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
$200.00B
sum of stated totals, live
Capacity
2.00 GW
sum of stated MW, live
GPUs
—
where a count was stated
Providers
1
parties delivering
Latest filing
Apr 9, 2026
most recent disclosure
Customer concentration · by provider · filtered
Disclosures · 2
| Filed | Provider | Customer | Kind | Site | MW | GPUs | Term | Total value | Annual | Status | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 9, 2026 | AWS | OpenAI | GPU cloud capacity | — | — | — | — | $100.00B | — | Completedverified | 8-K |
excerptWe have customer commitments that make our capex investments predictable. We're not investing approximately $200 billion in capex in 2026 on a hunch. The recent OpenAI commitment (over $100 billion) is an example of this, but there are several other customer agreements completed (and unannounced), or deep in process.Report an issue with this row | |||||||||||
| Feb 27, 2026 | AWS | OpenAI | GPU cloud capacity | — | 2.00 GW | — | 8 yr | $100.00B | $12.50B | Expandedverified | 8-K |
excerptOpenAI and AWS are expanding their existing $38 billion multi-year agreement by $100 billion over 8 years. The expansion includes OpenAI committing to consume approximately 2 gigawatts of Trainium capacity through AWS infrastructure, which will support demand for Stateful Runtime, Frontier, and other advanced workloads.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.