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.
| Date | Deal | Buyer or tenant | Provider | Value (basis) | Capacity | Source |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | OpenAI and SB Energy 20-year leases at the PORTS-Pike campusData-center lease, Warrant · with NVIDIA (residual value guarantor) | OpenAI | SB Energy | No dollar value stated in the source | ≈8 GW | S-1 ↗ |
| Jul 6, 2026 | Anthropic and TeraWulf 20-year data-center leaseData-center lease | Anthropic | TeraWulf | about $19B20 yrs | ≈401 MW | 8-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 tenant | Deals | Largest stated value | Critical IT load | Capacity in GW |
|---|---|---|---|---|
| Anthropic | 6 | more than $100B | ≈401 MW | largest ≤5 GWnot added: stated with different bases (about, up to, more than) |
| OpenAI | 4 | more than $20B | 750 MW | largest ≥10 GWnot added: stated with different bases (about, up to, more than) |
| Microsoft | 2 | up to about $43.8B | No capacity stated | No capacity stated |
| Fluidstack | 1 | No stated value | 168 MW | No capacity stated |