Compute

Compute and infrastructure deals

Contracts for cloud capacity, data-center leases, chips and power among companies Tokscale tracks. Contract values are stated totals over multi-year terms. They are not annual spend.

DateDealBuyer or tenantProviderValue (basis)CapacitySource
Sep 18, 2026Anthropic and Akamai cloud capacity contractsCompute contract, WarrantAnthropicAkamaiabout $11.6B7 yrsNo capacity stated in the source8-K ↗
Sep 18, 2026Microsoft and Nscale GPU statements of workCompute contractMicrosoftNscaleup to about $43.8Bthrough Dec 31, 2033No capacity stated in the sourceS-1 ↗
Aug 25, 2026Anthropic and Nscale GPU services agreementsCompute contractAnthropicNscaleup to about $44.6BNo capacity stated in the sourceS-1 ↗
Aug 17, 2026OpenAI and SB Energy 20-year leases at the PORTS-Pike campusData-center lease, Warrant · with NVIDIA (residual value guarantor)OpenAISB EnergyNo dollar value stated in the source≈8 GWS-1 ↗
Jul 6, 2026Anthropic and TeraWulf 20-year data-center leaseData-center leaseAnthropicTeraWulfabout $19B20 yrs≈401 MW8-K ↗
Jul 6, 2026TeraWulf sells its Abernathy joint-venture interest to a Fluidstack-led groupAsset saleFluidstackTeraWulfabout $530M168 MW8-K ↗
Apr 20, 2026Anthropic and Amazon compute agreement and investmentCompute commitment, Strategic investmentAnthropicAmazonmore than $100B10 yrs≤5 GWAnthropic ↗
Apr 6, 2026Broadcom, Google and Anthropic expand their TPU collaborationChip supply, Compute contract · with Alphabet (google llc)AnthropicBroadcomNo dollar value stated in the source≈3.5 GW8-K ↗
Dec 24, 2025OpenAI and Cerebras inference compute agreementCompute contract, Debt financing, WarrantOpenAICerebrasmore than $20B750 MW1.25 GW424B4 ↗
Nov 18, 2025Microsoft, NVIDIA and Anthropic strategic partnershipsCompute commitment, Strategic investment · with NVIDIAAnthropicMicrosoft$30B≤1 GWAnthropic ↗
Sep 23, 2025OpenAI and CoreWeave order form for cloud capacityCompute contractOpenAICoreWeaveup to about $6.5Bthrough May 31, 2031No capacity stated in the source8-K ↗
Sep 22, 2025OpenAI and NVIDIA systems partnership (letter of intent)Chip supply, Strategic investmentOpenAINVIDIANo dollar value stated in the source≥10 GWOpenAI ↗
Sep 8, 2025Microsoft and Nebius GPU capacity agreementCompute contractMicrosoftNebiusabout $17.4B5 yrs≈$19.4B with optionsNo capacity stated in the source6-K ↗

≈ about · ≤ up to · > more than · ≥ at least. Values are what the source states, in its currency and basis. Tokscale does not annualize them or add different bases together. Method →

By buyer

Capacity adds up only within one measure: critical IT MW and GW of chips stay apart

Buyer or tenantDealsLargest stated valueCritical IT loadCapacity in GW
Anthropic6more than $100B≈401 MWlargest ≤5 GWnot added: stated with different bases (about, up to, more than)
OpenAI4more than $20B750 MWlargest ≥10 GWnot added: stated with different bases (about, up to, more than)
Microsoft2up to about $43.8BNo capacity statedNo capacity stated
Fluidstack1No stated value168 MWNo capacity stated