Undisclosed buyer compute deals
Public agreements, delivery targets, and source evidence for Undisclosed buyer.
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 | 810 MW | — | — |
| 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.
Compute purchase agreements
$7.7M
Stated contract values, over their full terms
Additional upper-limit values
—
Additional minimum values
—
1 agreements with comparable USD values. Excludes financing, construction budgets, monthly fees, and overlapping contract updates. These are purchase commitments, not annual capital expenditure.
Compare buyers · 1 companies
| Buyer / developer | Agreements | Compute: stated | Compute: up to | Compute: over | Dated targets |
|---|---|---|---|---|---|
| Undisclosed buyer | 6 | — | — | — | 3 of 6 |
Time to Power
When is capacity expected?
3 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.
2027
3–16 months away
Boyce, Louisiana, US · 2027
First compute capacity · A first phase may cover only part of the agreement.
2027
3–16 months away
United States; state not identified in cited release · 2027
First compute capacity · A first phase may cover only part of the agreement.
2028
15–22 months away
Southern United States; state undisclosed · First half of 2028
First compute capacity · A first phase may cover only part of the agreement.
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.
6 announcements
| Announced | Buyer / partner | Value | Capacity | Location / timing | Details |
|---|---|---|---|---|---|
| Sep 1, 2026 | Undisclosed buyer Green Mountain Campus build | Undisclosed | 14 MW Data centre capacity; IT versus facility power not specified | LON-East, Romford, London, UK Capacity described as recently delivered; customer occupancy date undisclosed | Agreement signedDeal detailsAn unnamed neocloud operator contracted 14 MW within the 37 MW LON-East campus. Company-reported facility delivery does not establish customer occupancy or a utility energization date. Price and term are undisclosed. The campus total is not the customer allocation. Green Mountain September 1 company announcement ↗Assess this deal |
| Aug 31, 2026 | Undisclosed buyer E2E Networks Cloud compute | Approx. INR 1,000 crore (excluding taxes) | Undisclosed | Location undisclosed No delivery date disclosed | Agreement signedDeal detailsBinding term sheet with an unnamed sovereign AI company based in India for Blackwell cloud GPUs and allied services. Customer identity is undisclosed; do not attribute the order to Sarvam. Site, MW, GPU count and first-service date are undisclosed. Original INR value is retained without currency conversion. Hardware: NVIDIA Blackwell cloud GPUs; count undisclosed E2E Networks August 31 binding term sheet filing ↗Assess this deal |
| Jul 27, 2026 | Undisclosed buyer Applied Digital Campus build | Undisclosed | 300 MW Critical IT load | Boyce, Louisiana, US 2027 3–16 months to target | Agreement signedDeal detailsDelta Forge 1: 15-year take-or-pay lease with an unnamed US hyperscaler. Date is the results disclosure, not the undisclosed signing date. Each campus is a separate lease; customer identity is not inferred. Hosting revenue is not included in compute purchase values. Applied Digital July 27 results ↗Assess this deal |
| Jul 27, 2026 | Undisclosed buyer Applied Digital Campus build | Undisclosed | 210 MW Critical IT load | Southern United States; state undisclosed First half of 2028 15–22 months to target | Agreement signedDeal detailsDelta Forge 2: 15-year take-or-pay lease with an unnamed US hyperscaler. Date is the results disclosure, not the undisclosed signing date. Each campus is a separate lease; customer identity is not inferred. Hosting revenue is not included in compute purchase values. Applied Digital July 27 results ↗Assess this deal |
| Jul 27, 2026 | Undisclosed buyer Applied Digital Campus build | Undisclosed | 300 MW Critical IT load | United States; state not identified in cited release 2027 3–16 months to target | Agreement signedDeal detailsPolaris Forge 3: 15-year take-or-pay lease with an unnamed US hyperscaler. Date is the results disclosure, not the undisclosed signing date. Each campus is a separate lease; customer identity is not inferred. Hosting revenue is not included in compute purchase values. Applied Digital July 27 results ↗Assess this deal |
| Apr 29, 2026 | Undisclosed buyer E2E Networks Cloud compute | $7.7M · Six months | Undisclosed | Location undisclosed No delivery date disclosed | Agreement signedDeal detailsExecuted agreement with an unnamed US AI service provider specialising in large-scale model training. Committed value covers GPU cloud computing and allied services for six months. Customer identity, site, GPU count, MW and service commencement are undisclosed. E2E Networks April 29 exchange filing ↗Assess this deal |