Contract Ledger

Every disclosed AI compute, colocation, hosting, power and equipment contract, one row per disclosure, read from the SEC filing it appeared in. Nulls mean the filing did not say. Nothing is estimated.

Contracts
6
6 from filings
Disclosed value
$173.90M
sum of stated totals, live
Capacity
1.20 GW
sum of stated MW, live
GPUs
6,448
where a count was stated
Providers
3
parties delivering
Latest filing
Jul 7, 2025
most recent disclosure
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Customer concentration · by provider · top 8

NVIDIA4 contracts
$173.90M · —top customer 75%
  • IREN Limited$130.00M
  • Undisclosed$43.90M
not stated1 contract
— · 600 MWtop customer 100%
  • IREN Limited600 MW
AEP Texas Inc.1 contract
— · 600 MWtop customer 100%
  • IREN Limited600 MW

Disclosures · 6

FiledProviderCustomerKindSiteMWGPUsTermTotal valueAnnualStatusSource
Jul 7, 2025NVIDIAIREN LimitedEquipment purchasePrince George—2,400———Expandedverified8-K
excerpt
Blackwell GPUs procured – 1.3k B200s & 1.1k B300s to be installed at Prince George over the coming months, lifting total fleet to 4.3k NVIDIA GPUs and unlocking next-gen training and inference at scale
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Jul 3, 2025NVIDIAIREN LimitedPower supplyPrince George, BC—2,400—$130.00M—Amendedverified8-K
excerpt
IREN today announced the purchase of 2.4k next-generation NVIDIA Blackwell B200 and B300 GPUs for ~$130m, including fit-out costs. ... The order (1.3k B200 and 1.1k B300 GPUs) will be installed over the coming months at IREN's Prince George, BC campus
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Apr 4, 2025not statedIREN LimitedPower supplyWest Texas600 MW————Amendedauto 0.96-K
excerpt
New 600MW grid connection agreement signed ... This month, we secured an additional 600MW of grid-connected capacity, reflecting years of groundwork and bringing our total secured power capacity in West Texas to 2.75GW.
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Mar 17, 2025AEP Texas Inc.IREN LimitedPower supplySweetwater 2600 MW————Amendedauto 0.96-K
excerpt
On March 17, 2025, IREN Limited (the “Company”) released a press release announcing the signing of a 600MW grid connection agreement with AEP Texas Inc. ... The Company expects to pay $4.1 million in non-refundable connection costs and $26.9 million in refundable deposits over the next 12 months. The project has an expected energization date in late 2027.
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Sep 16, 2024NVIDIAUndisclosed (Iris Energy Limited (dba IREN))Power supply——1,080—$43.90M—Amendedverified6-K
excerpt
On September 16, 2024, Iris Energy Limited (dba IREN) (the “Company”) announced its purchase of an additional 1,080 NVIDIA H200 GPUs to expand its AI Cloud Services business. ... The Company is purchasing 1,080 of the latest-generation NVIDIA H200 GPUs for $43.9m, with delivery and commissioning expected during 4Q 2024.
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Mar 6, 2024NVIDIAIRENGPU cloud capacity——568———Expandedverified6-K
excerpt
Tripling AI cloud services business ... Fast-tracking AI cloud services business to 816 NVIDIA H100 GPUs with the purchase of 568 additional GPUs ... Delivery and commissioning of additional GPUs expected during Q2 2024
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Rows marked auto were extracted by a model and not yet reviewed; the excerpt under each row is the verbatim passage the figures came from. Confidence is the extractor's own estimate.