Signal ledger

deepseek-ai/DeepSeek-V4-Pro-0813 appeared in the Nebius model catalogue.

Catalogue additions show how quickly the software layer follows upstream model releases.

A new availability-zone record appeared on the public service surface.

A new availability zone is direct evidence that the usable cloud footprint has expanded.

A new availability-zone record appeared on the public service surface.

A new availability zone is direct evidence that the usable cloud footprint has expanded.

SCHEDULE 13G/A reports 13,023,110.37 beneficial shares, equal to 5.1%.

Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.

Joint reporting persons can describe one shared position. Their reported shares are not added together.

The published range moved from $4.09 to $8.99 to $4.09 to $9.99 per GPU-hour.

List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.

This is a detected public list-price change, not a transaction price or a daily market quote.

The published range moved from $3.95 to $7.15 to $0.99 to $8.50 per GPU-hour.

List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.

This is a detected public list-price change, not a transaction price or a daily market quote.

The published range moved from $4.30 to $7.85 to $0.99 to $9.50 per GPU-hour.

List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.

This is a detected public list-price change, not a transaction price or a daily market quote.

The published range moved from $0.95 to $3.85 to $0.79 to $4.50 per GPU-hour.

List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.

This is a detected public list-price change, not a transaction price or a daily market quote.

The published range moved from $2.45 to $4.50 to $0.79 to $5.40 per GPU-hour.

List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.

This is a detected public list-price change, not a transaction price or a daily market quote.

zai-org/GLM-5.3-Flash appeared in the Nebius model catalogue.

Catalogue additions show how quickly the software layer follows upstream model releases.

deepseek-ai/DeepSeek-V4.1-Flash appeared in the Nebius model catalogue.

Catalogue additions show how quickly the software layer follows upstream model releases.

zai-org/GLM-5.3 appeared in the Nebius model catalogue.

Catalogue additions show how quickly the software layer follows upstream model releases.

Qwen/Qwen3.8-27B appeared in the Nebius model catalogue.

Catalogue additions show how quickly the software layer follows upstream model releases.

The published range moved from $6.79 to $8.99 to $4.09 to $8.99 per GPU-hour.

List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.

This is a detected public list-price change, not a transaction price or a daily market quote.

The published range moved from $3.19 to $5.49 to $1.99 to $5.49 per GPU-hour.

List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.

This is a detected public list-price change, not a transaction price or a daily market quote.

The published range moved from $3.99 to $5.99 to $2.99 to $5.99 per GPU-hour.

List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.

This is a detected public list-price change, not a transaction price or a daily market quote.

The published range moved from $6.16 to $19.71 to $1.25 to $19.71 per GPU-hour.

List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.

This is a detected public list-price change, not a transaction price or a daily market quote.

Independence, MO appears in the possible-site record; capacity not separately disclosed.

This is a possible addition to the footprint before a company announcement.

Not announced. The company's own site list names Missouri alongside Kansas City, which is itself in Missouri — suggesting a second location — and site-operations roles have been posted in Independence, MO. It could equally be a loose reference to the same campus. Treat as weak evidence.

A data center operations role appeared in Mäntsälä for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

The company set its contracted-power guidance at 5 GW.

This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.

nvidia/Nemotron-3_5-Lightning appeared in the Nebius model catalogue.

Catalogue additions show how quickly the software layer follows upstream model releases.

MiniMaxAI/MiniMax-M3 appeared in the Nebius model catalogue.

Catalogue additions show how quickly the software layer follows upstream model releases.

deepseek-ai/DeepSeek-V4-Flash-0731 appeared in the Nebius model catalogue.

Catalogue additions show how quickly the software layer follows upstream model releases.

SCHEDULE 13G/A reports 23,111,112.59 beneficial shares, equal to 10.5%.

Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.

Joint reporting persons can describe one shared position. Their reported shares are not added together.

Butler Township, PA is announced; 1,200 MW contracted.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Reported plan: 1.2 GW at full buildout, with a 260 MW initial phase targeted for October 2027 and 660 MW by 2029. These are development targets, not delivered load.

A new availability-zone record appeared on the public service surface.

A new availability zone is direct evidence that the usable cloud footprint has expanded.

A data center operations role appeared in Singapore for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

SOFR + 250bps, secured against deployed GPU infrastructure and contracted cash flows from an investment-grade customer. Described as a repeatable framework against a backlog of more than $40B.

Asset-backed financing can fund deployed infrastructure without issuing the same amount of equity.

A data center operations role appeared in Mumbai for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

A data center operations role appeared in Hyderabad for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

A data center operations role appeared in Tallinn for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

SCHEDULE 13G reports 22,256,412 beneficial shares, equal to 9.3%.

Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.

Joint reporting persons can describe one shared position. Their reported shares are not added together.

SCHEDULE 13G reports 15,896,355.61 beneficial shares, equal to 7.2%.

Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.

Joint reporting persons can describe one shared position. Their reported shares are not added together.

Vineland, NJ is under construction; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Capacity is dedicated in large part to the Microsoft commitment. Current site-level contracted and live megawatts were not disclosed in the source.

Minneapolis metro is announced; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Capacity not separately disclosed.

Oklahoma is announced; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Capacity not separately disclosed.

Reykjanesbær is announced; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Capacity not separately disclosed.

Tallinn is announced; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Added to the pipeline in Q2 2026.

Spain is announced; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Capacity not separately disclosed.

Newport, Wales is announced; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

One of two additional UK sites added in Q2 2026.

Lappeenranta is announced; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Added to the pipeline in Q2 2026. Location inferred from the company's Finnish hiring footprint.

A data center operations role appeared in Newport for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

A data center operations role appeared in Modi'in for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

London is live; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

The first UK deployment is live. Four UK sites are expected to reach 65 MW combined in 2027, but no per-site split or current live megawatts were disclosed.

SCHEDULE 13G reports 12,410,060 beneficial shares, equal to 5.6%.

Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.

Joint reporting persons can describe one shared position. Their reported shares are not added together.

A data center operations role appeared in Lappeenranta for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

The company set its contracted-power guidance at more than 4 GW.

This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.

Mäntsälä is live; 75 MW contracted.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Expansion to 75 MW was reported complete by March 31, 2026.

A data center operations role appeared in Kansas City for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

A data center operations role appeared in Oklahoma City for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

Oxmoor Valley, AL is under construction; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Company timeline targets initial-phase commissioning in Q4 2026 and continued construction through 2028. Current contracted megawatts and construction completion were not disclosed.

A data center operations role appeared in Minneapolis for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

The company set its contracted-power guidance at more than 3 GW.

This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.

A data center operations role appeared in Tel Aviv for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

A data center operations role appeared in Béthune for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

A data center operations role appeared in London for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

A data center operations role appeared in Vineland for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

A data center operations role appeared in Philadelphia for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

Philadelphia appears in the possible-site record; capacity not separately disclosed.

This is a possible addition to the footprint before a company announcement.

Not announced by the company. Sustained data center hiring in a metro is an early signal of a site, but roles are occasionally posted for sites that never open.

A data center operations role appeared in Independence for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

A data center operations role appeared in Birmingham for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

Independence appears in the possible-site record; capacity not separately disclosed.

This is a possible addition to the footprint before a company announcement.

Not announced by the company. Sustained data center hiring in a metro is an early signal of a site, but roles are occasionally posted for sites that never open.

SCHEDULE 13G/A reports 1.5% beneficial ownership and marks the filer below the 5% threshold.

The filing removes this reporting group from the current 5%+ register while preserving its history.

Joint reporting persons can describe one shared position. Their reported shares are not added together.

A data center operations role appeared in New York for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

A new availability-zone record appeared on the public service surface.

A new availability zone is direct evidence that the usable cloud footprint has expanded.

The company set its contracted-power guidance at more than 2.5 GW.

This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.

A new availability-zone record appeared on the public service surface.

A new availability zone is direct evidence that the usable cloud footprint has expanded.

A new availability-zone record appeared on the public service surface.

A new availability zone is direct evidence that the usable cloud footprint has expanded.

A new availability-zone record appeared on the public service surface.

A new availability zone is direct evidence that the usable cloud footprint has expanded.

A new availability-zone record appeared on the public service surface.

A new availability zone is direct evidence that the usable cloud footprint has expanded.

A new availability-zone record appeared on the public service surface.

A new availability zone is direct evidence that the usable cloud footprint has expanded.

A data center operations role appeared in Amsterdam for the first time in the tracked history.

Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.

A job posting is evidence of activity, not confirmation that a data center will open.

Modiin is live; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

Live colocation deployment in Modiin with 4,000 NVIDIA HGX B200 systems. Power capacity was not disclosed; the map marker is city-level.

SCHEDULE 13G/A reports 12,788,453 beneficial shares, equal to 5.9%.

Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.

Joint reporting persons can describe one shared position. Their reported shares are not added together.

The company set its contracted-power guidance at more than 1 GW.

This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.

SCHEDULE 13G/A reports 17,639,554 beneficial shares, equal to 8.7%.

Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.

Joint reporting persons can describe one shared position. Their reported shares are not added together.

Kansas City, MO is live; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

The cluster was live and additional compute capacity was added in July 2025. Current site-level contracted and live megawatts were not disclosed.

SCHEDULE 13G/A reports 15,680,459 beneficial shares, equal to 6.7%.

Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.

Joint reporting persons can describe one shared position. Their reported shares are not added together.

SCHEDULE 13G reports 15,703,919 beneficial shares, equal to 7.9%.

Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.

Joint reporting persons can describe one shared position. Their reported shares are not added together.

Paris is live; capacity not separately disclosed.

Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.

The Paris colocation cluster is live; its megawatt capacity was not disclosed.