SF Compute signs $245M in take-or-pay contracts for NVIDIA Blackwell B300 capacity
mattshumer_ · x · 2026-09-11
San Francisco Compute announced two 36-month take-or-pay agreements worth $122.5M each — $245M total — with a leading AI company for dedicated NVIDIA Blackwell B300 capacity.
- SFC's pitch is "supercomputers you can sublease": long-term contracts finance cluster builds, while a resale market lets customers recover costs on unused capacity.
- The company describes itself as a physically settled compute market, arguing technical expertise, security, credit, construction delays, and utilization must be solved together for such projects to be underwritten.
- Evan Conrad shared the news; Matt Shumer reacted "Decacorn incoming," signaling bullish sentiment on its valuation.
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