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The Markets Desk — Week 46 · Wed 11 Nov 2026
Compute · a party on the Ledger

Google

7 deals · Guarantor ×4 · Buyer ×1 · Provider ×1 · Supplier ×1

Alphabet’s company pageIn the LedgerThe compute board
Every published deal Google is on, newest first
AnnouncedDealRoleKindSizeSource
5 Jun 2026Google contracts SpaceX compute capacity, about 110,000 NVIDIA GPUs, $920M a month from October 2026 through June 2029BuyerCapacity contractundisclosedSpaceX free writing prospectus, 2026-06-05
6 Apr 2026Anthropic to access ~3.5 GW of next-generation TPU capacity through Broadcom from 2027; Broadcom signs long-term TPU supply with GoogleSupplierChip supplyundisclosedBroadcom 8-K, 2026-04-06
17 Dec 2025Fluidstack signs a 15-year, $7.0B lease for 245 MW at Hut 8's River Bend campus, Louisiana, with a Google backstopGuarantorSite lease$7BHut 8 8-K Ex. 99.1, 2025-12-17
28 Oct 2025TeraWulf and Fluidstack form a JV for a 168 MW Abernathy, Texas campus under a 25-year, ~$9.5B lease; Google backstops $1.3BGuarantorSite lease$9.5BTeraWulf 8-K Ex. 99.1, 2025-10-28
23 Oct 2025Anthropic expands its Google Cloud TPU use to up to one million TPUs, over a gigawatt online in 2026ProviderCapacity contractundisclosedAnthropic announcement, 2025-10-23
25 Sept 2025Google backstops $1.4B of Fluidstack's Barber Lake lease obligations and receives warrants for ~5.4% of CipherGuarantorBackstop$1.4BCipher Mining 8-K, 2025-09-25
14 Aug 2025Google backstops $1.8B of Fluidstack's Lake Mariner lease obligations and receives warrants for ~8% of TeraWulfGuarantorBackstop$1.8BTeraWulf 8-K, 2025-08-14

Facts only · every row read in its source · a party is matched by its name as the deals state it