Every sourced change to the delivery record, classified so you can read only the kind you came for. A finite set — this is the whole ledger, not the first page of one.
Horizon 1 — 50 MW of critical IT — delivered to and accepted by Microsoft.
The only formally accepted hyperscaler capacity across every company tracked here. Acceptance is the milestone that normally starts the revenue clock, but IREN has not separately disclosed that billing has commenced, so it is not recorded as revenue-live.
Every signal in the latest set has been reviewed. Nothing further has been published.
Horizon 1 — 50 MW of critical IT — delivered to and accepted by Microsoft.
The only formally accepted hyperscaler capacity across every company tracked here. Acceptance is the milestone that normally starts the revenue clock, but IREN has not separately disclosed that billing has commenced, so it is not recorded as revenue-live.
Contracted power reached approximately 4.2 GW, up from 3.7 GW at quarter end.
A further 500 MW of supply secured within six weeks of the quarter close. Contracted power is a total that already includes active capacity, so this widens the gap between power controlled and power energised rather than closing it.
Active power expanded by nearly 500 MW to reach 1.5 GW.
The largest single-quarter energisation step on the board. The previous value is derived from the company's own "expanded by nearly 500 MWs" wording rather than a separately published Q1 figure.
Revenue backlog of approximately $104.2bn as at 30 June 2026.
Excludes more than $25bn of net new customer commitments added in early Q3, so the quarter-end figure understates committed demand at the time of reading.
Panther Creek holds 350 MW of contracted firm power with conditional land development approval; environmental permits outstanding.
A worked example of why gates are tracked independently — power and zoning have advanced while environmental approval has not, and the data centre itself is not evidenced as under construction.
Portfolio split disclosed: 648 MW secured, 1,513 MW planned or in development, approximately 2.2 GW total pipeline.
The 2.2 GW previously carried as secured power is a development pipeline. Secured capacity is 648 MW — under a third of the headline figure.
Lake Mariner reports 102 MW of revenue-generating critical IT, with 336 MW more under construction.
One of only two revenue-generating critical IT figures disclosed by any tracked company. The company's explicit "revenue-generating" wording is what allows this to be recorded as revenue-live.
Year-end contracted-power target raised to 5 GW, from a measured "more than 3.5 GW".
A target, not delivered capacity. The 3.5 GW is the last explicitly measured figure; the 5 GW is an ambition for 31 December 2026 and is excluded from every current-capacity total.
Delta Forge 2: 210 MW leased to a high investment-grade hyperscaler, approximately $5.2bn over 15 years.
Under construction with expected delivery in H1 2028 — contracted revenue that does not begin for roughly eighteen months.
Sale of TeraWulf's 50.1% interest in the Abernathy joint venture to Fluidstack.
Capacity disposed of must leave current owned totals. This is one reason the February 2.2 GW pipeline figure is retained as historical rather than carried forward as a current value.
Anthropic lease at the Justified Data Campus — approximately 401 MW critical IT, 20-year initial term, approximately $19bn.
Nearly doubles disclosed contracted capacity, but initial capacity is not expected until H2 2027 and full delivery not until early 2028. Contracted is not delivered.
FERC authorised the acquisition of Morgantown Power LLC (Docket EC26-58-000).
The first regulator-sourced record on the site, and a useful warning about headline approvals: FERC states the order covers the ownership transfer only. Data centre development, new generation, gas infrastructure, battery storage and any change to PJM participation each require separate review. Company guidance still contemplates data centre operations only in 2030.
1,410 MW of contracted critical IT across five campuses, approximately $36.2bn of contracted revenue.
The largest disclosed customer-contracted figure of any tracked company, and an exhaustive one — unlike IREN's and TeraWulf's, which are minimums. Replaces a stale 600 MW record.
Additional AI developer contracts totalling approximately $2.8bn.
Megawatts not disclosed, which is precisely why the company's customer-contracted figure is carried as a disclosed minimum rather than an exhaustive total.
NVIDIA agreement for 60 MW, approximately $3.4bn over a five-year term.
Takes disclosed customer-contracted capacity to a minimum of 260 MW alongside the 200 MW Microsoft contract. Still a minimum — other contracts do not disclose megawatts.
Meta agreement: $12bn dedicated-capacity commitment over five years.
A further $15bn may follow, relating to additional or otherwise unsold capacity, for a maximum of approximately $27bn. Only the $12bn is a commitment; the balance is conditional and is not displayed as committed revenue.
Advanced means evidenced delivery moved forward. A raised target is outlook, not progress — no megawatt moves because a company lifted an ambition. Categories with no entry on record (slipped) are not offered as filters.
Signals record what has happened. These are the dates on which the next evidence is expected.
First tranche of the approximately 401 MW Anthropic lease. Company guidance is H2 2027 — a half-year window, not a date. Would be the first energisation at the Justified campus.
Completion of the approximately 401 MW lease. Guided to early 2028. Full delivery would take TeraWulf's contracted capacity toward acceptance and, contract terms permitting, revenue.
210 MW under construction for a high investment-grade hyperscaler, approximately $5.2bn over 15 years. Guided to H1 2028.
Management target to reach 5 GW of contracted power by year end, raised from a measured "more than 3.5 GW". A target date for a target figure — it is not a scheduled event and its achievement is not assured.
The balance of the 200 MW Microsoft contract after Horizon 1's 50 MW. No delivery date has been published for the remaining tranches, so no date is shown — the timing is genuinely unknown.