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.
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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.