Compute market / 1 dealThe compute board
Who is paying whom for compute.
Capacity contracts, loans against chips, backstops, stakes, leases, chip supply, power and acquisitions. Every row is dated, says what kind of document it comes from, and links to it.
| Announced | Deal | Parties | Type | Value | Terms | Source |
|---|---|---|---|---|---|---|
| 11 Jun 2025 | Talen Energy and Amazon sign a PPA for 1,920 MW of Susquehanna nuclear power through 2042SignedRamps to full volume by 2032 at the latest; moves from co-located to front-of-the-meter after transmission work. Follows Talen's March 2024 sale of its Cumulus data center campus to AWS ($650M). |
| Power deal | $18B~$18B is Talen's figure for nominal cash flows over the 17-year PPA at minimum ramp (investor update 2025-09-09); the release itself states no value. | 1,920 MW | Talen Energy 8-K Ex. 99.1, 2025-06-11Regulatory filing |
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How the Ledger is kept
- Every row is a deal read in its source, and links to that source.
- Every row says what kind of document it comes from: a regulatory filing, the company’s own release, an earnings call, or a news report. A news report stays a news report until a filing confirms it.
- Values are the headline figures as the parties disclosed them, in US dollars, unadjusted. “Undisclosed” means they did not say.
- The end date is the start plus the term, worked out here — it is not a reported figure.
- Facts only. The Ledger holds no view on any deal.