AI labs are locking in multi‑year, triple‑digit‑billion compute purchases that function like offtake agreements, giving cloud builders confidence to finance huge data‑center expansions. These pre‑buys shift bargaining power, accelerate capacity timelines, and harden vendor lock‑in across clouds.
— Treating compute pre‑buys as de‑risking contracts reframes AI infrastructure as an industrial offtake market with competition, financing, and regulatory implications.
msmash
2025.10.13
70% relevant
Committing to deploy 10 GW of custom AI compute over four years with Broadcom functions like a multi‑year offtake that coordinates financing and build‑out for data‑center hardware, echoing the offtake model highlighted in AI infrastructure.
msmash
2025.10.07
90% relevant
OpenAI’s ~$1T in multi‑year deals with AMD, Nvidia, Oracle, and CoreWeave to secure >20 GW of compute are textbook offtake‑style commitments that de‑risk massive data‑center builds and bind suppliers to OpenAI’s future cashflows.
PW Daily
2025.10.07
85% relevant
The piece cites OpenAI–AMD ($50B, 6 GW), Nvidia–OpenAI ($100B, 10 GW), and the $500B Stargate program—concrete examples of multi‑year, offtake‑like commitments that de‑risk massive compute capacity builds exactly as the idea describes.
msmash
2025.09.22
90% relevant
Nvidia’s up‑to‑$100B commitment to OpenAI to fund 10 GW of capacity—anchored by Nvidia chips and next‑gen 'Vera Rubin' systems—functions like a massive supplier‑backed offtake/financing arrangement that de‑risks multi‑year buildouts.
BeauHD
2025.09.12
100% relevant
OpenAI’s reported $300B compute contract with Oracle, aligned with the $500B Stargate data‑center investment program.