Compute Deals

Spanish government, via SETT, commits €719 million to a public‑private consortium led by ACS and Telefónica to build a multi‑site AI compute gigafactory serving European industry and research.

Google Cloud will provide specialized A5X and NVIDIA Vera Rubin GPU infrastructure to Ineffable Intelligence to support its reinforcement-learning-focused 'superlearner' lab.

Six‑year compute collaboration in which Sharon AI and Nvidia will deploy a 72MW AI factory in Australia using up to 40,000 Grace Blackwell GB300 GPUs under a revenue‑sharing model.

Google and Broadcom are backing a $35 billion private-credit package that will finance Anthropic-operated U.S. AI data centers at gigawatt scale.

AtTokyo and Zadara will co‑operate a new GPU‑enabled edge cloud region in Tokyo to serve Japanese AI workloads with domestic data residency.

Reliance will build and operate a 168 MW AI‑enabled data center in Jamnagar that Meta will lease to power its global AI workloads.

Google agrees to pay SpaceX about $920 million per month from October 2026 through June 2029 for access to approximately 110,000 Nvidia GPUs and related AI compute hosted in SpaceX data centers.

UK commits £1.1 billion to a national AI supercomputer, advanced chip procurement and a Playground Global–led fund to scale domestic AI hardware firms and compute capacity.

Google will pay SpaceX roughly $30 billion over 33 months for access to around 110,000 Nvidia GPU‑based AI compute nodes hosted in xAI data centers.

Multi‑year agreement for Google to rent large‑scale AI compute capacity, including about 110,000 Nvidia GPUs, from SpaceX‑operated xAI data centers.

Apollo Global Management and Blackstone are providing a $35 billion private credit facility to finance AI infrastructure that will be leased to Anthropic.

Google will pay SpaceX $920 million per month from October 2026 to June 2029 for access to approximately 110,000 Nvidia GPUs and related compute in SpaceX data centers.

Abu Dhabi–backed G42 will install, operate and maintain 64 Cerebras AI supercomputers in India to provide sovereign AI compute outside US hyperscaler clouds.

SoftBank Group will invest up to €75 billion to build 5 GW of AI data center capacity in France, starting with a €45 billion first phase delivering 3.1 GW in Hauts-de-France by 2031. ([group.softbank](https://group.softbank/en/news/press/20260531_0))

AtlasEdge secured approximately €1.2 billion in new bank financing to accelerate build‑out of high‑capacity, AI‑oriented data center campuses across Europe.

Ascenty and its shareholders are investing roughly US$1.2 billion directly, with customers expected to contribute the rest of a R$30 billion (~US$6 billion) AI data center complex in Sumaré and Vinhedo, São Paulo.

Snowflake and AWS signed a five‑year strategic agreement under which Snowflake will commit $6 billion of spend on AWS Graviton compute and AI infrastructure to accelerate enterprise agentic AI adoption.

Compute procurement agreement in which IREN purchases about $1.6 billion of Dell systems built on Nvidia Blackwell GPUs to expand its Texas AI cloud data center.

A $10 million AI² supercomputing partnership giving TCU campus-wide access to Dell and AWS-powered AI infrastructure.

IREN signed a $1.6 billion purchase agreement with Dell for Nvidia Blackwell systems to expand GPU capacity for its managed AI cloud services.

IREN agreed to purchase approximately $1.6 billion of Dell air-cooled NVIDIA Blackwell systems to fulfill a $3.4 billion AI cloud contract, targeting $4.4 billion in annualized revenue by 2027.

Blue Energy and GE Vernova plan a 2.5GW hybrid nuclear–gas plant in Texas to supply power for rapidly growing AI data center loads.

Anthropic signed a compute agreement with SpaceX to use all capacity at the Colossus 1 data center, adding over 300 MW and 220,000+ Nvidia GPUs and enabling higher Claude usage limits.

Nvidia is taking an equity-linked stake of around $500m in Corning as part of a multiyear partnership to expand US optical connectivity and fiber manufacturing capacity for AI data centers.

Anthropic reportedly commits to spend around $200 billion with Google Cloud over five years, tied to a multi‑gigawatt TPU compute deal involving Google and Broadcom.

Anthropic agreed to use all compute capacity at SpaceXAI’s Colossus 1 supercomputer, adding more than 300 MW and over 220,000 Nvidia GPUs to run Claude and enabling higher usage limits for Claude Code and the Claude API.

AWS and HUMAIN are jointly investing over $5B in a Saudi "AI Zone" and the Humain One enterprise AI operating system to accelerate regional and global AI adoption.

Amazon is investing $5 billion now and up to $20 billion more in Anthropic while locking in over $100 billion of AWS spend and up to 5GW of Trainium compute to power Claude models.([anthropic.com](https://www.anthropic.com/news/anthropic-amazon-compute?ss_ad_code=s_01_soracom&utm_source=openai))

Microsoft commits 1.6 trillion yen (~$10 billion) to expand AI data centres, cyber defence partnerships and workforce training in Japan through 2029.

Microsoft will invest $10B over 2026–2029 to expand Japan-based AI compute, collaborate on cybersecurity with the Japanese government and train 1M local engineers.

Microsoft plans to spend $5.5 billion on cloud and AI infrastructure and operations in Singapore from 2025 through 2029, alongside large‑scale AI skills programs for students, educators and nonprofits.

US Department of Defense contract to deploy OpenAI models on classified Pentagon cloud networks for national security applications.

Phase 2 of Firebird’s Armenia AI megaproject adds 41,000 Nvidia GB300 GPUs on top of an initial build, bringing the total planned investment to about US$4 billion and 50,000 GPUs to serve global AI workloads from Armenia.

Partnership to run India’s BHASHINI multilingual AI platform on Yotta’s sovereign Shakti Cloud and Government Community Cloud, replacing a global hyperscaler deployment.

Non-binding strategic financing framework to fund up to 250 MW of hyperscale AI data centers and an associated AI data center investment platform in Saudi Arabia.

Public–private MOU to develop 500 MW of AI-focused data center capacity in South Jeolla province.

Meta signed 20‑year power purchase agreements with Vistra and funding agreements with TerraPower and Oklo to secure up to 6.6 GW of nuclear power by 2035 for AI data centers including its Prometheus supercluster.

ByteDance is reportedly budgeting around 100 billion yuan in 2026 to buy Nvidia AI accelerators as part of a 160 billion yuan AI infrastructure expansion.

DOE is allocating over $320 million to the Genesis Mission’s AI infrastructure and research programs, including the American Science Cloud, a Transformational AI Models Consortium, robotics initiatives and foundational AI awards.

G42’s Khazna unit bought land in Dammam, Saudi Arabia, to build a 200MW AI-ready data center serving regional compute demand.

OpenAI and NEXTDC entered a multi-year agreement under which OpenAI will anchor a hyperscale AI campus and GPU supercluster at NEXTDC’s S7 facility in Sydney to support large-scale AI inference and enterprise workloads.

Amazon plans to invest $12.7 billion in cloud and AI infrastructure in India by 2030 to support small businesses and AI education.

Cloud infrastructure partnership on AWS Bedrock

Strategic cloud partnership for GCP deployment

Amazon invests $4B in Anthropic for AWS Trainium and Inferentia chip usage

Strategic partnership for SageMaker and model hosting

Exclusive Azure cloud partnership for Stable Diffusion