miss · called at 70% — At least one frontier lab announces a customer-funded compute commitment greater

Outcome

misscalled at 70%resolved July 18, 2026brier contribution 0.490timing-slip

No frontier lab announced a single customer-funded commitment >2 GW by June 30. The period's biggest customer-funded deal — Anthropic paying SpaceX/xAI up to $45B for Colossus access (disclosed May 20 in the S-1) — covered ~300 MW; Meta-Crusoe (June 18) topped out at 1.6 GW. Stargate additions remained structural build-out, not a single >2 GW customer-funded announcement.

Evidence: https://www.datacenterdynamics.com/en/news/anthropic-to-use-all-of-spacex-xais-colossus-1-data-center-compute/