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Companies

Every tracked AI infrastructure operator, with what is switched on, what customers have signed for and what happens next.

6 fully tracked 2 watchlist only
6 shown
IREN Limited
IREN · Full stack
Capacity switched on
≥50 MW
Customers have signed for
≥260 MW
Delivery stage
Accepted
Next catalyst
Not disclosedMicrosoft Horizons 2–4 — remaining tranches
100% sourced · 3 not disclosed
View company
CoreWeave
CRWV · Full stack
Capacity switched on
1.50 GW
Customers have signed for
Not disclosed
Delivery stage
Customer signed
Next catalyst
None dated
100% sourced · 3 not disclosed
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Nebius Group
NBIS · Full stack
Capacity switched on
Not disclosed
Customers have signed for
Not disclosed
Delivery stage
Building
Next catalyst
Q4 2026Nebius year-end 5 GW contracted-power target
100% sourced · 4 not disclosed
View company
TeraWulf
WULF · Powered shell
Capacity switched on
102 MW
Customers have signed for
≥839 MW
Delivery stage
Invoicing
Next catalyst
H2 2027Anthropic / Justified — initial capacity delivery
67% sourced · 2 not disclosed
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Keel Infrastructure
KEEL · Powered shell
Capacity switched on
Not disclosed
Customers have signed for
No announced lease
Delivery stage
Grid live
Next catalyst
None dated
100% sourced · 4 not disclosed
View company
Applied Digital
APLD · Powered shell
Capacity switched on
100 MW
Customers have signed for
1.41 GW
Delivery stage
Invoicing
Next catalyst
H1 2028Delta Forge 2 — expected delivery
100% sourced · 1 not disclosed
View company

Watchlist only

Profile available, delivery not yet tracked

These are carried for price and news context. T2C does not maintain sourced delivery records for them, and they are excluded from every operational ranking.

CIFR
Cipher Mining Inc.

Cipher Mining develops and operates industrial-scale data centres in the United States, with operations rooted in bitcoin mining and an expanding HPC focus.

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NVDA
NVIDIA Corporation

NVIDIA designs the accelerators, networking and software that most of the AI infrastructure tracked on this site is built around.

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