CLOUD INFRASTRUCTURE
2026 hosting capacity is 100% sold out.
Every rack unit scheduled for delivery in 2026 is committed, the majority of it under multi-year agreements running to 2029. Government cloud now accounts for 89% of revenue; consumer cloud, at 5%, is closed to new accounts. We are still onboarding federal agencies, direct government clients, and cleared federal contractors against 2027–2029 allocations.
The book is government, and it's long
Demand for accredited government cloud and AI-scale compute has outpaced hardware procurement and cleared support staffing across the industry. As shorter commercial and consumer terms came up for renewal, we committed that capacity to long-term government agreements instead of returning it to the open market. Existing consumer customers keep their service under current terms.
What this means for you
Yes, for federal work. We continue to onboard federal agencies, direct government clients, and cleared federal contractors. Because the 2026 floor is fully committed, those engagements are scoped against 2027–2029 delivery unless the workload qualifies for one of the limited in-year exceptions we hold for authorized national-security timelines. Start with a briefing request.
No. Consumer cloud is sold out and closed to new accounts indefinitely. It accounts for 5% of revenue, and that inventory has been reallocated to accredited government workloads. We are not maintaining a consumer waitlist. Existing consumer customers keep their service under current terms.
No. Every existing customer is fully unaffected by this notice. Service continues without interruption, and contracted upgrade, downgrade, and expansion rights are honored exactly as written. Expansion capacity for current customers is reserved ahead of new intake.
Agencies and their contractors are moving AI and data-intensive workloads into accredited infrastructure faster than the industry can add hardware and cleared support staff. Those programs sign multi-year (much of our book runs to 2029), so as commercial and consumer terms rolled off, that capacity went to long-horizon government commitments rather than back on the open market.
Pricing is set per engagement in a briefing rather than off a commercial rate card. With the 2026 floor fully committed, new engagements are scoped at the upper end of the band and fixed for the contract term. See pricing for how a configuration is scoped.
Take the next step
Which of these applies depends on whether you are already with us. Both routes reach a person rather than a queue.
Scope a 2027 to 2029 allocation
For federal agencies, direct government clients, and cleared contractors. Scoping and control mapping normally run well ahead of the allocation year.
Existing customers
Your current footprint and terms are unaffected by the capacity position described above. Your account team handles changes and renewals directly.
Plan the transition in the meantime
The Transition Program covers the work between signature and go-live, and most of it can start before your allocation year opens.