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
8
8 from filings
Disclosed value
$105.20B
sum of stated totals, live
Capacity
9.25 GW
sum of stated MW, live
GPUs
7,332
where a count was stated
Providers
1
parties delivering
Latest filing
Aug 17, 2026
most recent disclosure
Customer concentration · by provider · filtered
NVIDIA Corporation8 contracts
$105.20B · 9.25 GWtop customer 100%
- SB Energy Corp.$105.00B
- IREN Limited$130.00M
- Undisclosed$43.90M
- HIVE Digital Technologies Ltd.$30.00M
Disclosures · 8
| Filed | Provider | Customer | Kind | Site | MW | GPUs | Term | Total value | Annual | Status | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 17, 2026 | NVIDIA Corporation | SB Energy Corp. | Financing | PORTS-Pike Technology Campus (Portsmouth Site), Pike County, Ohio | 4.25 GW | — | 20 yr | $105.00B | — | Amendedverified | 8-K |
excerpt · extension termsNVIDIA entered into multiple residual value guaranties (collectively, the "Agreements") with SB Energy (the "Lessor") relating to leases for approximately 4.25 gigawatts of IT load in the aggregate at the Portsmouth Site. ... NVIDIA's aggregate payment obligation is cumulatively capped at $105 billion for its initial commitment under the Agreements. Extension: NVIDIA can provide credit support to secure approximately an additional 3.8 gigawatts at the Portsmouth Site, exercisable in its sole discretion. Report an issue with this row | |||||||||||
| Jan 26, 2026 | NVIDIA Corporation | CoreWeave, Inc. | Other | — | 5.00 GW | — | — | — | — | Amendedverified | 8-K |
excerptThe Company and NVIDIA entered into a collaboration framework to expand their long-standing complementary relationship to advance AI adoption at global scale and to accelerate the Company's buildout of more than 5 gigawatts of artificial intelligence factories by 2030 developed and operated by the Company using NVIDIA's computing platform technology.Report an issue with this row | |||||||||||
| Jul 7, 2025 | NVIDIA | IREN Limited | Equipment purchase | Prince George | — | 2,400 | — | — | — | Expandedverified | 8-K |
excerptBlackwell GPUs procured – 1.3k B200s & 1.1k B300s to be installed at Prince George over the coming months, lifting total fleet to 4.3k NVIDIA GPUs and unlocking next-gen training and inference at scaleReport an issue with this row | |||||||||||
| Jul 3, 2025 | NVIDIA | IREN Limited | Power supply | Prince George, BC | — | 2,400 | — | $130.00M | — | Amendedverified | 8-K |
excerptIREN today announced the purchase of 2.4k next-generation NVIDIA Blackwell B200 and B300 GPUs for ~$130m, including fit-out costs. ... The order (1.3k B200 and 1.1k B300 GPUs) will be installed over the coming months at IREN's Prince George, BC campusReport an issue with this row | |||||||||||
| Dec 31, 2024 | NVIDIA | HIVE Digital Technologies Ltd. | Equipment purchase | Quebec, Canada | — | 756 | — | $30.00M | — | Expandedverified | 6-K |
excerptHIVE Expands NVIDIA Chip Suite to Power AI Boom with $30 Million H100 and H200 GPU Clusters to be Deployed in Quebec ... announces the acquisition and deployment of an additional cluster of cutting-edge NVIDIA H100 GPUs ... NVIDIA H100 cluster: Comprised of 248 GPUs in 32 nodes connected with Infiniband, this cluster has arrived on site in Quebec, has been fully configured and will be operational before the end of 2024. ... NVIDIA H200 cluster: Comprised of 508 GPUs in 64 nodes connected with Infiniband, this cluster has been shipped and is expected to arrive in Quebec in early January 2025, with installation and customer deployment planned for calendar Q1Report an issue with this row | |||||||||||
| Sep 16, 2024 | NVIDIA | Undisclosed (Iris Energy Limited (dba IREN)) | Power supply | — | — | 1,080 | — | $43.90M | — | Amendedverified | 6-K |
excerptOn September 16, 2024, Iris Energy Limited (dba IREN) (the “Company”) announced its purchase of an additional 1,080 NVIDIA H200 GPUs to expand its AI Cloud Services business. ... The Company is purchasing 1,080 of the latest-generation NVIDIA H200 GPUs for $43.9m, with delivery and commissioning expected during 4Q 2024.Report an issue with this row | |||||||||||
| Aug 12, 2024 | NVIDIA | TeraWulf Inc. | Equipment purchase | — | — | 128 | — | — | — | Completedverified | 8-K |
excerptDuring the second quarter, the Company purchased a 128-GPU cluster from NVIDIA, financed by a leading OEM.Report an issue with this row | |||||||||||
| Mar 6, 2024 | NVIDIA | IREN | GPU cloud capacity | — | — | 568 | — | — | — | Expandedverified | 6-K |
excerptTripling AI cloud services business ... Fast-tracking AI cloud services business to 816 NVIDIA H100 GPUs with the purchase of 568 additional GPUs ... Delivery and commissioning of additional GPUs expected during Q2 2024Report 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.