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do not sum both edges.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": "> USD 100B", "capacity_value": null, "capacity_unit": null, "show_label": false, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "microsoft-anthropic", "from": "microsoft", "to": "anthropic", "relation_type": "invests_in", "amount": 5000000000, "currency": "USD", "amount_kind": "equity", "amount_status": "maximum_commitment", "announced_at": "2025-11-18", "source_name": "Anthropic", "source_url": "https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships", "source_type": "company_ir", "confidence": "high", "note": "Microsoft committed to invest up to USD 5B.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "nvidia-anthropic", "from": "nvidia", "to": "anthropic", "relation_type": "invests_in", "amount": 10000000000, "currency": "USD", "amount_kind": "equity", "amount_status": "maximum_commitment", "announced_at": "2025-11-18", "source_name": "Anthropic", "source_url": "https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships", "source_type": "company_ir", "confidence": "high", "note": "NVIDIA committed to invest up to USD 10B.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "azure-anthropic-supply", "from": "microsoft", "to": "anthropic", "relation_type": "supplies", "amount": 30000000000, "currency": "USD", "amount_kind": "cloud_compute_commitment", "amount_status": "commitment", "announced_at": "2025-11-18", "source_name": "Anthropic", "source_url": "https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships", "source_type": "company_ir", "confidence": "high", "note": "Anthropic committed to purchase USD 30B Azure capacity plus up to 1GW additional compute.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": 1, "capacity_unit": "GW", "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "anthropic-azure-commitment", "from": "anthropic", "to": "microsoft", "relation_type": "pays_or_commits_to", "amount": 30000000000, "currency": "USD", "amount_kind": "purchase_commitment", "amount_status": "commitment", "announced_at": "2025-11-18", "source_name": "Anthropic", "source_url": "https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships", "source_type": "company_ir", "confidence": "high", "note": "Money-flow view of azure-anthropic-supply; do not sum both edges.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": false, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "google-anthropic-supply", "from": "alphabet", "to": "anthropic", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "tpu_cloud_compute", "amount_status": "reported_text", "announced_at": "2025-10-23", "source_name": "Anthropic", "source_url": "https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services", "source_type": "company_ir", "confidence": "high", "note": "Up to one million TPUs. Source says 'tens of billions'; no fabricated point estimate.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": "tens of USD B", "capacity_value": 1, "capacity_unit": "GW+", "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "broadcom-anthropic-supply", "from": "broadcom", "to": "anthropic", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "joint_google_broadcom_tpu_capacity", "amount_status": "undisclosed", "announced_at": "2026-04-06", "source_name": "Anthropic", "source_url": "https://www.anthropic.com/news/google-broadcom-partnership-compute", "source_type": "company_ir", "confidence": "high", "note": "Joint Google/Broadcom next-generation TPU agreement; no vendor-level money or GW allocation disclosed.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": "multiple GW", "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "fluidstack-anthropic", "from": "fluidstack", "to": "anthropic", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "datacenter_delivery", "amount_status": "vendor_allocation_undisclosed", "announced_at": "2025-11-12", "source_name": "Anthropic", "source_url": "https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure", "source_type": "company_ir", "confidence": "high", "note": "USD 50B is Anthropic's total U.S. infrastructure program, not a disclosed payment or allocation to Fluidstack.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": "USD 50B project*", "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": -120, "label_offset_y": 90 }, { "id": "nvidia-coreweave-supply", "from": "nvidia", "to": "coreweave", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "accelerator_purchases", "amount_status": "unavailable", "announced_at": null, "source_name": "CoreWeave SEC filing", "source_url": "https://www.sec.gov/edgar/browse/?CIK=1769628&owner=exclude", "source_type": "filing", "confidence": "high", "note": "CoreWeave purchases NVIDIA accelerators; use filing-level values when added.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "coreweave-openai-supply", "from": "coreweave", "to": "openai", "relation_type": "supplies", "amount": 22400000000, "currency": "USD", "amount_kind": "contract_value", "amount_status": "maximum", "announced_at": "2025-09-25", "source_name": "CoreWeave IR", "source_url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/default.aspx", "source_type": "company_ir", "confidence": "high", "note": "USD 11.9B initial plus USD 4B and USD 6.5B expansions; approximate maximum, not recognized revenue.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "openai-coreweave-payment", "from": "openai", "to": "coreweave", "relation_type": "pays_or_commits_to", "amount": 22400000000, "currency": "USD", "amount_kind": "purchase_commitment", "amount_status": "maximum", "announced_at": "2025-09-25", "source_name": "CoreWeave IR", "source_url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/default.aspx", "source_type": "company_ir", "confidence": "high", "note": "Money-flow view of the same contract as coreweave-openai-supply; do not sum both edges.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": false, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "openai-coreweave-equity", "from": "openai", "to": "coreweave", "relation_type": "invests_in", "amount": 350000000, "currency": "USD", "amount_kind": "equity", "amount_status": "reported", "announced_at": "2025-03-10", "source_name": "CoreWeave IR", "source_url": "https://www.coreweave.com/news/coreweave-announces-agreement-with-openai-to-deliver-ai-infrastructure", "source_type": "company_ir", "confidence": "high", "note": "OpenAI received CoreWeave stock worth USD 350M in the initial transaction.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "asml-mistral-round", "from": "asml", "to": "mistral", "relation_type": "invests_in", "amount": 1300000000, "currency": "EUR", "amount_kind": "equity", "amount_status": "reported", "announced_at": "2025-09-09", "source_name": "ASML", "source_url": "https://www.asml.com/en/news/press-releases/2025/asml-mistral-ai-enter-strategic-partnership", "source_type": "company_ir", "confidence": "high", "note": "ASML invested EUR 1.3B and disclosed approximately 11% fully diluted ownership.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "azure-mistral-supply", "from": "microsoft", "to": "mistral", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "cloud_compute_and_distribution", "amount_status": "unavailable", "announced_at": "2024-02-26", "source_name": "Microsoft Azure", "source_url": "https://azure.microsoft.com/en-us/blog/microsoft-and-mistral-ai-announce-new-partnership-to-accelerate-ai-innovation-and-introduce-mistral-large-first-on-azure/", "source_type": "company_ir", "confidence": "high", "note": "Azure supercomputing and model distribution; spend and credits undisclosed.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "nvidia-xai-supply", "from": "nvidia", "to": "xai", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "gpu_and_network_stack", "amount_status": "unavailable", "announced_at": "2024-12-23", "source_name": "xAI", "source_url": "https://x.ai/news/series-c", "source_type": "company_ir", "confidence": "high", "note": "100,000 Hopper GPUs operational; 200,000 combined target was prospective. Spend undisclosed.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": "100k GPUs", "capacity_value": 100000, "capacity_unit": "GPUs", "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "smci-xai-supply", "from": "smci", "to": "xai", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "server_and_liquid_cooling", "amount_status": "unavailable", "announced_at": "2024-10-25", "source_name": "Supermicro", "source_url": "https://www.supermicro.com/en/featured/xai-colossus", "source_type": "company_ir", "confidence": "high", "note": "Supermicro helped build the same 100,000-GPU Colossus cluster; do not add to NVIDIA GPU count.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": "100k-GPU cluster", "capacity_value": 100000, "capacity_unit": "GPU cluster", "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "nvidia-xai-investor", "from": "nvidia", "to": "xai", "relation_type": "invests_in", "amount": null, "currency": null, "amount_kind": "equity_round_participation", "amount_status": "individual_allocation_undisclosed", "announced_at": "2026-01-06", "source_name": "xAI", "source_url": "https://x.ai/news/series-e", "source_type": "company_ir", "confidence": "high", "note": "NVIDIA participated in xAI Series C and USD 20B Series E; individual allocation undisclosed.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "amd-xai-investor", "from": "amd", "to": "xai", "relation_type": "invests_in", "amount": null, "currency": null, "amount_kind": "equity_round_participation", "amount_status": "individual_allocation_undisclosed", "announced_at": "2024-12-23", "source_name": "xAI", "source_url": "https://x.ai/news/series-c", "source_type": "company_ir", "confidence": "high", "note": "AMD participated in the USD 6B Series C; individual allocation undisclosed.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "cisco-xai-investor", "from": "cisco", "to": "xai", "relation_type": "invests_in", "amount": null, "currency": null, "amount_kind": "equity_round_participation", "amount_status": "individual_allocation_undisclosed", "announced_at": "2026-01-06", "source_name": "xAI", "source_url": "https://x.ai/news/series-e", "source_type": "company_ir", "confidence": "high", "note": "Cisco Investments participated in the USD 20B Series E; individual allocation undisclosed.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "meta-scale-investment", "from": "meta", "to": "scale", "relation_type": "invests_in", "amount": 13790000000, "currency": "USD", "amount_kind": "equity", "amount_status": "completed_booked_value", "announced_at": "2025-06", "source_name": "Meta Q2 2025 Form 10-Q", "source_url": "https://www.sec.gov/Archives/edgar/data/1326801/000162828025036791/meta-20250630.htm", "source_type": "filing", "confidence": "high", "note": "Non-voting minority equity amount booked by Meta; not the broader headline transaction total.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "scale-meta-supply", "from": "scale", "to": "meta", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "data_and_ai_services", "amount_status": "unavailable", "announced_at": "2025-06-18", "source_name": "Scale AI", "source_url": "https://scale.com/blog/customer-trust-scale-meta-deal", "source_type": "company_ir", "confidence": "high", "note": "Commercial relationship extended; contract amount, duration and exclusivity undisclosed.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "alibaba-moonshot-investment", "from": "alibaba", "to": "moonshot", "relation_type": "invests_in", "amount": 800000000, "currency": "USD", "amount_kind": "preferred_equity", "amount_status": "cumulative_fy2024_approximate", "announced_at": "2024-05-23", "source_name": "Alibaba FY2024 filing", "source_url": "https://www.sec.gov/Archives/edgar/data/1577552/000119312524145954/d842337dex991.pdf", "source_type": "filing", "confidence": "high", "note": "Alibaba disclosed approximately USD 0.8B (RMB 5.9B) for approximately 36% of Moonshot. Same investment in two currencies; not the total funding round and ownership may later dilute.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "alibaba-cloud-moonshot", "from": "alibaba", "to": "moonshot", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "cloud_infrastructure", "amount_status": "contract_value_undisclosed", "announced_at": "2025", "source_name": "Alibaba Cloud", "source_url": "https://cn.aliyun.com/customer-stories/internet-and-info-tech-2025-moonshot", "source_type": "company_ir", "confidence": "high", "note": "Moonshot/Kimi uses Alibaba Cloud ACK, ACS, OSS, ECS and SLS for data processing, compute, storage and observability. This does not prove exclusivity or the entire training stack.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "anthropic-databricks", "from": "anthropic", "to": "databricks", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "model_distribution", "amount_status": "unavailable", "announced_at": "2025-03-26", "source_name": "Databricks", "source_url": "https://www.databricks.com/company/newsroom/press-releases/databricks-and-anthropic-sign-landmark-deal-bring-claude-models", "source_type": "company_ir", "confidence": "high", "note": "Claude models supplied natively through Databricks; dollar value undisclosed.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": "5 years", "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "databricks-openai", "from": "databricks", "to": "openai", "relation_type": "partners_with", "amount": 100000000, "currency": "USD", "amount_kind": "partnership_value", "amount_status": "direction_undisclosed", "announced_at": "2025-09-25", "source_name": "Databricks", "source_url": "https://www.databricks.com/company/newsroom/press-releases/databricks-and-openai-launch-groundbreaking-partnership-bring", "source_type": "company_ir", "confidence": "high", "note": "USD 100M partnership value; payment direction undisclosed, so not classified as either party's spend.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "amd-cohere-supply", "from": "amd", "to": "cohere", "relation_type": "supplies", "amount": null, "currency": null, "amount_kind": "gpu_infrastructure", "amount_status": "unavailable", "announced_at": "2025-09-24", "source_name": "AMD", "source_url": "https://ir.amd.com/news-events/press-releases/detail/1259/amd-and-cohere-expand-global-ai-collaboration-to-power-enterprise-and-sovereign-deployments-with-amd-ai-infrastructure", "source_type": "company_ir", "confidence": "high", "note": "AMD compute support for Cohere; committed volume and spend undisclosed.", "observed_at": "2026-07-31T05:09:55+02:00", "display_amount": null, "capacity_value": null, "capacity_unit": null, "show_label": true, "label_offset_x": 0, "label_offset_y": 0 }, { "id": "stargate-openai-infrastructure", "from": "stargate", "to": "openai", "relation_type": "supplies", "amount": 500000000000, "currency": "USD", "amount_kind": "project_envelope", "amount_status": "announced_intent", "announced_at": "2025-01-21", "source_name": "OpenAI", "source_url": "https://openai.com/index/announcing-the-stargate-project/", "source_type": "company_ir", "confidence": "high", "note": "Four-year project-level intent with USD 100B initial deployment; 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