This page tracks the major multi-year AI compute commitments shaping the H1 2026 frontier-lab capacity landscape, compiled from public reporting.
Major Compute Commitments (June 2026)
| Counterparty | Recipient | Scale | Term |
|---|---|---|---|
| Oracle + SoftBank (Stargate JV) | OpenAI | $500B announced commitment | Multi-year |
| SpaceX | Anthropic | 300 MW / ~220K GPUs | Multi-year |
| Microsoft | OpenAI | Continued strategic capacity | Multi-year |
| xAI Colossus (Memphis) | xAI internal | Largest single-site cluster | Owned |
| Meta (Hyperion) | Meta internal | ~5 GW Louisiana campus | Owned |
| Amazon | Anthropic (separate) | $8B Bedrock capacity | Multi-year |
| Anthropic (separate) | Continued Vertex capacity | Multi-year | |
| NVIDIA | Multiple AI labs | Reserve allocations | Rolling |
| CoreWeave | OpenAI, Microsoft | ~$11B+ reported contracts | Multi-year |
| Crusoe | OpenAI | Stargate JV operator | Multi-year |
| Tencent | Tencent internal + Hunyuan | Multi-billion expansion | Owned |
| Alibaba Cloud | Qwen internal + customers | Multi-billion expansion | Owned |
Key Takeaways
- The Stargate JV at $500B announced commitment is the largest compute infrastructure project in technology history.
- The Anthropic-SpaceX deal (300 MW, ~220K GPUs) is the largest single GPU procurement deal between non-affiliated entities in 2026.
- Meta Hyperion at ~5 GW is the largest single-site AI campus under construction.
- Chinese frontier labs (Tencent, Alibaba, Baidu, ByteDance) lean on internal capacity rather than third-party compute deals.
Methodology
Commitments compiled from public announcements through June 2026. Multi-year contracts disclose announced commitment value; actual delivered capacity depends on construction and chip-availability timelines. Updated quarterly.
How Presenc AI Helps
Presenc AI tracks brand-visibility implications of compute-commitment news cycles for AI infrastructure brands, compute providers, and adjacent categories.