Key facts
| Date | 13 Jun 2026 |
|---|
Google Cloud expanding co-engineered infrastructure with NVIDIA (including early Vera Rubin access in H2 2026) while pushing custom TPUs (v7/v8 generations) via Broadcom partnership locked through 2031. TPU focus on training (8t) and inference (8i).
More in The Compute Ledger
- Venture Global Enters Power and Grid Frame Agreements with GE Vernova and Baker Hughes for Up to 16 720 MW Power Islands
- Mishustin: Government will decide when only national foundation models may be used for critical infrastructure; 42 data centres, investment exceeding 280 billion roubles
- TeraWulf Executes Amended Kentucky Power Agreements, Raising Muskie Contracted Capacity to 1 GW
- Black Hills Signs Definitive Agreements to Serve Google’s Planned Cheyenne Data Center Through 2048
- Google and Constellation Announce 20-Year PPA Funding Uprates at 11 Nuclear Units, Adding 890 MW to PJM
Compute Ledger — the running record
Narracomm · The Record
Compute Ledger
The power and physical buildout behind AI: power-purchase agreements, utility and PUC filings, interconnection-queue positions, and grid constraints — from the primary filings. The energy chokepoint, tabulated.
Updated 16 Oct 2026 · Links open our coverage; primaries are cited there
| Headline | Company | Date | Coverage |
|---|---|---|---|
| Venture Global Enters Power and Grid Frame Agreements with GE Vernova and Baker Hughes for Up to 16 720 MW Power Islands | — | 16 Oct 2026 | Read More → |
| Mishustin: Government will decide when only national foundation models may be used for critical infrastructure; 42 data centres, investment exceeding 280 billion roubles | — | 8 Oct 2026 | Read More → |
| TeraWulf Executes Amended Kentucky Power Agreements, Raising Muskie Contracted Capacity to 1 GW | Terawulf | 8 Oct 2026 | Read More → |
| Black Hills Signs Definitive Agreements to Serve Google’s Planned Cheyenne Data Center Through 2048 | Black Hills | 8 Oct 2026 | Read More → |
| Google and Constellation Announce 20-Year PPA Funding Uprates at 11 Nuclear Units, Adding 890 MW to PJM | Constellation Energy | 7 Oct 2026 | Read More → |
| Constellation and Google agree a 20-year PPA for 890 MW of nuclear uprates in PJM | Constellation Energy | 7 Oct 2026 | Read More → |
| Google confirms a Constellation PPA for 890 MW of PJM nuclear uprates | Constellation Energy | 7 Oct 2026 | Read More → |
| Applied Digital Declares Building 2 Phase 2 Ready for Service at Polaris Forge 1, Adding 75 MW and Lifting Ellendale to 250 MW | Applied Digital | 2 Oct 2026 | Read More → |
| Amazon and Constellation enter long-term agreement covering 690 MW at Calvert Cliffs, including 190 MW of new nuclear capacity expected online 2030–2032 | Amazon | 2 Oct 2026 | Read More → |
| MPSC Approves DTE Electric–Google Special Contracts in Case U-22058, With a 20-Year Term, 80% Minimum Billing, and Google-Funded 1,600 MW of Renewables | 2 Oct 2026 | Read More → | |
| Grigorenko panel sets 2027–2030 AI benchmarks for Russia’s national plan | — | 1 Oct 2026 | Read More → |
| OpenAI publishes GPT-6.1 Sol system card addendum, rates model Critical for cyber | — | 29 Sep 2026 | Read More → |
| China to fold AI, drones and remote sensing into 2026-2030 cultural heritage plan | — | 29 Sep 2026 | Read More → |
| Nvidia and Meta lock down the agent stack as ElevenLabs ships a voice model | — | 28 Sep 2026 | Read More → |
| CAS Ties Schools, Labs and Talent on One Track, Plans National S&T Think Tank | — | 28 Sep 2026 | Read More → |
| Nvidia rolls out open platform to contain AI agents from test bench to production | Nvidia | 28 Sep 2026 | Read More → |
| Nvidia engineers put agent containment in silicon, not in the model | Nvidia | 28 Sep 2026 | Read More → |
| Li Qiang Meeting Speeds ‘Six Networks,’ Including Computing-Power Grids | — | 28 Sep 2026 | Read More → |
| China Issues First National Battery Plan, Targets Initial Large-Scale All-Solid-State Use by 2030 | — | 28 Sep 2026 | Read More → |
| CAS Maps 2026-30 Push Into Chips, AI, Quantum, Brain Interfaces and Fusion | — | 28 Sep 2026 | Read More → |
| Beijing’s Monday AI Drop: U.S. Talks, National Compute, Academy Models | — | 28 Sep 2026 | Read More → |
| Russia Says Locally Trained AI Models See Broad Domestic Use | — | 27 Sep 2026 | Read More → |
| China Respects U.S. ‘Super Intelligence’ Wording After Xi Visit | — | 27 Sep 2026 | Read More → |
| Akamai locks $11.6 billion Anthropic cloud deal, issues warrant for up to 5% | — | 26 Sep 2026 | Read More → |
| Harvest Now Decrypt Later (HNDL): A CISA-Aligned Post-Quantum Cryptography Risk Briefing | — | 25 Sep 2026 | Read More → |
| China pledges easier market access, stronger digital trade rules at Hangzhou expo | — | 25 Sep 2026 | Read More → |
| Meta paper uses RL to match how often models produce certain outputs | — | 24 Sep 2026 | Read More → |
| AI Coalition releases predicted structures for 2,800-plus viral protein complexes | — | 24 Sep 2026 | Read More → |
| Gartner tells London CISOs AI agents, quantum clocks and deepfakes are now operating problems | — | 23 Sep 2026 | Read More → |
| Nvidia Test Finds AI Coding Fixes Often Break Once A Live Server Starts | — | 23 Sep 2026 | Read More → |
| Buist v. Anthropic, OpenAI, SpaceXAI & Google: Class Action Alleges Horizontal Agreement to Slow Frontier AI Capability Improvements (N.D. Cal. 3:26-cv-10693) | OpenAI | 22 Sep 2026 | Read More → |
| IBM Connects First Modular Cryogenic Systems in Milestone Toward Fault-Tolerant Quantum Computing | — | 19 Aug 2026 | Read More → |
| Socionext to Leverage Intel 18A-P for Custom AI and HPC SoCs, Beginning with High-Performance Compute Chiplet | — | 18 Aug 2026 | Read More → |
| OpenAI Secures Approximately 8 Gigawatts-IT at PORTS-Pike Technology Campus in Pike County, Ohio | — | 17 Aug 2026 | Read More → |
| NVIDIA Secures Exclusive AI Compute Role at SB Energy’s PORTS-Pike Campus in Ohio; OpenAI Named Customer for Up to 8 IT-GW | — | 17 Aug 2026 | Read More → |
| NVIDIA Details How Nations Are Deploying Sovereign AI for Strategic Priorities | Nvidia | 7 Jul 2026 | Read More → |
| TeraWulf Announces 20-Year Lease With Anthropic At Justified Data Campus | Anthropic | 7 Jul 2026 | Read More → |
| NVIDIA Introduces Revenue-Sharing Model to Unlock AI Compute at Scale | Nvidia | 2 Jul 2026 | Read More → |
| NVIDIA and Partners Commit to $500B US AI Infrastructure | Nvidia | 2 Jul 2026 | Read More → |
| Governor Abbott Awards $24.2M TSIF Grant to FormFactor for Probe Card Facility | — | 2 Jul 2026 | Read More → |
| Tesla Q2 2026 Production, Deliveries & Deployments: 451,758 Vehicles Produced, 480,126 Delivered; 13.5 GWh Energy Storage | — | 2 Jul 2026 | Read More → |
| Google Cloud Launches Major AI and Infrastructure Push at Inaugural Africa Summit | — | 2 Jul 2026 | Read More → |
| SoftBank Completes $10 Billion Second Tranche Investment in OpenAI via Vision Fund 2 | — | 2 Jul 2026 | Read More → |
| Silicom Secures First AI Inference Production Order; 2026 Revenue Guidance Lifted to Multi-Million Dollars | — | 30 Jun 2026 | Read More → |
| BrainChip Ships Production AKD1500 Neuromorphic Processors to Defense, Wearable Customers | — | 30 Jun 2026 | Read More → |
| Palantir Leverages NVIDIA Nemotron Open Models for U.S. Government Intelligent Engine | Nvidia | 29 Jun 2026 | Read More → |
| Firefly Aerospace Successfully Operates NVIDIA Jetson in Lunar Orbit for First Time | Nvidia | 29 Jun 2026 | Read More → |
| Chevron Signs 20-Year Power Agreement with Microsoft for Massive West Texas Data Center Project | Chevron | 27 Jun 2026 | Read More → |
| BCG: Token-Based Competition Has Arrived — Intelligence Is Now Abundant, Advantage Goes to Those Who Apply It Best | BCG | 23 Jun 2026 | Read More → |
| McKinsey: Data Readiness Now the Primary Constraint on Scaling AI Pilots | Mckinsey | 23 Jun 2026 | Read More → |
| HPE AI Factory with NVIDIA Adds Vera CPU, Agent Toolkit, and Full Confidential Computing for Production Agentic AI | Nvidia | 18 Jun 2026 | Read More → |
| NVIDIA Ecosystem Brings Causal AI, Real-Time Bidding, and Agentic Workflows to Cannes Lions | Nvidia | 18 Jun 2026 | Read More → |
| Pennymac Expands AWS Strategic Agreement to Deploy Enterprise-Grade AI and Commercialize Plaisse Servicing Platform | AWS | 18 Jun 2026 | Read More → |
| Zelis Selects AWS as Preferred Cloud Provider to Accelerate AI-Powered Healthcare Financial Modernization | AWS | 18 Jun 2026 | Read More → |
| Southwest Airlines Taps AWS as Preferred Cloud Provider, Targets AI- and Agent-Enabled Architecture by 2028 | AWS | 18 Jun 2026 | Read More → |
| Aehr Test Systems Receives Follow-On FOX-XP Wafer-Level Burn-In Order from Major Silicon Photonics Customer for Hyperscale Data Center Optical Interconnects | — | 17 Jun 2026 | Read More → |
| Dell’Oro: Data Center IT Semiconductor & Component Revenue Surged 116% YoY in Q1 | Dell'Oro | 17 Jun 2026 | Read More → |
| Google Launches TPU Developer Hub | 17 Jun 2026 | Read More → | |
| AMD and Rackspace Sign Deal for 30 MW Phased AMD AI Compute Deployment | AMD | 16 Jun 2026 | Read More → |
| Equinix Expands Cisco + NVIDIA Secure AI Factory Deployment Across Globe | Cisco | 16 Jun 2026 | Read More → |
| Amazon Announces Multibillion-Dollar Data Center in Missouri | Amazon | 15 Jun 2026 | Read More → |
| Microsoft/OpenAI ecosystem continues massive NVIDIA GPU intake | — | 13 Jun 2026 | Read More → |
| Google Cloud expanding co-engineered infrastructure with NVIDIA | — | 13 Jun 2026 | Read More → |
| Meta deepens NVIDIA partnership | Nvidia | 13 Jun 2026 | Read More → |
| xAI’s Colossus Supercluster Now Operational | — | 13 Jun 2026 | Read More → |
Last updated 13 Jun 2026 · Narracomm · The Record · every figure cites its primary above.