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
$9.70B
sum of stated totals, live
Capacity
200 MW
sum of stated MW, live
GPUs
—
where a count was stated
Providers
1
parties delivering
Latest filing
Nov 3, 2025
most recent disclosure
Customer concentration · by provider · filtered
Disclosures · 1
| Filed | Provider | Customer | Kind | Site | MW | GPUs | Term | Total value | Annual | Status | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nov 3, 2025 | IE US Hardware 3 Inc. | Microsoft Corporation | GPU cloud capacity | Horizon 1-4 data center facilities, Childress, Texas | 200 MW | — | — | $9.70B | — | Amendedverified | 8-K |
excerptThe total contract value is approximately $9.7 billion through 2031, with 20% of the contract value for each tranche to be paid prior to the applicable delivery date and credited against the service fees due and payable after the 24 th calendar month of the applicable GPU Service term on a pro rata basis. ... The GPU Services will comprise NVIDIA GB300 GPUs and will be installed across four data center facilities at Childress known as “Horizon 1,” “Horizon 2,” “Horizon 3,” and “Horizon 4”, representing a combined IT load of approximately 200MW.Report an issue with this row | |||||||||||
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.