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
1
1 from filings
Disclosed value
$9.50B
sum of stated totals, live
Capacity
168 MW
sum of stated MW, live
GPUs
—
where a count was stated
Providers
1
parties delivering
Latest filing
Oct 28, 2025
most recent disclosure
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Customer concentration · by provider · filtered

FS AB LLC1 contract
$9.50B · 168 MWtop customer 100%
  • Fluidstack USA III Inc.$9.50B

Disclosures · 1

FiledProviderCustomerKindSiteMWGPUsTermTotal valueAnnualStatusSource
Oct 28, 2025FS AB LLCFluidstack USA III Inc.Colocation leaseAbernathy HPC Campus168 MW—25 yr$9.50B—Amendedverified8-K
excerpt · extension terms
On September 26, 2025, FS AB LLC (“FS AB”), an indirect subsidiary of the Joint Venture, as landlord, entered into a lease agreement (the “Abernathy Datacenter Lease”) with Fluidstack USA III Inc. (“Fluidstack”), an affiliate of the Fluidstack Member, as tenant. Under the Abernathy Datacenter Lease, the Joint Venture will provide Fluidstack with a total of 168 MW of critical IT load for high-performance computing (“HPC”) data center operations at the Abernathy HPC Campus. ... The contracted 25-year revenue to the Joint Venture is expected to total approximately $9.5 billion.

Extension: Tenant has options to shorten lease to 20 or 15 years.

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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.