PROJECT RED MESA / AUDIT TRAIL
Decision log
Key choices, owners, and their downstream implications.
CHRONOLOGICAL RECORD
Decisions to date
01
DECISION #1 · OCT 5, 2026
Path = spec cluster (no offtaker yet)
Decided by Meridian Ridge + Hydra
02
DECISION #2 · OCT 7, 2026
GB300 NVL72 over HGX B300: rack is the deployable unit
Decided by Investor + Hydra eng
03
DECISION #3 · OCT 9, 2026
Lead time 19 → 32 weeks; RFS moved to Jul 12–Aug 2, 2027
Decided by Hydra Procurement
04
DECISION #4 · OCT 14, 2026
Hall B rejected; Hall A required
Decided by FDE + colo
05
DECISION #5 · NOV 20, 2026
Colo term = 3 years + 1 renewal (≥ offtake term)
Decided by SPV + colo
06
DECISION #6 · DEC 10, 2026
3-mo prepay + parent guarantee instead of 20% LC; +100 bps accepted (Quillfield pending)
Decided by SPV, lender, Quillfield