they also have $1T in commitments

Yes, over 10-20 years and I'm guessing many of those contracts are just intents and not hard commitments.

Let's say it's 15 years. That's $16B/quarter in commitment. They had $17B in revenue in Q3 2026.

If anything, they're far too conservative.

mplappert 3 hours ago | parent | next [-]

Most of their compute commitments are non-cancellable.

	▲	aurareturn 3 hours ago \| parent [-]
		Based on how their growth is going, I think they're far too conservative and they should sign more.

2 hours ago | parent | prev [-]

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