Uptime target
Held above 99.9%
Below 99.9%
Sept 30 GPU delivery
Delivered
Missed
resolved:
protect the contracted run-rate
How uptime and delivery gates gate contracted AI-compute revenue
Fast-built
data centers
fast buildout
outages
99.9%
uptime target
AI training
on track
Sept 30
GPU delivery
protect run-rate
contracted
clauses trigger
Google fee cut
or termination
Anthropic cancel
slow buildout → fix reliability
binding constraint: reliability, not raw capacity