Major AI compute deals
The largest announced agreements for renting or committing to GPU, TPU and Trainium capacity, from press releases, regulatory filings and reporting. Every deal has its own page with its sources. For the rates you can rent at today, see the live GPU pricing table.
| Announced | Buyer → Seller | Value | Firmness | Details | |
|---|---|---|---|---|---|
| Aug 2026 | Anthropic → Lambda | $35B (reported) | Reported | 350 MW | |
| Aug 2026 | Anthropic → Nscale | $45B (reported) | Reported | 460 MW | |
| Aug 2026 | Anthropic → Volta | $10B | Reported | 133 MW | |
| Jun 2026 | Google → SpaceX | $30B (reported) | Filing-disclosed | — | |
| May 2026 | Anthropic → SpaceX (xAI) | over $40B | Filing-disclosed | — | |
| Apr 2026 | Jane Street → CoreWeave | $6B | Confirmed | — | |
| Apr 2026 | Anthropic → CoreWeave | Undisclosed | Confirmed | — | |
| Apr 2026 | Meta → CoreWeave | $21B | Confirmed | — | |
| Apr 2026 | Anthropic → Google Cloud | Undisclosed | Confirmed | — | |
| Mar 2026 | Meta → Nebius | up to $27B | Confirmed | — | |
| Feb 2026 | OpenAI → AWS | $100B | Confirmed | 2 GW | |
| Jan 2026 | OpenAI → Cerebras | over $20B | Confirmed | 750 MW | |
| Nov 2025 | Anthropic → Microsoft Azure | $30B | Confirmed | 1 GW | |
| Nov 2025 | Meta → Nebius | $3B | Confirmed | — | |
| Nov 2025 | Microsoft → IREN | $9.7B | Confirmed | 200 MW | |
| Nov 2025 | Microsoft → Lambda | Undisclosed | Confirmed | — | |
| Nov 2025 | OpenAI → AWS | $38B | Confirmed | — | |
| Oct 2025 | OpenAI → Microsoft Azure | $250B | Confirmed | — | |
| Oct 2025 | Anthropic → Google Cloud | Undisclosed | Confirmed | 1 GW | |
| Oct 2025 | Meta → Oracle | $20B (reported) | Reported | — | |
| Oct 2025 | Microsoft → Nscale | Undisclosed | Confirmed | — | |
| Sep 2025 | Meta → CoreWeave | $14.2B | Confirmed | — | |
| Sep 2025 | OpenAI → Oracle | $300B (reported) | Reported | 4.5 GW | |
| Sep 2025 | Microsoft → Nebius | $17.4B | Confirmed | — | |
| Aug 2025 | Meta → Google Cloud | over $10B | Confirmed | — | |
| Mar 2025 | OpenAI → CoreWeave | up to $22.4B | Confirmed | — |
Showing 26 of 26 deals
Stated by the companies. "Up to" and "over" values are company figures, given as bounds.
A monthly payment and chip count from a regulatory filing. Only these deals get an implied $/chip-hr.
Press reporting that neither company has announced.
Headline value adds up the figures as announced, including "up to" ceilings and reported numbers, so treat it as a scale, not an audited sum. Implied rate is monthly cost ÷ (chips × 730 hours), shown only for filing-disclosed deals. It is an all-in figure — these contracts bundle CPUs, networking, storage and facilities — so it is not comparable one-to-one with per-GPU on-demand rates. Headline totals are never divided into hourly rates.
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