AI Firms Precommit Gigawatts of Compute

Leading AI companies are signing multi‑year contracts that lock up gigawatts of next‑generation accelerator capacity and associated networking hardware. These deals bundle chip vendors, hyperscalers and startup labs, concentrating demand and tying companies to specific stacks years before deployment. — Such precommitments reshape chip markets, local grid planning, and geopolitical leverage by turning compute capacity into a scarce, contractible strategic resource.