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
2
2 from filings
Disclosed value
$0
sum of stated totals, live
Capacity
408 MW
sum of stated MW, live
GPUs
—
where a count was stated
Providers
1
parties delivering
Latest filing
Feb 26, 2026
most recent disclosure
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Customer concentration · by provider · filtered

— · 408 MWtop customer 59%
  • Fluidstack240 MW
  • Undisclosed168 MW

Disclosures · 2

FiledProviderCustomerKindSiteMWGPUsTermTotal valueAnnualStatusSource
Feb 26, 2026Abernathy Joint VentureUndisclosed
backstop: Google
Colocation leaseAbernathy HPC Campus, Texas168 MW—25 yr——Definitiveverified8-K
excerpt
In October 2025, TeraWulf entered into a joint-venture agreement with Fluidstack to develop the Abernathy HPC Campus in Texas, designed to support 168 critical IT MW under a 25-year lease with annual escalators. ... Construction is progressing with delivery targeted for second half 2026, supported by Google credit enhancement.
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Nov 10, 2025Abernathy Joint VentureFluidstack
backstop: Google
Colocation leaseAbernathy Campus, Texas240 MW—25 yr——Completedverified8-K
excerpt
The Abernathy Campus is initially designed for 240 MW of capacity with potential site expansion to 600 MW. The venture, in which TeraWulf holds up to a 51% controlling interest, includes a 25-year lease with Fluidstack, backed by a $1.3 billion Google credit enhancement, and the right to develop future phases leveraging existing transmission infrastructure.
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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.