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
5
5 from filings
Disclosed value
$15.73B
sum of stated totals, live
Capacity
410 MW
sum of stated MW, live
GPUs
—
where a count was stated
Providers
5
parties delivering
Latest filing
Aug 10, 2026
most recent disclosure
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Customer concentration · by provider · filtered

$3.51B · 260 MWtop customer 100%
  • Galaxy Helios Data Centers II LLC$3.51B
$3.10B · —top customer 100%
  • CoreWeave Financing DDTL V, LLC$3.10B
Morgan Stanley1 contract
$573.00M · —top customer 100%
  • Riot Platforms, Inc.$573.00M
$53.00M · 150 MWtop customer 100%
  • Soluna DV Wind SponsorCo, LLC$53.00M

Disclosures · 5

FiledProviderCustomerKindSiteMWGPUsTermTotal valueAnnualStatusSource
Aug 10, 2026Morgan StanleyRiot Platforms, Inc.Financing————$573.00M—Amendedauto 1.08-K
excerpt
Financing: $573 million interim financing facility provided by Morgan Stanley to fund initial development costs while the investment-grade credit backstop is finalized.
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Jul 28, 2026Morgan Stanley & Co. LLCGalaxy Helios Data Centers II LLC
backstop: Galaxy Helios II LLC
FinancingDickens County, Texas260 MW——$3.51B—Definitiveverified8-K
excerpt
On July 28, 2026, Galaxy Helios Data Centers II LLC (“Issuer”), an indirect wholly owned subsidiary of Galaxy Digital Inc. (the “Company”), completed its previously announced private offering (the “Offering”) of 9.875% Senior Secured Notes due 2031 (the “Notes”). ... The aggregate principal amount of Notes sold in the Offering was $3,507,000,000.
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May 18, 2026Morgan Stanley Senior Funding, Inc. and the lenders party theretoCoreWeave Financing DDTL V, LLCFinancing———66 mo$3.10B—Amendedverified8-K
excerpt
providing for a $3.1 billion delayed draw term loan facility (the "DDTL 5.0 Facility"). The DDTL 5.0 Facility was entered into primarily to finance capital expenditures required to perform certain customer contracts, including the acquisition of GPU servers and related infrastructure. ... Proceeds from the DDTL 5.0 Facility will support the purchase and deployment of infrastructure dedicated to customer contracts with two large, non-investment grade customers
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Apr 3, 2026Briscoe Wind Project Holdings I, LLC; JPM Capital Corporation; Morgan Stanley Wind LLCSoluna DV Wind SponsorCo, LLCOtherBriscoe and Floyd counties, Texas150 MW——$53.00M—Completedauto 0.98-K
excerpt
The Briscoe Project Company owns an approximately 149.85 MW nameplate capacity wind generation project located in Briscoe and Floyd counties, Texas (the “Briscoe Project”). ... The aggregate closing payment under the MIPA was approximately $53,000,000.
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Mar 31, 2026MUFG Bank, Ltd., Morgan Stanley Asset Funding, Inc., Goldman Sachs Bank USA, JPMorgan Chase Bank, N.A. and the other lenders party to the Credit AgreementCoreWeave Compute Acquisition Co. VIII, LLC
backstop: CoreWeave, Inc.
Financing———6 yr$8.50B—Amendedverified8-K
excerpt
providing for an $8.5 billion delayed draw term loan facility (the "DDTL 4.0 Facility"). The DDTL 4.0 Facility was entered into primarily to finance capital expenditures required to perform a customer contract, including the acquisition of GPU servers and related 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.