A major compute infrastructure deal is reshaping AI's hardware economics. The $10 billion cloud lease agreement signals a fundamental shift—this isn't a traditional hardware purchase, but rather a 750 MW capacity cloud deployment spanning approximately 30,000 advanced processor wafers. Breaking down the numbers: the implied revenue per wafer unit reaches roughly $333,000 over the contract lifecycle. This structure reflects evolving economics in large-scale AI infrastructure, where lease-based models are becoming increasingly competitive against outright hardware acquisition. The deal underscores growing demand for specialized compute capacity and highlights how blockchain and distributed systems principles are influencing enterprise infrastructure procurement strategies.