PORTFOLIO / 2027 DELIVERY
AI factory deals
GPU capacity, deal gates, and delivery windows in one view.
TOTAL GPU PIPELINE
1,984across 3 active dealsPIPELINE
1,728 GPUs2 deals · 0–1 gates clearedCOMMIT
256 GPUs1 deal · 3 gates clearedDEALS AT RISK
2 of 3commercial / supply constraintsDEAL REGISTER
Active pipeline
| Deal / owner | GPUs | Gates | Category | Ship date | RFS window | Signal | |
|---|---|---|---|---|---|---|---|
| Project Red Mesa Meridian Ridge CapitalFICTIONAL Abilene-area, TX · Matthew D. | 576 8 × GB300 NVL72 racks | ABCD 1/4 cleared | Pipeline | Jun 4, 2027 | Jul 12–Aug 2, 2027 | Gate A blocked | |
| Project Juniper Flats Halvorsen Family OfficeFICTIONAL Central Oregon · Juniper Flats Compute · K. Alvarez | 256 32 × HGX B300 nodes | ABCD 3/4 cleared | Commit | Feb 19, 2027 | Mar 22–Apr 9, 2027 | On track | |
| Project Copper Basin Saguaro Hash PartnersFICTIONAL Pinal County-area, AZ · Matthew D. | 1,152 16 × GB300 NVL72 racks | ABCD 0/4 cleared | Pipeline | TBD | Q4 2027 (TBD) | Own network design; allocation PO not shown |
FOCUS DEAL / RED MESA
One gate cleared. Commercial decision next.
Gate A is blocked on Quillfield credit support. Hall A is signed and the PO is placed, but financing remains uncommitted.
SHIP DATE · SUPERMICROFri Jun 4, 2027
READY-FOR-SERVICE · RANGEJul 12 – Aug 2, 2027
SHIP ≠ RFSThe 32-week Supermicro lead time moved the projected service window from Q2 to Q3 2027. Shipping does not mean the cluster is ready for customers.