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▲ rafram 2 hours ago

They need a lot more growth just to afford the compute they've already agreed to buy. Not to mention to justify their rumored record-high IPO price.

▲solenoid0937 2 hours ago | parent [-]

Why do you say this? If they get to even 100B RRR they will pay off all of their commitments in <10 years with money to spare. Does that seem so impossible to you?