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GPU CLOUD CAPACITY RECORDS

Capacity claims.
Checked against public records.

GPU clouds announce gigawatts. We check the sites behind them. Permits, air permits, grid filings, tax abatements and SEC filings, linked and dated for 22 providers and 67 US sites.

See the scorecard ↓How we grade evidence ↗

SCORECARD · CHECKED OCTOBER 5, 2026

Company totals,
site by site.

Alphabetical, not a ranking. Each ladder counts sites by the highest stage a public record supports. A provider with few records is not a weaker provider. It may simply build in places that publish less.

Company capacity stated in SEC filings and the public records found for each provider's US sites.
ProviderCompany capacity in SEC filingsSites by highest stageRecordsDetails
Cirrascale2 US sites checkedNo SEC-filed figure
  1. 1Announced
  2. 0Site identified
  3. 1Permitted
  4. 0Power secured
  5. 0Operating
6records linkedSite records →
CoreWeave6 US sites checked1.5 GW Active power, company-wide4.2 GW Contracted power, as of August 11, 2026As of June 30, 2026
  1. 0Announced
  2. 0Site identified
  3. 2Permitted
  4. 0Power secured
  5. 4Operating
25records linkedSite records →
Crusoe4 US sites checkedNo SEC-filed figure
  1. 1Announced
  2. 0Site identified
  3. 1Permitted
  4. 1Power secured
  5. 1Operating
18records linkedSite records →
Denvr Dataworks1 US sites checkedNo SEC-filed figure
  1. 0Announced
  2. 0Site identified
  3. 0Permitted
  4. 0Power secured
  5. 1Operating
5records linkedSite records →
DigitalOcean4 US sites checkedNo SEC-filed figure155 MW contractedAs of August 4, 2026
  1. 3Announced
  2. 0Site identified
  3. 1Permitted
  4. 0Power secured
  5. 0Operating
6records linkedSite records →
GMI Cloud1 US sites checkedNo SEC-filed figure
  1. 1Announced
  2. 0Site identified
  3. 0Permitted
  4. 0Power secured
  5. 0Operating
0records linkedSite records →
Hot Aisle1 US sites checkedNo SEC-filed figure
  1. 0Announced
  2. 0Site identified
  3. 0Permitted
  4. 0Power secured
  5. 1Operating
6records linkedSite records →
Hyperstack1 US sites checkedNo SEC-filed figure
  1. 1Announced
  2. 0Site identified
  3. 0Permitted
  4. 0Power secured
  5. 0Operating
0records linkedSite records →
IBM Cloud4 US sites checkedNo SEC-filed figure
  1. 0Announced
  2. 0Site identified
  3. 2Permitted
  4. 0Power secured
  5. 2Operating
10records linkedSite records →
IREN4 US sites checked40 MW Operating AI cloud capacity5 GW Grid connection agreements in four countriesAs of June 30, 2026
  1. 0Announced
  2. 2Site identified
  3. 0Permitted
  4. 1Power secured
  5. 1Operating
16records linkedSite records →
Lambda4 US sites checkedNo SEC-filed figure
  1. 1Announced
  2. 0Site identified
  3. 2Permitted
  4. 0Power secured
  5. 1Operating
14records linkedSite records →
Nebius4 US sites checked170 MW Active power, company-wide3.5 GW Contracted power exceeded this by May 13, 2026As of December 31, 2025
  1. 0Announced
  2. 0Site identified
  3. 1Permitted
  4. 1Power secured
  5. 2Operating
24records linkedSite records →
Nscale3 US sites checkedNo SEC-filed figure1.37 GW Active and contracted capacity, company-wideAs of August 31, 2026
  1. 0Announced
  2. 1Site identified
  3. 0Permitted
  4. 0Power secured
  5. 2Operating
10records linkedSite records →
Oracle Cloud4 US sites checkedNo SEC-filed figure
  1. 0Announced
  2. 1Site identified
  3. 2Permitted
  4. 1Power secured
  5. 0Operating
19records linkedSite records →
OVHcloud2 US sites checkedNo SEC-filed figure
  1. 0Announced
  2. 0Site identified
  3. 0Permitted
  4. 0Power secured
  5. 2Operating
11records linkedSite records →
Runpod4 US sites checkedNo SEC-filed figure
  1. 3Announced
  2. 0Site identified
  3. 1Permitted
  4. 0Power secured
  5. 0Operating
4records linkedSite records →
STN3 US sites checkedNo SEC-filed figure
  1. 0Announced
  2. 0Site identified
  3. 3Permitted
  4. 0Power secured
  5. 0Operating
14records linkedSite records →
TensorWave3 US sites checkedNo SEC-filed figure
  1. 0Announced
  2. 1Site identified
  3. 1Permitted
  4. 0Power secured
  5. 1Operating
11records linkedSite records →
TierPoint4 US sites checkedNo SEC-filed figure
  1. 0Announced
  2. 0Site identified
  3. 3Permitted
  4. 0Power secured
  5. 1Operating
15records linkedSite records →
Together AI3 US sites checkedNo SEC-filed figure
  1. 1Announced
  2. 0Site identified
  3. 1Permitted
  4. 0Power secured
  5. 1Operating
10records linkedSite records →
Voltage Park2 US sites checkedNo SEC-filed figure
  1. 1Announced
  2. 1Site identified
  3. 0Permitted
  4. 0Power secured
  5. 0Operating
2records linkedSite records →
Vultr3 US sites checkedNo SEC-filed figure
  1. 0Announced
  2. 0Site identified
  3. 2Permitted
  4. 1Power secured
  5. 0Operating
8records linkedSite records →

THE EVIDENCE LADDER

Five stages,
each tied to a record.

A site counts at the highest stage a record supports. Stages can arrive out of order. An air permit can come before a building permit, for example.

  1. Announced

    The provider or a partner has said so publicly. We found no government record for the site yet.

  2. Site identified

    A government record ties the project to a real address or parcel. Examples are a rezoning, a tax abatement application or a site plan.

  3. Permitted

    A building permit, state construction registration or air permit for the data center is on file. Permits for emergency backup generators count here.

  4. Power secured

    A utility, grid operator or regulator approves or energizes power for the site, or the provider states in an SEC filing that the site substation is energized. Each site says which. Backup generators do not count.

  5. Operating

    A government record shows the site operating, or the provider or its landlord states in an SEC filing that the site is energized or delivered. Each site says which.

METHOD AND LIMITS

What records show.
What they cannot.

We read records online and link every one. Anything we could not find online is marked unverified.

  • We list each provider's sites from its own disclosures and its landlords' SEC filings. Then we look up records by address, owner and project name.
  • A site is linked to a provider only when a source names the provider at that site. Landlord campuses can host several tenants.
  • Record types include building permits, zoning, tax abatements, state air permits for generators and turbines, grid and utility filings, Texas TDLR construction registrations, EPA ECHO records, certificates of occupancy and SEC filings.
  • Megawatts are quoted in the source's own words. Announced, permitted and operating figures are kept apart and never added together.
  • An SEC filing is the company's own statement, made under securities law. It is not a government approval. When a stage rests on one, the site says so.
  • We read records online only and do not file open records requests. A record we could not find online is marked unverified. It is not treated as a delay.
  • This is a record of public documents, not a financial rating, a performance benchmark or investment advice. Our advisory services are free to you. We are compensated by the provider you choose through us.

CAPACITY QUESTIONS

Reading capacity
claims, answered.

What is the difference between contracted and operating capacity?

Contracted capacity is power a provider has signed for, often at sites still under construction. Operating capacity is power that is energized and running customer workloads. The gap between the two is mostly a normal build pipeline. It matters to a buyer because an allocation sits in one specific building with one opening date.

Does a missing record mean a site is behind schedule?

No. Many rural counties do not publish permits online, and some records lag the work. Each site lists, as unverified, the records we expected but could not find online.

Why not rely on company announcements?

An announcement states an intention at a scale the company chose to publish. A permit, grid approval or abatement agreement shows that a public body acted on the project. We show both, side by side, and never add them together.

How do I find out which site my GPUs would run in?

Ask the provider to name the site and building, the date that hall was energized, and what happens to your payment if delivery slips. Then compare the answer with the records here. Our buying guide covers the full set of delivery questions.

Which providers are covered?

This edition covers Cirrascale, CoreWeave, Crusoe, Denvr Dataworks, DigitalOcean, GMI Cloud, Hot Aisle, Hyperstack, IBM Cloud, IREN, Lambda, Nebius, Nscale, Oracle Cloud, OVHcloud, Runpod, STN, TensorWave, TierPoint, Together AI, Voltage Park and Vultr. These GPU clouds have the most public paper trail in the United States. Non-US sites are listed but not yet checked.

WHY WORK WITH US

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Bridgepointe Technologies.

GPU Cloud Advisors is powered by Bridgepointe Technologies, a technology advisory firm since 2002. You get one advisor, the research on this site, and the provider relationships behind it.

Bridgepointe clients include

  • NVIDIA
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Including more than 20 of the Fortune 100, with 97% client satisfaction.

1,200+ data center and cloud projects

Requirements assessed, capacity sourced and providers selected.

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We negotiate ramp schedules, early billing and expansion terms, so you aren’t paying for capacity before your workload can use it.

One requirement, every fit

Bridgepointe partners with 380+ technology providers. We take one requirement to the providers that fit it and bring back a side-by-side comparison you can actually decide from.

Case study: Bridgepointe helped Hive, an AI company, choose data center and connectivity providers across 15 projects, saving its team at least 180 hours. Ask us for the case study

LET’S PLAN YOUR GPU PROJECT

Tell us what
you need.

Two short steps. Tell us what you’re building and an advisor will help you evaluate providers, confirm capacity requirements, and plan the support you need to get into production.

Not sure which GPU or how many you need? Start with your workload and what could change.

Our advisory services are free to you. We’re compensated by whichever provider you choose through us.

No obligationSizing help welcome
What we’ll work through with you
  • A provider shortlist suited to your workload and location.
  • Initial capacity, expansion needs and delivery timing to confirm.
  • Total cost, commitment terms and deployment support to compare.
Step 1 of 2What you need

Include GPU type, quantity and likely growth if known. A rough outline is enough.

Step 2 of 2Who you are

We’ll use these details to respond to your project request. Please leave out sensitive data and credentials. Privacy notice.

Prefer to talk it through? Book a free 30-minute consultation or call 844-506-2299.