Will any single datacenter PPA ≥1GW be announced by a hyperscaler before 2026-12-31?
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Desatualizado4/05/26, 20:22 UTC31/12/26, 23:59 UTC
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Resolves YES if, on or before 2026-12-31, any of the following companies publicly announce a power purchase agreement (PPA), behind-the-meter agreement, nuclear/renewable supply contract, or equivalent power arrangement of ≥1,000 MW (1 GW) or more, dedicated to a single datacenter or datacenter campus:
- Amazon (AWS), Microsoft (Azure), Alphabet (Google Cloud), Meta, Oracle Cloud, Apple, IBM Cloud
- Or any "neocloud" (CoreWeave, Lambda, Crusoe, etc.)
- Source of truth: public press releases, SEC filings, EIA datacenter-electricity reports, utility-commission filings (state PUCs publish PPAs), or major news outlets reporting based on these primary sources.
- The deal must be specifically for a datacenter or datacenter campus, not a portfolio-level corporate procurement.
- Multi-site aggregations don't count unless ≥1 GW is dedicated to a single named datacenter.
