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
$250.00B
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
Oct 29, 2025
most recent disclosure
Customer concentration · by provider · filtered
Disclosures · 1
| Filed | Provider | Customer | Kind | Site | MW | GPUs | Term | Total value | Annual | Status | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Oct 29, 2025 | Microsoft | OpenAI | GPU cloud capacity | — | — | — | — | $250.00B | — | Amendedverified | 8-K |
excerptwe've signed a new definitive agreement that builds on our foundation, strengthens our partnership, and sets the stage for long-term success for both organizations. ... OpenAI has contracted to purchase an incremental $250B of Azure services, and Microsoft will no longer have a right of first refusal to be OpenAI's compute provider.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.