NVIDIA compute deals
Public agreements, delivery targets, and source evidence for NVIDIA.
Market overview
The commitments behind the buildout
Selected public agreements. Amounts follow the selected filters. Compute purchases and the facilities hosting them can describe the same capacity.
| Layer | Stated amount | Up to | More than |
|---|---|---|---|
| Compute purchases | — | — | — |
| IT power leases | — | — | — |
| Campus projects | — | — | — |
Upper limits are not firm commitments. Minimums are not exact totals. Each column stands alone; the three layers must not be added together.
USD compute agreements
—
Stated contract values over their full terms
Additional upper-limit values
—
Additional minimum values
Over $1B
1 agreements with comparable USD values. Excludes financing, construction budgets, monthly fees, and overlapping contract updates. Full-term contract values are not annual revenue or infrastructure capital expenditure.
Compare buyers · 1 companies
| Buyer / developer | Agreements | Compute: stated | Compute: up to | Compute: over | Dated targets |
|---|---|---|---|---|---|
| NVIDIA | 3 | — | — | — | 0 of 3 |
Time to Power
When is capacity expected?
0 dated targets · 3 without a first-capacity window
0 elapsed targets await delivery evidence
Delivery confirmation is still needed for these records. An elapsed target alone does not establish a delay.
Actual time to power: not established
Company targets describe expected availability. Measured time to power requires a dated start and site-level energization evidence.
No dated first-capacity targets in this selection.
How to read these dates and figures
Dates are the original announced windows. A vague year keeps a full-year range; construction completion and equipment release dates are excluded. 2 announcements disclose no MW allocation. 1 quantified records are excluded from capacity comparisons because their scope is not comparable or overlaps. Export the CSV for the source, quantity terms, and inclusion basis of each agreement.
3 announcements
| Announced | Buyer / partner | Value | Capacity | Location / timing | Details |
|---|---|---|---|---|---|
| Jun 12, 2026 | NVIDIA NVIDIA / Sharon AI Strategic partnership | Up to $4.9B · Six-year strategic compute collaboration; maximum value under a revenue-sharing and credit-support model | 72 MW New Australian data-center capacity; source does not say whether 72 MW is critical IT load or facility power and it may support customer contracts recorded separately | Australia No dated first-compute or utility energization target stated | Agreement signedDeal detailsSharon AI reports a six-year agreement with NVIDIA worth up to US$4.88 billion and enabling 72 MW of new Australian data-center capacity and up to 40,000 GB300 GPUs. The parties use a revenue-sharing and credit-support model. The 72 MW basis is unspecified and may support customer capacity represented in separate Sharon AI agreements. Keep the 72 MW out of IT-load, campus, or energized-power totals, and exclude the maximum collaboration value from contract totals because it may overlap revenue from customer agreements. Hardware: Up to 40,000 NVIDIA Grace Blackwell GB300 GPUs Sharon AI Form 8-K, NVIDIA collaboration ↗Assess this deal |
| Feb 18, 2026 | NVIDIA Yotta Cloud compute | $1B+ · Four years | Undisclosed | India Host supercluster target: August 2026; NVIDIA service start unconfirmed | Agreement signedDeal detailsFour-year NVIDIA DGX Cloud engagement within Yotta's Blackwell Ultra supercluster. April says NVIDIA is expected to account for roughly half the tranche offtake. The full 20,736 GPUs, host facility MW and over $2B build budget are not NVIDIA allocations or additional contract value. The April deployment completion target is September 30, 2026. No customer service acceptance was verified. Yotta February 18 NVIDIA DGX Cloud engagement ↗Yotta April 30 offtake and deployment update ↗Assess this deal |
| Nov 10, 2025 | NVIDIA CoreWeave Cloud compute | $6.3B | Undisclosed | Location undisclosed No delivery date disclosed | Agreement signedDeal detailsThe results recap a $6.3B NVIDIA arrangement; the September 9 order gives NVIDIA access to residual unsold capacity. This backstop can overlap capacity sold to other customers and is excluded from aggregate purchase values. The date identifies the cited results disclosure. CoreWeave third-quarter results ↗CoreWeave registration filing: residual capacity terms ↗Assess this deal |