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EVIDENCE REGISTER
A chronological register of published signals. Source class, verification state, evidence quality and relevance remain visible before interpretation.
Bull was selected by EuroHPC and the LUMI AI Factory consortium to deliver LUMI-AI in Finland under a €387.8 million procurement contract. The system is designed to expand AI capacity tenfold and is scheduled for deployment in the second half of 2027, making this a committed infrastructure award rather than operational capacity.
HUMAIN and DataVolt expanded their partnership and began construction of 100MW within the first 360MW phase of DataVolt's planned AI-ready campus at Oxagon, NEOM. The first 100MW is expected in 2028, so the event marks execution progress rather than operational compute capacity.
SLB signed an agreement to acquire thermal-management specialist Kelvion for $3.4 billion in cash plus $0.7 billion of assumed debt. The transaction targets AI data-center cooling capacity but is expected to close in the first half of 2027 subject to conditions and regulatory approvals.
NVIDIA invested $3.5 billion in MediaTek convertible bonds as the companies expanded collaboration across cloud AI factories, local AI and automotive computing. MediaTek will adopt NVLink Fusion for custom XPUs; the agreement is an announced ecosystem expansion, not evidence of newly installed capacity.
AWS and NVIDIA announced a major infrastructure expansion centered on 2 million additional Blackwell Ultra, Rubin and Rubin Ultra GPUs across AWS in 2027–2028, plus 100,000 GPUs for U.S. government AI factories. The commitment is a major compute-supply signal but remains a future deployment plan rather than installed capacity.
Reuters reports that Anthropic will spend about $45 billion over six years to lease roughly 460 MW of planned AI compute capacity from Nscale in West Virginia. The companies did not confirm the report, and the capacity is not yet operational.
OpenAI reports first measured results for its Jalapeño custom inference system on SemiAnalysis InferenceX. Across GPT-OSS 120B, DeepSeek R1 670B and Kimi K2.5 1T, Jalapeño delivered 1.5–1.9x higher peak AI work per watt and 1.7–3.6x lower end-to-end latency than compared Blackwell systems, with deployment inside OpenAI planned by year-end.
NVIDIA says Groq 3 LPX is entering production deployment; Artificial Analysis measured 3,431 output tokens/s on Gemma 4 31B at 100K input context, about 4x the fastest public endpoint cited by NVIDIA, while Nebius is the first AI cloud adopter.
NVIDIA reports first on-silicon Vera Rubin NVL72 measurements on SemiAnalysis AgentX production-style coding-agent sessions, reaching up to 30x higher throughput per megawatt and up to 35x lower token cost than GB300 NVL72 on selected workloads. Results are NVIDIA-measured and pending SemiAnalysis review.