AI Compute Deal Ledger · GOOGL · Free Dataset · CC BY 4.0

Google: The AI Deal Record

Every Google deal in the ledger, with the source on every row. Binding base-term value: $30B across 1 GW of contracted IT capacity. Snapshot disclosures (backlog restatements, order intake, program envelopes) are listed but never summed.

Binding value

$30B

2 binding deals, base terms

Binding capacity

1 GW

contracted IT load with disclosed MW

Not binding

·

0 LOI / framework / reported

Deal by Deal

2026-06-05Binding

SpaceX (Provider) · Google (Buyer)

Value
approximately $30B
Capacity / term
n/a · 3y
First revenue
2026-10

Google leases ~110,000 GPUs (Nvidia GB200) at SpaceX's Colossus 2 (Southaven, MS) for $920M/month, October 2026 through June 2029 ($920M x ~33mo billed months matches the reported ~$30B total; capacity ramps from September 2026 at a reduced fee). SpaceX/xAI merged in February 2026; SpaceX is the sole provider entity in this ledger. capacity.mw_it left null for the same reason as the companion Anthropic-Colossus-1 row: reported facility power figures describe the data center, not a disclosed per-contract IT-load MW, and using them would produce a misleadingly high implied $/MW/yr for what is a fully-managed GPU rental, not a bare power lease.

Conditions: Google may terminate if SpaceX fails to deliver the GPUs by end of September 2026 (after a one-month grace period); after 2026-12-31 either party can cancel with 90 days' notice.

2025-10-23Binding

Google (Provider) · Anthropic (Buyer)

Value
not disclosed
Capacity / term
1 GW
First revenue
2026

Anthropic's expanded Google Cloud TPU commitment: access to up to one million TPUs and over 1 GW of capacity online in 2026, announced 2025-10-23. The row demonstrates the MW-only inclusion path: no dollar value was ever disclosed, so none is recorded, and the reported tens-of-billions figure stays out of every total. Part of Anthropic's stated multi-cloud approach across Google TPUs, Amazon Trainium and Nvidia GPUs.

Conditions: Dollar value never disclosed by either party; contemporaneous tier-1 reporting put it at tens of billions of dollars. Capacity recorded at the disclosed floor: over 1 GW of compute coming online in 2026, with access to up to one million TPUs.

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