Observed arrival · 2026-11-10
AI Compute Deals: a sourced ledger of AI infrastructure spending
A browsable ledger of AI compute deals since 2023, listing counterparties, reported values, capacity, and deal status.
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- AI infrastructure analysts and industry watchers
- Worth noticing
- The site reports 82 deals, 32 unpriced; totals exclude cancelled deals but count plans, ceilings, and annual run-rates at face value.
Field notes
Rows are ordered newest first and display dates, counterparties, headline values where available, and status markers such as signed, expanded, and cancelled. The homepage reports 82 deals across January 2023–November 2026, including 32 unpriced entries; its sums exclude cancelled deals but count plans, ceilings, and annual run-rates at face value. Capacity totals combine data-center and compute gigawatts, while power-purchase agreements use plant size in row notes.
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○OpenPublic substance visible
✦PrettyNotable craft visible
●ProPolished or operationally mature
◎NicheUnusually specific use
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