Model-lab compute contracts
The take-or-pay backbone of the buildout
The defining commercial structure of 2025-2026 is the web of multi-year, multi-hundred-billion-dollar compute commitments (OpenAI–Microsoft/Oracle/CoreWeave/AMD/Broadcom, Anthropic–AWS/Google). These take-or-pay contracts are what actually finance the datacenter and chip buildout; without them the capex map has no demand anchor.
How it fits the stack
Model-lab compute contracts with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Model-lab compute contracts in the AI stack. Model-lab compute contracts with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 5 entities, 4 relationships
- OpenAI —depends on→ Model-lab compute contracts
- Model-lab compute contracts —partners with→ Broadcom
- Model-lab compute contracts —partners with→ CoreWeave (financing)
- Model-lab compute contracts —partners with→ Oracle Cloud Infrastructure (OCI)