AI Compute Deal Ledger · Changelog · Updated 2026-08-21
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.
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 Superseded by the signed nvidia-openai-sb-energy-ohio-2026-08 row (SEC 8-K, 2026-08-17): final terms are $105B/4.25GW+3.8GW-option vs. this row's reported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
- 2026-08-19hive-buzzhpc-gpu-cloud-2026-08
- 2026-08-17duos-axe-compute-expansion-2026-08 · nvidia-openai-sb-energy-ohio-2026-08
- 2026-08-11coreweave-backlog-2026-08 · ibm-together-ai-cloud-2026-08
- 2026-08-10nvidia-compute-financing-platforms-2026-08 · riot-anthropic-rockdale-lease-2026-08
- 2026-08-04sharonai-cloud-agreement-2026-08
- 2026-07-28core-scientific-amd-2026-07
- 2026-07-27apld-contracted-backlog-fy2026 · apld-hyperscaler-leases-2026-07 · nvidia-openai-backstop-talks-2026-07
- 2026-07-22smci-record-orders-fq4-2026
- 2026-07-20hut8-beacon-point-phase2-2026-07 · iren-ai-cloud-contracts-2026-07
- 2026-07-16duos-axe-compute-columbus-2026-07
- 2026-07-06terawulf-anthropic-lease-2026-07
- 2026-06-22spacex-reflection-colossus2-2026-06
- 2026-06-05spacex-google-colossus2-2026-06
- 2026-05-08digi-power-x-cerebras-colocation-2026-05
- 2026-05-06hut8-beacon-point-phase1-2026-05 · spacex-anthropic-colossus1-2026-05
- 2026-04-20amazon-anthropic-investment-2026-04 · anthropic-aws-commitment-2026-04
- 2026-04-15jane-street-coreweave-cloud-2026-04 · jane-street-coreweave-equity-2026-04
- 2026-04-09meta-coreweave-expansion-2026-04
- 2025-11-18anthropic-azure-commitment-2025-11 · msft-nvda-anthropic-investment-2025-11
- 2025-11-03iren-dell-gpu-purchase-2025-11 · iren-microsoft-gb300-2025-11
- 2025-10-23google-anthropic-tpu-2025-10
- 2025-10-16meta-oracle-cloud-2025-10
- 2025-09-30meta-coreweave-initial-2025-09
- 2025-09-25coreweave-openai-expansion-2025-09
- 2025-09-22nvidia-openai-loi-2025-09
- 2025-09-10openai-oracle-stargate-2025-09
- 2025-09-08nebius-microsoft-2025-09
- 2025-05-14coreweave-openai-expansion-2025-05
- 2025-03-28galaxy-coreweave-helios-2025-03
- 2025-03-10coreweave-openai-initial-2025-03
- 2025-01-21stargate-framework-2025-01
- 2024-11-22amazon-anthropic-investment-2024-11
Dates shown are announcement dates. The full edit history of every row is public in the site's git repository, which is the ledger's audit trail.