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Institutional AI, on the record

The AI buildout is announced faster than built

A dated, sourced ledger of what labs, platforms, and states have committed to the AI buildout, and what they have actually built. Every entry cites its source, and the data downloads as JSON or CSV.

MissionEmpirical and qualitative research on how artificial intelligence is changing the global economy and the individual.

$2.15T

Stated magnitudes across 22 of the 35 ledger entries, 2025 to 2026-08-17. Announced, not deployed.

Every ledger entry, by date

One dot per institutional action · size is stated dollar magnitude · hollow is policy without a dollar figure · hover for the entry

Open the full ledger to filter by actor, search, and sort.

  • Analysis · No. 3

    The Substation

    The buildout isn't short of money or chips. It's short of megawatts.

    474 GWin the Texas queue, Aug 2026

  • Analysis · No. 2

    Sovereign Compute

    Governments have put more than a trillion dollars of AI infrastructure under their names since January 2025.

    0.3 of 10 GWStargate live vs pledged, Apr 2026

  • Analysis · No. 1

    The Capex Ledger

    Five companies will spend about $800 billion on equipment this year, more than they make in operating cash.

    $802B2026 capex guidance, five companies, mixed basis

Ledger, most recent

All entries →
DateActorActionMagnitudeSource
2026-08-17 NvidiaChipmaker Nvidia agreed to provide up to $105 billion in financing for an OpenAI Ohio data center with 4.25 GW initial capacity, built by SB Energy. Up to $105B; 4.25 GW Bloomberg
2026-08-02 European Commission (AI Office)Regulator AI Act transparency and high-risk obligations became enforceable, with penalties up to €35 million or 7% of global turnover for banned practices. Fines to €35M or 7% turnover European Commission
2026-07-30 European CommissionSovereign The Commission launched a tender for up to seven AI Gigafactories backed by up to €10 billion public funding, targeting over €30 billion investment. €10B public; €30B total European Commission
2026-07-30 AmazonPlatform Amazon raised 2026 capital expenditure guidance to about $220 billion from about $200 billion, attributed by CEO Andy Jassy to higher memory costs; second-quarter cash capex was $53.1 billion. ~$220B capex 2026 CNBC
2026-07-22 AlphabetPlatform Alphabet raised 2026 capital expenditure guidance to $195–205 billion from $180–190 billion after quarterly capex of $44.9 billion. $195–205B capex 2026 SEC (Alphabet Form 8-K)
2026-07-13 MetaPlatform Meta said its Hyperion data center in Louisiana will expand to 5 GW at a cost above $50 billion, up from about $27 billion. >$50B; 5 GW CNBC
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