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
4
4 from filings
Disclosed value
$5.83B
sum of stated totals, live
Capacity
0 MW
sum of stated MW, live
GPUs
—
where a count was stated
Providers
1
parties delivering
Latest filing
Nov 20, 2025
most recent disclosure
Customer concentration · by provider · filtered
Google LLC4 contracts
$5.83B · —top customer 54%
- Cipher Barber Lake LLC$3.13B
- Fluidstack USA III Inc.$2.70B
Disclosures · 4
| Filed | Provider | Customer | Kind | Site | MW | GPUs | Term | Total value | Annual | Status | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nov 20, 2025 | Google LLC | Cipher Barber Lake LLC | Other | — | — | — | — | $1.73B | — | Amendedverified | 8-K |
excerptUnder the terms of the A&R Recognition Agreement, Cipher Barber Lake, Fluidstack and Google have agreed to make adjustments to the rights and obligations of the parties as compared to the Original Recognition Agreement in light of the A&R Fluidstack Lease including increasing the termination fee payable by Google under certain circumstances after the completion and delivery of Phase I.Report an issue with this row | |||||||||||
| Oct 28, 2025 | Google LLC | Fluidstack USA III Inc. backstop: Google LLC | Financing | Abernathy HPC Campus | — | — | 10 yr | $1.30B | — | Amendedverified | 8-K |
excerptIn connection with the Abernathy Datacenter Lease, FS AB entered into a recognition agreement dated September 26, 2025 (the “Datacenter Recognition Agreement”) with Fluidstack and Google LLC (“Google”), pursuant to which Google has agreed to backstop (the “Datacenter Google Backstop”) certain obligations of Fluidstack under the Abernathy Datacenter Lease. ... The Datacenter Google Backstop totals $1.3 billion, commences amortization upon the rent commencement date under the Abernathy Datacenter Lease, and amortizes over 10 years.Report an issue with this row | |||||||||||
| Sep 25, 2025 | Google LLC | Cipher Barber Lake LLC | Financing | — | — | — | — | $1.40B | — | Amendedverified | 8-K |
excerptOn September 24, 2025, Cipher Barber Lake entered into a Recognition Agreement, among Cipher Barber Lake, Fluidstack and Google LLC, pursuant to which Google has agreed to backstop certain obligations of Fluidstack under the Fluidstack Lease ... Google will backstop $1.4 billion of Fluidstack's lease obligations to support project-related debt financing.Report an issue with this row | |||||||||||
| Aug 18, 2025 | Google LLC | Fluidstack USA I Inc. backstop: Google LLC | Financing | Lake Mariner, NY | — | — | — | $1.40B | — | Definitiveverified | 8-K |
excerptIn connection with the new CB-5 lease, Google will provide an incremental backstop of $1.4 billion in support of project-related debt financing and will receive warrants to acquire 32.5 million shares of TeraWulf common stock. ... Google has agreed to backstop (the “Google BackStop”) certain obligations of Fluidstack under the Fluidstack Lease.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.