{
  "openai": [
    [
      "Microsoft Azure",
      250,
      238.7
    ],
    [
      "Oracle / OCI",
      300,
      224
    ],
    [
      "Amazon AWS",
      138,
      85
    ],
    [
      "Broadcom XPU",
      350,
      100.5
    ],
    [
      "AMD Instinct",
      90,
      60
    ],
    [
      "CoreWeave",
      22.4,
      20.8
    ],
    [
      "Cerebras",
      20,
      20
    ]
  ],
  "anthropic": [
    [
      "Google / Broadcom TPU",
      200,
      153
    ],
    [
      "Amazon AWS / Trainium",
      100,
      67.6
    ],
    [
      "Fluidstack",
      50,
      39.2
    ],
    [
      "TeraWulf – Justified Data",
      19,
      3.2
    ],
    [
      "Volta Infra",
      10,
      6.7
    ],
    [
      "Microsoft Azure",
      30,
      30
    ],
    [
      "Google Cloud (October 2025)",
      25,
      25
    ],
    [
      "AMD",
      30,
      5
    ]
  ],
  "unit": "USD billions",
  "source": "Supplied PDF, pages 35–37; manual transcription of two numerical columns only.",
  "caveat": "Headline combines announcements, reported amounts and price estimates. Spend is the author’s modeled 2026–2030 allocation, not independently established invoices. Child campus rows are excluded from sums to avoid double-counting parent contracts.",
  "notes": {
    "Broadcom XPU": "$350B is an estimate, not a disclosed dollar contract; spend includes only 2.9 GW paid for directly.",
    "AMD Instinct": "$90B is estimated at $15B/GW.",
    "Volta Infra": "Counterparty is reported, not confirmed by Anthropic.",
    "Google Cloud (October 2025)": "$25B is derived from capacity, with spend kept separate from the April 2026 agreement.",
    "AMD": "$30B is derived from capacity; $5B lies within the modeled window."
  }
}