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
7.00 GW
sum of stated MW, live
GPUs
—
where a count was stated
Providers
1
parties delivering
Latest filing
Feb 24, 2026
most recent disclosure
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Customer concentration · by provider · filtered

— · 7.00 GWtop customer 86%
  • Meta6.00 GW
  • OpenAI1.00 GW

Disclosures · 2

FiledProviderCustomerKindSiteMWGPUsTermTotal valueAnnualStatusSource
Feb 24, 2026Advanced Micro Devices, Inc.MetaEquipment purchase—6.00 GW————Amendedverified8-K
excerpt
Under the arrangement, the parties entered into an amendment to that certain Master Purchase Agreement dated May 23, 2023 (the “Agreement”) and concurrent with the Warrant issuance, Meta agreed to a binding commitment under the Agreement to purchase (directly or through its affiliates, or indirectly through authorized third parties (“Authorized Purchasers”)) the initial one (1) gigawatt equivalent of certain AMD Instinct GPU products. ... AMD and Meta today announced a 6-gigawatt agreement to power Meta’s next generation of AI infrastructure across multiple generations of AMD Instinct GPUs.
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Oct 6, 2025Advanced Micro Devices, Inc.OpenAIEquipment purchase—1.00 GW————Amendedverified8-K
excerpt
Concurrent with signing, Warrantholder agreed to a binding commitment to purchase (directly or through its affiliates or Authorized Purchasers) the initial one (1) gigawatt of AMD Instinct MI450 Series GPU products. ... agreement to power OpenAI's next-generation AI infrastructure across multiple generations of AMD Instinct GPUs. ... Our partnership with OpenAI is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI's AI
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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.