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
$105.00B
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
Jun 10, 2026
most recent disclosure
Customer concentration · by provider · filtered
Disclosures · 2
| Filed | Provider | Customer | Kind | Site | MW | GPUs | Term | Total value | Annual | Status | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 10, 2026 | Oracle Corporation | Undisclosed | Other | — | — | — | — | $75.00B | — | Expandedverified | 8-K |
excerpt · prepayment $75.00BMost of the RPO increase in both Q3 and Q4 were large scale AI contracts where the customer prepaid Oracle for the purchase of the GPUs, or the customer bought and supplied the GPUs to Oracle. The prepaid and customer supplied hardware portions of our large AI contracts now total $75 billion.Report an issue with this row | |||||||||||
| Jun 30, 2025 | Oracle Corporation | Undisclosed | Other | — | — | — | — | $30.00B | $30.00B | Amendedverified | 8-K |
excerptwe signed multiple large cloud services agreements including one that is expected to contribute more than $30 billion in annual revenue starting in FY28.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.