Q1claims on The Projectionhttps://theprojection.org/q1claim/Recent content in Q1claims on The ProjectionHugoen-usAmazon → Anthropichttps://theprojection.org/q1claim/q1-kat-claim-amazon-capital-anthropic-capital-2023-09-initial-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-amazon-capital-anthropic-capital-2023-09-initial-obs0/Amazon → Anthropichttps://theprojection.org/q1claim/q1-kat-claim-amazon-capital-anthropic-capital-2024-11-additional-obs1/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-amazon-capital-anthropic-capital-2024-11-additional-obs1/Amazon → Talen Energyhttps://theprojection.org/q1claim/q1-kat-claim-amazon-ai-compute-procurement-talen-energy-power-generation-2025-susquehanna-ppa-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-amazon-ai-compute-procurement-talen-energy-power-generation-2025-susquehanna-ppa-obs0/AMD → OpenAIhttps://theprojection.org/q1claim/q1-kat-claim-amd-chip-design-openai-capital-2025-warrant-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-amd-chip-design-openai-capital-2025-warrant-obs0/Amkor Technology (advanced packaging/test facility construction) → Okland Constructionhttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-amkor-packaging-construction-kat-ent-vendor-okland-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-amkor-packaging-construction-kat-ent-vendor-okland-construction/Amkor Technology (advanced packaging/test facility construction) → SSOE Grouphttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-amkor-packaging-construction-kat-ent-vendor-ssoe-group/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-amkor-packaging-construction-kat-ent-vendor-ssoe-group/Amkor Technology (advanced packaging/test facility construction) → Vistancia Development LLChttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-amkor-packaging-construction-kat-ent-vendor-vistancia-development/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-amkor-packaging-construction-kat-ent-vendor-vistancia-development/Amkor Technology (capital (treasury/financing facet)) → Amkor Technology (advanced packaging/test facility construction)https://theprojection.org/q1claim/q1-kat-claim-amkor-capital-amkor-packaging-construction-2025-arizona-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-amkor-capital-amkor-packaging-construction-2025-arizona-obs0/Anthropic → Googlehttps://theprojection.org/q1claim/q1-kat-claim-anthropic-model-training-google-cloud-capacity-2025-tpu-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-anthropic-model-training-google-cloud-capacity-2025-tpu-obs0/Anthropic → Nscalehttps://theprojection.org/q1claim/q1-kat-claim-anthropic-model-training-nscale-datacenter-operation-2026-monarch-lease-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-anthropic-model-training-nscale-datacenter-operation-2026-monarch-lease-obs0/Anthropic → xAIhttps://theprojection.org/q1claim/q1-kat-claim-anthropic-model-training-xai-datacenter-operation-2026-colossus1-lease-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-anthropic-model-training-xai-datacenter-operation-2026-colossus1-lease-obs0/Anysphere (Cursor) (Series B, 2024-12) → Anysphere (Cursor) (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-kat-claim-anysphere-2024-series-b-round-anysphere-capital-2024-series-b-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-anysphere-2024-series-b-round-anysphere-capital-2024-series-b-obs0/ASE Technology (advanced packaging/test capacity construction (LEAP program)) → Hung Ching Constructionhttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-ase-packaging-construction-kat-ent-vendor-hung-ching-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-ase-packaging-construction-kat-ent-vendor-hung-ching-construction/ASE Technology (advanced packaging/test capacity construction (LEAP program)) → WUS Printed Circuithttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-ase-packaging-construction-kat-ent-vendor-wus-printed-circuit/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-ase-packaging-construction-kat-ent-vendor-wus-printed-circuit/ASE Technology (capital (treasury/financing facet)) → ASE Technology (advanced packaging/test capacity construction (LEAP program))https://theprojection.org/q1claim/q1-kat-claim-ase-capital-ase-packaging-construction-2026-capex-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ase-capital-ase-packaging-construction-2026-capex-obs0/Blue Owl Capital (Real Estate platform) (capital (institutional/real-estate investment facet)) → Metahttps://theprojection.org/q1claim/q1-kat-claim-blue-owl-capital-capital-meta-datacenter-construction-2025-hyperion-jv-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-blue-owl-capital-capital-meta-datacenter-construction-2025-hyperion-jv-obs0/Broadcom (special-purpose-vehicle borrower, financing custom AI-chip/networking capacity leased to Anthropic) (special-purpose-vehicle senior/junior debt facility (reported "in discussions"/"in talks" — not confirmed closed as of the sources found this pass), 2026-08-21) → Broadcomhttps://theprojection.org/q1claim/q1-kat-claim-broadcom-2026-anthropic-spv-facility-broadcom-capital-2026-debt-obs1/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-broadcom-2026-anthropic-spv-facility-broadcom-capital-2026-debt-obs1/Cohere (follow-on round (stage label not disclosed publicly), 2025-08) → Coherehttps://theprojection.org/q1claim/q1-kat-claim-ext-investor-syndicate-cohere-2025-cohere-capital-2025-round-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-investor-syndicate-cohere-2025-cohere-capital-2025-round-obs0/Cohere (Series D, 2024-07) → Coherehttps://theprojection.org/q1claim/q1-kat-claim-ext-investor-syndicate-cohere-2024-cohere-capital-2024-seriesd-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-investor-syndicate-cohere-2024-cohere-capital-2024-seriesd-obs0/Core Scientific (datacenter construction (Denton, TX site — propco/operator side)) → Evans General Contractorshttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-core-scientific-datacenter-construction-kat-ent-vendor-evans-general-con/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-core-scientific-datacenter-construction-kat-ent-vendor-evans-general-con/Core Scientific (datacenter construction (Denton, TX site — propco/operator side)) → Moss Utilitieshttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-core-scientific-datacenter-construction-kat-ent-vendor-moss-utilities/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-core-scientific-datacenter-construction-kat-ent-vendor-moss-utilities/Core Scientific → Core Scientifichttps://theprojection.org/q1claim/q1-kat-claim-core-scientific-capital-core-scientific-datacenter-construction-2024-denton-investment-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-core-scientific-capital-core-scientific-datacenter-construction-2024-denton-investment-obs0/CoreWeave (borrower entity — CoreWeave Compute Acquisition Co. IV, LLC) (delayed-draw term loan credit-agreement amendment ("Fifth Amendment" — shape-only, individual lenders not named), 2025-09-29) → CoreWeavehttps://theprojection.org/q1claim/q1-kat-claim-coreweave-2025-ddtl5-amendment-coreweave-capital-2025-debt-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-coreweave-2025-ddtl5-amendment-coreweave-capital-2025-debt-obs0/CoreWeave (capital (treasury/financing facet)) → Applied Digital Corphttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-applied-digital/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-applied-digital/CoreWeave (capital (treasury/financing facet)) → Blue Owl Capital / Chirisa Technology Parks (Lancaster PA JV)https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-blue-owl-chirisa-lancaster/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-blue-owl-chirisa-lancaster/CoreWeave (capital (treasury/financing facet)) → Dellhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-dell-coreweave/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-dell-coreweave/CoreWeave (capital (treasury/financing facet)) → Societe Generale-led syndicate (Virginia CTP-01 loan)https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-societe-generale-va-loan/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-societe-generale-va-loan/CoreWeave (capital (treasury/financing facet)) → Supermicrohttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-supermicro-coreweave/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-supermicro-coreweave/CoreWeave (capital (treasury/financing facet)) → Turner Construction Company (EPC/general-contractor services (seller side))https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-turner-construction-epc-services/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-turner-construction-epc-services/CoreWeave (capital (treasury/financing facet)) → Vertivhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-vertiv-coreweave/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-coreweave-capital-kat-ent-vendor-vertiv-coreweave/CoreWeave (delayed-draw term loan facility ("DDTL 5.5"), 2026-08-07) → CoreWeavehttps://theprojection.org/q1claim/q1-kat-claim-coreweave-2026-ddtl55-facility-coreweave-capital-2026-debt-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-coreweave-2026-ddtl55-facility-coreweave-capital-2026-debt-obs0/CoreWeave (delayed-draw term loan facility (disclosed at Q2 2026 earnings), 2026-08-11) → CoreWeavehttps://theprojection.org/q1claim/q1-kat-claim-coreweave-2026-q2-ddtl-facility-coreweave-capital-2026-debt-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-coreweave-2026-q2-ddtl-facility-coreweave-capital-2026-debt-obs0/CoreWeave (private-credit debt facility (GPU-purchase/expansion financing), 2023-08-03) → CoreWeavehttps://theprojection.org/q1claim/q1-kat-claim-coreweave-2023-blackstone-magnetar-facility-coreweave-capital-2023-debt-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-coreweave-2023-blackstone-magnetar-facility-coreweave-capital-2023-debt-obs0/CoreWeave → Core Scientifichttps://theprojection.org/q1claim/q1-kat-claim-coreweave-datacenter-operation-core-scientific-datacenter-construction-2025-denton-expansion-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-coreweave-datacenter-operation-core-scientific-datacenter-construction-2025-denton-expansion-obs0/Crusoe Energy Systems (Abilene, TX campus JV — initial formation) (real-estate/infrastructure JV equity (initial formation), 2024-10-15) → Crusoe Energy Systems (datacenter construction (Abilene, TX campus — builder/operator side))https://theprojection.org/q1claim/q1-kat-claim-crusoe-2024-abilene-jv-financing-crusoe-datacenter-construction-2024-jv-formation-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-crusoe-2024-abilene-jv-financing-crusoe-datacenter-construction-2024-jv-formation-obs0/Crusoe Energy Systems (Abilene, TX campus JV — phase 2 expansion) (real-estate/infrastructure JV debt+equity (phase 2 expansion, unitemized split), 2025-05-21) → Crusoe Energy Systems (datacenter construction (Abilene, TX campus — builder/operator side))https://theprojection.org/q1claim/q1-kat-claim-crusoe-2025-abilene-phase2-financing-crusoe-datacenter-construction-2025-phase2-obs1/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-crusoe-2025-abilene-phase2-financing-crusoe-datacenter-construction-2025-phase2-obs1/Crusoe Energy Systems (capital (treasury/financing facet — distinct from crusoe/datacenter-construction, which receives)) → GE Vernovahttps://theprojection.org/q1claim/q1-kat-claim-crusoe-capital-ge-vernova-turbine-manufacturing-2025-turbine-order-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-crusoe-capital-ge-vernova-turbine-manufacturing-2025-turbine-order-obs0/Crusoe Energy Systems (datacenter construction (Abilene, TX campus — builder/operator side)) → Blue Owl Capital & Crusoe (phase 2 equity)https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-crusoe-datacenter-construction-kat-ent-vendor-blue-owl-crusoe-phase/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-crusoe-datacenter-construction-kat-ent-vendor-blue-owl-crusoe-phase/Crusoe Energy Systems (datacenter construction (Abilene, TX campus — builder/operator side)) → Form Energyhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-crusoe-datacenter-construction-kat-ent-vendor-form-energy/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-crusoe-datacenter-construction-kat-ent-vendor-form-energy/Crusoe Energy Systems (Series D, 2024-12-12) → Crusoe Energy Systems (capital (treasury/financing facet — distinct from crusoe/datacenter-construction, which receives))https://theprojection.org/q1claim/q1-kat-claim-crusoe-2024-series-d-round-crusoe-capital-2024-series-d-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-crusoe-2024-series-d-round-crusoe-capital-2024-series-d-obs0/Destination · compute silicon & systemshttps://theprojection.org/q1claim/q1-agg-dest-compute-silicon-systems/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-dest-compute-silicon-systems/Destination · intellectual property / licensinghttps://theprojection.org/q1claim/q1-agg-dest-intellectual-property-licensing/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-dest-intellectual-property-licensing/Destination · land, shell & materialshttps://theprojection.org/q1claim/q1-agg-dest-land-shell-materials/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-dest-land-shell-materials/Destination · memory & storagehttps://theprojection.org/q1claim/q1-agg-dest-memory-storage/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-dest-memory-storage/Destination · n/a — financinghttps://theprojection.org/q1claim/q1-agg-dest-n-a-financing/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-dest-n-a-financing/Destination · networking & opticshttps://theprojection.org/q1claim/q1-agg-dest-networking-optics/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-dest-networking-optics/Destination · power infrastructurehttps://theprojection.org/q1claim/q1-agg-dest-power-infrastructure/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-dest-power-infrastructure/Destination · purchased compute capacity (services)https://theprojection.org/q1claim/q1-agg-dest-purchased-compute-capacity-services/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-dest-purchased-compute-capacity-services/ext (population — US federal government, as a capital-provider counterparty) (subsidy/grant capital provision) → Intelhttps://theprojection.org/q1claim/q1-kat-claim-ext-us-government-intel-foundry-construction-2024-chips-act-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-us-government-intel-foundry-construction-2024-chips-act-obs0/ext (population) (public bond-market capital provision) → CoreWeavehttps://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-coreweave-capital-2025-senior-notes-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-coreweave-capital-2025-senior-notes-obs0/ext (population) (public bond-market capital provision) → Googlehttps://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-google-capital-2026-25b-bond-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-google-capital-2026-25b-bond-obs0/ext (population) (public bond-market capital provision) → Metahttps://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-meta-capital-2025-senior-notes-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-meta-capital-2025-senior-notes-obs0/ext (population) (public bond-market capital provision) → Oraclehttps://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-oracle-capital-2026-senior-notes-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-oracle-capital-2026-senior-notes-obs0/ext (population) (public bond-market capital provision) → SoftBank Group (capital (strategic/JV investment facet))https://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-softbank-capital-2026-retail-bond-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-softbank-capital-2026-retail-bond-obs0/ext (population) (public bond-market capital provision) → SoftBank Group (capital (strategic/JV investment facet))https://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-softbank-capital-2026-wholesale-bond-talks-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-bond-market-softbank-capital-2026-wholesale-bond-talks-obs0/ext (population) (public equity capital provision) → Alibabahttps://theprojection.org/q1claim/q1-kat-claim-ext-public-equity-market-alibaba-capital-2026-hk-placement-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-public-equity-market-alibaba-capital-2026-hk-placement-obs0/ext (population) (public equity capital provision) → CoreWeavehttps://theprojection.org/q1claim/q1-kat-claim-ext-public-equity-market-coreweave-capital-2025-ipo-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-public-equity-market-coreweave-capital-2025-ipo-obs0/ext (population) (public equity capital provision) → Intelhttps://theprojection.org/q1claim/q1-kat-claim-ext-public-equity-market-intel-capital-2026-stock-offering-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-public-equity-market-intel-capital-2026-stock-offering-obs0/ext (population) (public equity capital provision) → Oraclehttps://theprojection.org/q1claim/q1-kat-claim-ext-public-equity-market-oracle-capital-2026-preferred-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-public-equity-market-oracle-capital-2026-preferred-obs0/Flow type · asset purchasehttps://theprojection.org/q1claim/q1-agg-flowtype-asset-purchase/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-flowtype-asset-purchase/Flow type · capacity/service paymenthttps://theprojection.org/q1claim/q1-agg-flowtype-capacity-service-payment/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-flowtype-capacity-service-payment/Flow type · capexhttps://theprojection.org/q1claim/q1-agg-flowtype-capex/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-flowtype-capex/Flow type · debthttps://theprojection.org/q1claim/q1-agg-flowtype-debt/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-flowtype-debt/Flow type · equityhttps://theprojection.org/q1claim/q1-agg-flowtype-equity/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-flowtype-equity/Flow type · grant / subsidyhttps://theprojection.org/q1claim/q1-agg-flowtype-grant-subsidy/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-flowtype-grant-subsidy/Flow type · guaranteehttps://theprojection.org/q1claim/q1-agg-flowtype-guarantee/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-flowtype-guarantee/Flow type · non-cash considerationhttps://theprojection.org/q1claim/q1-agg-flowtype-non-cash-consideration/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-flowtype-non-cash-consideration/Flow type · prepaymenthttps://theprojection.org/q1claim/q1-agg-flowtype-prepayment/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-flowtype-prepayment/Google (capital (treasury/financing facet)) → Botetourt County, Virginia (land seller)https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-botetourt-county-va/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-botetourt-county-va/Google (capital (treasury/financing facet)) → Kairos Powerhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-kairos-power/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-kairos-power/Google (capital (treasury/financing facet)) → Monroe County, Georgia (land seller)https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-monroe-county-ga/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-monroe-county-ga/Google (capital (treasury/financing facet)) → Ryan Companieshttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-ryan-companies/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-ryan-companies/Google (capital (treasury/financing facet)) → Vertivhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-vertiv-google/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-vertiv-google/Google (capital (treasury/financing facet)) → Whiting-Turner Contracting Companyhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-whiting-turner/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-google-capital-kat-ent-vendor-whiting-turner/Google → Anthropichttps://theprojection.org/q1claim/q1-kat-claim-google-capital-anthropic-capital-2023-02-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-google-capital-anthropic-capital-2023-02-obs0/Google → xAIhttps://theprojection.org/q1claim/q1-kat-claim-google-ai-compute-procurement-xai-datacenter-operation-2026-lease-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-google-ai-compute-procurement-xai-datacenter-operation-2026-lease-obs0/Groq (Series A (Groq's own label for this post-Nvidia-licensing valuation-reset round), 2026-08-17) → Groqhttps://theprojection.org/q1claim/q1-kat-claim-groq-2026-series-a-round-groq-capital-2026-equity-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-groq-2026-series-a-round-groq-capital-2026-equity-obs0/Helsing (Series D, 2025-06-17) → Helsinghttps://theprojection.org/q1claim/q1-kat-claim-helsing-2025-series-d-round-helsing-capital-2025-round-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-helsing-2025-series-d-round-helsing-capital-2025-round-obs0/Infineon Technologies (capital (treasury/financing facet)) → C2i Semiconductorshttps://theprojection.org/q1claim/q1-kat-claim-infineon-capital-c2i-semiconductors-chip-design-2026-acquisition-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-infineon-capital-c2i-semiconductors-chip-design-2026-acquisition-obs0/Inflection AI (growth/strategic round (stage label not disclosed in the source), 2023-06) → Inflection AI (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-kat-claim-ext-investor-syndicate-inflection-2023-inflection-capital-2023-round-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-investor-syndicate-inflection-2023-inflection-capital-2023-round-obs0/Intel (foundry construction (fab capex — Foundry/IFS division)) → AEP Ohio (Green Chapel Station substation)https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-intel-foundry-construction-kat-ent-vendor-aep-ohio-substation/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-intel-foundry-construction-kat-ent-vendor-aep-ohio-substation/Intel (foundry construction (fab capex — Foundry/IFS division)) → Bechtel Corp.https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-intel-foundry-construction-kat-ent-vendor-bechtel/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-intel-foundry-construction-kat-ent-vendor-bechtel/Intel (foundry construction (fab capex — Foundry/IFS division)) → Hoffman Construction Co.https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-intel-foundry-construction-kat-ent-vendor-hoffman-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-intel-foundry-construction-kat-ent-vendor-hoffman-construction/JPMorgan Chase (capital (lending facet)) → Crusoe Energy Systems (datacenter construction (Abilene, TX campus — builder/operator side))https://theprojection.org/q1claim/q1-kat-claim-jpmorgan-chase-capital-crusoe-datacenter-construction-2026-phase2-loan-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-jpmorgan-chase-capital-crusoe-datacenter-construction-2026-phase2-loan-obs0/JPMorgan Chase → Crusoe Energy Systems (datacenter construction (Abilene, TX campus — builder/operator side))https://theprojection.org/q1claim/q1-kat-claim-jpmorgan-chase-capital-crusoe-datacenter-construction-2025-construction-loan-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-jpmorgan-chase-capital-crusoe-datacenter-construction-2025-construction-loan-obs0/Lambda (leveraged loan, 2026-08-12) → Lambdahttps://theprojection.org/q1claim/q1-kat-claim-lambda-2026-leveraged-loan-lambda-capital-2026-debt-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-lambda-2026-leveraged-loan-lambda-capital-2026-debt-obs0/Lambda (Series C, 2024-02-15) → Lambdahttps://theprojection.org/q1claim/q1-kat-claim-lambda-2024-series-c-round-lambda-capital-2024-series-c-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-lambda-2024-series-c-round-lambda-capital-2024-series-c-obs0/Meta (datacenter construction (Hyperion campus, Richland Parish LA — JV recipient side, distinct from meta/datacenter-operation's grid-interconnection edge)) → DPR Constructionhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-vendor-dpr-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-vendor-dpr-construction/Meta (datacenter construction (Hyperion campus, Richland Parish LA — JV recipient side, distinct from meta/datacenter-operation's grid-interconnection edge)) → Entergy Louisiana (power generation buildout)https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-vendor-entergy-louisiana-gener/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-vendor-entergy-louisiana-gener/Meta (datacenter construction (Hyperion campus, Richland Parish LA — JV recipient side, distinct from meta/datacenter-operation's grid-interconnection edge)) → Louisiana local vendors (Meta Hyperion contractors)https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-vendor-louisiana-hyperion-vend/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-vendor-louisiana-hyperion-vend/Meta (datacenter construction (Hyperion campus, Richland Parish LA — JV recipient side, distinct from meta/datacenter-operation's grid-interconnection edge)) → Mortenson Constructionhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-vendor-mortenson/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-vendor-mortenson/Meta (datacenter construction (Hyperion campus, Richland Parish LA — JV recipient side, distinct from meta/datacenter-operation's grid-interconnection edge)) → Turner Construction Company (EPC/general-contractor services (seller side))https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-turner-construction-epc-servic/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-turner-construction-epc-servic/Meta (datacenter construction (Hyperion campus, Richland Parish LA — JV recipient side, distinct from meta/datacenter-operation's grid-interconnection edge)) → Williams Companies (Will-Power subsidiary)https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-vendor-williams-will-power/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-meta-datacenter-construction-kat-ent-vendor-williams-will-power/Meta → Entergy Louisianahttps://theprojection.org/q1claim/q1-kat-claim-meta-datacenter-operation-entergy-louisiana-grid-interconnection-2025-smalling-substation-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-meta-datacenter-operation-entergy-louisiana-grid-interconnection-2025-smalling-substation-obs0/Micron Technology (capital (treasury/financing facet)) → Micron Technology (HBM advanced-packaging facility construction)https://theprojection.org/q1claim/q1-kat-claim-micron-capital-micron-hbm-packaging-construction-2025-singapore-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-micron-capital-micron-hbm-packaging-construction-2025-singapore-obs0/Micron Technology (capital (treasury/financing facet)) → Micron Technology (memory fab construction (leading-edge DRAM))https://theprojection.org/q1claim/q1-kat-claim-micron-capital-micron-memory-fab-construction-2022-idaho-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-micron-capital-micron-memory-fab-construction-2022-idaho-obs0/Micron Technology (memory fab construction (leading-edge DRAM)) → Exytehttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-micron-memory-fab-construction-kat-ent-vendor-exyte/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-micron-memory-fab-construction-kat-ent-vendor-exyte/Micron Technology (memory fab construction (leading-edge DRAM)) → Yates/Layton Joint Venturehttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-micron-memory-fab-construction-kat-ent-vendor-yates-layton-jv/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-micron-memory-fab-construction-kat-ent-vendor-yates-layton-jv/Microsoft → Constellation Energyhttps://theprojection.org/q1claim/q1-kat-claim-microsoft-ai-compute-procurement-constellation-energy-power-generation-2024-tmi-ppa-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-microsoft-ai-compute-procurement-constellation-energy-power-generation-2024-tmi-ppa-obs0/Microsoft → G42https://theprojection.org/q1claim/q1-kat-claim-microsoft-capital-g42-capital-2024-investment-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-microsoft-capital-g42-capital-2024-investment-obs0/Mistral AI (seed, 2023-06) → Mistral AIhttps://theprojection.org/q1claim/q1-kat-claim-ext-investor-syndicate-mistral-2023-mistral-capital-2023-seed-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-investor-syndicate-mistral-2023-mistral-capital-2023-seed-obs0/Mistral AI (Series C, 2025-09-09) → Mistral AIhttps://theprojection.org/q1claim/q1-kat-claim-mistral-2025-series-c-round-mistral-capital-2025-series-c-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-mistral-2025-series-c-round-mistral-capital-2025-series-c-obs0/Moonshot AI (Kimi) (growth round (secondary sources label variably; not independently resolved this pass), 2024-08) → Moonshot AI (Kimi) (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-kat-claim-moonshot-ai-2024-08-series-b-round-moonshot-ai-capital-2024-round-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-moonshot-ai-2024-08-series-b-round-moonshot-ai-capital-2024-round-obs0/Moonshot AI (Kimi) (growth round (TechCrunch calls it Series B; other secondary sources label it Series A — round-label DISAGREEMENT across sources, named not resolved, per R-17), 2024-02) → Moonshot AI (Kimi) (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-kat-claim-moonshot-ai-2024-02-alibaba-round-moonshot-ai-capital-2024-round-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-moonshot-ai-2024-02-alibaba-round-moonshot-ai-capital-2024-round-obs0/Nebius (strategic equity financing (not staged as a lettered Series), 2024-12-02) → Nebiushttps://theprojection.org/q1claim/q1-kat-claim-nebius-2024-strategic-financing-round-nebius-capital-2024-strategic-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nebius-2024-strategic-financing-round-nebius-capital-2024-strategic-obs0/nVent Electric plc (capital (treasury/financing facet)) → Maverick Powerhttps://theprojection.org/q1claim/q1-kat-claim-nvent-capital-maverick-power-power-distribution-manufacturing-2026-acquisition-obs1/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvent-capital-maverick-power-power-distribution-manufacturing-2026-acquisition-obs1/Nvidia → Amkor Technology (advanced packaging/test services (seller side))https://theprojection.org/q1claim/q1-kat-claim-nvidia-ai-compute-procurement-amkor-packaging-assembly-2026-supply-agreement-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-ai-compute-procurement-amkor-packaging-assembly-2026-supply-agreement-obs0/Nvidia → Cloverleaf Infrastructurehttps://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-cloverleaf-infrastructure-capital-2026-investment-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-cloverleaf-infrastructure-capital-2026-investment-obs0/Nvidia → Coherent Corp. (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-coherent-capital-2026-equity-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-coherent-capital-2026-equity-obs0/Nvidia → Coherent Corp. (optical networking components (seller side — lasers, transceivers))https://theprojection.org/q1claim/q1-kat-claim-nvidia-ai-compute-procurement-coherent-optical-components-2026-purchase-commitment-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-ai-compute-procurement-coherent-optical-components-2026-purchase-commitment-obs0/Nvidia → Lanciumhttps://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-lancium-capital-2026-investment-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-lancium-capital-2026-investment-obs0/Nvidia → Lumentum Holdings (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-lumentum-capital-2026-equity-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-lumentum-capital-2026-equity-obs0/Nvidia → Lumentum Holdings (optical networking components (seller side — lasers, transceivers))https://theprojection.org/q1claim/q1-kat-claim-nvidia-ai-compute-procurement-lumentum-optical-components-2026-purchase-commitment-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-ai-compute-procurement-lumentum-optical-components-2026-purchase-commitment-obs0/Nvidia → nvidia/2026-compute-financing-platformshttps://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-nvidia-2026-compute-financing-platforms-2026-commitment-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-nvidia-2026-compute-financing-platforms-2026-commitment-obs0/Nvidia → OpenAIhttps://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-openai-capital-2026-ohio-guarantee-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-openai-capital-2026-ohio-guarantee-obs0/Nvidia → Poolside AI (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-poolside-capital-2026-investment-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-poolside-capital-2026-investment-obs0/Nvidia → Poolside AI (model training (Model Factory — the internal AI model-development pipeline licensed to Nvidia))https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-poolside-model-training-2026-license-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-poolside-model-training-2026-license-obs0/Nvidia → SB Energyhttps://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-sb-energy-capital-2026-investment-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-capital-sb-energy-capital-2026-investment-obs0/Nvidia → xAIhttps://theprojection.org/q1claim/q1-kat-claim-nvidia-chip-design-xai-datacenter-operation-2024-colossus-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-nvidia-chip-design-xai-datacenter-operation-2024-colossus-obs0/OpenAI → AMDhttps://theprojection.org/q1claim/q1-kat-claim-openai-datacenter-operation-amd-chip-design-2025-6gw-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-openai-datacenter-operation-amd-chip-design-2025-6gw-obs0/Oracle (capital (treasury/financing facet)) → Nvidia (GPU sale to Oracle)https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-oracle-capital-kat-ent-vendor-nvidia-oracle-gpu-order/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-oracle-capital-kat-ent-vendor-nvidia-oracle-gpu-order/Oracle (capital (treasury/financing facet)) → Walbridgehttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-oracle-capital-kat-ent-vendor-walbridge/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-oracle-capital-kat-ent-vendor-walbridge/Perplexity AI (Series B, 2024-04-24) → Perplexity AI (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-kat-claim-perplexity-2024-series-b-round-perplexity-capital-2024-series-b-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-perplexity-2024-series-b-round-perplexity-capital-2024-series-b-obs0/Samsung Electronics (capital (treasury/financing facet)) → Samsung Electronics (foundry construction (fab capex))https://theprojection.org/q1claim/q1-kat-claim-samsung-capital-samsung-foundry-construction-2021-taylor-tx-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-samsung-capital-samsung-foundry-construction-2021-taylor-tx-obs0/Samsung Electronics (foundry construction (fab capex)) → EPCOR Utilitieshttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-samsung-foundry-construction-kat-ent-vendor-epcor-utilities/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-samsung-foundry-construction-kat-ent-vendor-epcor-utilities/Samsung Electronics (foundry construction (fab capex)) → Yates Constructionhttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-samsung-foundry-construction-kat-ent-vendor-yates-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-samsung-foundry-construction-kat-ent-vendor-yates-construction/SB Energy → AEP Ohio (American Electric Power) (grid interconnection / transmission infrastructure)https://theprojection.org/q1claim/q1-kat-claim-sb-energy-datacenter-operation-aep-ohio-grid-interconnection-2025-piketon-line-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-sb-energy-datacenter-operation-aep-ohio-grid-interconnection-2025-piketon-line-obs0/SK hynix (memory fab construction (DRAM/HBM)) → ASMLhttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-sk-hynix-memory-fab-construction-kat-ent-asml-equipment-sales/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-sk-hynix-memory-fab-construction-kat-ent-asml-equipment-sales/SK hynix (memory fab construction (DRAM/HBM)) → SK ecoplanthttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-sk-hynix-memory-fab-construction-kat-ent-vendor-sk-ecoplant/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-sk-hynix-memory-fab-construction-kat-ent-vendor-sk-ecoplant/SK hynix (memory fab construction (DRAM/HBM)) → Techcross Water & Energyhttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-sk-hynix-memory-fab-construction-kat-ent-vendor-techcross-water-energy/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-sk-hynix-memory-fab-construction-kat-ent-vendor-techcross-water-energy/SK hynix (memory fab construction (DRAM/HBM)) → TEMC CNShttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-sk-hynix-memory-fab-construction-kat-ent-vendor-temc-cns/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-sk-hynix-memory-fab-construction-kat-ent-vendor-temc-cns/SK Hynix → SK Hynixhttps://theprojection.org/q1claim/q1-kat-claim-sk-hynix-capital-sk-hynix-memory-fab-construction-2026-yongin-cheongju-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-sk-hynix-capital-sk-hynix-memory-fab-construction-2026-yongin-cheongju-obs0/Stargate LLC (joint venture — OpenAI/SoftBank/Oracle/MGX) (datacenter construction (JV entity — umbrella receiver of committed capital; specific sites e.g. Crusoe's Abilene campus are tracked separately at the facility level in research/q3-datacenter-census/attribution.yaml and may overlap with this JV's own buildout)) → Bloom Energyhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-stargate-datacenter-construction-kat-ent-vendor-bloom-energy/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-stargate-datacenter-construction-kat-ent-vendor-bloom-energy/Stargate LLC (joint venture — OpenAI/SoftBank/Oracle/MGX) (datacenter construction (JV entity — umbrella receiver of committed capital; specific sites e.g. Crusoe's Abilene campus are tracked separately at the facility level in research/q3-datacenter-census/attribution.yaml and may overlap with this JV's own buildout)) → Foxconnhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-stargate-datacenter-construction-kat-ent-vendor-foxconn/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-stargate-datacenter-construction-kat-ent-vendor-foxconn/Stargate LLC (joint venture — OpenAI/SoftBank/Oracle/MGX) (datacenter construction (JV entity — umbrella receiver of committed capital; specific sites e.g. Crusoe's Abilene campus are tracked separately at the facility level in research/q3-datacenter-census/attribution.yaml and may overlap with this JV's own buildout)) → Shimizu North America LLChttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-stargate-datacenter-construction-kat-ent-vendor-shimizu-north-ameri/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-stargate-datacenter-construction-kat-ent-vendor-shimizu-north-ameri/Stargate LLC (joint venture) (infrastructure joint-venture equity formation, 2025-01-21) → Stargate LLC (joint venture — OpenAI/SoftBank/Oracle/MGX) (datacenter construction (JV entity — umbrella receiver of committed capital; specific sites e.g. Crusoe's Abilene campus are tracked separately at the facility level in research/q3-datacenter-census/attribution.yaml and may overlap with this JV's own buildout))https://theprojection.org/q1claim/q1-kat-claim-stargate-2025-jv-financing-stargate-datacenter-construction-2025-formation-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-stargate-2025-jv-financing-stargate-datacenter-construction-2025-formation-obs0/Synthesia (Series D, 2025-01-15) → Synthesiahttps://theprojection.org/q1claim/q1-kat-claim-synthesia-2025-series-d-round-synthesia-capital-2025-round-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-synthesia-2025-series-d-round-synthesia-capital-2025-round-obs0/Synthesia (Series E, 2026-01-26) → Synthesiahttps://theprojection.org/q1claim/q1-kat-claim-synthesia-2026-series-e-round-synthesia-capital-2026-round-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-synthesia-2026-series-e-round-synthesia-capital-2026-round-obs0/Together AI (Series B, 2025-02-20) → Together AIhttps://theprojection.org/q1claim/q1-kat-claim-together-ai-2025-series-b-round-together-ai-capital-2025-series-b-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-together-ai-2025-series-b-round-together-ai-capital-2025-series-b-obs0/Tracked inflow · AEP Ohio (American Electric Power) (grid interconnection / transmission infrastructure)https://theprojection.org/q1claim/q1-agg-recipient-aep-ohio-american-electric-power/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-aep-ohio-american-electric-power/Tracked inflow · AEP Ohio (Green Chapel Station substation)https://theprojection.org/q1claim/q1-agg-recipient-aep-ohio-green-chapel-station-substation/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-aep-ohio-green-chapel-station-substation/Tracked inflow · Alibabahttps://theprojection.org/q1claim/q1-agg-recipient-alibaba/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-alibaba/Tracked inflow · AMDhttps://theprojection.org/q1claim/q1-agg-recipient-amd/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-amd/Tracked inflow · Amkor Technology (advanced packaging/test facility construction)https://theprojection.org/q1claim/q1-agg-recipient-amkor-technology/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-amkor-technology/Tracked inflow · Anthropichttps://theprojection.org/q1claim/q1-agg-recipient-anthropic/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-anthropic/Tracked inflow · Anysphere (Cursor) (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-agg-recipient-anysphere-cursor/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-anysphere-cursor/Tracked inflow · Applied Digital Corphttps://theprojection.org/q1claim/q1-agg-recipient-applied-digital-corp/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-applied-digital-corp/Tracked inflow · Arizona State Land Departmenthttps://theprojection.org/q1claim/q1-agg-recipient-arizona-state-land-department/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-arizona-state-land-department/Tracked inflow · ASMLhttps://theprojection.org/q1claim/q1-agg-recipient-asml/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-asml/Tracked inflow · Bechtel Corp.https://theprojection.org/q1claim/q1-agg-recipient-bechtel-corp/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-bechtel-corp/Tracked inflow · Bloom Energyhttps://theprojection.org/q1claim/q1-agg-recipient-bloom-energy/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-bloom-energy/Tracked inflow · Blue Owl Capital / Chirisa Technology Parks (Lancaster PA JV)https://theprojection.org/q1claim/q1-agg-recipient-blue-owl-capital-chirisa-technology-parks-lancaster-pa-jv/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-blue-owl-capital-chirisa-technology-parks-lancaster-pa-jv/Tracked inflow · Blue Owl Capital & Crusoe (phase 2 equity)https://theprojection.org/q1claim/q1-agg-recipient-blue-owl-capital-crusoe-phase-2-equity/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-blue-owl-capital-crusoe-phase-2-equity/Tracked inflow · Botetourt County, Virginia (land seller)https://theprojection.org/q1claim/q1-agg-recipient-botetourt-county-virginia-land-seller/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-botetourt-county-virginia-land-seller/Tracked inflow · Broadcomhttps://theprojection.org/q1claim/q1-agg-recipient-broadcom/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-broadcom/Tracked inflow · C2i Semiconductorshttps://theprojection.org/q1claim/q1-agg-recipient-c2i-semiconductors/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-c2i-semiconductors/Tracked inflow · Cloverleaf Infrastructurehttps://theprojection.org/q1claim/q1-agg-recipient-cloverleaf-infrastructure/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-cloverleaf-infrastructure/Tracked inflow · Coherehttps://theprojection.org/q1claim/q1-agg-recipient-cohere/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-cohere/Tracked inflow · Coherent Corp. (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-agg-recipient-coherent-corp/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-coherent-corp/Tracked inflow · Constellation Energyhttps://theprojection.org/q1claim/q1-agg-recipient-constellation-energy/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-constellation-energy/Tracked inflow · Core Scientifichttps://theprojection.org/q1claim/q1-agg-recipient-core-scientific/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-core-scientific/Tracked inflow · CoreWeavehttps://theprojection.org/q1claim/q1-agg-recipient-coreweave/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-coreweave/Tracked inflow · Crusoe Energy Systems (capital (treasury/financing facet — distinct from crusoe/datacenter-construction, which receives))https://theprojection.org/q1claim/q1-agg-recipient-crusoe-energy-systems/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-crusoe-energy-systems/Tracked inflow · CTCI Americashttps://theprojection.org/q1claim/q1-agg-recipient-ctci-americas/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-ctci-americas/Tracked inflow · Dellhttps://theprojection.org/q1claim/q1-agg-recipient-dell/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-dell/Tracked inflow · DPR Constructionhttps://theprojection.org/q1claim/q1-agg-recipient-dpr-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-dpr-construction/Tracked inflow · Entergy Louisianahttps://theprojection.org/q1claim/q1-agg-recipient-entergy-louisiana/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-entergy-louisiana/Tracked inflow · Entergy Louisiana (power generation buildout)https://theprojection.org/q1claim/q1-agg-recipient-entergy-louisiana-power-generation-buildout/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-entergy-louisiana-power-generation-buildout/Tracked inflow · EPCOR Utilitieshttps://theprojection.org/q1claim/q1-agg-recipient-epcor-utilities/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-epcor-utilities/Tracked inflow · Evans General Contractorshttps://theprojection.org/q1claim/q1-agg-recipient-evans-general-contractors/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-evans-general-contractors/Tracked inflow · Exytehttps://theprojection.org/q1claim/q1-agg-recipient-exyte/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-exyte/Tracked inflow · Form Energyhttps://theprojection.org/q1claim/q1-agg-recipient-form-energy/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-form-energy/Tracked inflow · Foxconnhttps://theprojection.org/q1claim/q1-agg-recipient-foxconn/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-foxconn/Tracked inflow · G42https://theprojection.org/q1claim/q1-agg-recipient-g42/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-g42/Tracked inflow · GE Vernovahttps://theprojection.org/q1claim/q1-agg-recipient-ge-vernova/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-ge-vernova/Tracked inflow · Googlehttps://theprojection.org/q1claim/q1-agg-recipient-google/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-google/Tracked inflow · Groqhttps://theprojection.org/q1claim/q1-agg-recipient-groq/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-groq/Tracked inflow · Helsinghttps://theprojection.org/q1claim/q1-agg-recipient-helsing/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-helsing/Tracked inflow · Hoffman Construction Co.https://theprojection.org/q1claim/q1-agg-recipient-hoffman-construction-co/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-hoffman-construction-co/Tracked inflow · Hung Ching Constructionhttps://theprojection.org/q1claim/q1-agg-recipient-hung-ching-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-hung-ching-construction/Tracked inflow · Inflection AI (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-agg-recipient-inflection-ai/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-inflection-ai/Tracked inflow · Intelhttps://theprojection.org/q1claim/q1-agg-recipient-intel/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-intel/Tracked inflow · Kairos Powerhttps://theprojection.org/q1claim/q1-agg-recipient-kairos-power/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-kairos-power/Tracked inflow · Kiewit Corporationhttps://theprojection.org/q1claim/q1-agg-recipient-kiewit-corporation/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-kiewit-corporation/Tracked inflow · Lambdahttps://theprojection.org/q1claim/q1-agg-recipient-lambda/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-lambda/Tracked inflow · Lanciumhttps://theprojection.org/q1claim/q1-agg-recipient-lancium/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-lancium/Tracked inflow · Louisiana local vendors (Meta Hyperion contractors)https://theprojection.org/q1claim/q1-agg-recipient-louisiana-local-vendors-meta-hyperion-contractors/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-louisiana-local-vendors-meta-hyperion-contractors/Tracked inflow · Lumentum Holdings (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-agg-recipient-lumentum-holdings/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-lumentum-holdings/Tracked inflow · Marketech Internationalhttps://theprojection.org/q1claim/q1-agg-recipient-marketech-international/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-marketech-international/Tracked inflow · Maverick Powerhttps://theprojection.org/q1claim/q1-agg-recipient-maverick-power/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-maverick-power/Tracked inflow · Metahttps://theprojection.org/q1claim/q1-agg-recipient-meta-ai/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-meta-ai/Tracked inflow · Mistral AIhttps://theprojection.org/q1claim/q1-agg-recipient-mistral-ai/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-mistral-ai/Tracked inflow · Monroe County, Georgia (land seller)https://theprojection.org/q1claim/q1-agg-recipient-monroe-county-georgia-land-seller/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-monroe-county-georgia-land-seller/Tracked inflow · Moonshot AI (Kimi) (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-agg-recipient-moonshot-ai-kimi/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-moonshot-ai-kimi/Tracked inflow · Mortenson Constructionhttps://theprojection.org/q1claim/q1-agg-recipient-mortenson-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-mortenson-construction/Tracked inflow · Moss Utilitieshttps://theprojection.org/q1claim/q1-agg-recipient-moss-utilities/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-moss-utilities/Tracked inflow · Nebiushttps://theprojection.org/q1claim/q1-agg-recipient-nebius/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-nebius/Tracked inflow · Nscalehttps://theprojection.org/q1claim/q1-agg-recipient-nscale/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-nscale/Tracked inflow · Nvidia (GPU sale to Oracle)https://theprojection.org/q1claim/q1-agg-recipient-nvidia-gpu-sale-to-oracle/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-nvidia-gpu-sale-to-oracle/Tracked inflow · nvidia/2026-compute-financing-platformshttps://theprojection.org/q1claim/q1-agg-recipient-nvidia-2026-compute-financing-platforms/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-nvidia-2026-compute-financing-platforms/Tracked inflow · Okland Constructionhttps://theprojection.org/q1claim/q1-agg-recipient-okland-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-okland-construction/Tracked inflow · OpenAIhttps://theprojection.org/q1claim/q1-agg-recipient-openai/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-openai/Tracked inflow · Oraclehttps://theprojection.org/q1claim/q1-agg-recipient-oracle/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-oracle/Tracked inflow · Perplexity AI (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-agg-recipient-perplexity-ai/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-perplexity-ai/Tracked inflow · Poolside AI (capital (treasury/financing facet))https://theprojection.org/q1claim/q1-agg-recipient-poolside-ai/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-poolside-ai/Tracked inflow · Ryan Companieshttps://theprojection.org/q1claim/q1-agg-recipient-ryan-companies/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-ryan-companies/Tracked inflow · SB Energyhttps://theprojection.org/q1claim/q1-agg-recipient-sb-energy/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-sb-energy/Tracked inflow · Shimizu North America LLChttps://theprojection.org/q1claim/q1-agg-recipient-shimizu-north-america-llc/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-shimizu-north-america-llc/Tracked inflow · SK ecoplanthttps://theprojection.org/q1claim/q1-agg-recipient-sk-ecoplant/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-sk-ecoplant/Tracked inflow · Societe Generale-led syndicate (Virginia CTP-01 loan)https://theprojection.org/q1claim/q1-agg-recipient-societe-generale-led-syndicate-virginia-ctp-01-loan/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-societe-generale-led-syndicate-virginia-ctp-01-loan/Tracked inflow · SoftBank Group (capital (strategic/JV investment facet))https://theprojection.org/q1claim/q1-agg-recipient-softbank-group/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-softbank-group/Tracked inflow · SSOE Grouphttps://theprojection.org/q1claim/q1-agg-recipient-ssoe-group/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-ssoe-group/Tracked inflow · Stargate LLC (joint venture — OpenAI/SoftBank/Oracle/MGX) (datacenter construction (JV entity — umbrella receiver of committed capital; specific sites e.g. Crusoe's Abilene campus are tracked separately at the facility level in research/q3-datacenter-census/attribution.yaml and may overlap with this JV's own buildout))https://theprojection.org/q1claim/q1-agg-recipient-stargate-llc-joint-venture-openai-softbank-oracle-mgx/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-stargate-llc-joint-venture-openai-softbank-oracle-mgx/Tracked inflow · Supermicrohttps://theprojection.org/q1claim/q1-agg-recipient-supermicro/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-supermicro/Tracked inflow · Synthesiahttps://theprojection.org/q1claim/q1-agg-recipient-synthesia/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-synthesia/Tracked inflow · Talen Energyhttps://theprojection.org/q1claim/q1-agg-recipient-talen-energy/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-talen-energy/Tracked inflow · Techcross Water & Energyhttps://theprojection.org/q1claim/q1-agg-recipient-techcross-water-energy/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-techcross-water-energy/Tracked inflow · TEMC CNShttps://theprojection.org/q1claim/q1-agg-recipient-temc-cns/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-temc-cns/Tracked inflow · Together AIhttps://theprojection.org/q1claim/q1-agg-recipient-together-ai/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-together-ai/Tracked inflow · Turner Construction Company (EPC/general-contractor services (seller side))https://theprojection.org/q1claim/q1-agg-recipient-turner-construction-company/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-turner-construction-company/Tracked inflow · United Integrated Services (UIS)https://theprojection.org/q1claim/q1-agg-recipient-united-integrated-services-uis/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-united-integrated-services-uis/Tracked inflow · Unnamed vendors (via Amkor Technology's capex)https://theprojection.org/q1claim/q1-agg-recipient-amkor-technology-unnamed-vendors/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-amkor-technology-unnamed-vendors/Tracked inflow · Unnamed vendors (via ASE Technology's capex)https://theprojection.org/q1claim/q1-agg-recipient-ase-technology-unnamed-vendors/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-ase-technology-unnamed-vendors/Tracked inflow · Unnamed vendors (via Core Scientific's capex)https://theprojection.org/q1claim/q1-agg-recipient-core-scientific-unnamed-vendors/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-core-scientific-unnamed-vendors/Tracked inflow · Unnamed vendors (via Micron Technology's capex)https://theprojection.org/q1claim/q1-agg-recipient-micron-technology-unnamed-vendors/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-micron-technology-unnamed-vendors/Tracked inflow · Unnamed vendors (via Samsung Electronics's capex)https://theprojection.org/q1claim/q1-agg-recipient-samsung-electronics-unnamed-vendors/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-samsung-electronics-unnamed-vendors/Tracked inflow · Unnamed vendors (via SK hynix's capex)https://theprojection.org/q1claim/q1-agg-recipient-sk-hynix-unnamed-vendors/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-sk-hynix-unnamed-vendors/Tracked inflow · Unnamed vendors (via TSMC's capex)https://theprojection.org/q1claim/q1-agg-recipient-tsmc-unnamed-vendors/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-tsmc-unnamed-vendors/Tracked inflow · Vantage Data Centershttps://theprojection.org/q1claim/q1-agg-recipient-vantage-data-centers/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-vantage-data-centers/Tracked inflow · Vertivhttps://theprojection.org/q1claim/q1-agg-recipient-vertiv/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-vertiv/Tracked inflow · Vistancia Development LLChttps://theprojection.org/q1claim/q1-agg-recipient-vistancia-development-llc/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-vistancia-development-llc/Tracked inflow · Walbridgehttps://theprojection.org/q1claim/q1-agg-recipient-walbridge/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-walbridge/Tracked inflow · Whiting-Turner Contracting Companyhttps://theprojection.org/q1claim/q1-agg-recipient-whiting-turner-contracting-company/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-whiting-turner-contracting-company/Tracked inflow · Williams Companies (Will-Power subsidiary)https://theprojection.org/q1claim/q1-agg-recipient-williams-companies-will-power-subsidiary/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-williams-companies-will-power-subsidiary/Tracked inflow · World Labshttps://theprojection.org/q1claim/q1-agg-recipient-world-labs/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-world-labs/Tracked inflow · WUS Printed Circuithttps://theprojection.org/q1claim/q1-agg-recipient-wus-printed-circuit/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-wus-printed-circuit/Tracked inflow · xAIhttps://theprojection.org/q1claim/q1-agg-recipient-xai/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-xai/Tracked inflow · Yates Constructionhttps://theprojection.org/q1claim/q1-agg-recipient-yates-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-yates-construction/Tracked inflow · Yates/Layton Joint Venturehttps://theprojection.org/q1claim/q1-agg-recipient-yates-layton-joint-venture/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-agg-recipient-yates-layton-joint-venture/TSMC (foundry construction (fab capex)) → Arizona State Land Departmenthttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-tsmc-foundry-construction-kat-ent-vendor-arizona-state-land-department/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-tsmc-foundry-construction-kat-ent-vendor-arizona-state-land-department/TSMC (foundry construction (fab capex)) → CTCI Americashttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-tsmc-foundry-construction-kat-ent-vendor-ctci-americas/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-tsmc-foundry-construction-kat-ent-vendor-ctci-americas/TSMC (foundry construction (fab capex)) → Marketech Internationalhttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-tsmc-foundry-construction-kat-ent-vendor-marketech-international/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-tsmc-foundry-construction-kat-ent-vendor-marketech-international/TSMC (foundry construction (fab capex)) → United Integrated Services (UIS)https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-tsmc-foundry-construction-kat-ent-vendor-united-integrated-services/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-tsmc-foundry-construction-kat-ent-vendor-united-integrated-services/TSMC (foundry construction (fab capex)) → Yates Constructionhttps://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-tsmc-foundry-construction-kat-ent-vendor-yates-construction/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp-q1-kat-ent-tsmc-foundry-construction-kat-ent-vendor-yates-construction/TSMC → TSMChttps://theprojection.org/q1claim/q1-kat-claim-tsmc-2026-q2-capex-approval-tsmc-foundry-construction-2026-capex-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-tsmc-2026-q2-capex-approval-tsmc-foundry-construction-2026-capex-obs0/TSMC → TSMChttps://theprojection.org/q1claim/q1-kat-claim-tsmc-capital-tsmc-advanced-packaging-construction-2026-capex-share-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-tsmc-capital-tsmc-advanced-packaging-construction-2026-capex-share-obs0/TSMC → TSMChttps://theprojection.org/q1claim/q1-kat-claim-tsmc-capital-tsmc-foundry-construction-2020-az-intent-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-tsmc-capital-tsmc-foundry-construction-2020-az-intent-obs0/TSMC → TSMChttps://theprojection.org/q1claim/q1-kat-claim-tsmc-capital-tsmc-foundry-construction-2025-us-expansion-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-tsmc-capital-tsmc-foundry-construction-2025-us-expansion-obs0/Vantage Data Centers (datacenter construction (developer side)) → Kiewit Corporationhttps://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-vantage-data-centers-datacenter-construction-kat-ent-vendor-kiewit/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-vantage-data-centers-datacenter-construction-kat-ent-vendor-kiewit/Vantage Data Centers (datacenter construction (developer side)) → Turner Construction Company (EPC/general-contractor services (seller side))https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-vantage-data-centers-datacenter-construction-kat-ent-turner-constru/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-hyp2-q1-kat-ent-vantage-data-centers-datacenter-construction-kat-ent-turner-constru/Vantage Data Centers (Texas megacampus — site/name not independently confirmed this pass) (construction/project-finance loan (REPORTED IN TALKS — not confirmed closed as of the source date), 2025-08-22) → Vantage Data Centershttps://theprojection.org/q1claim/q1-kat-claim-vantage-data-centers-2025-mufg-jpmorgan-facility-vantage-data-centers-datacenter-construction-2025-debt-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-vantage-data-centers-2025-mufg-jpmorgan-facility-vantage-data-centers-datacenter-construction-2025-debt-obs0/Vantage Data Centers → Turner Construction Company (EPC/general-contractor services (seller side))https://theprojection.org/q1claim/q1-kat-claim-vantage-data-centers-capital-turner-construction-epc-services-2024-new-albany-epc-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-vantage-data-centers-capital-turner-construction-epc-services-2024-new-albany-epc-obs0/World Labs (seed / early-stage (two rounds combined per source, not individually broken out), 2024-09-13) → World Labshttps://theprojection.org/q1claim/q1-kat-claim-world-labs-2024-seed-round-world-labs-capital-2024-seed-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-world-labs-2024-seed-round-world-labs-capital-2024-seed-obs0/xAI (SEC Form D (no round letter disclosed), 2023-12) → xAIhttps://theprojection.org/q1claim/q1-kat-claim-ext-investor-syndicate-xai-2023-xai-capital-2023-formd-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-ext-investor-syndicate-xai-2023-xai-capital-2023-formd-obs0/xAI (Series E, 2026-02-18) → xAIhttps://theprojection.org/q1claim/q1-kat-claim-xai-2026-series-e-round-xai-capital-2026-round-obs0/Mon, 01 Jan 0001 00:00:00 +0000https://theprojection.org/q1claim/q1-kat-claim-xai-2026-series-e-round-xai-capital-2026-round-obs0/