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
$43.00B
sum of stated totals, live
Capacity
3.50 GW
sum of stated MW, live
GPUs
—
where a count was stated
Providers
2
parties delivering
Latest filing
Oct 27, 2026
most recent disclosure
Customer concentration · by provider · top 8
Disclosures · 2
| Filed | Provider | Customer | Kind | Site | MW | GPUs | Term | Total value | Annual | Status | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | financial partners | Undisclosed backstop: Broadcom Inc. | Financing | — | — | — | — | $43.00B | — | Definitiveauto 0.9 | 8-K |
excerptOn October 26, 2026, Broadcom Inc. (the “Company”) arranged for financial partners to take on a portion of certain agreements to purchase AI racks based on custom AI accelerators designed by the Company and the related lease agreements with the Company’s customer that enable the deployment of compute capacity. ... The Company’s potential liability under the Backstop will be equal to any difference between 72.5% of the outstanding amounts owed on the lease and the value of the AI racks received upon the sale of the assets at that time. The Company’s maximum potential liability under the Backstop upon the deployment of the AI racks, on an undiscounted basis, is approximately $43 billion.Report an issue with this row | |||||||||||
| Apr 6, 2026 | Broadcom | Anthropic | GPU cloud capacity | — | 3.50 GW | — | — | — | — | Expandedverified | 8-K |
excerptBroadcom, Google and Anthropic PBC (“Anthropic”) have expanded their current strategic collaboration under which Anthropic, beginning in 2027, will access through Broadcom approximately 3.5 gigawatts as part of the multiple gigawatts of next generation TPU-based AI compute capacity committed by Anthropic.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.