# SAVRN Index: Poolside AI Infrastructure Profile
Source: https://savrn.com/ai-index/companies/poolside
Markdown alternate of the page above; the site index is https://savrn.com/llms.txt

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Poolside partnered with CoreWeave in October 2025 on Project Horizon, a 2GW West Texas campus at Longfellow Ranch structured in eight 250MW phases with a 15-year lease on the initial 250MW phase and a 500MW expansion option. CoreWeave subsequently ended the 2GW deal, leaving a $2 billion funding gap, with power procurement challenges cited. Poolside was reported raising $2 billion at a $14 billion valuation after $500 million at $3 billion in 2024, and Nvidia separately agreed to invest up to $1 billion.

Updated October 8, 2026Capital record from the Capital Atlas

Named sites

1

Site commitments on record for Poolside

Disclosed site capital

n.a.

Named sites with a stated dollar figure. A floor, not a capex total

Disclosed capacity

2,000 MW

Named sites with a stated megawatt figure

Financing transactions

5

Transactions naming Poolside or one of its sites

Sources

4

Every cited page, listed below

Market

Poolside is privately held, so there is no public market data to show.

Spending

## Reported and guided spending

No reported or guided spending line is on record for Poolside. Its position shows in the sites, transactions and facts below.

Named sites

## Where Poolside builds

| Site | State | Place | Capital | MW | Status | Sources |
| --- | --- | --- | --- | --- | --- | --- |
| Project Horizon (Longfellow Ranch)with CoreWeave | [Texas](https://savrn.com/data-center-capital-atlas/texas) | n.a. | n.a. | 2,000 | cancelled |  |

Financing

## Financing transactions

Transactions that name Poolside as a party or attach to one of its named sites. Amounts are as stated, and overlapping commitments are never summed.

| Parties | Instrument | Amount | Date | Site | Sources |
| --- | --- | --- | --- | --- | --- |
| Nvidia + PoolsideNvidia agreed to pay Poolside $6 billion to license the software Poolside used to build AI models and to offer jobs to 109 of its staff, according to a letter Poolside sent investors. Poolside intends to distribute the $6 billion to investors by the end of 2027 and said the arrangement is not an acquisition. The Next Web described it as the third deal Nvidia has structured this way | technology license and acqui-hire | ~$6.0B | Reported 21 August 2026. Reported by Newcomer, based on a Poolside investor letter, and relayed by The Next Web | n.a. |  |
| PoolsideReported alongside the Project Horizon partnership announcement. | equity raise | ~$2.0B | reported October 2025 | n.a. |  |
| Nvidia + PoolsideNvidia announced an investment of up to $1 billion in AI startup Poolside on October 30, 2025. | equity raise | $1.0B | Announced October 30, 2025 | n.a. |  |
| PoolsidePoolside's 2024 raise, per DCD's Project Horizon reporting. | equity raise | $500M | 2024 | n.a. |  |
| Poolside + CoreWeaveCoreWeave ended the 2GW Project Horizon deal, with power procurement challenges cited at the campus. | lease | n.a. | partnership October 2025; deal later ended | Project Horizon (Longfellow Ranch) (TX) |  |

The record

## Sourced facts on Poolside

- Project Horizon called for more than 40,000 Nvidia GB300 NVL72 GPUs to be supplied from December 2025 on a 568-acre site.
- The account of CoreWeave's exit notes CoreWeave's $8.5 billion loan facility secured by its Meta agreement and cites power procurement challenges at the 2GW campus.

Sources

## Sources for Poolside

Every source cited on this page, once each.

- datacenterdynamics.com[DCD Project Horizon](https://www.datacenterdynamics.com/en/news/ai-startup-poolside-teams-up-with-coreweave-on-2gw-data-center-in-texas/)
- mlq.ai[MLQ](https://mlq.ai/news/coreweave-ends-2-gw-texas-data-center-deal-with-poolside/)
- thenextweb.com[The Next Web](https://thenextweb.com/news/nvidia-poolside-6bn-model-factory-licence)
- bloomberg.com[Bloomberg](https://www.bloomberg.com/news/articles/2025-10-30/nvidia-to-invest-up-to-1-billion-in-ai-startup-poolside)

NeoCloud

## More in the Index

[Applied Digital](https://savrn.com/ai-index/companies/applied-digital)[Bitdeer Technologies Group](https://savrn.com/ai-index/companies/bitdeer)[Cerebras Systems](https://savrn.com/ai-index/companies/cerebras)[Cipher Digital Inc.](https://savrn.com/ai-index/companies/cipher-digital)[Core Scientific](https://savrn.com/ai-index/companies/core-scientific)[CoreWeave](https://savrn.com/ai-index/companies/coreweave)[Corvex, Inc.](https://savrn.com/ai-index/companies/corvex)[Crusoe Energy](https://savrn.com/ai-index/companies/crusoe-energy)[Fluidstack](https://savrn.com/ai-index/companies/fluidstack)[Galaxy Digital Inc.](https://savrn.com/ai-index/companies/galaxy-digital)[Groq](https://savrn.com/ai-index/companies/groq)[Hut 8 Corp.](https://savrn.com/ai-index/companies/hut8)[IREN](https://savrn.com/ai-index/companies/iren)[Lambda (Lambda Labs)](https://savrn.com/ai-index/companies/lambda)[Nebius Group](https://savrn.com/ai-index/companies/nebius-group)[Nscale](https://savrn.com/ai-index/companies/nscale)[SambaNova Systems](https://savrn.com/ai-index/companies/sambanova)[Sesterce](https://savrn.com/ai-index/companies/sesterce)[TeraWulf](https://savrn.com/ai-index/companies/terawulf)[Together AI](https://savrn.com/ai-index/companies/together-ai)[Voltage Park](https://savrn.com/ai-index/companies/voltage-park)[Vultr](https://savrn.com/ai-index/companies/vultr)

Capital figures come from the [Capital Atlas](https://savrn.com/data-center-capital-atlas), refreshed every Tuesday, Thursday and Saturday. Site commitments overlap reported capital expenditure and overlap one another, so each figure appears as its source states it and none are added into a single deployment number. Informational, not investment advice.

Sources

The SAVRN reference set

## Seven references, one system

Capital, delay, policy, water, grid, permits and scarcity are one system seen from seven sides. Each reference is primary-sourced, refreshed on a schedule, and links into the others, so a project can be followed from the money committed to the docket that stopped it.

Capital Atlas

Who is funding AI data centers: capital providers, named sites, financing transactions, and the blocked-and-delayed record, state by state and company by company.

[Open the atlas →](https://savrn.com/data-center-capital-atlas)

Delay Watchlist

Project-level slippage: named projects, jurisdictional actions, utility and federal dockets, SEC disclosures, and the interconnection queue.

Open the watchlist →

Moratorium Tracker

The policy layer: every state measure and local moratorium mapped and cited, with one page per state.

Open the tracker →

Water Tracker

Every federal, state, local and interstate water measure that touches a data center, plus a fifty-state water ledger.

Open the water tracker →

Grid Operator Watchlist

ERCOT, PJM, MISO, CAISO, SPP, NYISO, ISO-NE and FERC: the large-load rules, filings and queue positions that decide whether a site can energize.

Open the watchlist →

Permits and Power Development

Data center and substation permits, large loads in the interconnection queues, and the power plants planned to serve them, refreshed hourly from public records.

Open the permits tracker →

SAVRN Scarcity Tracker

Eleven primary-sourced indicators of AI infrastructure scarcity, one composite index, read against the token index, SAVRN's own cost basis and the frontier ceiling.

Open the scarcity tracker →

Have a specific address? Site Intelligence reads all seven references against one location, county, utility and grid operator included, and cites every finding.

[Check an address →](https://savrn.com/site-intelligence)
