AI/data center infrastructure investment + nuclear/wind power offtake

At least €13B ($15.1B) for 2027–2028; 22-year PPA for up to 50% of Loviisa nuclear output; 629 MW new-to-grid onshore wind supported; 94 MW battery near Kajaani (late 2027). Campus IT load MW undisclosed.

Counterparty

Fortum (Loviisa nuclear PPA); Valorem and Suomen Hyötytuuli (onshore wind PPAs); Fingrid partnership

Where

Finland (Hamina expansion; new sites in Kajaani, Muhos, Vaala; Loviisa nuclear)

Amount

$15.1B

MW

—

GPUs

—

Google Sep 9, 2026 press + Reuters: largest single Google investment in Europe. Three new northern data centers plus Hamina expansion. First Google nuclear PPA outside the U.S. Fortum: PPA supports Loviisa life extension through 2050. MoU with Fortum to explore new nuclear/flexibility. Wind total 629 MW is Google-supported new-to-grid capacity, not data-center IT load. Battery is 94 MW grid flexibility near Kajaani.

Source

Announced · AI compute offtake / anchor customer (multi-year)

Dedicated capacity from two Malaysian AI Factory sites; Firmus total contracted capacity across all customers now >900 MW (OpenAI share undisclosed)

Counterparty

Firmus (Nvidia-backed AI infrastructure)

Where

Malaysia (two Firmus AI Factory sites)

Amount

—

MW

—

GPUs

—

Firmus + OpenAI multi-year partnership Sep 8, 2026: OpenAI becomes anchor customer contracting dedicated AI compute from two Firmus AI Factory sites in Malaysia, with Vera Rubin / NVIDIA DSX planned. Firmus said the deal lifted its total contracted capacity across all customers to more than 900 MW; it declined to disclose OpenAI contract value or OpenAI-specific MW. Five Firmus sites (incl. Malaysia) are under development; two operational in Australia and Singapore. Also covered on Firmus newsroom.

Source

Announced · AI data center campus (build / capacity announcement)

Up to 1 GW AI campus; 264 acres; up to Rs 70,000 crore (~$7.41B) investment

Counterparty

Government of Telangana; TPG (strategic partner); other unnamed partners

Where

Hyderabad / Future City, Telangana, India

Amount

$7.4B

MW

—

GPUs

—

Reuters Sep 5, 2026 (and TCS HyperVault press): HyperVault + partners to invest up to 700 billion rupees (~$7.41B) for a phased up-to-1GW AI campus on 264 acres in Hyderabad. Aimed at AI companies and hyperscalers; no named anchor tenant or signed PPA in the announcement. CM set a June 2, 2028 inauguration target (state Formation Day).

Source

Announced · AI cloud compute offtake (GPU clusters)

~$13B five-year cloud/GPU commitment for training and inference; MW and GPU counts not disclosed

Counterparty

Crusoe

Where

Crusoe cloud (sites undisclosed in reporting)

Amount

$13B

MW

—

GPUs

—

Bloomberg Sep 3, 2026 (people familiar); neither company confirmed on the record. Featured in Sep 4 AI Today morning brief. Jane Street also previously committed ~$6B to CoreWeave (not double-counted here).

Source

Announced · AI cloud compute offtake / preferred-provider partnership

Initial $3.5B compute commitment; up to 100,000 Nvidia Vera Rubin GPUs; initial deployment targeted H2 2027; intent to scale past $6B

Counterparty

Nscale (UK neocloud); Nvidia Vera Rubin platform

Where

Barstow, Texas, US

Amount

$3.5B

MW

—

GPUs

100,000

Joint company announcements Sep 3, 2026 (Figure + Nscale). GPU figure is a ceiling ('up to 100,000'); MW not stated. Nscale also takes an undisclosed stake in Figure and becomes preferred compute provider.

Source

Announced · AI server capacity reservation / backlog

$95B AI backlog; $60.9B AI server orders in fiscal Q2

Counterparty

AI server customers (6,500+ AI customers cited)

Where

Global (Round Rock, Texas HQ)

Amount

$95B

MW

—

GPUs

—

Earnings print, not a single bilateral lease: record $60.9B AI server orders in quarter ended July 31; $16.4B AI-optimized server revenue; exited with $95B AI backlog. Labeled as capacity reservation / server backlog, not MW or site power.

Source

Announced · Data center / power lease

~350 MW Texas campus; $35B cloud-computing commitment

Counterparty

Lambda (Nvidia-backed); Hut 8 developing campus; Nvidia reportedly holds lease

Where

Nueces County, Texas, US

Amount

$35B

MW

350

GPUs

—

Reuters (source) and WSJ first report: Anthropic signed a $35B cloud deal with Lambda for a Hut 8 Texas DC at about 350 MW; WSJ said Nvidia would hold the lease. Parties did not immediately comment.

Source

Under construction · Power-flexible AI factory / data center

Nearly 100 MW Vera Rubin power-flexible AI factory

Counterparty

Digital Realty; Nvidia; tested with EPRI, Dominion, PJM

Where

Manassas, Virginia, US

Amount

—

MW

100

GPUs

—

Company announcement via VentureBeat (Aug 25 round context; Closing Time Aug 28): Manassas project with Digital Realty and Nvidia, nearly 100 MW, slated later this year. Equity round ($150M Series A) is separate; this row is the site/power project.

Source

Announced · GPU lease (neocloud financing)

~$1B short-dated private debt to buy Nvidia GPUs Microsoft will lease

Counterparty

Lambda (Nvidia-backed); JPMorgan-arranged debt

Where

Undisclosed

Amount

$1B

MW

—

GPUs

—

Bloomberg / TechCrunch: Lambda raised about $1B short-dated private debt arranged by JPMorgan to buy Nvidia GPUs that Microsoft will lease; separate ~$926M term loan that week. GPU count not printed.

Source

Announced · GPU capacity expansion

2 million Nvidia GPUs across 2027–2028 (on top of 1M agreed March)

Counterparty

Nvidia

Where

AWS regions (undisclosed)

Amount

—

MW

—

GPUs

2,000,000

TechCrunch on Nvidia earnings call: AWS will add two million Nvidia GPUs across 2027 and 2028, atop one million agreed in March. Terms undisclosed.

Source

Announced · AI cloud compute rental

~460 MW; Nvidia Vera Rubin; ~6-year commitment; start ~end-2027

Counterparty

Nscale (UK neocloud)

Where

West Virginia, US

Amount

$45B

MW

460

GPUs

—

Bloomberg first, CNBC confirmed: ~$45B to rent capacity at Nscale’s flagship West Virginia development; ~460 MW; Vera Rubin hardware; people said six years and end-of-2027 start.

Source

Announced · GPU systems order / gigawatt compute plan

9,000 Nvidia Vera Rubin systems; $8B plan for ~1 GW compute

Counterparty

Nvidia (systems order); Greenko-backed

Where

Southern India

Amount

$8B

MW

—

GPUs

9,000

Bloomberg: Greenko-backed AM Intelligence placed a binding order for 9,000 Vera Rubin systems under an $8B plan to stand up a gigawatt of compute; servers slated next year in southern India.

Source

Announced · Power / site investment (Stargate campus)

Stargate campus power landlord stake; dollar size only described as billions

Counterparty

Lancium (Stargate power developer); OpenAI explored stake then walked

Where

Abilene, Texas, US

Amount

—

MW

—

GPUs

—

The Information: OpenAI explored investing in or acquiring Lancium (power developer behind Stargate in Abilene) last quarter before Nvidia put billions into the same firm. Exact check size beyond 'billions' not printed.

Source

Announced · Power-and-site developer partnership / minority stake

Site, power, cooling, compute decisions via Nvidia DSX; stake size undisclosed

Counterparty

Cloverleaf Infrastructure

Where

US (utilities ↔ data-center developers)

Amount

—

MW

—

GPUs

—

TechCrunch: Nvidia partners with Cloverleaf (2024 power-and-site developer that raised $300M that year) and takes a minority stake; size undisclosed (other reports: hundreds of millions). Extends Nvidia’s infrastructure bets after $1.5B SB Energy stake tied to OpenAI’s Ohio campus.

Source

Under construction · Multi-campus data center investment / lease campuses

Three campuses; planned investment raised to $18B (from $12B in Feb); MW not disclosed in Amazon release

Counterparty

STACK Infrastructure (developer/owner cited in coverage); SWEPCO (power)

Where

Caddo & Bossier Parishes / Shreveport, Louisiana, US

Amount

$18B

MW

—

GPUs

—

Amazon Aug 18, 2026 update of Feb $12B plan: third Shreveport campus brings NW Louisiana planned investment to $18B. No IT-load MW in Amazon’s own release.

Source

Under construction · Data center lease / AI factory campus (PORTS-Pike)

~8 GW-IT under 20-year lease; initial 4.25 IT-GW with Nvidia credit support; first ~800 MW targeted 2028

Counterparty

SB Energy (SoftBank-controlled); Nvidia (exclusive compute + credit support)

Where

Pike County, Ohio, US (PORTS-Pike / former Portsmouth site)

Amount

—

MW

—

GPUs

—

OpenAI Aug 17, 2026: ~8 GW-IT at PORTS-Pike; SB Energy builds/owns/operates under 20-year lease; Nvidia exclusive AI compute, $1.5B SB Energy investment, credit support on initial 4.25 IT-GW (SEC residual-value guarantee capped at $105B cited elsewhere — not campus lease rent). First 800 MW expected 2028. Later Daily/CNBC covered SB Energy S-1 dependency on OpenAI as tenant.

Source

Announced · Data center expansion / contracted IT power

360 MW contracted IT power across three facilities; expected online 2028

Counterparty

Indonesia facilities (own-and-operate; three sites)

Where

Indonesia (Asia-Pacific; first CoreWeave APAC DCs)

Amount

—

MW

360

GPUs

—

Reuters / CoreWeave Aug 4, 2026: three Indonesia facilities totaling 360 MW contracted IT power, own-and-operate, targeted 2028. Capex not disclosed in the Reuters brief.

Source

Under construction · 16-year colocation lease

121 IT MW (~133 gross MW); ~$4.7B over 16-year base term, up to ~$8.0B with 8-year option

Counterparty

Bitdeer AI (Tydal Data Center AS); Dell technology provider

Where

Tydal, Norway

Amount

$4.7B

MW

121

GPUs

—

Former Bitcoin mine converted for Nvidia GPUs. Phase 1 target Dec 31, 2026; Phase 2 Mar 31, 2027. End-customer AI lab not named by Bitdeer (widely speculated to be Anthropic; unconfirmed). Backfilled historic row.

Source

Announced · AI/HPC campus on former enrichment site + dedicated power

Up to ~1.8 GW utility / >1.2 GW compute stated; $100B investment figure in coalition release

Counterparty

NextEra Energy (dedicated generation); U.S. DOE Paducah Site

Where

McCracken County, Kentucky, US (Paducah American Energy Hub)

Amount

$100B

MW

1200

GPUs

—

Coalition Jul 29, 2026 via Axis: Brookfield+NextEra on DOE Paducah Site. DOE Aug 4 account differs on completion year (2031 vs 2032) and phrasing of capacity. $100B is stated investment, not a signed tenant offtake. PSC approval still required for power service agreement.

Source

Under construction · Data center JV / lease of entire campus

1 GW compute capacity campus; ~$14B development costs; Meta leases entire campus; online beginning ~2028

Counterparty

BlackRock-managed funds (80% venture interest); Meta 20%

Where

El Paso, Texas, US

Amount

$14B

MW

—

GPUs

—

Meta/BlackRock Jul 28, 2026: 80/20 venture; ~$14B development costs; 1 GW compute; Meta sole initial occupant via lease. RVG aggregate ~$13B cited in Meta release.

Source

Announced · Self-build AI data center campus + power contract (Project Camellia)

3.2 GW contracted power phased 2028–2032; county framed ~$20B minimum investment

Counterparty

Georgia Power (power offtake); self-develop campus

Where

Effingham County, Georgia, US (Savannah Gateway Industrial Hub)

Amount

$20B

MW

—

GPUs

—

OpenAI Jul 22, 2026: designing/developing Camellia; 3.2 GW from Georgia Power phased 2028–2032. $20B is the county/incentive framing (Bloomberg cited >$30B at full build — not used as amountUsd). Acres (~1,400) from local coverage of four-building campus. Power figure is contracted utility delivery, not disclosed critical IT load.

Source

Under construction · Data center lease (15-year phases; campus commercialization)

704 MW IT across two 352 MW leases; 1 GW utility campus; $19.6B base-term contract value

Counterparty

Hut 8 (Beacon Point campus)

Where

Nueces County, Texas, US (Beacon Point)

Amount

$19.6B

MW

704

GPUs

—

Hut 8 Jul 20, 2026: second 15-year $9.8B / 352 MW lease doubles same IG tenant to 704 MW IT; campus base-term $19.6B (renewals could reach ~$50.2B). FT later named Nvidia as tenant; Hut 8 release did not name the counterparty. Related but distinct from Anthropic’s later Lambda cloud offtake on the same campus.

Source

Announced · Data center lease (20-year NNN)

175 MW critical IT; ~$6.6B contracted revenue initial term (up to ~$11.6B with extensions); deliveries Q4 2027

Counterparty

CleanSpark (Sandersville campus)

Where

Sandersville, Georgia, US

Amount

$6.6B

MW

175

GPUs

—

CleanSpark Jul 14, 2026 announced 20-year NNN lease with unnamed high-investment-grade tenant ($6.6B initial term; up to ~$11.6B with extensions; rent from ~Nov 30, 2027). Sep 17, 2026 disclosure in investor materials/SEC context: tenant Anviran LLC is a wholly owned Meta subsidiary; Meta guarantees rent and opex. Concurrent $2.227B senior secured notes plan (CSDC Finance I) to fund remaining construction — offering not closed. LOI/exclusivity over CleanSpark Texas portfolio (up to 885 MW) noted but not counted as a separate closed lease. Meta reveal coverage: https://thedeepdive.ca/cleanspark-reveals-meta-behind-6-6-billion-ai-lease-requires-2-23-billion-financing/

Source

Under construction · Hyperscaler AI campus expansion (self-build / JV)

Expanded to 5 GW compute capacity; >$50B regional investment; ~2 GW targeted by 2030, full ~2032

Counterparty

Blue Owl / Beignet Investors JV; Entergy Louisiana (power)

Where

Richland Parish, Louisiana, US (Hyperion)

Amount

$50B

MW

—

GPUs

—

CNBC on Meta Jul 13, 2026: Hyperion raised from prior ~2 GW / $27B JV framing to 5 GW and >$50B. Meta did not separate critical IT load from site power in the announcement; amount is investment figure, not a bilateral lease rent.

Source

Under construction · AI-optimized data center campus (self-build)

1 GW AI-optimized campus; >CAD $13B investment (USD equivalent not converted here)

Counterparty

Self-build; Alberta grid partners (Greenlight LP, AltaLink, Capital Power, AESO cited)

Where

Sturgeon County, Alberta, Canada

Amount

—

MW

—

GPUs

—

Meta Jul 8, 2026: groundbreaking on 1GW AI-optimized DC in Sturgeon County, Alberta — first Canada site; >CAD $13B investment. amountUsd null (CAD not converted). IT vs gross capacity not separated.

Source

Announced · Data center lease (20-year)

~401 MW critical IT load; phased H2 2027 → full early 2028; ~$19B contracted lease revenue

Counterparty

TeraWulf (Raylan Data LLC)

Where

Hawesville / Hancock County, Kentucky, US (Justified Data campus)

Amount

$19B

MW

401

GPUs

—

TeraWulf Jul 6, 2026 press / 8-K: 20-year lease for ~401 MW critical IT; ~$19B contracted revenue over initial term; IG credit support expected. Separate Abernathy JV sale to Fluidstack-led group is not this row.

Source

Live · AI data center campus (Fairwater) — first facility live

First Fairwater facility fully operational; MW undisclosed; second facility targeted 2028; Microsoft cites ~$4.7B statewide WI hyperscale construction spend 2024–2028 (not used as deal amount)

Counterparty

Self-build (Village of Mount Pleasant / Racine County)

Where

Mount Pleasant, Wisconsin, US

Amount

—

MW

—

GPUs

—

Microsoft Jun 23, 2026: first Mount Pleasant Fairwater DC complete/operational after April startup. No IT-load MW in release. Dollar figure in coverage is statewide construction-spend estimate, so amountUsd is null. Acres (315) from campus plan coverage of original site.

Source

Under construction · Data center campus expansion

$1.5B investment across 2026–2027; site MW undisclosed (300 MW cited as contracted regional generation, not campus IT load)

Counterparty

Self-build expansion; TVA region power partners

Where

Jackson County, Alabama, US

Amount

$1.5B

MW

—

GPUs

—

Google Jun 15, 2026: $1.5B investment across 2026–2027 to expand Jackson County campus (former Widows Creek coal plant). Critical IT load not disclosed; >300 MW cited as contracted regional generation for TVA area, not campus IT load.

Source

Live · Cloud / GPU offtake (Colossus I & II)

~$1.25B/month through May 2029 (~$15B/yr); ~325,000 Nvidia GPUs cited in amended S-1 coverage

Counterparty

SpaceX (xAI Colossus campuses)

Where

Memphis, Tennessee, US (Colossus / Colossus II)

Amount

—

MW

—

GPUs

325,000

SpaceX S-1 (May 2026) disclosed Cloud Services Agreements with Anthropic for Colossus/Colossus II at $1.25B/month through May 2029; either party may terminate on 90 days’ notice after ramp. GPU count ~325k from amended S-1 coverage; MW not reliably stated as a single leased figure. amountUsd left null (term depends on duration/termination).

Source

Under construction · AI-optimized data center campus (self-build)

AI-optimized campus; >$1B regional investment; MW not stated in release

Counterparty

Self-build

Where

Tulsa, Oklahoma, US

Amount

$1B

MW

—

GPUs

—

Meta Apr 21, 2026 (page also shows Apr 20): first Oklahoma AI-optimized DC; >$1B regional investment. Campus MW not disclosed.

Source

Announced · Cloud compute offtake / capacity envelope

Up to 5 GW new capacity; >$100B AWS tech spend over 10 years; ~1 GW Trainium2+3 targeted by end-2026

Counterparty

Amazon Web Services (Trainium / Graviton)

Where

AWS regions (incl. Project Rainier / Indiana cited in secondary coverage; sites not fully enumerated in Anthropic release)

Amount

$100B

MW

—

GPUs

—

Anthropic Apr 20, 2026 primary: up to 5 GW and >$100B over ten years on AWS technologies (Trainium2–4, Graviton). Not a named single-site lease; Amazon equity ($5B + up to $20B more) is separate from the offtake spend figure used in amountUsd.

Source

Announced · AI cloud capacity offtake (multi-year)

~$21B expanded agreement through Dec 2032; Vera Rubin deployments; prior relationship brings combined ~$35B cited in coverage

Counterparty

CoreWeave

Where

Multiple CoreWeave locations (undisclosed)

Amount

$21B

MW

—

GPUs

—

CoreWeave Apr 9, 2026: expanded long-term Meta agreement ~$21B through Dec 2032 for dedicated AI cloud capacity across multiple sites, including early Vera Rubin. MW/GPU counts not in the company release.

Source

Announced · GPU capacity expansion / reservation

>1 million Nvidia GPUs starting 2026 (Blackwell/Rubin architectures cited)

Counterparty

Nvidia

Where

AWS regions (global)

Amount

—

MW

—

GPUs

1,000,000

AWS blog at Nvidia GTC 2026: deploy more than 1M Nvidia GPUs across AWS regions starting 2026. announced date set to mid-March GTC window (exact keynote day not pinned in the blog slug). Aug 2026 +2M expansion tracked separately as aws-nvidia-gpus-2027-2028.

Source

Under construction · AI / hyperscale data center campus (self-build)

Designed for 1 GW capacity; >$10B investment cited

Counterparty

Self-build

Where

Lebanon, Indiana, US (Boone County)

Amount

$10B

MW

—

GPUs

—

Meta Feb 11, 2026: groundbreaking on 1GW Lebanon, Indiana campus; investment over $10B. IT vs gross capacity not separated.

Source