{"ok":true,"count":8,"last_updated":"2026-05-10","filters":{},"summary":{"total_commitments":8,"total_amount_usd_max":313300000000,"by_silicon_dependency":{"nvidia":5,"tpu":1,"mixed":2},"by_type":{"capacity-partnership":1,"public-equity":2,"compute-commitment":1,"private-equity":4},"by_from":{"Anthropic":2,"Nvidia":3,"Amazon":1,"Google":1,"Microsoft":1}},"commitments":[{"id":"anthropic-spacexai-colossus-2026-05","from":"Anthropic","to":"SpaceXAI","amount_usd_max":0,"amount_usd_disclosed":null,"announced_date":"2026-05-09","type":"capacity-partnership","recipient_silicon_dependency":"nvidia","commercial_quid_pro_quo":"Anthropic gains routing access to Colossus 1 (220K+ Nvidia H100/H200/GB200 accelerators) for Claude Pro and Max. Stated interest in multi-gigawatt orbital AI compute capacity. Financial terms undisclosed.","source_urls":["https://www.spacex.com/news/2026/05/colossus-anthropic-partnership"],"notes":"Capacity partnership rather than direct equity. amount_usd_max set to 0 because no monetary commitment was disclosed; the deal is structurally non-financial in the public record."},{"id":"nvidia-corning-may-2026","from":"Nvidia","to":"Corning","amount_usd_max":3200000000,"amount_usd_disclosed":null,"announced_date":"2026-05-08","type":"public-equity","recipient_silicon_dependency":"nvidia","commercial_quid_pro_quo":"Three new US fiber-optic facilities retooled to Nvidia rack-scale specifications. Required for the GB200 NVL72 form factor and the Rubin generation that follows.","source_urls":["https://www.cnbc.com/2026/05/08/nvidia-ai-equity-investments.html"],"notes":"Capital is the lever to commit Corning to fab capex on Nvidia's timeline rather than acquire Corning outright."},{"id":"nvidia-iren-may-2026","from":"Nvidia","to":"IREN","amount_usd_max":2100000000,"amount_usd_disclosed":null,"announced_date":"2026-05-08","type":"public-equity","recipient_silicon_dependency":"nvidia","commercial_quid_pro_quo":"Up to 5 GW of Nvidia DSX-branded data center capacity across IREN facilities. Roughly 2-3 million accelerators worth of deployment runway by current rack densities.","source_urls":["https://www.cnbc.com/2026/05/08/nvidia-ai-equity-investments.html"],"notes":"Cleanest read of the customer-investor loop: equity in, system orders out, all on Nvidia paper."},{"id":"anthropic-google-tpu-200b-2026","from":"Anthropic","to":"Google Cloud + Broadcom","amount_usd_max":200000000000,"amount_usd_disclosed":null,"announced_date":"2026-05-05","type":"compute-commitment","recipient_silicon_dependency":"tpu","commercial_quid_pro_quo":"Anthropic gets five years of TPU capacity at gigawatt scale (new builds online starting 2027). Google effectively recollects most of its $40B Anthropic equity stake on the compute side.","source_urls":["https://www.theinformation.com/articles/anthropic-200-billion-google-cloud-tpu-deal"],"notes":"Direction reversed: this is Anthropic committing capital to Google Cloud, not equity flowing to Anthropic. Reported May 5 by The Information; neither side has confirmed or denied."},{"id":"amazon-anthropic-25b-2026-04","from":"Amazon","to":"Anthropic","amount_usd_max":25000000000,"amount_usd_disclosed":25000000000,"announced_date":"2026-04-25","type":"private-equity","recipient_silicon_dependency":"mixed","commercial_quid_pro_quo":"Over $100B of AWS infrastructure spending committed over the following decade. AWS Trainium adoption deepens on the Anthropic side.","source_urls":["https://aws.amazon.com/about-aws/whats-new/2026/04/anthropic-investment/"],"notes":"Brings Amazon's total Anthropic commitment to $33B. Compounds the pre-existing $4B baseline plus the 2024 $2.75B follow-on."},{"id":"nvidia-openai-feb-2026","from":"Nvidia","to":"OpenAI","amount_usd_max":30000000000,"amount_usd_disclosed":null,"announced_date":"2026-02-15","type":"private-equity","recipient_silicon_dependency":"nvidia","commercial_quid_pro_quo":"Multi-year compute orders, roadmap alignment on the silicon side. Functions as a ten-year option on OpenAI staying primarily on Nvidia silicon.","source_urls":["https://www.cnbc.com/2026/05/08/nvidia-ai-equity-investments.html"],"notes":"The anchor of the 2026 Nvidia equity book. Roughly 75% of the disclosed $40B+ portfolio sits in this single position."},{"id":"google-anthropic-equity-40b","from":"Google","to":"Anthropic","amount_usd_max":40000000000,"amount_usd_disclosed":null,"announced_date":"2025-10-15","type":"private-equity","recipient_silicon_dependency":"mixed","commercial_quid_pro_quo":"Anthropic runs production workloads on both Google TPU and Nvidia silicon at announcement time. The compute commitment in 2026-05 effectively recycles most of this equity back to Google.","source_urls":["https://www.theinformation.com/articles/anthropic-google-equity-tranches"],"notes":"Multi-tranche commitment. Pairs with the 2026-05 $200B TPU compute deal as one half of a circular flow."},{"id":"microsoft-openai-2019-2023","from":"Microsoft","to":"OpenAI","amount_usd_max":13000000000,"amount_usd_disclosed":13000000000,"announced_date":"2023-01-23","type":"private-equity","recipient_silicon_dependency":"nvidia","commercial_quid_pro_quo":"Exclusive Azure cloud partnership for OpenAI training and inference, profit-share rights, deep API integration into Microsoft products.","source_urls":["https://blogs.microsoft.com/blog/2023/01/23/microsoftandopenaiextendpartnership/"],"notes":"Multi-tranche through 2019-2023 totaling roughly $13B. The original anchor of the modern AI capital stack; remains the largest AI lab equity stake outside Nvidia's 2026 portfolio."}],"attribution":{"curator":"TensorFeed.ai editorial","curator_url":"https://tensorfeed.ai/funding","underlying_sources":"SEC filings, hyperscaler press releases, reputable trade reporting (CNBC, The Information, etc.). Each entry carries source_urls citing the public record we drew from.","license":"TF curation, tagging, and commercial_quid_pro_quo summaries are CC-BY 4.0. Underlying public-record sources retain their original license.","notes":"Hand-curated. Update cadence is editorial: an entry is added when a related original article goes out, or when reporting picks up something we have not covered."}}