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.
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?
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?